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The Handmaid’s Retail

In a world of hyperbole—“Nike is spiraling!” “Lululemon is a mess!”—analyst Simeon Siegel is a proponent of taking the long, and larger, view. A conversation with the retail realist.

Elliott Hill
When Nike supposedly hasn’t sold anything, it still sold $47 billion—more than almost all its competitors combined, Simeon Siegel told Puck. Photo: Tom Hauck/Getty Images
Sarah Shapiro
January 6, 2026

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When I need to decipher what Wall Street really thinks about retail business, analyst Simeon Siegel is my first call. As a senior managing director of retail and e-commerce at Guggenheim Partners, he’s made a career of cutting through the noise to find what actually matters—highlighting the trends, turnarounds, and brands worth watching while identifying the C.E.O.s most likely to imminently pursue other interests.