Sign in

    Conor Peaks

    Research Analyst at Deutsche Bank

    Conor Peaks is an Equity Research Analyst at Deutsche Bank, specializing in European retail and consumer sectors. He has covered major companies including Marks & Spencer, Tesco, and other blue-chip European retailers, providing insights cited by industry media. Conor began his career at Deutsche Bank after completing his academic studies, advancing to his current analyst role where he delivers in-depth fundamental company research. Specific performance metrics and professional credentials are not publicly available, but he is recognized as a primary coverage analyst for core retail names in Europe.

    Conor Peaks's questions to TANGER (SKT) leadership

    Conor Peaks's questions to TANGER (SKT) leadership • Q4 2024

    Question

    Conor Peaks asked about the potential impact of the terminated Capri and Tapestry merger and whether it has caused any adjustments to Tanger's real estate strategy.

    Answer

    President & CEO Stephen Yalof stated that their relationship with Tapestry remains strong and that they see the sale of Stuart Weitzman to Caleres as a potential growth opportunity. He also noted Capri's positive outlook from its recent investor day and affirmed their importance as a key tenant, indicating no change in strategy due to the merger's termination.

    Ask Fintool Equity Research AI

    Conor Peaks's questions to Brixmor Property Group (BRX) leadership

    Conor Peaks's questions to Brixmor Property Group (BRX) leadership • Q3 2024

    Question

    Conor Peaks asked for specifics on the Big Lots bankruptcy, how it pertains to Brixmor's portfolio, and the company's outlook for the recaptured spaces.

    Answer

    COO Brian Finnegan expressed satisfaction with the progress, noting that 7 of the 10 boxes being returned are already resolved with rent spreads exceeding 50%. He framed it as a significant opportunity, given the low in-place rents of around $7.50/sq ft and historic low vacancy for box spaces. CEO Jim Taylor added that the team was prepared for this and is excited to create value by remerchandising the spaces with better tenants at higher rents.

    Ask Fintool Equity Research AI

    Conor Peaks's questions to Brixmor Property Group (BRX) leadership • Q3 2024

    Question

    Conor Peaks asked for specifics on the Big Lots situation, including how the bankruptcy announcement affects Brixmor's portfolio and the outlook for re-leasing those spaces.

    Answer

    President & COO Brian Finnegan expressed satisfaction with the re-leasing progress, noting that 7 of the 10 boxes they will get back are already resolved at rent spreads exceeding 50%. He highlighted strong demand from specialty grocery, off-price, and fitness tenants. CEO James Taylor added that the team had anticipated this situation, enabling a swift resolution, and would welcome more boxes back due to their low in-place rents.

    Ask Fintool Equity Research AI