GAP
Apparel Retail · Consumer Cyclical
Analyst
Baird
Analyst
Robert W. Baird
Equibles does not estimate personal net worth.
Mark Altschwager is recorded as Analyst at Baird and Analyst at Robert W. Baird. Mark Altschwager has spoken on 18 earnings calls across 11 companies, most recently for e.l.f. Beauty, Inc. on November 4, 2026. Those appearances were for Gap Inc (GAP), Warby Parker Inc. (WRBY), Birkenstock Holding plc (BIRK), Revolve Group, Inc. (RVLV), Urban Outfitters Inc (URBN) and 6 other companies. The companies whose calls Mark Altschwager spoke on are classified in the Consumer Cyclical, Healthcare and Consumer Defensive sectors.
“Mandy, looking ahead to fiscal 28, just with the reinvestment concentrated here in the second half. Should we think about the fiscal 27 adjusted EBITDA as the base to grow from next year?”
“I was hoping you could talk a little bit more about the trends you're seeing with the newer markets versus more established markets and how you'd characterize the e-commerce lift and broader brand halo relative to what you've experienced in prior periods.”
“I just wanted to ask a bigger picture on Old Navy. You've given us the seasonal diagnosis and talked about the fixes, and you've talked about how Michael helped build the plan for fall.”
“You have another, I believe, $500 million of liquidity for buybacks. How do you anticipate executing the additional buyback program going forward. You know, this last one was ASR, obviously.”
“Curious how you're thinking about luxury manager headcount growth from here. Is the plan to increase the growth there or lean on productivity per manager as the Athena intake kind of takes work off their plate?”
Baird
Analyst
Source not stated
Robert W. Baird
Analyst
Source not stated
GAP
Apparel Retail · Consumer Cyclical
WRBY
Medical Instruments & Supplies · Healthcare
Footwear & Accessories · Consumer Cyclical
RVLV
Internet Retail · Consumer Cyclical
URBN
Apparel Retail · Consumer Cyclical
Household & Personal Products · Consumer Defensive
REF
Apparel Retail · Consumer Cyclical
Specialty Retail · Consumer Cyclical
REAL
Luxury Goods · Consumer Cyclical
KSS
Department Stores · Consumer Cyclical
TPR
Luxury Goods · Consumer Cyclical