VNCE
Apparel Manufacturing · Consumer Cyclical
Analyst
Noble Capital Markets
Equibles does not estimate personal net worth.
Michael Kropinski is recorded as Analyst at Noble Capital Markets. Michael Kropinski has spoken on 18 earnings calls and 1 other investor event across 14 companies, most recently for Vince Holding Corp. on September 10, 2026. Those appearances were for Vince Holding Corp. (VNCE), Newsmax Inc. (NMAX), Snail, Inc. (SNAL), Travelzoo (TZOO), Lucky Strike Entertainment Corp (LUCK) and 9 other companies. The companies whose calls Michael Kropinski spoke on are classified in the Consumer Cyclical, Communication Services, Technology and Financial Services sectors.
“Thank you for taking my questions and congratulations on a solid quarter and your OVO. acquisition. I was just wondering if you can talk a little bit about how quickly you could get OVO into Nordstrom's and Bloomingdale's and how significant could wholesale ultimately become for the brand?”
“And obviously, inventory is up a little bit, and it seems like you're saying that it's a little bit more normalized. Can you talk about specific inventory that you're leaning into into the quarter as you kind of go into the holiday season here?”
“I know in your presentation, you highlight that Newsmax affiliate rates are roughly seven times below peers on average. And that's in spite of the fact that your distribution of ratings are increasingly comparable.”
“Q2 was the first quarter under the reduced ARC license fee structure, and I know that you quantified that there would be approximately $1.5 million of quarterly savings.”
“I was just wondering, to what extent do you believe the current acceleration of revenue is being driven by, you know, favorable category trends versus company-specific execution, and how sustainable do you think that advantage is over the coming years?”
Noble Capital Markets
Analyst
Transcript header (unverified)
VNCE
Apparel Manufacturing · Consumer Cyclical
NMAX
Broadcasting · Communication Services
SNAL
Electronic Gaming & Multimedia · Communication Services
TZOO
Internet Content & Information · Communication Services
CNDT
Information Technology Services · Technology
SLQT
Insurance Brokers · Financial Services
Apparel Manufacturing · Consumer Cyclical
Advertising Agencies · Communication Services
Entertainment · Communication Services
Internet Content & Information · Communication Services
Specialty Retail · Consumer Cyclical
Advertising Agencies · Communication Services