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    Gisela Wong

    Stock Analyst at Evercore ISI

    JESALYN Wong is a Stock Analyst at Evercore ISI Group specializing in consumer discretionary sectors, with a focus on the footwear and accessories as well as leisure industries. She currently covers notable companies such as Skechers U.S.A., Deckers Outdoor, and Life Time Group Holdings, providing investment recommendations with notable price targets and upside projections; her track record includes a total of 11 published ratings, a 27.27% success rate, and an average return of -15.08%, ranking #3,793 out of 4,778 analysts. Wong began her analyst career at Evercore ISI and has demonstrated subject matter expertise in consumer-focused equities. Professional credential information, including securities licenses or FINRA registration, is not publicly available.

    Gisela Wong's questions to SKECHERS USA (SKX) leadership

    Gisela Wong's questions to SKECHERS USA (SKX) leadership • Q2 2024

    Question

    Gisela Wong asked about the flow-through of delayed European shipments into Q3, the risk of port congestion, and whether China's high single-digit constant currency growth trend is expected to hold in the second half.

    Answer

    Executive David Weinberg used inventory data to illustrate the Q2 disruption, with on-hand inventory in Europe down 40% while in-transit was up over 150%, confirming this delayed product is now flowing through and supports the raised guidance. Regarding China, he declined to give specific country-level guidance but reiterated expectations for growth for the full year, acknowledging that hiccups are possible in the recovering market. He emphasized long-term optimism and continued investment in the region.

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