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    Amanda Douglas

    Vice President and Senior Equity Analyst at JPMorgan Chase & Co.

    Amanda Douglas is a Vice President and Senior Equity Analyst at JPMorgan Chase & Co., specializing in research coverage of department stores and specialty softlines retail companies. She collaborates closely with Matt Boss on market trends and has analyzed performance and outlook for leading off-price retailers, focusing on sales drivers, consumer behavior, and market share dynamics. Amanda joined JPMorgan's retail research division in the early 2020s, contributing to its analytics on critical retail events and consumer spending, and previously worked in related finance roles before advancing to her current position. She holds FINRA securities licenses and is recognized for her expertise in quantitative retail analysis, frequently participating in industry podcasts and market outlook discussions.

    Amanda Douglas's questions to Boot Barn Holdings (BOOT) leadership

    Amanda Douglas's questions to Boot Barn Holdings (BOOT) leadership • Q4 2025

    Question

    Amanda Douglas inquired about the drivers behind the recent same-store sales acceleration in April and May, and how Boot Barn's pricing power has evolved since 2018-2019. She also asked for a quantification of the expected tariff headwind on margins and earnings.

    Answer

    CEO John Hazen noted that while Q1-to-date sales were strong, the +6% comp guidance for the full quarter does not assume further acceleration, anticipating a second-half slowdown due to price increases. CFO Jim Watkins quantified the tariff impact at approximately $8 million for the year, primarily affecting exclusive brands. He added that third-party vendors are also raising prices mid-single-digits, and while Boot Barn has historically absorbed 2-3% increases, a 5% increase is expected to soften consumer demand.

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    Amanda Douglas's questions to AMERICAN EAGLE OUTFITTERS (AEO) leadership

    Amanda Douglas's questions to AMERICAN EAGLE OUTFITTERS (AEO) leadership • Q4 2024

    Question

    Amanda Douglas, on behalf of Matthew Boss at JPMorgan, asked for details on early spring sales trends comparing the American Eagle and Aerie brands, and requested a breakdown of the gross margin outlook, specifically regarding markdowns versus product costs.

    Answer

    President Jen Foyle explained that early trends were soft due to a strong prior-year comparison and some inventory out-of-stocks in key categories like AE denim and Aerie fleece, which she framed as a chase opportunity. CFO Mike Mathias detailed that first-half gross margin would be pressured by currency headwinds and expense deleverage, while the second half is expected to see improvement from better IMU and cost mitigation efforts, leading to a relatively flat margin year-over-year in H2.

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