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Ryan Bulger

Research Associate at Gordon Haskett Research Advisors

New York, NY, US

Ryan Bulger is a Research Associate at Gordon Haskett Research Advisors specializing in equity research within the Broadline & Hardline Retail sectors. He covers companies such as Dollar Tree Inc. and BJ's Wholesale Club, participating in earnings calls and contributing analysis for institutional investors. Bulger began his career after graduating from Villanova University in 2020, progressing through positions at Barclays and Credit Suisse before joining Gordon Haskett in late 2023. He holds a BA in Economics and brings a background in both consumer/retail sector research and financial markets, though no specific securities licenses or formal industry rankings are publicly reported.

Ryan Bulger's questions to Macy's (M) leadership

Question · Q2 2026

Ryan Bulger inquired about the breakdown of comparable sales growth between traffic and average ticket for both owned and owned plus licensed plus marketplace (OLM) bases, and asked about broader marketplace pricing trends related to tariffs and the company's response.

Answer

Tony Spring, Chairman and CEO, noted that business improvement was broad-based, driven by increases in traffic and average order value, though unit demand was softer, reflecting a choiceful consumer and early pricing impacts. He highlighted a clean inventory position and open-to-buy flexibility. Tom Edwards, COO and CFO, reiterated a prudent outlook for the second half due to tariffs, emphasizing careful monitoring and competitive price adjustments.

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Ryan Bulger's questions to ROSS STORES (ROST) leadership

Question · Q2 2025

Ryan Bulger, on behalf of Chuck Grom at Gordon Haskett, asked how much of the increased confidence in the back-half guidance stems from a more stable environment versus learnings from recent initiatives. He also inquired about customer trends by age, specifically regarding millennials and Gen Z.

Answer

COO Michael Hartshorn explained that the increased confidence is primarily due to having now purchased a substantial majority of merchandise for Q3 and Q4, providing a much clearer view of costs compared to earlier in the year. CEO James Conroy stated there was nothing significant to report regarding changes in customer age demographics.

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Ryan Bulger's questions to DOLLAR TREE (DLTR) leadership

Question · Q3 2025

Ryan Bulger, on for Chuck Grom, asked if the general liability claims that impacted past results are expected to be a recurring issue into fiscal 2025.

Answer

CFO Jeff Davis responded that the company believes the adjustments taken this year adequately address its current portfolio of claims. While unable to forecast for 2025, he noted that future impact depends on claim activity and that the company is actively working on safety and training initiatives to mitigate these risks. He affirmed that current reserves are considered adequate.

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Ryan Bulger's questions to BJ's Wholesale Club Holdings (BJ) leadership

Question · Q2 2024

Ryan Bulger of Gordon Haskett Research Advisors asked what was driving the improvement in general merchandise and whether it was macro factors, replacement cycles, or internal innovation. He also inquired about differences in big-ticket spending across membership tiers or income levels.

Answer

CEO Robert Eddy attributed the GM improvement primarily to internal efforts, including investing in talent and enhancing assortments to strengthen the 'treasure hunt' experience. Regarding big-ticket items, he noted that consumers across all economic levels are resilient but value-focused, purchasing when the price is right (e.g., consumer electronics) but remaining selective on other items (e.g., patio sets).

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