Footwear & Accessories · Consumer Cyclical
Mauricio Serna
Analyst
UBS
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About Mauricio Serna
Mauricio Serna is recorded as Analyst at UBS. Mauricio Serna has spoken on 12 earnings calls across 6 companies, most recently for Buckle Inc on August 21, 2026. Those appearances were for Wolverine World Wide Inc (WWW), Signet Jewelers Ltd (SIG), Kontoor Brands, Inc. (KTB), Buckle Inc (BKE), Columbia Sportswear Co (COLM) and 1 other company. The companies whose calls Mauricio Serna spoke on are classified in the Consumer Cyclical sector.
Mauricio Serna on recent calls
“A quick follow up just on I think on the SG&A side, you've flagged 45 basis points of uh marketing to leverage could you give us a sense of how much were marketing dollars up on a year-over-year and like you know where are you seeing that like you know how are you feeling about that you know the return of that…”
“Just given the strong performance in the second quarter, just wondering why there doesn't seem to be an increase in the revenue guide for that brand. And maybe could you unpack a little bit more, like, how much of the growth in the quarter would you attribute to, like, core hike versus lifestyle?”
“Just on the gross margin, I know you mentioned the merchandise margin contracting 70 basis points on higher gold. Was there anything related to promotions to call out?”
“I mean, I think you talked about 16% growth in the quarter. Just to confirm that's in constant currency, and maybe could you talk about how that growth looks by channel, what you've been doing there to drive that growth?”
“Just a quick question on the direct-to-consumer business, could you talk about in the U.S. how that business trended throughout the quarter? I'm curious to see if you can provide some context of how consumers have reacted to the high single-digit price increases.”
Affiliation history
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UBS
Analyst
Source not stated
Current
Company network
4 appearances
Latest appearance 2026-08-13
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Apparel Manufacturing · Consumer Cyclical
2 appearances
Latest appearance 2026-05-07
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Buckle Inc
BKE
Apparel Retail · Consumer Cyclical
1 appearance
Latest appearance 2026-08-21
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Apparel Manufacturing · Consumer Cyclical
1 appearance
Latest appearance 2026-04-30
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