ROST
Apparel Retail · Consumer Cyclical
Analyst
Deutsche Bank
Equibles does not estimate personal net worth.
Christina Katai is recorded as Analyst at Deutsche Bank. Christina Katai has spoken on 16 earnings calls and 1 other investor event across 9 companies, most recently for Kroger Co on September 11, 2026. Those appearances were for Ross Stores, Inc. (ROST), Kroger Co (KR), Caseys General Stores Inc (CASY), Walmart Inc. (WMT), Ulta Beauty, Inc. (ULTA) and 4 other companies. The companies whose calls Christina Katai spoke on are classified in the Consumer Cyclical and Consumer Defensive sectors.
“Greg, a lot of the discussion today has focused on value, but some of the strongest examples that you highlighted included belly bakery, prepared food, think rotisserie chicken and private brands.”
“So, Darren, you've highlighted strong growth in energy, non-alcoholic beverages, and nicotine alternatives, but obviously snacks remain challenged. So, do you think the weakness in snacks is entirely a function of pricing and value perception?”
“Keisha, you said it delivered double-digit growth. I think nearly half of the sales are coming from exclusive brands or products. But as K-Beauty becomes more widely available, how are you thinking about maintaining Ulta's competitive advantage and authority within the space?”
“So you described the new customer cohort as having, I believe you said the word, exceptionally strong report card. Can you talk about the metric or the various metrics that have exceeded your expectations the most?”
“So I also wanted to focus on the price investment from a return perspective, right? you noted 50% sequential increase in rollbacks, I believe 11,000 items, which might be a new record for Walmart.”
Deutsche Bank
Analyst
Transcript header (unverified)
ROST
Apparel Retail · Consumer Cyclical
KR
Grocery Stores · Consumer Defensive
Specialty Retail · Consumer Cyclical
WMT
Discount Stores · Consumer Defensive
ULTA
Specialty Retail · Consumer Cyclical
Footwear & Accessories · Consumer Cyclical
FIVE
Specialty Retail · Consumer Cyclical
Specialty Retail · Consumer Cyclical