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    Keegan Tierney Cox

    Senior Research Associate at D.A. Davidson & Co.

    Keegan Tierney Cox is a Senior Research Associate at D.A. Davidson & Co., specializing in equity research and financial analysis for hedge funds, mutual funds, and family offices. Promoted to Senior Research Associate in November 2024, Cox has begun independently covering select companies and industries, demonstrating advanced analytical skills relatively early in his career. Since joining D.A. Davidson after earning his Finance and Economics degree from Southern Utah University, where he participated in the CFA Challenge, Cox has quickly advanced by leveraging expertise in financial modeling and investment thesis development. He holds professional training in discounted cash flow valuations and detailed investment reporting, although specific securities licenses and quantifiable analyst performance metrics are not publicly available.

    Keegan Tierney Cox's questions to SUPERIOR GROUP OF COMPANIES (SGC) leadership

    Keegan Tierney Cox's questions to SUPERIOR GROUP OF COMPANIES (SGC) leadership • Q4 2024

    Question

    Keegan Tierney Cox asked for clarification on the Branded Products segment's performance, specifically whether the cycling of Branded Uniforms involved customer loss, and questioned if the high-margin Contact Centers business was experiencing any labor cost increases.

    Answer

    Executive Michael Koempel clarified that the Branded Products segment did not lose any customers; the year-over-year decline was due to the timing of a large uniform program rollout that occurred in Q4 2023 but is scheduled for 2025 this cycle. Executive Michael Benstock stated that Contact Center labor costs have been stable since price increases a year ago made them competitive. Michael Koempel added that the segment's gross margin of 54.7% was strong and consistent with the prior quarter.

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    Keegan Tierney Cox's questions to SUPERIOR GROUP OF COMPANIES (SGC) leadership • Q3 2024

    Question

    Keegan Tierney Cox asked for details on any specific pockets of strength in the Branded Products segment and requested more color on the sourcing and pricing favorability that benefited margins.

    Answer

    Michael Benstock (executive) noted that spending from tech customers in Branded Products has resumed, though some large RFP decisions are being deferred. Michael Koempel (executive) added that they are seeing more orders of a smaller size. Regarding margins, Koempel explained that favorability came from a combination of opportunistic pricing and a favorable sourcing mix with higher-margin production for certain large customers.

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    Keegan Tierney Cox's questions to A-Mark Precious Metals (AMRK) leadership

    Keegan Tierney Cox's questions to A-Mark Precious Metals (AMRK) leadership • Q2 2025

    Question

    Keegan Tierney Cox, on behalf of D.A. Davidson & Co., asked about the expected earnings accretion from the Stack's Bowers acquisition. He also followed up on the M&A pipeline, questioning whether future potential deals would be held to the same standard of accretiveness.

    Answer

    Executive Gregory Roberts confirmed the Stack's deal is expected to be accretive, providing an estimate of approximately $16 million in EBITDA for 2025, but deferred further specifics until the deal closes. He strongly affirmed that he does not intend to pursue dilutive deals, emphasizing that the current slow market is an opportune time to find accretive acquisitions that build long-term value.

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    Keegan Tierney Cox's questions to BUILD-A-BEAR WORKSHOP (BBW) leadership

    Keegan Tierney Cox's questions to BUILD-A-BEAR WORKSHOP (BBW) leadership • Q3 2024

    Question

    Keegan Tierney Cox of D.A. Davidson questioned the narrowed guidance following a strong quarter, asking about current holiday season trends, and sought clarification on the timing of wholesale revenue, specifically if it was a pull-forward or a delay.

    Answer

    CEO Sharon John explained that while Black Friday was strong, it's not as predictive for Build-A-Bear as for other retailers. CFO Vojin Todorovic specified that continued softness in the web business, despite solid store performance, prompted the guidance adjustment. Regarding wholesale, he noted that revenue timing can be choppy and fluctuates based on when partners require shipments for new openings and replenishment, especially with growing international business.

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    Keegan Tierney Cox's questions to DESTINATION XL GROUP (DXLG) leadership

    Keegan Tierney Cox's questions to DESTINATION XL GROUP (DXLG) leadership • Q2 2025

    Question

    Asked about the revised marketing strategy for the second half of the year after pivoting from the brand campaign, specifically how DXL plans to drive immediate sales, and inquired about the sales trend in August.

    Answer

    The marketing strategy will focus on three areas: increased spend on performance marketing (SEM) and targeted video, enhancing the loyalty program to offer value, and being competitive (but not always matching) on price with national brands. The goal is to drive traffic, as in-store conversion remains strong. Regarding recent trends, August has shown improvement and is close to a single-digit negative comp, driven by better store traffic, which is in line with their guidance for an improving second half.

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    Keegan Tierney Cox's questions to DESTINATION XL GROUP (DXLG) leadership • Q2 2025

    Question

    Keegan Tierney Cox from D.A. Davidson & Co. asked for details on the revised marketing and promotional strategy for the remainder of the year, questioning how DXL will drive immediate sales after pivoting from its brand campaign. She also requested an update on sales trends in August following a weaker July.

    Answer

    President and CEO Harvey Kanter outlined a three-part strategy to drive near-term results. First, marketing spend will be reallocated to more immediate drivers like SEM and streaming video. Second, the company will leverage its loyalty program, which allows discounts on all brands, to provide greater value. Third, DXL will be competitive on price with national brands but will not always match promotions, instead focusing on driving traffic to its high-converting stores. Kanter also reported that the negative sales trend had improved in August, putting the company on the "cusp" of a single-digit decline, driven primarily by better store traffic.

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