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    Neil Goh

    Research Analyst at TD Cowen

    Neil Goh is an Equity Research Associate at TD Securities (USA) LLC, with a specialization in sector research covering consumer services and finance. He has analyzed companies within key verticals including healthcare, technology, telecommunications, REITs, financials, aerospace & defense, consumer, and alternative energy, and has contributed to research reports tracking international trends and sector growth. Neil began his career after graduating from Brown University in 2020, held analyst roles at Cowen & Co. LLC from 2023 to 2024, and joined TD Securities in early 2024. He is FINRA registered and maintains active securities licenses, reflecting his compliance with industry regulatory standards.

    Neil Goh's questions to Macy's (M) leadership

    Neil Goh's questions to Macy's (M) leadership • Q2 2024

    Question

    Neil Goh, on for Oliver Chen, asked whether the heightened promotional environment expected in the back half is driven more by the competitive landscape or by Macy's own inventory position. He also asked for key factors being watched regarding consumer health.

    Answer

    CEO Tony Spring stated that while the company monitors all economic indicators, its focus is on controlling its own inventory health, which is well-positioned with good composition and newness. He emphasized the strategy is to provide compelling value without simply giving away margin. COO and CFO Adrian Mitchell added that the company is controlling what it can, focusing on internal opportunities to improve the customer experience and drive growth, regardless of the external environment.

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    Neil Goh's questions to MYTE leadership

    Neil Goh's questions to MYTE leadership • Q3 2024

    Question

    The analyst inquired about the drivers of the strong U.S. growth, including customer and category specifics, future initiatives for the region, and the recovery of the aspirational customer.

    Answer

    The executive explained that the 41.6% U.S. GMV growth was driven by a 48% increase in top customers, particularly in ready-to-wear categories and key affluent regions. Future initiatives will continue to focus on this high-end segment with unique experiences and targeted marketing. While there are 'green shoots' among aspirational customers, the primary growth driver remains the top-spending clientele.

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    Neil Goh's questions to JWN leadership

    Neil Goh's questions to JWN leadership • Q4 2024

    Question

    Asked about expectations for inventory management in 2024, the current promotional environment, and any implications for merchandise margins.

    Answer

    The company feels well-positioned with healthy inventory and will continue its disciplined approach of chasing demand. They are not seeing or anticipating an unusually elevated promotional environment, which is a positive for merchandise margins.

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