Analyst
TD Cowen
Equibles does not estimate personal net worth.
Oliver Chen is recorded as Analyst at TD Cowen. Oliver Chen has spoken on 26 earnings calls and 2 other investor events across 18 companies, most recently for LuxExperience B.V. on September 16, 2026. Those appearances were for LuxExperience B.V. (LUXE), Macy's, Inc. (M), Warby Parker Inc. (WRBY), Revolve Group, Inc. (RVLV), Coty Inc. (COTY) and 13 other companies. The companies whose calls Oliver Chen spoke on are classified in the Consumer Cyclical, Healthcare, Consumer Defensive and Industrials sectors.
“Regarding the guidance and the modeling, what should we know about gross margin relative to SG&A and how are you seeing merchandise margins evolving for next year in terms of promotional levels and what may happen for gross margin.”
“Regarding the beat of Q2 of $3 to $4 million on the EBITDA relative to the full-year guidance raise, it looks like it only captures a portion of the beat. Could you speak to what's happening there in terms of that dynamic and or conservatism?”
“The active customer growth and top line has been impressive. How do you see where you are relative to past longer term algorithms?”
“We're excited to have Vanessa Rijardo here. She's EVP of Consumer Beauty, Global Brands, and Innovation from Kodi. We also appreciate everyone's vote in the Extel poll as well.”
“Thrilled to be here with Martin Beer, the CFO of Lux Experience, and I've had the pleasure of knowing Martin for about a decade on this journey that we've all been on together for many reasons.”
TD Cowen
Analyst
Source not stated
LUXE
Luxury Goods · Consumer Cyclical
Department Stores · Consumer Cyclical
WRBY
Medical Instruments & Supplies · Healthcare
RVLV
Internet Retail · Consumer Cyclical
COTY
Household & Personal Products · Consumer Defensive
TDUP
Internet Retail · Consumer Cyclical
CPRI
Luxury Goods · Consumer Cyclical
WMT
Discount Stores · Consumer Defensive
Household & Personal Products · Consumer Defensive
Apparel Manufacturing · Consumer Cyclical
Specialty Retail · Consumer Cyclical
Household & Personal Products · Consumer Defensive
Apparel Manufacturing · Consumer Cyclical
Discount Stores · Consumer Defensive
Discount Stores · Consumer Defensive
MOV
Luxury Goods · Consumer Cyclical
