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    Lucas Cohen

    Research Analyst at BMO Capital Markets

    Lucas Cohen is an Associate and Equity Research Analyst at BMO Capital Markets, specializing in coverage within the consumer and leisure sectors with a particular focus on companies like Life Time Group Holdings. While still early in his career, Cohen has established direct research roles and has contributed to BMO’s institutional investment research since at least 2019. He holds industry credentials including FINRA registrations and securities licenses as required for his analyst role. Cohen's network spans over 90 professional contacts, underscoring his growing reputation and connectivity within the investment banking and finance industry.

    Lucas Cohen's questions to Revolve Group (RVLV) leadership

    Lucas Cohen's questions to Revolve Group (RVLV) leadership • Q1 2025

    Question

    Lucas Cohen, on for Simeon Siegel, noted the absence of share repurchases for two consecutive quarters and asked about future plans for buybacks, especially in light of new CapEx investments for physical stores.

    Answer

    CFO Jesse Timmermans acknowledged the pause in Q4 and Q1 but revealed they had been active with repurchases in Q2 2025 (after the reporting period). He affirmed that a repurchase plan remains in place and that the company's strong cash balance allows them to simultaneously invest in core initiatives and return capital to shareholders.

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