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    Sam Poser

    Senior Equity Analyst at Williams Trading LLC

    Sam Poser is a Senior Equity Analyst at Williams Trading LLC specializing in footwear, athletic apparel, and sporting goods companies. He regularly covers major brands such as Nike, Under Armour, Deckers Outdoor, Skechers, Caleres, Finish Line, Hibbett, Birkenstock Holding PLC, and Wolverine World Wide, demonstrating a strong track record with notable calls, including substantial returns like a 118% gain on Caleres and downside protection such as a 75% loss avoidance on Dick's Sporting Goods. With over a decade of experience, Poser joined Williams Trading after prior analytical roles and is recognized for in-depth coverage driving visibility on Wall Street, having contributed to hundreds of earnings calls and research notes influencing investor decision-making. He holds relevant industry certifications, likely including FINRA Series 7 and 63 registrations, reflecting his professional credentials in equity research.

    Sam Poser's questions to Birkenstock Holding (BIRK) leadership

    Sam Poser's questions to Birkenstock Holding (BIRK) leadership • Q3 2025

    Question

    Sam Poser from Williams Trading, LLC asked for the comparable store sales growth, the specific reported revenue guidance for the full year considering FX, and a clarification on whether the new 15% tariff rate was an improvement over the previously anticipated stacked tariff.

    Answer

    David Kahan, President of Americas, reported that comparable sales in own retail stores were up in the high teens. CFO Ivica Krolo detailed the FX impact, expecting a 400 basis point drag on revenue in Q4 and a 150-200 basis point drag for the full year. He also confirmed that the current 15% blended tariff rate is indeed more favorable than the 21% blended rate that would have resulted from the previously feared reciprocal tariffs.

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    Sam Poser's questions to WOLVERINE WORLD WIDE INC /DE/ (WWW) leadership

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

    Question

    Sam Poser of Williams Trading, LLC asked about the elevated SG&A and marketing spend, questioning its focus on long-term brand building versus short-term results. He also inquired about the interest expense outlook for the remainder of the year.

    Answer

    CEO Christopher Hufnagel confirmed a strategic shift towards upper-funnel, long-term brand building, away from lower-funnel conversion marketing, which he believes is driving both short-term lifts and long-term health. CFO Taryn Miller added that the company is reinvesting a portion of gross margin gains into marketing, talent, and tools to fuel sustainable growth. She noted Q2 interest expense was $8.5 million and is expected to be largely unchanged.

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    Sam Poser's questions to Boot Barn Holdings (BOOT) leadership

    Sam Poser's questions to Boot Barn Holdings (BOOT) leadership • Q1 2026

    Question

    Sam Poser inquired about the extent to which the store assortment has been narrowed and whether a 'narrow and deeper' inventory strategy, particularly in denim, is helping drive sales. He also asked if the flat comp guidance for the back half is evenly split between Q3 and Q4.

    Answer

    CEO John Hazen confirmed the company has gone deeper in denim inventory, which has been well-received by customers, while continuing to focus on its top-performing core styles. He also clarified that the guidance assumes flat comps for both Q3 and Q4, reflecting caution around the macro environment and tariffs.

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    Sam Poser's questions to STEVEN MADDEN (SHOO) leadership

    Sam Poser's questions to STEVEN MADDEN (SHOO) leadership • Q2 2025

    Question

    Sam Poser of Williams Trading LLC asked if any wholesale channels or brands were up in the quarter, questioned the sourcing strategy given new tariff issues in countries like Brazil, and probed the outlook for the wholesale business in the second half. He also asked about the consumer impact of tariffs and the performance variance between stores and e-commerce in the DTC segment.

    Answer

    Chairman and CEO Edward Rosenfeld identified Betsy Johnson as an outperforming brand but noted key brands and channels were down. On sourcing, he stated the company must wait for tariff clarity before making further moves. He confirmed e-commerce performed 'quite a bit better' than stores in the core DTC business and described the consumer as 'hanging in there' amidst the disruption, which is currently more of a wholesale partner issue.

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    Sam Poser's questions to DECKERS OUTDOOR (DECK) leadership

    Sam Poser's questions to DECKERS OUTDOOR (DECK) leadership • Q1 2026

    Question

    Sam Poser of Williams Trading, LLC asked for a specific breakdown of performance between physical retail and e-commerce for HOKA and UGG. He also questioned the impact of recent price hikes on sales velocity and the outlook for promotional activity.

    Answer

    CEO Stefano Caroti and CFO Steven Fasching confirmed that physical retail significantly outperformed e-commerce but did not provide specific metrics. Caroti noted no material sales decline from the July 1 price increases. Fasching added that the company anticipates higher promotional activity compared to the exceptionally low levels of the prior year.

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    Sam Poser's questions to DECKERS OUTDOOR (DECK) leadership • Q1 2026

    Question

    Sam Poser of Williams Trading LLC pressed for details on the performance of physical stores versus e-commerce for HOKA and UGG, the sales impact of recent price hikes on key HOKA styles, and the role of promotional activity in the gross margin forecast.

    Answer

    CEO Stefano Caroti stated that physical retail performed 'significantly' better than e-commerce and confirmed no material sales decline has been observed since the July 1 price increases. CFO Steven Fasching noted that while specific channel comps were not disclosed, the outlook assumes a more normalized promotional environment compared to the exceptionally low levels of the prior year.

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    Sam Poser's questions to SHOE CARNIVAL (SCVL) leadership

    Sam Poser's questions to SHOE CARNIVAL (SCVL) leadership • Q1 2025

    Question

    Sam Poser of Williams Trading LLC inquired about the competitive landscape driving the accelerated Shoe Station expansion, the role of dress shoes in its success, and the potential for adding the Jordan brand. He also asked for clarity on the path to achieving the full-year guidance and the strategic use of private label products at both Shoe Carnival and Shoe Station.

    Answer

    Mark Worden, President & CEO, explained that Shoe Station is filling a national 'white space' left by moderate department stores, and its unique dress shoe assortment is a key competitive advantage. While not commenting on specific future brands like Jordan, he confirmed the merchant team is actively seeking new additions, with a current focus on performance running. Worden clarified that reaching the high end of sales guidance depends on improved consumer sentiment, and noted that private label products represent a very small portion of the business, used opportunistically to fill gaps within their 'house of brands' strategy.

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    Sam Poser's questions to SHOE CARNIVAL (SCVL) leadership • Q1 2025

    Question

    Sam Poser of Williams Trading LLC inquired about the strategic rationale for accelerating the Shoe Station rebannering, questioning if it was driven by a more favorable competitive landscape compared to the Shoe Carnival banner. He also asked about the role of dress shoes and private label products in this strategy, and sought clarity on the path to achieving the high end of the full-year sales guidance.

    Answer

    President & CEO Mark Worden confirmed the rebannering targets a 'white space' left by moderate department stores and that strong dress shoe sales are a key proof point. He stated that reaching the high end of sales guidance depends on improved consumer sentiment, but the mid-to-low end is more probable. Worden also clarified that private label is a minor component (under 10%) of the business, as the focus for Shoe Station is being a 'house of the best brands'.

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    Sam Poser's questions to Crocs (CROX) leadership

    Sam Poser's questions to Crocs (CROX) leadership • Q2 2024

    Question

    Sam Poser of Williams Trading sought to clarify if the commentary on consumer weakness applied to both brands and challenged whether the issues were macro-related or stemmed from a lack of product innovation. He also asked for an update on the sales penetration of sandals for the Crocs brand.

    Answer

    CEO Andrew Rees affirmed the broad-based consumer weakness impacts both brands due to their democratic price points. He countered the product innovation question by highlighting the strong performance of new introductions, such as Crocs sandals and refreshed Heydude styles. He attributed current headwinds to the macro environment and necessary strategic actions. He confirmed sandal penetration grew from 13% last year but did not provide a new figure.

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