Analyst
Jefferies
Equibles does not estimate personal net worth.
Sydney A. Wagner is recorded as Analyst at Jefferies. Sydney A. Wagner has spoken on 11 earnings calls across 7 companies, most recently for Ulta Beauty, Inc. on August 27, 2026. Those appearances were for Coty Inc. (COTY), Interparfums Inc (IPAR), e.l.f. Beauty, Inc. (ELF), Bath & Body Works, Inc. (BBWI), Ulta Beauty, Inc. (ULTA) and 2 other companies. The companies whose calls Sydney A. Wagner spoke on are classified in the Consumer Defensive and Consumer Cyclical sectors.
“So as store fulfillment climbs past 50% of e-commerce orders and digital channel growth remains strong, can you just update us on the progress of closing the profitability gap between digital and store sales?”
“So you've now built market share into the fiscal 27 incentive structure to help reinforce the sellout culture.”
“So first of all, maybe just to ask about the consumer. You mentioned some consumer selectivity. Can you just talk about how that's manifesting itself in fragrance?”
“So of the 10% of SKUs where maintaining the lower prices was justified with the additional unit growth, what characteristics did those products have in common? And what were the learnings from kind of the commonalities there?”
“You noted that promotional activity increased across both businesses and consumers are more so concentrating their purchases around those events. Just curious, so, I mean, has that behavior changed versus 90 days ago?”
Jefferies
Analyst
Source not stated
COTY
Household & Personal Products · Consumer Defensive
IPAR
Household & Personal Products · Consumer Defensive
Household & Personal Products · Consumer Defensive
Specialty Retail · Consumer Cyclical
ULTA
Specialty Retail · Consumer Cyclical
Specialty Retail · Consumer Cyclical
Household & Personal Products · Consumer Defensive
