True Religion, Universal Denim – Ultimate Lifestyle

About this episode

The episode features an interview with True Religion CEO Michael Buckley discussing the brand's growth strategy and market positioning.

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.

People in this episode

Host: TD Cowen Insights

Guest: Michael Buckley

Topics covered

• denim
• apparel
• lifestyle
• growth strategy
• cultural relevance
• pricing discipline

Keywords

• True Religion
• denim
• apparel
• CEO
• growth
• margins
• cultural relevance
• pricing

Mentioned in this episode

Organizations: True Religion, TD Securities, TD Cowen

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