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    Kathryn Hallberg • TD Cowen

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

    Kathryn Hallberg's questions to Revolve Group Inc (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 NV (ZGN) leadership

    Kathryn Hallberg's questions to Ermenegildo Zegna NV (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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