Consumer >> Analyst Interviews >> September 21, 2023

Retail Sector Weakness Creates Early-Cycle Buying Opportunity

Boruchow, Ike
Ike Boruchow is a Managing Director and Senior Equity Analyst at Wells Fargo, covering retailing, specialty softlines and e-commerce. Mr. Boruchow was ranked runner-up in the Retailing/Department Stores & Specialty Softlines sector in the Institutional Investor All-America survey in 2021, 2020 and 2018; he was named a “Rising Star” in 2015. Mr. Boruchow has also been recognized as a “Top Stock Picker” according to Starmine (No. 2 in 2020 and No. 3 in 2018). Mr. Boruchow joined Wells Fargo in 2015 from Sterne Agee where he spent three years covering the specialty retail sector. Prior to that, Mr. Boruchow spent more than three years at J.P. Morgan. He earned an MBA in finance from the University of Connecticut. Profile
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TWST: Let’s start with your coverage area.

Mr. Boruchow: So we cover pretty much all the soft lines — everything from apparel to footwear,