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    Kathryn Hallberg

    Vice President and Senior Equity Research Analyst at TD Cowen

    Kathryn Hallberg is a Vice President and Senior Equity Research Analyst at TD Cowen, specializing in the coverage of the retail sector with a focus on sustainability, ESG, and data-driven consumer trends. She covers prominent retail companies including Ross Stores Inc. and Hermès, often collaborating closely with senior analysts such as Oliver Chen in generating actionable equity research and market analytics for institutional clients. Hallberg joined TD Cowen prior to 2023 and has emerged as a key contributor to the firm's thought leadership in retail and ESG investment themes, leveraging an analytical approach featured in educational programs and industry panels. She maintains credentials required for senior research analysts, including FINRA registration and core securities licenses, underscoring her professional credibility and expertise in financial market analysis.

    Kathryn Hallberg's questions to Revolve Group (RVLV) leadership

    Kathryn Hallberg's questions to Revolve Group (RVLV) leadership • Q1 2025

    Question

    Kathryn Hallberg, on for Oliver Chen, asked about the owned brand strategy for the second half of the year, including any potential delays due to the macro environment, and sought more detail on the drivers of savings in selling and distribution expenses.

    Answer

    Co-CEO Michael Mente confirmed that while adjustments have been made, the company is proceeding with 'very, very, very exciting' owned brand launches in H2 2025. CFO Jesse Timmermans attributed the selling and distribution efficiency primarily to a lower product return rate, but cautioned that they anticipate some pressure from lower average order values going forward.

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    Kathryn Hallberg's questions to Ermenegildo Zegna (ZGN) leadership

    Kathryn Hallberg's questions to Ermenegildo Zegna (ZGN) leadership • Q1 2024

    Question

    Kathryn Hallberg from TD Cowen, on for Oliver Chen, asked about the key drivers of Zegna's strong growth in the U.S., the relative health of the U.S. consumer, and expectations for tourism from China.

    Answer

    Group CEO Gildo Zegna attributed U.S. success to a focus on high-end luxury leisurewear, converting wholesale to retail, strong branding, and a customer-centric local team. Group COO and CFO Gianluca Tagliabue added that growth includes very positive like-for-like comps. Regarding tourism, Gianluca noted a strong presence of Americans and Middle Easterners in Europe and Chinese tourists in Japan.

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