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Bob Durbill

Managing Director and Consumer Retail Analyst at BTIG, LLC

Bob Drbul is a Managing Director and Consumer Retail Analyst at BTIG, specializing in coverage across broadline retailing, warehouse clubs, off-price and department stores, footwear, apparel, accessories, luxury goods, and specialty retail. He has provided actionable insights on companies including Walmart, Kontoor Brands, and others, maintaining a track record that includes a TipRanks success rate over 53% and notable calls such as a +238.4% return for Kontoor Brands. Drbul's career spans senior research roles at BTIG since October 2025, following positions at Guggenheim Securities, Nomura Securities, Barclays Capital, Lehman Brothers, Salomon Brothers, and Federated Investors. He holds a BA in Economics from Yale University, an MBA from Cornell’s Johnson School of Management, and is FINRA registered, with repeated #1 and #2 rankings in Institutional Investor's Textile, Footwear, and Apparel analyst surveys.

Bob Durbill's questions to GAP (GAP) leadership

Question · Q3 2026

Bob Durbill inquired about the current average unit retail (AUR) trends, how Gap Inc. is managing these trends, and the growth plans for AUR looking ahead into Q4 and 2026.

Answer

Richard Dickson, President and CEO, stated that pricing is managed to maintain value, with Q3 showing increased price elasticity and higher full-price sell-through due to brand relevance and inventory rigor. Select pricing in categories like denim contributed to double-digit growth, with overall AUR improving across Old Navy, Gap, and Banana Republic, leading to less discounting and confidence in continued AUR growth.

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Question · Q3 2026

Bob Durbill inquired about the current average unit retail (AUR) trends, how Gap Inc. is managing these trends, and the growth plans for AUR looking ahead to Q4 2025 and into 2026.

Answer

Richard Dickson, President and CEO of Gap Inc., explained that pricing considers various inputs while maintaining value. He highlighted increased price elasticity, higher full-price sell-through, and select pricing in Q3 (e.g., denim) as drivers. Strong AURs were seen at Old Navy, Gap, and Banana Republic, leading to less discounting and confidence for Q4.

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