Sign in

    Jacquelyn Wang

    Research Analyst at Evercore ISI

    Jacquelyn Wang is an Investment Banking Analyst at Evercore, focusing on supporting senior bankers in M&A transactions and corporate advisory services. While her coverage spans various sectors, specific companies under her direct coverage are not publicly detailed, nor are individual performance metrics, analyst rankings, or returns data available. Wang began her career at Evercore and is currently listed as an analyst within their investment banking team; her prior background and licensing or FINRA registration information has not been disclosed in public sources. She is recognized among her peers internally, but no external awards or notable professional credentials are identified at this time.

    Jacquelyn Wang's questions to KOHLS (KSS) leadership

    Jacquelyn Wang's questions to KOHLS (KSS) leadership • Q2 2025

    Question

    Jacquelyn Wang, on for Michael Binetti, questioned the drivers of increased margin leverage in the updated guidance despite lower sales, its durability, and the specific impact of excluding the CFPB late fee rule from the 2024 outlook.

    Answer

    CFO Jill Timm explained that the improved margin outlook is driven by disciplined inventory management, which has consistently exceeded targets, and tight SG&A expense control. This provides flexibility to remain competitive in an expectedly promotional holiday season. Regarding the CFPB rule, she clarified that its exclusion from guidance means the 'other revenue' line is now forecast to be down mid-single digits for the full year, aligning the back half's performance with the front half's, thereby removing a previously anticipated headwind.

    Ask Fintool Equity Research AI