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    Peter McGavick

    technology equity research analyst at Stifel

    Peter McNally is a technology equity research analyst at Stifel, specializing in coverage of the broader technology sector with a particular focus on AI/ML trends and IT industry demand. He provides research and analysis on public technology companies, evaluating the impact of evolving AI advancements and macroeconomic factors on company performance. With experience spanning several years at Stifel, McNally is recognized for his in-depth industry insights and focus on corporate governance and ESG themes. His credentials include strong industry experience, although specific performance metrics, licensing details, and prior firms are not publicly listed.

    Peter McGavick's questions to Crocs (CROX) leadership

    Peter McGavick's questions to Crocs (CROX) leadership • Q1 2025

    Question

    Peter McGavick questioned the company's approach to marketing spend for 2025 amid uncertainty and asked about the strategy for balancing the HEYDUDE brand refresh with its core identity.

    Answer

    CEO Andrew Rees stated that the company intends to maintain its planned elevated marketing spend for both brands, viewing it as crucial for consumer engagement. For HEYDUDE, he explained the strategy is to strengthen the core Wally and Wendy products while simultaneously targeting a younger, female demographic with new products like the Austin Lift and ambassador-led campaigns.

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