April 22, 2025
To discuss the luxury retail industry we hosted a call with Sergio Azzolari, CEO of Roberto Cavalli. Mr. Azzolari has an extensive background in growing and improving global fashion and luxury brands and has 30…
April 9, 2025
We hosted a call on the furniture industry with Jason Shefrin, CEO of Ubique Group, a Georgia-based leading furniture e-commerce and consortium of online brands (Merrick Lane, Emma & Oliver, others). Ubique Group has about…
April 8, 2025
We hosted a digital advertising lunch in New York City on April 3rd with Ben Legg, CEO & Founder at Digital People. During the lunch Mr. Legg provided insights and opinions on Q2 ad budgets,…
April 7, 2025
We hosted another call on both the restaurant industry and the health of the US consumer featuring Mr. Barry Dubin, co-founder and general partner of KBP Foods and KBP Brands, one of the largest restaurant…
April 7, 2025
We hosted a follow-up call with Walter Aldana, VP of Partnerships & Alliances for Groq (Jan 2024-Present), to discuss demand trends for AI and capex. Mr. Aldana updated us on the production and commercialization of…
March 19, 2025
We hosted a call featuring former Nike senior executive Jordan Morrell. The call was a wide-ranging discussion on consumer athletic footwear and apparel brands. We discussed Nike turnaround strategy, strengths and weaknesses of Elliott Hill,…
March 17, 2025
We hosted a call on GPU financing structures with Ben Baldieri, Founder & Chief Analyst of The GPU Newsletter. Mr. Baldieri is also Technical Sales Executive for Panchea since April 2024. During our discussion Mr….
March 13, 2025
Revelare hosted an update call on AppLovin’s e-commerce advertising expansion. Our returning guest was Jonathan Snow, co-founder and Chief Innovation Officer at Avenue Z, an advertising, performance marketing, and PR agency managing upwards of $75M…
March 12, 2025
We hosted discussion on the outlook for the datacenter industry with Kevin Dalton, Advisor for I Squared Capital, a private equity firm focusing on global infrastructure investments. Mr. Dalton is focused on a new U.S….
March 7, 2025
We hosted our quarterly call on the footwear and sports retail markets with Marcus Albrecht, Global Category Director for Sportswear and Sports Performance for Intersport Group GmbH, a Swiss-based sporting goods retailer with €14B in…