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    Katie Grafstein

    Vice President and Equity Research Analyst at Barclays

    Katie Grafstein is a Vice President and Equity Research Analyst at Barclays, specializing in coverage of the U.S. media, entertainment, and streaming sectors. She is responsible for analysis and investment recommendations on companies such as The Walt Disney Company, Netflix, Paramount Global, and Warner Bros. Discovery, with published research and earnings analysis informing institutional clients. Grafstein began her career in equity research at Barclays in 2019 after graduating from Princeton University, where she interned at institutions like Bank of America Merrill Lynch and The Raine Group. She is FINRA-registered with Series 7, 63, 86, and 87 licenses, and is recognized for her deep industry knowledge and timely insights in the competitive media investment landscape.

    Katie Grafstein's questions to OLAPLEX HOLDINGS (OLPX) leadership

    Katie Grafstein's questions to OLAPLEX HOLDINGS (OLPX) leadership • Q1 2025

    Question

    Katie Grafstein questioned whether the strategy to reduce promotional intensity in the DTC channel would be applied to other channels and asked for commentary on the overall promotional environment in the U.S. and internationally.

    Answer

    CEO Amanda Baldwin clarified the strategy is not to eliminate promotions but to use them more surgically during key 'tentpole' moments across all channels, creating a coherent omnichannel approach. CFO Catherine Dunleavy added that the company's full-year guidance provides the flexibility to adjust promotional activity based on market dynamics and ROI.

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    Katie Grafstein's questions to EDGEWELL PERSONAL CARE (EPC) leadership

    Katie Grafstein's questions to EDGEWELL PERSONAL CARE (EPC) leadership • Q1 2025

    Question

    Katie Grafstein inquired about the continued weakness in Edgewell's Fem Care sales, the progress of consolidating the portfolio under the Carefree brand, and the potential for improvement from upcoming spring resets.

    Answer

    President and CEO Rod Little acknowledged that the weakness is concentrated in the pads segment, where transitioning consumers from the legacy Stayfree brand to the Carefree master brand is taking longer than anticipated. He expects sequential improvement from easier comparisons and ongoing conversion efforts. COO Daniel Sullivan added that the Carefree brand itself is performing well, with growth in both liners and pads, and that marketing is being activated to support the consumer transition.

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