PLNT
Leisure · Consumer Cyclical
Analyst
Guggenheim
Equibles does not estimate personal net worth.
Simeon Siegel is recorded as Analyst at Guggenheim. Simeon Siegel has spoken on 21 earnings calls and 2 other investor events across 12 companies, most recently for Reformation Inc. on September 10, 2026. Those appearances were for Planet Fitness, Inc. (PLNT), Birkenstock Holding plc (BIRK), Bath & Body Works, Inc. (BBWI), Peloton Interactive, Inc. (PTON), V F Corp (VFC) and 7 other companies. The companies whose calls Simeon Siegel spoke on are classified in the Consumer Cyclical sector.
“Please go ahead. thanks hey everyone nice job welcome to public markets so i want to follow i want i want to follow up on that uh if i can briefly and then just follow up uh so how are you thinking about the revenue per customer versus the active customer growth embedded in the guide and maybe to your point ali when…”
“Daniel, maybe just to follow up on that a little bit. So you did call out digital as being one of the first areas of focus. You said it would be the first to turn.”
“Colleen, maybe just to follow up on that. So if someone buys the $10 classic test, do they get it temporarily or does that become their go forward rate? It just feels like that's a pretty compelling offer now.”
“And then also, can you guys elaborate on the involuntary churn comment that you had mentioned? I'm curious, were you able to reactivate those who were involuntary churned post the fix?”
“Obviously, congrats on the added roll. um so bracken just thinking about the advanced wholesale dynamics for a second can you just to how much you think is at this point still resetting the wholesale base versus how much is demand continuing to rebase and just maybe how has that evolved over time so as you think about…”
Guggenheim
Analyst
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PLNT
Leisure · Consumer Cyclical
Footwear & Accessories · Consumer Cyclical
Specialty Retail · Consumer Cyclical
VFC
Apparel Manufacturing · Consumer Cyclical
Department Stores · Consumer Cyclical
RVLV
Internet Retail · Consumer Cyclical
NKE
Footwear & Accessories · Consumer Cyclical
REF
Apparel Retail · Consumer Cyclical
Specialty Retail · Consumer Cyclical
GAP
Apparel Retail · Consumer Cyclical
ROST
Apparel Retail · Consumer Cyclical