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    Alessandra Jimenez

    Senior Equity Research Associate at Raymond James & Associates, Inc.

    Alessandra Jimenez is a Senior Equity Research Associate at Raymond James & Associates, Inc., specializing in consumer hardlines coverage with a focus on companies such as Sleep Number Corporation and other leading retail brands. Since joining Raymond James in 2020, she has played a vital role in equity research, contributing to analyst coverage and actively participating in corporate earnings calls, which has led to valuable insights for investors. Her tenure in the industry is marked by data-driven analysis and collaboration, following earlier experience in research roles. Jimenez possesses advanced analytical skills and is recognized for her strong performance within her coverage universe.

    Alessandra Jimenez's questions to Sleep Number (SNBR) leadership

    Alessandra Jimenez's questions to Sleep Number (SNBR) leadership • Q4 2024

    Question

    Alessandra Jimenez of Raymond James & Associates, Inc. asked about the portion of cost of goods sold subject to new tariffs, any planned pricing actions, and the top-line impact from store count rationalization in 2025.

    Answer

    CFO Francis Lee explained that the largest tariff exposure is from Mexico, which supplies about one-third of materials, and that mitigation plans are in place. CEO Shelly Ibach noted the company will be decisive with pricing but is mindful of the already pressured consumer. Francis Lee added that store closures created a couple of points of top-line pressure in 2024 and the company was pleased with the associated sales transfer rates.

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    Alessandra Jimenez's questions to PROG Holdings (PRG) leadership

    Alessandra Jimenez's questions to PROG Holdings (PRG) leadership • Q4 2024

    Question

    Alessandra Jimenez, on for Bobby Griffin, asked for more detail on the 2025 revenue guidance, specifically the expected full-year GMV drag from the Big Lots bankruptcy. She also inquired about current customer behavior, asking if performance changes were broad-based or concentrated among new, lower-funnel customers.

    Answer

    CEO Steven Michaels clarified that while the company doesn't guide to full-year GMV, the Q1 impact from Big Lots is estimated to be in the $135 million to $150 million range on an annualized basis. He noted this was a significant change from expectations prior to the liquidation announcement. Michaels also confirmed that performance stress is concentrated at the lower end of the portfolio and within the new customer cohort, which is harder to underwrite than repeat customers, leading to slightly higher delinquencies.

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