GAP
Apparel Retail · Consumer Cyclical
Analyst
Wells Fargo
Equibles does not estimate personal net worth.
Ike Boruchow is recorded as Analyst at Wells Fargo. Ike Boruchow has spoken on 33 earnings calls across 16 companies, most recently for Levi Strauss & Co on October 7, 2026. Those appearances were for Gap Inc (GAP), Burlington Stores, Inc. (BURL), Signet Jewelers Ltd (SIG), Carters Inc (CRI), Tapestry, Inc. (TPR) and 11 other companies. The companies whose calls Ike Boruchow spoke on are classified in the Consumer Cyclical sector.
“On the 4Q guide relative to three months ago, is there any change on the revenue guide? It looks like it's a little lower than the implied before, but I just want to sanity check that to you guys.”
“I'm not sure if this is for you, Megan, but I kind of wanted to ask a bigger picture question about the cost structure of the business.”
“When you look at the raw deleverage in the second quarter and then the guide for the back half, to delever 60 basis points in 3Q while you're growing revenue, too, it kind of implies the occupancy dollars per foot are up high single digits.”
“Was wondering if you could comment on your early signals on back to school, specifically at Foot Locker, but also core dicks and then on the Foot Locker guide down on the profit. it's just it's surprising a 200 million revenue cut um driving a 200 million profit cut so maybe just some more clarity on the merchandise…”
“Can I ask about the gross margin specifically? Can you quantify the clearance activity that you guys took in the second quarter? Just how much of a drag was that to either the retail gross margin or the total gross margin of the company?”
Wells Fargo
Analyst
Source not stated
GAP
Apparel Retail · Consumer Cyclical
CRI
Apparel Retail · Consumer Cyclical
TPR
Luxury Goods · Consumer Cyclical
LEVI
Apparel Manufacturing · Consumer Cyclical
Specialty Retail · Consumer Cyclical
Apparel Manufacturing · Consumer Cyclical
CPRI
Luxury Goods · Consumer Cyclical
Specialty Retail · Consumer Cyclical
Apparel Manufacturing · Consumer Cyclical
Specialty Retail · Consumer Cyclical
VFC
Apparel Manufacturing · Consumer Cyclical
Apparel Manufacturing · Consumer Cyclical
URBN
Apparel Retail · Consumer Cyclical