RVLV
Internet Retail · Consumer Cyclical
Analyst
Stifel
Equibles does not estimate personal net worth.
Peter McGoldrick is recorded as Analyst at Stifel. Peter McGoldrick has spoken on 14 earnings calls and 1 other investor event across 7 companies, most recently for Deckers Outdoor Corp on October 22, 2026. Those appearances were for Revolve Group, Inc. (RVLV), Wolverine World Wide Inc (WWW), Birkenstock Holding plc (BIRK), Crocs, Inc. (CROX), Deckers Outdoor Corp (DECK) and 2 other companies. The companies whose calls Peter McGoldrick spoke on are classified in the Consumer Cyclical sector.
“I wanted to ask on the UGG brand as we enter Holiday. With UGG Wholesale performing better than DTC, can you help us think about the assumptions around retail sell-through and replenishment embedded in the low single-digit growth outlook for the December quarter?”
“I wanted to ask on the Saucony brand, as we think about the upgraded outlook, you represented the global uptake of the brand. Can you point to the key regions of incremental international traction for Saucony?”
“I wanted to ask on the capital structure. You're now clean of the $600 million notes. Can you share your plans for cash generation of the business to fund operations and plan reliance on the updated revolver?”
“I was asking about gross margin, potential conservatism in the second half, but the building blocks shared on the last question get us there. Let's ask about the wholesale sell-through health and then the order book outlook.”
Stifel
Analyst
Source not stated
RVLV
Internet Retail · Consumer Cyclical
Footwear & Accessories · Consumer Cyclical
Footwear & Accessories · Consumer Cyclical
CROX
Footwear & Accessories · Consumer Cyclical
DECK
Footwear & Accessories · Consumer Cyclical
Apparel Manufacturing · Consumer Cyclical
Apparel Manufacturing · Consumer Cyclical