The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Dana Telsey - Telsey Advisory Group LLC - Analyst
: Hi. Good afternoon, everyone, and nice to hear about the progress. Andrew, the acceleration and momentum on the top line that you're talking
about, frankly, into the third quarter now, what are you seeing by product category? How much of it is lower promotions?
And given the tariff environment, have you taken price? And then also, it sounds like the Lands' End Essentials is a new opportunity. What are you
seeing that's driving the business? How is the margin and price points relative to the rest of the mix? Thank you.
Question: Dana Telsey - Telsey Advisory Group LLC - Analyst
: Thank you.
Question: Eric Beder - Small Cap Consumer Research LLC - Analyst
: Good afternoon. Could you talk a little bit about the flow of licensing here? I know that the first half had kind of a little bit of puts and takes because
you were shifting licensing to -- from categories you previously had into a licensing category. What are we going to see in the back half in terms
of potentially now becoming expanding the categories beyond what you've done before with the licensing mechanism?
Question: Eric Beder - Small Cap Consumer Research LLC - Analyst
: Great. When you look at outerwear, last year, you shifted the -- continue to shift the outerwear to more wear now and thinner and kind of not as
heavy product, and that was a big success. What should we be thinking about how you're going to handle outerwear this year? Obviously, it seems
like it started out pretty well on Labor Day.
Question: Eric Beder - Small Cap Consumer Research LLC - Analyst
: Great. Last question, so when you look at the catalogs, there's been an increasing focus on events and lifestyle and driving kind of multiple purchases
for that, when you look at your customer base. That 35 to 50 year old customer who is your focus, how has been their response to that versus kind
of the prior core, and are you seeing those customers continue to increase on the price in terms of percentage of buying all pieces? Thank you.
Question: Eric Beder - Small Cap Consumer Research LLC - Analyst
: Okay, good, look forward to it. Thank you.
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