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    Alexander Conway • Robert W. Baird & Co.

    Alexander Conway's questions to Wolverine World Wide Inc (WWW) leadership

    Alexander Conway's questions to Wolverine World Wide Inc (WWW) leadership • Q1 2025

    Question

    Following up on the Sweaty Betty discussion, Alexander Conway asked for a potential timeline for the brand's realistic recovery.

    Answer

    CEO Christopher Hufnagel did not provide a specific timeline for Sweaty Betty's recovery. Instead, he emphasized that the company is applying its proven growth playbook, has an aligned team, and is focused on executing its strategy to bolster the brand's premium positioning and improve profitability, similar to how it turned around its larger brands.

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    Alexander Conway's questions to Foot Locker Inc (FL) leadership

    Alexander Conway's questions to Foot Locker Inc (FL) leadership • Q2 2024

    Question

    Alexander Conway, on for Jonathan Komp, asked for the strategic rationale behind the international restructuring and questioned if the revised gross margin guidance headwinds were isolated to WSS and international markets.

    Answer

    CEO Mary Dillon explained the international changes are part of a 'simplification and optimization' strategy to focus capital on core markets. CFO Mike Baughn confirmed the gross margin pressure is concentrated in international markets and the WSS banner, while reiterating confidence in significant margin expansion in the back half of the year.

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    Alexander Conway's questions to Canada Goose Holdings Inc (GOOS) leadership

    Alexander Conway's questions to Canada Goose Holdings Inc (GOOS) leadership • Q1 2025

    Question

    Alexander Conway, on behalf of Jonathan Komp, asked for an updated outlook on luxury market growth and for details on performance disparities within the Asia-Pacific region.

    Answer

    CFO Neil Bowden acknowledged that external data suggests a lower single-digit luxury market growth but stated it's not expected to have a meaningful impact on their plans. He highlighted strong performance in Mainland China and Japan, driven by domestic demand and tourism, which contrasted with consumer pressure in Hong Kong, Macau, and Taiwan.

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