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    Amy Teske

    Research Analyst at Robert W. Baird & Co.

    Amy Teske is an Equity Research Associate at Robert W. Baird & Co., specializing in finance sector research with a focus on consumer services. Having joined Baird in 2019, she supports analysis and coverage of companies such as John Bean Technologies Corporation and has contributed to the team’s research since 2022. She began her career immediately after graduating from the University of Notre Dame in 2019 and holds regulated broker credentials under FINRA (CRD# 6817264). Teske’s professional standing is reflected in her consistent research responsibilities, though publicly reported performance rankings or returns are not currently available.

    Amy Teske's questions to Ulta Beauty (ULTA) leadership

    Amy Teske's questions to Ulta Beauty (ULTA) leadership • Q2 2025

    Question

    Amy Teske, on for Mark Altschwager, inquired about the specific actions being taken within SG&A to limit deleverage as the company navigates a more pressured demand environment.

    Answer

    President & COO Kecia Steelman responded that SG&A spend was better than planned in the quarter due to disciplined cost management. She noted that for the full year, SG&A growth is expected to moderate in the second half as major transformational investments are completed, allowing the company to maintain financial discipline while still investing for long-term success.

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    Amy Teske's questions to KOHLS (KSS) leadership

    Amy Teske's questions to KOHLS (KSS) leadership • Q2 2025

    Question

    Amy Teske, on behalf of Mark Altschwager, inquired about the cadence of demand throughout the second quarter, any material differences between regular-priced and clearance sales, and what provides confidence that core merchandise initiatives are on track amid macro challenges.

    Answer

    CFO Jill Timm described Q2 demand as relatively consistent, without significant inter-month fluctuations or unusual clearance activity compared to prior years. She stated that confidence in the strategy stems from the positive customer response to newness, such as the strong performance in dresses. While core areas like women's intimates and seasonal assortments were soft, the strategy to leverage the market for new products and reposition key departments like juniors near Sephora is expected to drive improvement.

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