John Kernan

Dec 26, 2023 | cowen.com | Oliver Chen |John Kernan |John W. Blackledge |Andrew Charles

, , , , , , , and Insight by TD Cowen identifies the implementation of marketplaces, integrated advertising, and artificial intelligenas as the new nexus of retail. These advancements are most important for traditional brick-and-mortar stores given existing scale and the opportunity to increase customer relevance. Each element of the new nexus will drive incremental revenue, profitability, and customer satisfaction.

Jul 17, 2023 | cowen.com | John Kernan

Trina Spear, Co-Founder & CEO of FIGS, speaks with John Kernan, Retail & Consumer Brands Analyst at our 7th Annual Future of the Consumer Conference. On this episode, they discuss FIGS rapid growth from $55MM in sales in 2018 to $506MM in 2022. They also speak about how FIGS has disrupted the medical apparel market with a direct-to-consumer business model and community-based activation which has enabled superior margins and return on invested capital.

Jul 17, 2023 | cowen.com | Oliver Chen |John Kernan |Andrew Charles

During the 7th Annual Future of the Consumer Conference, industry leaders driving innovation through agility, creativity, and purpose spoke with our consumer analysts on the TD Cowen Insights Podcast.