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    Gregory Parrish

    Research Analyst at Morgan Stanley

    Greg Parrish is Vice President of Equity Research at Morgan Stanley, specializing in equity analysis with a particular focus on the consumer and technology sectors. He has covered publicly traded companies such as Apple, Amazon, and Procter & Gamble, maintaining a strong track record for successful investment recommendations, as evidenced by positive analyst rankings and solid returns noted on performance tracking platforms. Parrish began his finance career as an analyst at DeG Capital Partners in 2015, moved to an Investment Banking Analyst role at Goldman Sachs from 2016 to 2018, and has held his current role at Morgan Stanley since June 2018. He holds a CFA charter and a Bachelor's degree from Florida Atlantic University, College of Business, and is registered with FINRA for relevant securities licenses.

    Gregory Parrish's questions to Stride (LRN) leadership

    Gregory Parrish's questions to Stride (LRN) leadership • Q3 2025

    Question

    Gregory Parrish of Morgan Stanley asked about Stride's marketing strategy and spending plans for the upcoming summer enrollment season, and also questioned the potential impacts of the U.S. Department of Education's pro-school-choice stance on the company.

    Answer

    CEO James Rhyu stated the marketing approach will be similar but with more rapid testing of new methods. CFO Donna Blackman added that they do not plan to significantly increase marketing spend, instead focusing on optimization and efficiency. On federal policy, Rhyu noted that the administration's focus on empowering states and promoting choice is generally positive for Stride's business model.

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    Gregory Parrish's questions to Stride (LRN) leadership • Q1 2025

    Question

    Gregory Parrish asked for the specific operational factors behind enrollment success beyond general demand, a breakdown of the drivers for the significant margin improvement, and an explanation for discrepancies between Stride's financials and those of the nonprofit schools it manages, particularly regarding ESSER funds.

    Answer

    CEO James Rhyu stressed that strong customer demand was the overwhelming driver of performance. CFO Donna Blackman attributed margin gains to both gross margin leverage from scale and disciplined SG&A management. Rhyu declined to comment on client financials, stating how they manage funds is proprietary to them.

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    Gregory Parrish's questions to CLARIVATE (CLVT) leadership

    Gregory Parrish's questions to CLARIVATE (CLVT) leadership • Q1 2025

    Question

    Gregory Parrish inquired about the Academia & Government (A&G) segment, specifically the impact of U.S. government funding pressures and insights from customer advisory groups.

    Answer

    CEO Matti Shem Tov and CFO Jonathan Collins responded, stating that the Q1 impact was minimal and that a detailed risk analysis shows any potential future impact is contained within the company's guidance range. They highlighted that nearly half of direct federal contracts have already been renewed and that A&G renewal rates remain strong in the mid-90s.

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    Gregory Parrish's questions to Advantage Solutions (ADV) leadership

    Gregory Parrish's questions to Advantage Solutions (ADV) leadership • Q4 2024

    Question

    Gregory Parrish asked for the 2025 outlook for the Branded Services segment, questioned the assumptions embedded in the full-year guidance regarding market conditions, and inquired about potential intentional client exits.

    Answer

    CEO David Peacock addressed the Branded Services outlook by acknowledging CPG market uncertainties from tariffs and GLP-1 drugs, but noted opportunities in new business and e-commerce services. Regarding the 2025 guidance, he explained it reflects the current environment and includes significant transformation-related investments in technology and data, which temper the underlying mid-single-digit growth potential. Peacock confirmed that the company does not anticipate any further intentional client exits in 2025.

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    Gregory Parrish's questions to Advantage Solutions (ADV) leadership • Q3 2024

    Question

    Gregory Parrish inquired about any competitive impacts from a recent merger of two competitors, the current spread between labor cost inflation and pricing actions, and the net effect of rising promotional activity on the business.

    Answer

    CEO David Peacock responded that there has been no specific business impact from the competitor merger yet, but acknowledged a potential opportunity could arise during their integration. Regarding pricing, he stated that the company is getting closer to equilibrium as wage inflation moderates and productivity initiatives help mitigate costs. On promotions, Peacock explained that increased promotional activity is generally a net positive, as it drives unit volume and in-store merchandising work for their teams. CFO Christopher Growe added that the strong performance in the labor-intensive Retail and Experiential segments demonstrates effective management of pricing and labor costs.

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