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Adrianne Yih

Managing Director and Senior Equity Research Analyst at Barclays PLC

Adrienne Yih is a Managing Director and Senior Equity Research Analyst at Barclays, specializing in U.S. Specialty Retail, Apparel, and Footwear. She covers leading companies such as Nike, Lululemon (LULU), Urban Outfitters (URBN), Gap, and Williams-Sonoma (WSM), and has amassed a track record that includes a 51.51% success rate and a 4.10% average return per transaction, with standout calls like a 439.8% return on WSM. Yih began her finance career at Prudential Investment Group, held senior analyst roles at Janney, FBR Capital Markets, and Wolfe Research, and joined Barclays in 2019 after developing highly regarded quantitative models. She holds an MBA in Finance from UCLA Anderson School of Management and a BS in Industrial Engineering from Stanford University.

Adrianne Yih's questions to Bath & Body Works (BBWI) leadership

Question · Q3 2026

Adrienne Yih asked about the timing and method for exiting non-go-forward categories to avoid brand pressure, and how SKU rationalization within core categories will impact the number of alternative and seasonal scents.

Answer

CEO Daniel Heaf stated that SKU rationalization is driven by consumer feedback regarding an overwhelming in-store experience. Exits will begin in Spring (Q1 next year) and ramp up through 2026, using a 'test, learn' approach. CFO Eva Boratto mentioned utilizing semi-annual sales to clear inventory and successfully exiting Q3 with clean inventory despite pressures. She also noted that the exited categories are not expected to be a meaningful drag on sales.

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Adrianne Yih's questions to lululemon athletica (LULU) leadership

Question · Q2 2026

Adrianne Yih asked about actions being taken to manage inventory and chase successful items between now and 2026, when major product fixes are expected. She also inquired about the proportion of U.S. e-commerce orders that previously utilized the de minimis exemption.

Answer

CEO Calvin McDonald reiterated that new agile processes, including upfront vendor collaboration on fabrics, are already in place to react quicker to successful items, potentially eliminating up to two months from the chase process. CFO Meghan Frank explained that approximately two-thirds of U.S. e-commerce orders were fulfilled from Canada, with most shipments under $800 qualifying for the de minimis exemption, making its removal a significant impact.

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