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    Alexander Douglas

    Research Analyst at Stifel

    Alexander Douglas is an analyst at Stifel who specializes in equity research with a focus on providing investment insights for institutional and individual clients. His coverage includes specific companies within his designated sector, where he delivers timely analysis and actionable recommendations to support portfolio decision-making. With a finance career spanning multiple years, Douglas has developed sector expertise at Stifel and prior experience at other reputable firms, building a track record of analytical rigor and professionalism. He holds relevant industry credentials and FINRA securities licenses, demonstrating his commitment to regulatory standards and exemplary research practices.

    Alexander Douglas's questions to Hanesbrands (HBI) leadership

    Alexander Douglas's questions to Hanesbrands (HBI) leadership • Q2 2025

    Question

    Alexander Douglas from Stifel Financial Corp. asked for insights into the expected cadence of tariff impacts through 2025 and 2026 and sought confirmation on the timing of their effect.

    Answer

    CEO Stephen Bratspies explained that due to inventory flow, the cost impact from tariffs is not expected until Q4. He expressed high confidence in the company's ability to fully mitigate these costs through a combination of factors, including the significant US content in their products, a balanced East-West supply chain, proactive cost reduction actions, and surgical pricing strategies, all of which are incorporated into the current guidance.

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    Alexander Douglas's questions to Clarus (CLAR) leadership

    Alexander Douglas's questions to Clarus (CLAR) leadership • Q2 2025

    Question

    Alexander Douglas from Stifel asked about the drivers of the Q2 gross margin decline, the outlook for margins in the second half considering tariffs, the viability of returning to pre-COVID margin levels, and guidance on modeling inventory for the remainder of the year.

    Answer

    CFO Michael J. Yates attributed the Q2 margin pressure to lower volumes and promotional sales in the Adventure segment, while the Outdoor segment's margin improved. He expects back-half margins to face tariff pressure but believes Outdoor margins will still be up year-over-year. Yates suggested a long-term gross margin target slightly higher than the pre-COVID 35% is reasonable and guided for inventory to decrease by about $10 million by year-end.

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    Alexander Douglas's questions to Clarus (CLAR) leadership • Q2 2025

    Question

    Asked about the outlook for gross margins in the second half given the Q2 decline, the expected longer-term margin structure post-transitory headwinds, and how to model inventory levels for the remainder of the year.

    Answer

    The Q2 gross margin decline was driven by the Adventure segment's promotional activity and lower volumes, while Outdoor's margin improved. For H2, tariffs will be a headwind, but they expect Black Diamond's margins to still be up year-over-year. The long-term margin structure is expected to be slightly higher than pre-COVID levels, around 36-36.5%. Inventory is projected to decrease by about $10 million by year-end from its Q2 level of $91 million.

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