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Michael Kapinski

Managing Director and Senior Equity Analyst at Noble Capital Markets

Michael Kapinski is a Managing Director and Senior Equity Analyst at Noble Capital Markets, specializing in equity research with a focus on consumer, retail, and media & entertainment sectors. He has covered companies such as Vince Holding Corp, Bowl (BOWL), and other publicly traded consumer and media names, providing detailed analysis on earnings, guidance, and operational trends. His career includes prior roles in equity research, and he has been associated with Noble Capital Markets for several years, contributing to institutional research on small- and mid-cap equities. Kapinski holds the necessary securities licenses to provide research and investment recommendations as a registered analyst.

Michael Kapinski's questions to VINCE HOLDING (VNCE) leadership

Question · Q3 2026

Michael Kapinski inquired about potential sales bottlenecks or inventory constraints, the breakdown of revenue growth between price and volume, channel divergence in product sales, and trends in freight costs.

Answer

CEO Brendan Hoffman stated that inventory was in a good position, with the dropship strategy effectively addressing previous gaps in shoe inventory. He noted that unit sales held steady and even grew at higher price points, indicating customer acceptance of strategic price increases. Mr. Hoffman also mentioned e-commerce as a key driver, alongside strong wholesale performance. CFO Yuji Okumura clarified that freight cost increases were primarily due to changes in sourcing locations and shipping methods rather than contract pricing.

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