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    Alex Grandin

    Research Analyst at Morgan Stanley

    There is currently no publicly available professional profile, performance data, or credential information for an analyst named Alex Grandin at Morgan Stanley. No evidence could be found of Alex Grandin holding an analyst or comparable role at Morgan Stanley or any other major financial institution, nor is there an accessible LinkedIn profile matching this name and position. As such, specific career details, company coverage, track record metrics, career timeline, and regulatory credentials for Alex Grandin are unavailable.

    Alex Grandin's questions to SKECHERS USA (SKX) leadership

    Alex Grandin's questions to SKECHERS USA (SKX) leadership • Q1 2025

    Question

    Alex Grandin of Morgan Stanley asked why Skechers historically maintained a relatively high level of sourcing from China compared to its peers. He also inquired about the amount of non-tariffed inventory on hand and the expected timing for when new tariffs would begin impacting the income statement, as well as the deadline for placing holiday orders.

    Answer

    Executive John Vandemore explained that sourcing decisions are based on a global view, considering partner capabilities and the fact that two-thirds of the business is outside the U.S. He indicated that the impacts of the current tariff regime would begin to be felt in late Q2 and more acutely in Q3. Regarding holiday orders, he noted that for new products, the deadline is around the present time, with the current environment adding complexity to logistics.

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