TD Cowen Insights

Recorded on 06/03/26 Harnessing AI for Digital Luxury as Multi-Brand Luxury Platform Transforms. We hosted Martin Beer, CFO of LUXE, at our Future of the Consumer conference to discuss the platform's evolution following the YNAP acquisition, strength at Mytheresa, and the path to profitable growth. We explore the luxury customer, role of curation and community, and how AI can shape personalization...

Recorded on 06/02/26 Digital Recommerce Leadership Underpinned by Infrastructure & AI. We hosted ThredUp CEO James Reinhart at our 10th Future of the Consumer Conference to unpack their infrastructure-led model and rising AI use driving personalization, conversion, and margins. A purpose-built network processes hundreds of thousands of items weekly, with growth fueled by selling convenience (Uber...

Recorded on 05/27/26 We spoke with QTS's CFO Jeff Berson at TD Cowen's 54th Annual TMT Conference in New York City. We discussed the current state of AI hyperscale demand, the sources of demand growth including emerging enterprise demand, and indications of the long-term durability of demand. In addition, we discussed returns related to AI investments, the role of credit support for broadening the...

Recorded on 05/28/26 In this podcast, we sit down with ReFIBuy's Scot Wingo to discuss the future of agentic commerce. We explore 1) the potential for agentic commerce to disrupt traditional digital advertising; 2) whether eCommerce platforms will own the agentic commerce experience; and 3) consumers' trust of LLM-driven product recommendations. https://go.td.com/PodcastDisclosure Hosted by Simple...

Recorded on 05/28/26 In this episode, we take a look at Check Point Software Technologies as the company works through a period of transition. We discuss the pace of platform adoption, progress in cloud and AI-related security offerings, the contribution from recent acquisitions, and management’s efforts to accelerate growth while preserving industry-leading profitability. We also examine the comp...

Recorded on 05/28/26 In this podcast, we sit down with Alex Roy, general partner at New Industry Venture Capital and co-host of Autonocast, to discuss key debates around autonomous vehicles. We explore 1) Waymo & Tesla's US leadership, 2) impacts to ride hailing platforms like Uber and Lyft, and 3) the landscape of emerging AV companies. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an...

Recorded on 06/02/26 Monitor What Matters Most. We hosted Amanda Crawford, CFO of OWLT, at TD Cowen's 10th Annual Future of the Consumer Conference to highlight the unique competitive positioning of OWLT in the baby monitoring category. Owlet is the first of its kind FDA-cleared smart baby monitor that provides real-time health and sleep insights for more confident parenting. https://go.td.com/Pod...

This podcast was recorded on 06/09/26 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a deep dive with TD Cowen market structure expert Reid Noch into the rollout of perpetual futures and into the push for the SEC to eliminate the National Best Bid & Offer rule. We also get a market update from TD Cowen specialty salesperson Scott Smith...

Recorded on 06/02/26 John Foraker, CEO and co-founder of Once Upon A Farm, speaks with Robert Moskow, consumer staples analyst, about successfully scaling up a nutritious snacking business for kids. This podcast was taped at TD Cowen's 10th Annual Future of the Consumer Conference. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information abo...

Recorded on 06/02/26 A Gen Z Leader Not Standing Still. We host RVLV’s CFO, Jesse Timmermans, at TD Cowen's 10 Annual Future of the Consumer Conference to unpack Revolve's tech-enabled model & expanding AI use, driving conversion & margin expansion. With ~3M active customers (+8% y/y) and ~3% penetration in the US, growth is supported by owned brands (~20% mix vs. ~36% peak), physical retail roll-...

Recorded on 06/01/26 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by an All-Star lineup of defense reporters to discuss the next few weeks as Congress tries to make progress on the Fiscal Year 2027 Department of War $1.5 trillion budget request. We also discuss SecWar Hegseth's remarks at the Shangri-La Dialogue, the Army's "Jailbreak" event, the possib...

Recorded on 05/27/26 In this episode, we explore Kodiak AI’s vision for revolutionizing autonomous trucking mobility across various environments. The company opts for an approach that does not constrain deployment solely to structured roadways or highway usage. The conversation dives into new off-highway AV trucking opportunities, opportunities in the defense end-market, and the launch of Kodiak's...

Recorded on 05/27/26 In this podcast, we discuss the evolution of Cellebrite's platform and its position in the digital intelligence market at TD Cowen's 54th Annual TMT Conference. We explore the company's growth strategy, expanding platform portfolio, AI-driven innovation, and the increasing role of digital evidence in public safety and enterprise domains. https://go.td.com/PodcastDisclosure Hos...

Recorded on 04/29/26 True Religion’s New Chapter: Cultural Relevance Meets Accessible Pricing. We hosted CEO Michael Buckley to discuss drivers of growth as the brand scales across denim, apparel, accessories, & lifestyle. With 70%+ gross margins, EBITDA margins in the 20s, diversified channels, and a younger mass consumer, management outlined a path to $1B, driven by culture, pricing discipline,...

Recorded on 05/04/26 In a wide-ranging discussion, TD Cowen senior insurance analyst Andrew Kligerman speaks with CRC Group CEO Dave Obenauer, who reinforced that E&S growth is increasingly structural—not merely a function of the underwriting cycle—with a “riskier world” and more complex, volatile exposures steadily pushing business into the channel alongside the continued maturation of wholesaler...

Recorded on 05/05/26 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a conversation about mid-size banks with Janet Lee, TD Cowen's equity analyst who follows these companies. We also get a post-earnings season market update from TD Cowen specialty salesperson Scott Smith. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an Ads...

Recorded on 03/09/26 The New Longevity Economy: A Biology-First Approach to Aging. We host Mount Sinai Healthspan Initiative Co-Director Zahi Fayad to discuss the shift from reactive sick care to proactive healthspan optimization at the high end. Key drivers include digital tools, advanced imaging, digital twins, continuous monitoring, and AI, reframing longevity as preserving vitality while compr...

Recorded on 04/06/26 In this episode, Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, is joined by retired Major General Arnold Punaro to discuss the new Fiscal Year 2027 Federal Budget and Department of War $1.5 trillion budget request. They discuss the outlook for passage, plus a pending Operation Epic Fury war supplemental, as well as major components of the budget and surprises....

Recorded on 04/06/26 TD Cowen financial policy analyst Jaret Seiberg hosts TD Cowen's Two Cents Podcast, which this month features a conversation about Alternative Investments with Bill Katz, TD Cowen's equity analyst, who follows asset managers, exchanges, and broker-dealers. We also get a pre-earnings season market update from TD Cowen specialty salesperson Scott Smith. https://go.td.com/Podcast...

Recorded on 03/20/26 Restructuring an Iconic Luxury Empire. We host Saks Global CEO Geoffroy van Raemdonck to discuss the company’s transformation following its Chapter 11 filing and committed capital. Key topics include restoring inventory flow, the importance of brand partners, and the evolution of the store footprint; and how loyalty, omnichannel engagement, and client-centric talent can drive...

Recorded on 03/03/26 TD Cowen life science & diagnostic tools analyst Kyle Boucher speaks with Bio-Techne CEO Kim Kelderman at TD Cowen's 46th Annual Health Care Conference to discuss Bio-Techne's 50-year anniversary, innovation and portfolio evolution, and growth pillars ahead. Since 1976 Bio-Techne has offered a wide range of critical reagents, assays, and analytical tools for customers in diagn...

Recorded on 03/01/26 TD Cowen senior biotech analyst Phil Nadeau speaks with Rhythm CEO David Meeker and CFO Hunter Smith at TD Cowen’s 46th Annual Health Care Conference to discuss Rhythm's strategic vision for establishing itself as the premier company in the orphan obesity space. Rhythm leverages the melanocortin pathway to address severe, early-onset obesity disorders, and its strategy is stru...

Recorded on 03/03/26 TD Cowen senior biotech analyst Ritu Baral speaks with Compass CEO Kabir Nath at TD Cowen’s 46th Annual Health Care Conference. Discussion focused on FDA’s current approach to psychedelic drug development, what it signals for the broader psychiatry landscape, and the evolving interventional psychiatry infrastructure in the community setting. Nath highlights a highly engaged an...

Recorded on 03/03/26 TD Cowen FutureHealth Podcast is part of TD Cowen's ongoing series that continues our efforts to bring together thought leaders, innovators, and investors to discuss how the convergence of healthcare, technology, consumerism, and policy is changing the way we look at health, healthcare, and the healthcare system. To discuss the role of digital therapeutics in the ongoing consu...

Recorded on 03/17/26 TD Cowen financial policy analyst Jaret Seiberg hosts this episode, which looks at Washington's focus on housing policy, including legislation that the Senate recently passed and executive orders that President Trump signed. We also get a market update from TD Cowen specialty salesperson Scott Smith. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company....