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    Adrienne Yih • Barclays

    Adrienne Yih's questions to TJX Companies Inc (TJX) leadership

    Adrienne Yih's questions to TJX Companies Inc (TJX) leadership • Q2 2026

    Question

    Adrienne Yih commented on the lack of pricing power and promotional environment in the broader apparel sector and asked for TJX's perspective on pricing power by category. She also inquired about the expected timing of tariff impacts on the sector.

    Answer

    CEO Ernie Herrman agreed that the apparel market has been deflationary and promotional. He reiterated that TJX's model is to follow, not lead, on retail pricing to maintain its value leadership. Regarding tariffs, he believes other retailers will likely implement price increases gradually to avoid customer sticker shock. CFO John Klinger added that vendors also negotiate with factories to share some of the cost pressure.

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    Adrienne Yih's questions to Tapestry Inc (TPR) leadership

    Adrienne Yih's questions to Tapestry Inc (TPR) leadership • Q4 2025

    Question

    Adrienne Yih questioned what structural differences at Coach enable its current high margins compared to the 2005-2006 era, how pricing is being used to mitigate tariffs, and whether the $800 million share repurchase plan represents a new annual run rate.

    Answer

    Coach CEO Todd Kahn explained the brand is now more direct-to-consumer, geographically diversified, and data-driven, which supports pricing power and AUR growth. CFO & COO Scott Roe clarified that the $800 million buyback is for the current fiscal year, emphasizing the company's strong cash flow and low leverage, with a longer-term capital allocation update planned for the upcoming Investor Day.

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    Adrienne Yih's questions to Canada Goose Holdings Inc (GOOS) leadership

    Adrienne Yih's questions to Canada Goose Holdings Inc (GOOS) leadership • Q1 2026

    Question

    Adrienne Yih of Barclays questioned what conditions would be necessary for the company to reinstate guidance, the expected shape of SG&A spending, and progress on driving store productivity in non-peak quarters. She also asked about the wholesale channel's order book.

    Answer

    CFO Neil Bowden cited uncertainty in the trade environment, especially regarding potential US-Canada tariffs, as the reason for not reinstating guidance. President & COO Beth Clymer explained the SG&A strategy involves targeted investments in revenue drivers (marketing, store labor) while maintaining leanness elsewhere, noting that early labor investments are boosting productivity. President of Brand & Commercial Carrie Baker described the wholesale order book as stable and strong after last year's channel reset.

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    Adrienne Yih's questions to VF Corp (VFC) leadership

    Adrienne Yih's questions to VF Corp (VFC) leadership • Q1 2026

    Question

    Adrienne Yih inquired about the brand and financial impact of the Vans Warped Tour's return and asked for details on the projected $60-70 million gross profit impact from tariffs, including potential offsets from SG&A savings or pricing actions.

    Answer

    President & CEO Bracken Darrell highlighted the Warped Tour's success, noting that ticket sales vastly exceeded plans and created a powerful brand moment. EVP & CFO Paul Vogel clarified that the tariff impact is a net figure for the second half of the year, accounting for mitigation efforts, and the company continues to focus on broader gross margin improvements and cost controls.

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    Adrienne Yih's questions to Deckers Outdoor Corp (DECK) leadership

    Adrienne Yih's questions to Deckers Outdoor Corp (DECK) leadership • Q1 2026

    Question

    Adrienne Yih from Barclays asked for details on Deckers' price increase strategy, including the percentage of products affected and whether it applied to new or existing styles, and questioned the gross margin outlook concerning tariff impacts.

    Answer

    CEO Stefano Caroti described the price increases as selective and staggered across brands and franchises. CFO Steven Fasching added that increases were applied to certain fall and spring products, with room for re-evaluation based on final tariff rules. Fasching clarified that gross margin pressure is expected to be higher in the second half of the fiscal year as tariffs impact costs before price increases can fully offset them.

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    Adrienne Yih's questions to Deckers Outdoor Corp (DECK) leadership • Q1 2026

    Question

    Adrienne Yih from Barclays inquired about the specifics of the company's price increase strategy, including the scope of products affected. She also asked about the potential for gross margin to return to expansion in the latter half of the fiscal year.

    Answer

    CEO Stefano Caroti described the price increases as selective and staggered, applied strategically to franchises with strong pricing power. CFO Steven Fasching clarified that gross margin pressure is expected to increase in the second half, as the full impact of tariffs will precede the benefits from price increases, preventing a return to margin expansion in that period.

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    Adrienne Yih's questions to Nike Inc (NKE) leadership

    Adrienne Yih's questions to Nike Inc (NKE) leadership • Q4 2025

    Question

    Adrienne Yih of Barclays inquired about Nike's high-level marketplace segmentation among key retailers and the strategic role of the new distribution partnership with Amazon.

    Answer

    President & CEO Elliot Hill explained the strategy is to serve consumers across multiple channels, with Nike Direct as the elevated anchor. He positioned the Amazon partnership as a targeted way to serve a specific consumer and grow the overall marketplace. CFO Matt Friend added that while the Amazon launch in Q1 is not a 'material needle mover' initially, the overall wholesale order book is the key indicator of progress.

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    Adrienne Yih's questions to GPS leadership

    Adrienne Yih's questions to GPS leadership • Q1 2026

    Question

    Adrienne Yih of Barclays asked about the Gap brand's strategy for balancing full-price sales from collaborations with promotional activity, and whether price increases were a component of the company's tariff mitigation plans.

    Answer

    CEO Richard Dickson explained that the Gap brand's reinvigoration, through culturally relevant campaigns and collaborations, is successfully attracting new generations and demonstrating pricing power with strong full-price sell-through. Regarding tariffs, he stated that the company does not anticipate meaningful price increases for consumers at this time, prioritizing the customer value proposition.

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    Adrienne Yih's questions to DICK'S Sporting Goods Inc (DKS) leadership

    Adrienne Yih's questions to DICK'S Sporting Goods Inc (DKS) leadership • Q1 2025

    Question

    Adrienne Yih asked about the strategy for implementing price increases related to tariffs and inquired about the timing of tariff impacts on the P&L and inventory composition.

    Answer

    President and CEO Lauren Hobart stated that the company has advanced pricing capabilities to manage tariff impacts while confirming the full-year guidance. Executive VP & CFO Navdeep Gupta noted that the 12% inventory increase was a successful strategic investment and expects inventory growth to moderate as the year progresses, even with anticipated tariff effects.

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    Adrienne Yih's questions to Crocs Inc (CROX) leadership

    Adrienne Yih's questions to Crocs Inc (CROX) leadership • Q1 2025

    Question

    Speaking for Adrienne Yih, Michael Wu asked how the company would manage price increases between its DTC and wholesale channels, particularly for wholesale orders that have already been placed.

    Answer

    CEO Andrew Rees explained that while they have changed prices on existing wholesale orders in past emergencies, it is highly unlikely they would do so now. The preferred approach is a coordinated price change across all channels at a future designated time to maintain consistency in the market.

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    Adrienne Yih's questions to Crocs Inc (CROX) leadership • Q2 2024

    Question

    Adrienne Yih of Barclays asked for clarification on the drivers of the Q3 revenue decline guidance, specifically the role of the wholesale pullback and the strategy to manage shelf space. She also questioned the implied significant decline for the Heydude brand and asked for details on the tariff impact on inventory.

    Answer

    CEO Andrew Rees confirmed the guidance reflects the current wholesale order book and includes proactive, conservative assumptions. He attributed the steep Heydude decline to deliberate actions, including a significant inventory reset with wholesale partners and a pullback in performance marketing. CFO Susan Healy clarified the tariff figures are current as of early August and that a meaningful portion of the inventory value increase is due to capitalized tariff costs.

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    Adrienne Yih's questions to Victoria's Secret & Co (VSCO) leadership

    Adrienne Yih's questions to Victoria's Secret & Co (VSCO) leadership • Q4 2025

    Question

    Adrienne Yih inquired about the timeline for CEO Hillary Super's full influence on product, progress on shortening production lead times to improve inventory productivity, and the expected sales versus profitability impact of reducing promotions.

    Answer

    CEO Hillary Super stated her full product imprint would be iterative, with Spring '26 being the first season entirely under her influence. She confirmed progress in shortening lead times for categories like underwear and PINK apparel, aided by a new leadership structure. Regarding promotions, she noted that the company successfully reduced some in Q4, likely trading some top-line sales for healthier margins, and will continue seeking similar opportunities.

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