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    Dan Stroller • BMO Capital Markets

    Dan Stroller's questions to American Eagle Outfitters Inc (AEO) leadership

    Dan Stroller's questions to American Eagle Outfitters Inc (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 Inc (COOK) leadership

    Dan Stroller's questions to Traeger Inc (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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