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Marni Shapira

Research Analyst at Retail Tracker

Marni Shapira is an analyst at Retail Tracker, specializing in retail sector intelligence with a focus on apparel and consumer brands. She covers prominent companies including Skims, Vuori, Lululemon, Gap, Madewell, Rag & Bone, and Levi’s, and has gained recognition for accurately forecasting trends and performance metrics, informing stakeholders amid IPO activity and market expansions. Shapira began her career in retail analytics and joined Retail Tracker in the early 2020s, bringing valuable prior experience in consumer research and sector-focused analysis. She holds relevant credentials in market research and analytics, though regulatory securities licenses such as FINRA registration do not directly apply to her non-investment advisory role.

Marni Shapira's questions to ROSS STORES (ROST) leadership

Question · Q3 2026

Marni Shapira asked about the marketing strategy, specifically if the company would consider a loyalty program and if they are implementing basic customer capture methods like email or phone number collection to communicate directly with consumers.

Answer

Jim Conroy (CEO) stated they have a 'pretty decent' email database with a recent nice increase in active emails but no active text program currently. He mentioned experimenting with different messaging and aesthetics as the first marketing priority, with other ideas potentially explored over time. He also commented on the strong performance of the Brooklyn store.

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