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Pedro for Simeon Gutman

Research Analyst at Morgan Stanley

Pedro Gil is an Equity Research Associate at Morgan Stanley working on behalf of Senior Retail Analyst Simeon Gutman, specializing in U.S. retail and consumer services equity research for institutional investors. In his role, he contributes to coverage of major retailers and e-commerce companies, including names such as Wayfair and BJ’s Wholesale Club, supporting the team’s fundamental analysis and investment recommendations based on detailed company and industry work. Gil has built his career within Morgan Stanley’s equity research department, progressing into his current associate role as part of the North America research roster that supports Gutman’s well-followed retail franchise. He holds professional credentials consistent with a registered sell-side research role at a global broker-dealer, supporting FINRA-regulated equity research activities, though specific licenses are not publicly disclosed.

Pedro for Simeon Gutman's questions to Academy Sports & Outdoors (ASO) leadership

Question · Q3 2026

Pedro, on behalf of Simeon Gutman, asked for color on the contribution of the Jordan brand rollout to store-level sales and margin, and what the continued rollout looks like for the next year. He also inquired about the pipeline for new or expanded collaborations with other brand partners like Levi's, Adidas, and Under Armour.

Answer

CEO Steve Lawrence expressed satisfaction with the contribution from Jordan and increased access to Nike products, noting that the combined brands saw a high single-digit comp increase. He mentioned that elements of the Jordan brand have been rolled out to all stores, with more apparel and footwear expected in additional doors in spring, making it a growth driver for next year. Beyond apparel and footwear, Steve highlighted efforts to bring in new and exciting items across the entire store, including brands like Burlebo, Birkenstock, and Hawk trading cards, and exploring partnerships with digitally native brands.

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