Sign in

    Eric Cohen

    Research Analyst at Gordon Haskett Research Advisors

    Eric Cohen is Vice President of Hardlines & Broadlines Retail Equity Research at Gordon Haskett Research Advisors, specializing in analysis of retailers such as Dick's Sporting Goods. He holds a CFA designation and a BS from Indiana University, bringing substantial expertise from previous roles covering the consumer and retail sectors at Wells Fargo, Jefferies, Barclays, BB&T Securities, and FTN Equity Capital Markets. Cohen joined Gordon Haskett after a career that also included work in the tax department at PricewaterhouseCoopers. He is recognized for making actionable investment recommendations, such as his coverage of Dick's Sporting Goods, and maintains professional credentials as a CFA charterholder.

    Eric Cohen's questions to DICK'S SPORTING GOODS (DKS) leadership

    Eric Cohen's questions to DICK'S SPORTING GOODS (DKS) leadership • Q2 2025

    Question

    Eric Cohen from Gordon Haskett Research Advisors asked how the company would ease concerns about increased risk from a heavier concentration in the footwear category following the Foot Locker acquisition. He also inquired if the performance of House of Sport stores varied by market size.

    Answer

    President & CEO Lauren Hobart addressed the concern by calling footwear 'the engine that pulls the train,' emphasizing its importance to both performance and lifestyle trends. CFO Navdeep Gupta noted they were excited that even smaller markets have been able to productively support House of Sport locations, which expands the concept's future potential.

    Ask Fintool Equity Research AI

    Eric Cohen's questions to DICK'S SPORTING GOODS (DKS) leadership • Q2 2024

    Question

    Eric Cohen, on for Chuck Grom, asked if the incremental SG&A investments are a pull-forward from 2025 or entirely new spending, and inquired about the quantifiable impact of House of Sport conversions and the Olympics.

    Answer

    CFO Navdeep Gupta described the SG&A investments as a combination of both pull-forwards from 2025 and new incremental spending, timed ratably across Q3 and Q4. He reiterated that the Olympics is primarily a brand-building event with no significant sales impact and noted the House of Sport conversion benefit was in line with previous expectations for the first half.

    Ask Fintool Equity Research AI

    Eric Cohen's questions to FOOT LOCKER (FL) leadership

    Eric Cohen's questions to FOOT LOCKER (FL) leadership • Q3 2024

    Question

    Eric Cohen asked if the growth in brands like On and HOKA is attracting new customers or simply shifting sales from existing ones. He also questioned if the new FLX loyalty program is bringing in new shoppers and how their spending habits compare to non-members.

    Answer

    EVP and CCO Frank Bracken explained that the growth is from 'some of both,' as existing customers broaden their brand choices while brands like HOKA and On also attract 'net new consumers' to Foot Locker. Regarding the FLX program, he stated it is converting existing shoppers and attracting new ones, with members showing higher spend, basket size, and units per transaction, along with early positive signs in shopping frequency.

    Ask Fintool Equity Research AI

    Eric Cohen's questions to Ollie's Bargain Outlet Holdings (OLLI) leadership

    Eric Cohen's questions to Ollie's Bargain Outlet Holdings (OLLI) leadership • Q2 2025

    Question

    Eric Cohen asked if Ollie's growing scale is resulting in better deals and new vendor relationships, particularly from competitors like Big Lots. He also inquired about the current status of inventory shrink and its potential future impact on gross margin.

    Answer

    CEO John Swygert confirmed that deal flow is 'great' and they are adding new vendor relationships but did not comment on specific competitor situations. CFO Robert Helm stated that shrink has 'hit a plateau' and that the company's model is to reinvest any potential margin upside from improvements back into price to benefit the consumer, rather than targeting a gross margin above 40%.

    Ask Fintool Equity Research AI