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Savannah Sommer

Savannah Sommer

Research Analyst at Goldman Sachs Group Inc.

Salt Lake City, UT, US

Savannah Sommer is an Equity Research Analyst at Goldman Sachs, specializing in equity analysis with a recent focus on companies such as Warby Parker Inc. Renowned for her impactful performance and recognized leadership, she began her analyst role with Goldman Sachs in Salt Lake City in 2023 after graduating from the University of Georgia with honors in finance, a minor in studio art, and a certificate in leadership. During her academic career, Sommer held key leadership roles in investment and mentoring organizations and was honored as the 2023 Terry College Student of the Year. She has completed significant academic credentials and demonstrated strong analytical expertise, though detailed securities licenses or rankings have not yet been reported.

Savannah Sommer's questions to Torrid Holdings (CURV) leadership

Question · Q2 2026

Savannah Sommer asked about the long-term penetration potential of Torrid's sub-brands beyond 2026, seeking insights into the expected mix over time, the associated margin opportunities, and the timeline for realizing these benefits as the brands scale.

Answer

CEO Lisa Harper emphasized the sub-brands' significantly higher product margins, performing hundreds of basis points above the core business. She outlined future expansion strategies, including testing store conversions, pop-ups, and standalones for key brands like Belle Isle and Festi. Harper also discussed the strategic shift towards fashion-focused assortments and the upcoming focus on opening price point products, aiming for 25% of apparel sales next year, alongside the 25-30% sub-brand penetration.

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Fintool

Fintool can predict Torrid Holdings logo CURV's earnings beat/miss a week before the call

Savannah Sommer's questions to Warby Parker (WRBY) leadership

Question · Q1 2025

Savannah Sommer, on for Brooke Roach, asked about the efficiency of marketing spend and whether any gains in efficiency would be reinvested into the business or allowed to improve profitability.

Answer

Co-CEO David Gilboa confirmed the company is pleased with its marketing efficiency and consistent customer acquisition costs. He explained that their diversified media mix, use of AI-based models for optimization, and real-time data allow them to find efficiencies. Gilboa indicated that as some advertisers pull back, Warby Parker sees an opportunity to lean in and will maintain its marketing spend in the low-teens as a percentage of revenue, focusing on its value proposition.

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Fintool

Fintool can predict Warby Parker logo WRBY's earnings beat/miss a week before the call