March 28, 2022
Tim Baxter, Chief Executive Officer, Express
Timothy (“Tim”) Baxter has served as our Chief Executive Officer since June 2019. Prior to joining Express, Mr. Baxter was Chief Executive Officer of Delta Galil Premium Brands, a group of specialty retail apparel brands including 7 For All Mankind and Splendid. Prior to that, he held numerous leadership positions at Macy’s from 2006 to 2017 including Chief Merchandising Officer from 2015 to 2017 and Executive Vice President, General Merchandise Manager from 2013 for 2015. Mr. Baxter started his career with Famous-Barr and May Department Stores, where he held positions of increasing responsibility from 1992 to 2006.
Matt Moellering, President, Chief Operating Officer and Interim Chief Financial Officer, Express
Matthew C. (“Matt”) Moellering has served as President and Chief Operating Officer since September 2019. He also served as Interim President and Interim Chief Executive Officer of Express from January 2019 to June 2019. Prior to his current role, he was Executive Vice President and Chief Operating Officer from 2011 to 2019; Executive Vice President, Chief Administrative Officer, Chief Financial Officer, Treasurer and Secretary from 2009 to 2011; Senior Vice President, Chief Financial Officer, Treasurer and Secretary from 2007 to 2009; and Vice President of Finance from 2006 to 2007. Before joining Express, he served in various roles with Limited Brands from 2003 to 2006, including Vice President of Financial Planning. Mr. Moellering also served in various roles with Procter & Gamble where he was employed from 1995 until 2003, and prior to that was an officer in the United States Army. Mr. Moellering serves on the board of directors of L.L.Bean, Inc. which is a privately held company.
Moderator: Oliver Chen, CFA, Managing Director, Consumer - Retailing - Broadlines & Department Stores, Specialty Stores, Cowen
Oliver Chen is a Managing Director and senior equity research analyst covering retail and luxury goods. Mr. Chen’s deep understanding of the consumer and his ability to forecast the latest trends and technological changes that will impact the retail space has set him apart from peers. Oliver’s broad coverage and circumspect view makes him the thought partner of retail and brand leaders. His coverage of the retail sector has led to numerous industry awards and press coverage from CNBC, Bloomberg, The New York Times, Financial Times, Barron’s, The Wall Street Journal and others. Most recently, Mr. Chen was recognized on the 2018 and 2017 Institutional Investor All-America Research team as a top analyst in the retailing/department stores & specialty softlines sector. Mr. Chen was also selected as a preeminent retail influencer as he was named to the National Retail Federation (NRF) Foundation’s “2019 List of People Shaping Retail’s Future.” Considered an “industry expert,” Mr. Chen frequently appears as a speaker/panelist at key industry events.Prior to joining Cowen in 2014, he spent seven years at Citigroup covering a broad spectrum of the U.S. consumer retail landscape, including specialty stores, apparel, footwear & textiles, luxury retail, department stores and broadlines. Before Citigroup, he worked in the investment research division at UBS, in the global mergers and acquisitions/strategic planning group at PepsiCo International, and in JPMorgan’s consumer products/retail mergers and acquisitions group.Mr. Chen holds a bachelor of science degree in business administration from Georgetown University, a master’s of business administration from the Wharton School at the University of Pennsylvania, and is a CFA charterholder. At the Wharton School, Mr. Chen was a recipient of the Jay H. Baker Retail Award for impact in retailing and was a co-founding president of the Wharton Retail Club. He also serves as a member of the PhD Retail Research Review Committee for the Jay H. Baker Retailing Center at the Wharton School. Mr. Chen was recognized in the Wharton School’s “40 Under 40” brightest stars alumni list in 2017.Mr. Chen’s passion for the sector began at the age of 12 when he began working with his parents at their retail business in Natchitoches, Louisiana.