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    Brian Cheetham • Citigroup Inc.

    No evidence was found for a Brian Cheetham working as an analyst at Citigroup Inc. Available search results only reference a Brandon Cheatham, listed as Vice President Equity Research at Citi, with no mention of Brian Cheetham. Due to the lack of performance metrics, covered companies, or professional credentials, a comprehensive profile cannot be provided for Brian Cheetham at this time.

    Brian Cheetham's questions to National Vision Holdings Inc (EYE) leadership

    Brian Cheetham's questions to National Vision Holdings Inc (EYE) leadership • Q1 2025

    Question

    Brian Cheetham, on behalf of Paul Lejuez at Citigroup, questioned the company's exposure to China tariffs, its ability to shift sourcing for private label and third-party products, and the specific drivers behind the quarter's strong average ticket performance.

    Answer

    Executive Christopher Laden stated that less than 10% of the company's cost of goods is exposed to China, a result of multi-year supply chain diversification efforts. He confirmed flexibility in sourcing, particularly for private label products. Laden then attributed approximately two-thirds of the average ticket increase to pricing actions and the remaining one-third to assortment changes and enhanced selling techniques.

    Ask Fintool Equity Research AI

    Brian Cheetham's questions to National Vision Holdings Inc (EYE) leadership • Q1 2025

    Question

    Brian Cheetham, on behalf of Paul Lejuez at Citigroup Inc., questioned the company's exposure to China tariffs, including the origin of its private label products and its ability to shift sourcing. He also asked for a breakdown of the drivers behind the strong average ticket performance.

    Answer

    Executive Christopher Laden stated that less than 10% of the company's cost of goods is exposed to China, highlighting successful supply chain diversification over recent years. He confirmed flexibility in sourcing, particularly for private label products. Laden then attributed approximately two-thirds of the average ticket increase to pricing actions and the remaining one-third to assortment changes and enhanced selling techniques.

    Ask Fintool Equity Research AI