Analyst
Evercore ISI
Equibles does not estimate personal net worth.
Michael Bonetti is recorded as Analyst at Evercore ISI. Michael Bonetti has spoken on 6 earnings calls across 3 companies, most recently for Macy's, Inc. on September 10, 2026. Those appearances were for Macy's, Inc. (M), NIKE, Inc. (NKE) and Ralph Lauren Corp (RL). The companies whose calls Michael Bonetti spoke on are classified in the Consumer Cyclical sector.
“I think this is the second quarter in a row with, you know, really big AUR gains, but modest gross margin expansion. In your mind, is there a transition point where AUR starts to offset any of the gross margin headwinds in the business that leads to a higher rate off the strong AUR strategy?”
“Hey guys, thanks for our question. matt let me add my my thank you for the last 17 years wishing wishing you all the best um maybe just a a couple brief comments on where the order books on the wholesale side saw the most impact you know what geos got better or worse but then maybe just a qualitative thought on on the…”
“And if I could just ask a quick follow-up on beauty, great, great top out of Blue Mercury. Is, can we get a sense of how much beauty was up across the total business?”
“Please go ahead. all right guys thanks for taking our questions here um i guess just to clean up is that negative two to four percent in fourth quarter is reported or currency um and then i guess um bigger picture with revenues down two to four and america grow it i guess north america growing modestly china down 20.…”
“Could you just walk us through some of the flow-through metrics in the first quarter EBIT guidance? It looks like you're targeting EBIT down about 130 to 150. It was only down 20 basis points in fourth quarter.”
Evercore ISI
Analyst
Transcript header (unverified)
Department Stores · Consumer Cyclical
NKE
Footwear & Accessories · Consumer Cyclical
Apparel Manufacturing · Consumer Cyclical
