Analyst
Stiefel
Equibles does not estimate personal net worth.
Peter McGoldrick is recorded as Analyst at Stiefel. Peter McGoldrick has spoken on 8 earnings calls across 6 companies, most recently for Crocs, Inc. on October 29, 2026. Those appearances were for Crocs, Inc. (CROX), Fox Factory Holding Corp (FOXF), Warby Parker Inc. (WRBY), Kontoor Brands, Inc. (KTB), Columbia Sportswear Co (COLM) and 1 other company. The companies whose calls Peter McGoldrick spoke on are classified in the Consumer Cyclical and Healthcare sectors.
“Andrew, I wanted to get your perspective on the health of the consumer as you enter holiday this quarter. So particularly in North America, can you share some of your assumptions underpinning the willingness to spend and transact at full price?”
“I wanted to ask about the makeup of the active customer base. How should we be thinking about the new customers, the franchise versus retention of existing customers?”
“First, I just wanted to clarify on the $5 billion target in the 2030s. It sounded like you said that about Wrangler, but I wanted to clarify that that was about the consolidated pro forma contour business.”
“I was hoping you could talk more about the bike business. Can you give us some guidelines for your expectations around OE orders, market share for model year 27 changeover spec, and then any sizing of the contribution of these newer customers you pointed out?”
“Andrew, you discussed consumer resilience in Europe, Asia, and North America despite Middle East disruption. And in the past, you've given some really helpful commentary around the consumer backdrop.”
Stiefel
Analyst
Transcript header (unverified)
CROX
Footwear & Accessories · Consumer Cyclical
WRBY
Medical Instruments & Supplies · Healthcare
Apparel Manufacturing · Consumer Cyclical
Apparel Manufacturing · Consumer Cyclical
Footwear & Accessories · Consumer Cyclical
