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Oliver Chen

๐Ÿ‘ค Speaker
71 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Talks
Oliver Chen, senior equity research analyst at TD Cowen, Talks Retail Outlook

On the other hand, they're feeling anxious.

Bloomberg Talks
Oliver Chen, senior equity research analyst at TD Cowen, Talks Retail Outlook

So we're watching both, and there's a bunch of cross currents, but don't bet against the US consumer.

Bloomberg Talks
Oliver Chen, senior equity research analyst at TD Cowen, Talks Retail Outlook

It's been solid.

Bloomberg Talks
Oliver Chen, senior equity research analyst at TD Cowen, Talks Retail Outlook

We're going to be using both.

Bloomberg Talks
Oliver Chen, senior equity research analyst at TD Cowen, Talks Retail Outlook

What's still happening is mobile is in the new mall.

Bloomberg Talks
Oliver Chen, senior equity research analyst at TD Cowen, Talks Retail Outlook

So we're seeing increased rates of mobile use, but a bit of everything from buy online pickup and store to curbside pickup to delivery is being used so much.

Bloomberg Talks
Oliver Chen, senior equity research analyst at TD Cowen, Talks Retail Outlook

And then I like the good old fashioned way.

Bloomberg Talks
Oliver Chen, senior equity research analyst at TD Cowen, Talks Retail Outlook

It's just thrilling to be in the stores this morning and across the country and earlier this week.

Bloomberg Talks
Oliver Chen, senior equity research analyst at TD Cowen, Talks Retail Outlook

So it's all happening.

Bloomberg Talks
Oliver Chen, senior equity research analyst at TD Cowen, Talks Retail Outlook

And certainly these new ways of payment and the future of payments is very different for younger customers too.

Bloomberg Talks
Oliver Chen, senior equity research analyst at TD Cowen, Talks Retail Outlook

Yeah, what's happening is lots of change.

Bloomberg Talks
Oliver Chen, senior equity research analyst at TD Cowen, Talks Retail Outlook

The creative matters are really creating desire, having new design.

Bloomberg Talks
Oliver Chen, senior equity research analyst at TD Cowen, Talks Retail Outlook

And we're seeing a lot of newness at Gucci and others.

Bloomberg Talks
Oliver Chen, senior equity research analyst at TD Cowen, Talks Retail Outlook

And Bottega has been doing great.

Bloomberg Talks
Oliver Chen, senior equity research analyst at TD Cowen, Talks Retail Outlook

The themes for luxury continue to be quiet luxury in terms of what's happening with less focus on logos and a real emphasis on quality and materials.

Bloomberg Talks
Oliver Chen, senior equity research analyst at TD Cowen, Talks Retail Outlook

So Bottega Veneta fits nicely in that trend.

Bloomberg Talks
Oliver Chen, senior equity research analyst at TD Cowen, Talks Retail Outlook

As you know, Brunello Cucinelli, Laura Piana,

Bloomberg Talks
Oliver Chen, senior equity research analyst at TD Cowen, Talks Retail Outlook

And I'm a personal lover of Gucci, so I want to see them win.

Bloomberg Talks
Oliver Chen, senior equity research analyst at TD Cowen, Talks Retail Outlook

We're watching some creative change there at Tom Ford, too.

Bloomberg Talks
Oliver Chen, senior equity research analyst at TD Cowen, Talks Retail Outlook

Yes, we are.