LicianPro

Michael Lasser

Equity research analyst · UBS

Earnings calls

1

Nov 4, 2026 – Nov 4, 2026

Stocks asked about

1

Questions

3

Firm rating actions

0

on these stocks, from news

Coverage

Companies whose earnings calls Michael Lasser asked questions on (from Lician's transcripts).

Questions on earnings calls

  1. W earnings call · Wayfair Inc.Nov 4, 2026 · 3 questions
    • 1:37:36
      “As you've seen this growth over the last several quarters, is the nature of the customer or the composition of the basket any different than either what Wayfair has experienced in past cycles or what you've expected? The intention of the question is to try and determine to what…”
    • 1:38:16
      “We have such a broad base of customers who all kind of engage, you know, different ways. So, you know, one of the things we've been very excited about, what we've seen, for example, with stores, is that, you know, it does make a much more obvious and a strong source for all…”
    • 1:40:24
      “My follow up question is, as you look at the drivers of the gross margin in the third quarter, how much of the change was due to what might be termed reactive factors, like consumers getting a discount because of the loyalty program versus more proactive factors such that you…”

Quotes are machine transcriptions of the official webcast (Whisper) and may contain errors; the timestamp opens the call at that moment.

UBS rating actions on these stocks

From news headlines Lician stores, each linked to its source. A headline names the firm; it may not name Michael Lasser. We do not use licensed rating databases.

No rating action by UBS on these stocks in the headlines we store yet.