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    Ethan Saghi • BTIG

    Ethan Saghi's questions to Steven Madden Ltd (SHOO) leadership

    Ethan Saghi's questions to Steven Madden Ltd (SHOO) leadership • Q2 2025

    Question

    Ethan Saghi of BTIG, on for Janine Stichter, asked for an update on Kurt Geiger's performance since the acquisition, its current margin profile, and its present level of sourcing from China compared to the 80% figure mentioned previously.

    Answer

    Chairman and CEO Edward Rosenfeld reported that Kurt Geiger continues to perform well, with strong double-digit digital growth in the U.S. and new stores exceeding expectations. He noted the brand's EBIT margin was 9.3% last year and is expected to decline slightly this year due to tariffs but has long-term double-digit potential. He also updated that Kurt Geiger's sourcing from China is now in the 'low 60s' percent, down from 80%.

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    Ethan Saghi's questions to Oxford Industries Inc (OXM) leadership

    Ethan Saghi's questions to Oxford Industries Inc (OXM) leadership • Q1 2026

    Question

    Ethan Saghi of BTIG, on behalf of Janine Stichter, asked for color on how new products are resonating at Tommy Bahama and questioned the reasons for the mid-teens sales decline at Johnny Was, as well as the confidence in that brand's full-year guidance.

    Answer

    Chairman and CEO Tom Chubb confirmed that newness is a key driver across all brands, not just Lilly Pulitzer. Regarding Johnny Was, he explained that the current guidance does not assume a significant rebound in fiscal 2025, as the comprehensive improvement plan is expected to yield results primarily in 2026 and beyond. CFO and COO Scott Grassmyer concurred with this outlook.

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    Ethan Saghi's questions to Oxford Industries Inc (OXM) leadership • Q4 2024

    Question

    Ethan Saghi from BTIG asked whether customers are still responding positively to new products amidst macro uncertainty and questioned what specific internal initiatives are underway to improve conversion rates.

    Answer

    CEO Tom Chubb affirmed that newness is a key business driver, citing strong customer response to new items like the Tommy Bahama Barbados Pro short, the Lilly Pulitzer Tazie dress, a new Disney capsule collection, and the reintroduction of Lilly Pulitzer menswear. For conversion improvement, Chubb highlighted initiatives including enhancing product knowledge for store associates, optimizing assortments, and completing major upgrades to the e-commerce websites for four of its key brands to create a more seamless checkout experience.

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