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    Juliana Duque • Wells Fargo & Company

    Juliana Duque's questions to HanesBrands Inc (HBI) leadership

    Juliana Duque's questions to HanesBrands Inc (HBI) leadership • Q2 2025

    Question

    Juliana Duque of Wells Fargo & Company inquired about recent conversations regarding pricing in the mass channel, particularly concerning potential pushback, and the outlook for that channel in the second half.

    Answer

    CEO Stephen Bratspies confirmed that strategic pricing is a component of their tariff mitigation plan. He conveyed confidence in their ability to execute pricing actions, supported by brand strength, continued investment, and product innovation. Bratspies noted that Hanesbrands has had in-depth conversations with all key customers, including those in the mass channel, and believes its market leadership position allows it to take appropriate pricing actions where needed.

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    Juliana Duque's questions to Signet Jewelers Ltd (SIG) leadership

    Juliana Duque's questions to Signet Jewelers Ltd (SIG) leadership • Q1 2026

    Question

    Juliana Duque, on behalf of Ike Boruchow at Wells Fargo, inquired about the comparative performance of the fashion and bridal categories, any progress on market share within each, and whether the company has seen a ramp-up in new customers from its lab-grown diamond offerings.

    Answer

    CEO J.K. Symancyk reported that the bridal recovery trend continues to move 'up and to the right,' while the fashion category saw a significant four-point sequential improvement in same-store sales. This was driven by filling assortment gaps, particularly at the sub-$500 price point, and introducing new collections like 'Stellar Allure' and 'Wembley' at Zales. He noted that while market share is formally measured annually, he believes the company is gaining traction in both categories, and new product collections are key to both customer acquisition and retention.

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    Juliana Duque's questions to Ross Stores Inc (ROST) leadership

    Juliana Duque's questions to Ross Stores Inc (ROST) leadership • Q1 2025

    Question

    Juliana Duque, on for Ike Boruchow, asked about performance differences by consumer income level and for details on the trends between customer traffic and average spend.

    Answer

    Group President and COO Michael Hartshorn stated that performance was broad-based across income levels. For the quarter's flat comp, he noted that a slightly higher average basket, driven by more units sold, was offset by a slight decline in traffic. Average unit retails were flat.

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    Juliana Duque's questions to Ross Stores Inc (ROST) leadership • Q1 2025

    Question

    Juliana Duque of Wells Fargo asked for details on performance by consumer income level and any discernible trends between customer traffic and spending.

    Answer

    Group President and COO Michael Hartshorn stated that performance was fairly broad-based across income levels. For the quarter, a slightly higher basket size, driven by more units sold, was offset by a slight decline in traffic. Average unit retails were flat.

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    Juliana Duque's questions to Ulta Beauty Inc (ULTA) leadership

    Juliana Duque's questions to Ulta Beauty Inc (ULTA) leadership • Q2 2025

    Question

    Juliana Duque, on for Ike Boruchow, asked for a preliminary update on Ulta's long-term algorithm or margin targets ahead of the company's upcoming Analyst Day.

    Answer

    President & COO Kecia Steelman declined to provide an early update on long-term expectations. She stated that the company looks forward to sharing its comprehensive future growth strategy, investment plans, and resulting long-term financial targets at its scheduled Investor Day in October.

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