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    Peter McGoldrick

    Research Analyst at Stifel

    Peter McGoldrick is an Equity Research Analyst at Stifel specializing in consumer and apparel sectors, with a focus on companies such as Columbia Sportswear and Hanesbrands. He has delivered actionable stock recommendations, including a recent Buy rating on Columbia Sportswear that projected a 39.89% upside, and he actively issues ratings and price targets for notable apparel companies. McGoldrick joined Stifel as an analyst and has consistently provided both qualitative and quantitative analyses to inform investors, though specific details on his prior career history and professional credentials are not publicly listed. His ongoing research and coverage reflect a strong grasp of market challenges and company fundamentals within the consumer apparel industry.

    Peter McGoldrick's questions to Birkenstock Holding (BIRK) leadership

    Peter McGoldrick's questions to Birkenstock Holding (BIRK) leadership • Q3 2025

    Question

    Peter McGoldrick of Stifel Financial Corp. asked for insight into the growth rate of closed-toe products for the upcoming September quarter and fiscal '26, noting the strong 400 basis point penetration gain in a seasonally smaller quarter for the category.

    Answer

    Mehdi Bouyakhf, President of EMEA, stated that closed-toe continues to outpace open-toe, and importantly, non-Boston styles like Naples Wrap, Tokyo, and Lutria are growing at the same pace. He noted that the company is not yet at the ceiling for closed-toe's share of business, which typically grows even faster in the autumn season, without cannibalizing the robust growth of the open-toe business.

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    Peter McGoldrick's questions to Birkenstock Holding (BIRK) leadership • Q2 2025

    Question

    Peter McGoldrick inquired about the opportunity to scale the wholesale business, particularly in channels like youth, sporting goods, outdoor, and department stores.

    Answer

    President of Americas David Kahan stated that wholesale growth primarily comes from expanding assortments within existing accounts, with over 90% of growth from current partners. EMEA President Nico Bouyakhf added that they are highly selective with new partners. CEO Oliver Reichert noted that long-term, new product categories for professional and outdoor use will naturally create opportunities for a broader distribution network.

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    Peter McGoldrick's questions to FOX FACTORY HOLDING (FOXF) leadership

    Peter McGoldrick's questions to FOX FACTORY HOLDING (FOXF) leadership • Q2 2025

    Question

    Peter McGoldrick from Stifel Financial Corp. asked for details on the bike business, including the magnitude of its year-to-date growth and the dynamics of the model year sequencing. He also sought clarity on the path to normalization and future growth for the bike market.

    Answer

    CEO Mike Dennison explained that strong first-half bike growth was due to OEMs accelerating new model launches to clear old inventory. He views the expected second-half moderation as a positive sign of disciplined inventory management by partners. He stated that 2025 will be a growth year for the bike business, resetting the foundation for a return to historical growth rates in 2026.

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    Peter McGoldrick's questions to Kontoor Brands (KTB) leadership

    Peter McGoldrick's questions to Kontoor Brands (KTB) leadership • Q2 2025

    Question

    Peter McGoldrick from Stifel inquired about the Helly Hansen integration, asking what opportunities for growth or profitability seem more tangible now compared to the initial acquisition assessment. He also asked for specifics on how Helly Hansen's domestic U.S. presence will be expanded and where consumers and investors should expect to see this growth materialize.

    Answer

    President, CEO and Chair, Scott Baxter, expressed that the cultural fit between Kontoor and Helly Hansen has been exceptional, rating the integration an 'A to A plus'. He highlighted significant opportunities in outdoor, workwear, and footwear. Baxter detailed that U.S. expansion will be driven by leveraging Kontoor's digital and D2C engines, opening more retail stores, and expanding into outdoor specialty channels. He also emphasized the untapped potential of bringing Helly's innovative workwear to the U.S. market. EVP, CFO & Global Head of Operations, Joe Alkire, added that Helly's growth will be highly accretive as it plugs into Kontoor's existing platforms.

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    Peter McGoldrick's questions to Kontoor Brands (KTB) leadership • Q1 2025

    Question

    Peter McGoldrick from Stifel asked about the expected annual run-rate contribution from Helly Hansen, the pace of its development, and its working capital requirements and contribution to cash flow guidance.

    Answer

    CFO Joseph Alkire noted Helly Hansen is on track for double-digit growth in H2 2025 and reiterated the long-term high-single-digit growth target. CEO Scott Baxter highlighted the stability provided by Helly's workwear segment. Alkire added that the current cash flow guidance does not yet include a significant working capital benefit from Helly that is expected to materialize in 2026.

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    Peter McGoldrick's questions to WOLVERINE WORLD WIDE INC /DE/ (WWW) leadership

    Peter McGoldrick's questions to WOLVERINE WORLD WIDE INC /DE/ (WWW) leadership • Q2 2025

    Question

    Peter McGoldrick from Stifel asked about the strategy to return the direct-to-consumer (DTC) channel to growth and its impact on the Q3 outlook. He also sought details on Saucony's sell-through performance in its newly expanded wholesale doors.

    Answer

    CEO Christopher Hufnagel stated that the company is pleased with the sequential improvement in DTC, driven by reduced promotions and a focus on brand showcase, though more work is needed. He emphasized that for Saucony, the focus is now on driving sell-through and ensuring the ground game is strong in new doors, rather than just adding more distribution.

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    Peter McGoldrick's questions to WOLVERINE WORLD WIDE INC /DE/ (WWW) leadership • Q1 2025

    Question

    Peter McGoldrick asked about the Saucony lifestyle retail expansion, focusing on the target audience and initial response. He also sought clarity on the drivers behind Sweaty Betty's significant margin improvement and the outlook for its comparisons.

    Answer

    CEO Christopher Hufnagel expressed bullishness on Saucony's lifestyle segment, noting its expansion is test-based and performing well in new doors like Foot Locker. For Sweaty Betty, he confirmed the 1,000 bps margin improvement was driven by a strategic shift to a less promotional, more premium positioning, which will pressure the top line in the short term for long-term brand health.

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    Peter McGoldrick's questions to WOLVERINE WORLD WIDE INC /DE/ (WWW) leadership • Q1 2025

    Question

    Peter McGoldrick asked about the initial response and target audience for the Saucony lifestyle brand's rollout to 900 new retailers. He also inquired about the drivers behind Sweaty Betty's 1,000 basis point margin improvement and the outlook for future comparisons.

    Answer

    CEO Christopher Hufnagel expressed bullishness on Saucony's lifestyle expansion into retailers like Foot Locker, noting it's a test-based rollout that is performing well. Regarding Sweaty Betty, he explained the significant margin expansion was a direct result of improving the full-price sales mix by a similar 1,000 basis points, a deliberate strategy to bolster the brand's premium positioning, even at the expense of near-term revenue.

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    Peter McGoldrick's questions to Revolve Group (RVLV) leadership

    Peter McGoldrick's questions to Revolve Group (RVLV) leadership • Q2 2025

    Question

    Peter McGoldrick asked for quantification of new active customer sources and requested a breakdown of the drivers behind the 13% growth in the fashion apparel category.

    Answer

    CFO Jesse Timmermans linked new customer acquisition strength to the areas of net sales growth and highlighted strong productivity from existing customers. Co-Founder & Co-CEO Mike Karanikolas attributed fashion apparel growth to a mix of fashion trends and strategic investments in categories beyond the company's traditional core.

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    Peter McGoldrick's questions to Revolve Group (RVLV) leadership • Q1 2025

    Question

    Peter McGoldrick inquired about the company's philosophy on balancing investment for market share gains against near-term profitability. He also asked about the characteristics and acquisition channels for new customers.

    Answer

    Co-CEO Michael Karanikolas emphasized a long-term focus, stating that investments in areas like owned brands and AI are judged on ROI, not short-term P&L impact. He highlighted physical retail as a powerful new customer acquisition channel, noting that nearly half of purchases at their Grove store came from new-to-file customers, even in their home market of Los Angeles.

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    Peter McGoldrick's questions to COLUMBIA SPORTSWEAR (COLM) leadership

    Peter McGoldrick's questions to COLUMBIA SPORTSWEAR (COLM) leadership • Q2 2025

    Question

    Peter McGoldrick questioned the scope of the profit improvement plan, asking if cost savings beyond the achieved $70 million are included in the outlook. He also sought clarity on the annualized gross impact of tariffs and the expected benefits from the new North American organizational structure.

    Answer

    EVP & CFO Jim Swanson clarified that the current financial outlook only includes cost savings actioned to date. Regarding tariffs, he explained that based on roughly $800 million in annual U.S. FOB imports, a 10% universal tariff equates to an $80 million annualized gross impact. Chairman, President & CEO Tim Boyle stated that unifying the wholesale and DTC businesses under the new North American structure should yield "almost immediate results" in improving their go-to-market consumer strategy.

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    Peter McGoldrick's questions to COLUMBIA SPORTSWEAR (COLM) leadership • Q1 2025

    Question

    Peter McGoldrick asked for more detail on the market share opportunities in the current environment and sought confirmation of the company's commitment to increasing its demand creation spending.

    Answer

    CEO Tim Boyle explained that market share gains are expected from competitors and private label businesses that are more dependent on Chinese manufacturing and will face import challenges. He affirmed a strong commitment to increasing marketing spend starting in August with a new, more efficient, and distinctive global campaign. CFO Jim Swanson supported this by noting that Q1 marketing spend was already 6.4% of sales, indicating their intent to follow through on the strategy.

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    Peter McGoldrick's questions to V F (VFC) leadership

    Peter McGoldrick's questions to V F (VFC) leadership • Q1 2026

    Question

    Peter McGoldrick asked if the increased marketing spend for the back-to-school season was primarily for the Vans brand and if this should be considered a sustained level of investment.

    Answer

    President & CEO Bracken Darrell confirmed an increased focus on back-to-school marketing, which is an annual priority. He clarified that while Vans is a major focus, the investment is not exclusive to that brand and reflects a more concerted effort than the prior year.

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    Peter McGoldrick's questions to LEVI STRAUSS & (LEVI) leadership

    Peter McGoldrick's questions to LEVI STRAUSS & (LEVI) leadership • Q2 2025

    Question

    Peter McGoldrick of Stifel Financial Corp. asked about the enhanced loyalty program being rolled out in the U.S. and whether there are any specific expectations for its contribution embedded in the second-half guidance.

    Answer

    EVP & CFO Harmit Singh did not quantify a specific contribution from the loyalty program, but reiterated its strategic importance. He noted that loyal fans drive higher purchase frequency and are embracing the broader denim lifestyle offerings. He emphasized the significant opportunity for growth, stating the company should have 100 million loyal fans, up from nearly zero just a few years ago.

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    Peter McGoldrick's questions to Under Armour (UAA) leadership

    Peter McGoldrick's questions to Under Armour (UAA) leadership • Q4 2025

    Question

    Peter McGoldrick from Stifel inquired about how the 'good, better, best' product strategy would influence future AUR and gross margins, and asked for the potential gross tariff impact on COGS.

    Answer

    CEO Kevin Plank explained the strategy is to shift the product mix to 25% good, 50% better, and 25% best, using the tiered Velocity running shoe franchise as an example of how a pinnacle product authenticates the entire line and elevates the brand. CFO David Bergman added that a shifting mix away from lower-ASP categories should help AUR in FY26. However, he declined to quantify the tariff impact, citing significant uncertainty.

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    Peter McGoldrick's questions to SKECHERS USA (SKX) leadership

    Peter McGoldrick's questions to SKECHERS USA (SKX) leadership • Q1 2025

    Question

    Peter McGoldrick of Stifel, on for Jim Duffy, questioned Skechers' ability and willingness to implement price increases across various regions to offset tariff headwinds. He also asked about the degree of discretionary control the company has over its expense growth for the remainder of 2025.

    Answer

    Executive John Vandemore responded that while pricing is a lever under consideration, any increases would likely be specific to the U.S. market to maintain logical consistency for customers. He emphasized a flexible approach. Regarding expenses, Vandemore noted that while there is discretion, the company wants to avoid being 'penny wise, pound foolish' and will continue to invest for long-term brand health, drawing parallels to its successful strategy five years ago.

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    Peter McGoldrick's questions to SKECHERS USA (SKX) leadership • Q2 2024

    Question

    Peter McGoldrick, on for Jim Duffy, asked about the BIS regulations in India, including the progress on local production, and for insights into China's performance outside of the weak 6/18 shopping event.

    Answer

    CFO John Vandemore stated that the regulatory environment in India had a noticeable impact in Q2 but that local production is a primary focus and is improving. He expressed optimism for the back half of the year due to positive trends in certification processes. For China, he noted that constant currency sales growth was double the reported rate and that the first half of the quarter was encouraging. While the 6/18 event was weak and price-driven, he expects a better second half and remains confident in the brand's resonance and long-term opportunity.

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    Peter McGoldrick's questions to Clarus (CLAR) leadership

    Peter McGoldrick's questions to Clarus (CLAR) leadership • Q4 2024

    Question

    Peter McGoldrick of Stifel questioned the current mix of high-margin 'A' and 'B' styles within the Outdoor segment against the company's 2025 goals. He also requested a more specific revenue breakdown for the Outdoor and Adventure segments within the first-quarter guidance.

    Answer

    McNeil Fiske, President of Black Diamond, responded that 'A' styles constituted about 73% of inventory in Q4, a significant increase from the prior year, and that this mix is now considered 'pretty close to optimal.' CFO Michael J. Yates provided an approximate Q1 revenue breakdown, guiding to around $37-38 million for the Outdoor segment and $18-20 million for the Adventure segment.

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    Peter McGoldrick's questions to Hanesbrands (HBI) leadership

    Peter McGoldrick's questions to Hanesbrands (HBI) leadership • Q4 2024

    Question

    Peter McGoldrick from Stifel inquired about the drivers (volume vs. price) of the low single-digit international revenue outlook, the inventory situation in Australia, and asked for details on the size, competitive position, and growth opportunity for the Printwear business.

    Answer

    CEO Stephen Bratspies stated that international growth, particularly in Australia, is driven by consumer pull and innovation, not channel fill, highlighting new 'Bonds everyday value' products. Regarding Printwear, he described it as a highly incremental growth opportunity for 2025, supported by a new leadership team and the 50th anniversary of the Beefy-T, but did not disclose its specific size.

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    Peter McGoldrick's questions to On Holding (ONON) leadership

    Peter McGoldrick's questions to On Holding (ONON) leadership • Q3 2024

    Question

    Peter McGoldrick, on for Jim Duffy at Stifel, asked about the future mix of brand marketing versus performance marketing following recent high-profile campaigns.

    Answer

    Co-CEO Marc Maurer explained that On views marketing as a single, integrated effort rather than a split between brand and performance. The strategy is to authenticate products with consumers through relevant personalities and stories. He confirmed this approach will continue in 2025, with a focus on key priorities like performance running, training, outdoor, and establishing On as a head-to-toe brand. Maurer pointed to the strong Q3 results as validation of this holistic marketing philosophy.

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