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    Julio Marquez

    Research Analyst at Guggenheim Securities

    Julio Rodolfo Marquez is a Research Analyst at Guggenheim Securities, focusing on the consumer and fitness sectors with coverage of companies such as Xponential Fitness Inc. With experience participating in earnings calls and contributing research within the firm, Marquez has built expertise in industry analysis though publicly available metrics or analyst-ranking data regarding his forecasting performance or returns are not presently documented. He began his role at Guggenheim Securities and appears to have started his financial services career there, with no public record of previous firms. Marquez holds current FINRA registration and securities licenses, underscoring his professional credentials as a registered representative in the investment banking and securities industry.

    Julio Marquez's questions to Arhaus (ARHS) leadership

    Julio Marquez's questions to Arhaus (ARHS) leadership • Q2 2025

    Question

    Julio Marquez of Guggenheim Partners inquired about Arhaus's most significant product opportunities following the new Bath collection launch and asked for key learnings from the three-tier "Buy More, Save More" promotional program.

    Answer

    Founder, Chairman, and CEO John Reed stated the company is focusing on core products, noting a consumer taste shift towards softer, warmer styles, which aligns with Arhaus's identity. He emphasized the strength of the upholstery business and customization options. Regarding the promotion, Reed confirmed its success and the plan to continue it. Chief Marketing & eCommerce Officer Jennifer Porter added that the program has successfully increased orders over $5,000 and $10,000, complementing the growth of their interior designer program.

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    Julio Marquez's questions to Arhaus (ARHS) leadership • Q1 2025

    Question

    Julio Marquez of Guggenheim Partners inquired about Arhaus's strategy for managing its value proposition and protecting margins in 2025, given its strong balance sheet and reduced reliance on China. He also asked about recent shifts in consumer behavior that influenced the updated sales guidance.

    Answer

    Founder, Chairman and CEO John Reed emphasized a long-term focus, stating the company plans to maintain healthy margins and proceed with its strategic plan, leveraging its experience in navigating economic uncertainty. He highlighted the successful diversification away from China, aiming for 1% of receipts by year-end, supported by strong vendor partnerships. Reed attributed the softer April sales to market volatility and stock market fluctuations causing short-term consumer hesitation but expects pent-up demand to return.

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    Julio Marquez's questions to Arhaus (ARHS) leadership • Q4 2024

    Question

    Julio Marquez, on for Steve Forbes, inquired about the product newness pipeline for 2025 compared to previous years and the current inventory status across showrooms.

    Answer

    John Reed, Founder, Chairman and CEO, stated that the 2025 product lineup is extremely solid and will feature as much or more new product than in the past. He noted that consumer tastes have changed post-COVID, and Arhaus is at the forefront of new styles, colors, and designs, with exciting rollouts planned for the year.

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    Julio Marquez's questions to BEYOND (BYON) leadership

    Julio Marquez's questions to BEYOND (BYON) leadership • Q4 2024

    Question

    Asked for a comparison of contribution margins between Bed Bath & Beyond and Overstock, the revenue level needed for free cash flow neutrality, and the source of the Q4 gross margin outperformance.

    Answer

    Overstock currently has a slightly better contribution margin than Bed Bath & Beyond, and work continues to improve the latter's profitability. Free cash flow neutrality will be achieved by returning key operating metrics (conversion, gross margin, G&A) to their historical, pre-acquisition levels. The Q4 gross margin surprise was not from one-time vendor support but from fundamental operational execution: consolidating vendors, eliminating unprofitable SKUs, and optimizing marketing spend.

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    Julio Marquez's questions to Petco Health & Wellness Company (WOOF) leadership

    Julio Marquez's questions to Petco Health & Wellness Company (WOOF) leadership • Q3 2024

    Question

    Julio Marquez of Guggenheim Securities, on for Steve Forbes, asked for details on efficiency enhancements in vet hospitals, including staffing and merchandising, and the potential end-state margin for the business.

    Answer

    Executive Joel Anderson highlighted significant progress in hospital profitability, staffing, and utilization, which drove 17% growth in hospitals and Vetco. He noted merchandising opportunities in Rx and connecting vet services to retail. He stated that with hospitals still in their infancy, they are 'nowhere close to the peak' on ultimate margins.

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