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Philip Lee

Research Analyst at William Blair & Company, L.L.C.

Philip Lee is an equity research analyst at William Blair & Company, L.L.C., but publicly available information does not provide a detailed, verifiable record of his exact title, sector specialization, or company coverage. No reliable performance metrics, such as success rates, published rankings, or quantified returns on platforms like TipRanks, could be located, nor were there clear disclosures of specific companies he covers. His broader career timeline, including prior firms, start dates, and the date he joined William Blair, is also not documented in accessible public sources, and corresponding professional credentials such as FINRA registrations or securities licenses are not clearly attributable to him without risk of confusion with other professionals of the same name. As a result, only a high-level identification of Philip Lee as an analyst at William Blair is possible without making speculative or potentially inaccurate claims about his record or qualifications.

Philip Lee's questions to YETI Holdings (YETI) leadership

Question · Q4 2025

Philip Lee questioned if there are additional catalysts, beyond the 6%-8% sales growth guidance for the current year, that could help YETI bridge to its longer-term targets of high single-digit to low double-digit growth, considering easier comparisons and international expansion.

Answer

President and CEO Matt Reintjes acknowledged wholesale caution and US market green shoots, along with Drinkware stabilization. He noted opportunities to accelerate international growth and enter new markets, which require time and investment. Reintjes expressed confidence in the strong product pipeline, including Drinkware expansion, Daytrip Soft Coolers, and Scala packs, as drivers for short, mid, and long-term growth.

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Question · Q4 2025

Philip Lee questioned how YETI's 6%-8% sales growth guidance for 2026, despite easier comparisons and international expansion, bridges to its longer-term high single-digit to low double-digit targets. He also asked about the strategy for expanding into new points of distribution, such as TikTok Shop or new national/independent retailers, versus deepening relationships with existing wholesale partners.

Answer

Matt Reintjes, President and CEO, attributed the 6-8% guide to wholesale caution, green shoots in the U.S. market, and accelerating international growth, noting that new market opportunities take time to build. He stated that YETI's distribution strategy is a combination of both: continuing to bring relevant products to existing wholesale partners and exploring new, complementary digital and brick-and-mortar channels, especially as the product portfolio expands into areas like sport-oriented and outdoor offerings.

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Philip Lee's questions to FIVE BELOW (FIVE) leadership

Question · Q3 2026

Philip Lee asked about optimizing inventory further given improved flow and in-stock levels, and whether to expect a meaningful improvement in inventory turns over the next year.

Answer

CEO Winnie Park expressed pride in the team's inventory management, noting improved flow through better alignment and discussion. She sees further room for improvement, including leveraging AI for inventory management and enhancing upstream collaboration between merchandising and planning, especially with Michelle Israel joining the team.

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