Research Analyst at UBS Group AG
Natalie May Koltermann serves as Associate Director of Equity Research at UBS, where she specializes in coverage of retail and consumer companies. She has recently provided analysis on firms such as Bath & Body Works Inc., leveraging her sector expertise to inform investment strategies. Koltermann began her analyst career prior to her current role at UBS Securities LLC and has established a strong track record as an equity research analyst in the finance industry. She holds professional credentials including active FINRA registration with UBS Securities LLC.
Natalie May Koltermann of UBS Group AG asked if the recent decline in ocean freight rates is expected to be a tailwind for margins in the coming year.
CFO Eva Boratto stated that while the company has driven significant savings in transportation overall, the specific impact from ocean freight rates is not material to the company's financial outlook.