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    Dan Stroller

    Research Analyst at BMO Capital Markets

    Dan Stroller is an Associate Equity Research Analyst at BMO Capital Markets, specializing in consumer and retail sector coverage. He covers publicly traded companies such as Urban Outfitters and Life Time Group Holdings, providing actionable investment recommendations noted for their rigor and market relevance, including a recent price target increase for Urban Outfitters backed by strong financial performance metrics. Stroller began his analyst career prior to 2019 and has built his expertise at BMO Capital Markets, where his analysis contributes to firm-level research initiatives. He holds valid FINRA registration under BMO Capital Markets Corp., reflecting his compliance with required securities licensing standards.

    Dan Stroller's questions to AMERICAN EAGLE OUTFITTERS (AEO) leadership

    Dan Stroller's questions to AMERICAN EAGLE OUTFITTERS (AEO) leadership • Q1 2025

    Question

    Dan Stroller, on behalf of Simeon Siegel from BMO Capital Markets, asked about the company's inventory planning for the remainder of the year. He specifically inquired about the planned open-to-buy percentage for the back half compared to historical levels.

    Answer

    Executive VP & CFO Mike Mathias stated that inventory is being planned in line with sales expectations and that they feel well-positioned for the back half. He noted that about 30% of the back-half buy is currently open, providing crucial flexibility to react to sales trends over the next several months before placing final orders.

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    Dan Stroller's questions to Traeger (COOK) leadership

    Dan Stroller's questions to Traeger (COOK) leadership • Q3 2024

    Question

    Dan Stroller, on for Simeon Siegel of BMO Capital Markets, asked about the progress in addressing MEATER's marketing transition and the current penetration of MEATER probes within the Traeger grill owner base.

    Answer

    CEO Jeremy Andrus explained that while they are seeing some nominal improvements in MEATER's marketing, it's too early to call a full recovery ahead of the critical Q4. He noted that MEATER penetration among Traeger owners is still small, representing a significant future cross-pollination opportunity.

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