Analyst
TD Cowen
Equibles does not estimate personal net worth.
Jonah Kim is recorded as Analyst at TD Cowen. Jonah Kim has spoken on 8 earnings calls across 5 companies, most recently for Revolve Group, Inc. on November 3, 2026. Those appearances were for J.Jill, Inc. (JILL), Owlet, Inc. (OWLT), SharkNinja, Inc. (SN), Revolve Group, Inc. (RVLV) and biote Corp. (BTMD). The companies whose calls Jonah Kim spoke on are classified in the Consumer Cyclical and Healthcare sectors.
“Just the first one on October, trending mid-teens, could you just characterize what's driving that disperses the 20% that you saw in 2Q, anything to call out there?”
“And just maybe additional color around compared to when you had the call last time to now sort of, you know, what led to lower volume than you expected?”
“How would you assess sort of the macro impact to your consumer in the first quarter and second quarter versus sort of, you know, assortment still that needs to improve?”
“I would love to get additional color just around what changed in your latest guidance versus your prior guide on the top line. I would love to get this additional color there.”
“I would love to get more color around how much TikTok and DTC contributed to your domestic sales this quarter. Any further color there? And if you're hearing any sort of pullback in inventory from domestic retailers and just going forward, what are key building blocks for domestic growth going forward?”
TD Cowen
Analyst
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JILL
Apparel Retail · Consumer Cyclical
OWLT
Medical Devices · Healthcare
Furnishings, Fixtures & Appliances · Consumer Cyclical
RVLV
Internet Retail · Consumer Cyclical
BTMD
Medical Care Facilities · Healthcare
