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Brooke Siler Roach

Research Analyst at Goldman Sachs Group Inc.

Brooke Siler Roach serves as an Equity Research Analyst in the Research Division at Goldman Sachs Group Inc., specializing in the coverage of the apparel, accessories, and branded retail sectors. She covers specific companies such as Macy's and Ross Stores, engaging directly with executives and shaping institutional outlooks on industry trends and performance. Since joining Goldman Sachs, Brooke has built a solid career track record marked by her insights at high-profile industry conferences, though proprietary investment performance metrics and rankings are not publicly listed. She maintains active FINRA registration (CRD#: 6362935), reflecting her qualifications in securities analysis and research.

Brooke Siler Roach's questions to V F (VFC) leadership

Question · Q2 2026

Brooke Siler Roach asked for an update on the promotional recapture journey, the company's plans for pricing and promotions during the holiday season, and the medium-term opportunity for promotional recapture, particularly in the Americas.

Answer

Bracken Darrell, President and CEO, VF Corporation, noted continued improvement in global promotion levels and stated the company's intent to operate in a lower promotional environment, while being aggressive if necessary in the Americas. Paul Vogel, EVP and CFO, VF Corporation, added that promotional benefits would continue throughout the year, with pricing actions to mitigate tariffs primarily kicking in during Q4, impacting Q3 gross margins due to tariffs without pricing offsets.

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