EPISODE · May 19, 2026 · 32 MIN
True Religion, Universal Denim – Ultimate Lifestyle
from TD Cowen Insights · host Oliver Chen, Michael Buckley
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, and conversion upside. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What this episode covers
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, and conversion upside.
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True Religion, Universal Denim – Ultimate Lifestyle
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