Simeon Siegel
BMO Capital Markets senior retail analyst, specializing in the retail sector and offering insights on Nike.
Best podcasts with Simeon Siegel
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Oct 14, 2024 • 43min
SOTS 2nd Hour: Bull market anniversary, Nike’s New Era, & Smart Money’s Smart Tech 10/14/24
Simeon Siegel, a senior retail analyst at BMO Capital Markets, discusses Nike's new leadership under CEO Elliott Hill and the challenges the brand faces in a competitive market. Michael Kantor, chief investment strategist at Piper Sandler, shares insights on navigating high market valuations amid a robust bull market. Roger McNamee, founder of Elevation Partners, raises concerns about generative AI and its implications for the tech industry, emphasizing the need for regulation in this evolving landscape.
Sep 17, 2024 • 36min
Simeon Siegel Returns: A Retail Analyst's POV on the State of the Industry
Simeon Siegel, a top retail analyst at BMO Capital Markets, dives into the current retail landscape and the importance of execution in a volatile market. He highlights the stark divide between thriving and struggling sectors post-pandemic. Luxury brands face new pressures, yet some like Prada perform well. Consumers remain resilient despite economic challenges, while technology investments are crucial for success. Siegel also shares insights on evolving retail strategies and the critical adaptation needed for legacy brands to maintain relevance.
