Jonathan Rich
Managing Director, Consumer Specialist

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Consumer/Tax Bill IMPORTANT!!! – No Snazzy Note Title...
Consumer/Tax Bill IMPORTANT!!! – No Snazzy Note Title Except “Please Read This, I Think It’s VERY...
5-13-2025
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AEO - Negatively Preannouncing Q1 OpProfit Below St....
AEO - Negatively Preannouncing Q1 OpProfit Below St. & Withdrawing FY Guidance
5-13-2025
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SVV shrs dn 9% – Ares (own 134.7M/85.5%)/CEO Selling...
SVV shrs dn 9% – Ares (own 134.7M/85.5%)/CEO Selling 15M shrs /~$150M of which SVV will repurchas...
5-13-2025
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CAG shrs dn 1.5% – GS Conf. Presentation Takeaways;...
CAG shrs dn 1.5% – GS Conf. Presentation Takeaways; "Going into FQ3, and heard from other manuf, ...
5-13-2025
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UAA shrs dn 1% – Key Conf. Call Takeaways
UAA shrs dn 1% – Key Conf. Call Takeaways
5-13-2025
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ONON shrs +10% – Key Conf. Call Takeaways
ONON shrs +10% – Key Conf. Call Takeaways
5-13-2025
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Samsonite - Q1 Revs ex-FX dn 4.5% "reported net...
Samsonite - Q1 Revs ex-FX dn 4.5% "reported net sales in line with our outlook" (vs. guidance dn ...
5-13-2025
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JR’s Consumer/Internet Daily – 5.13.25
JR’s Consumer/Internet Daily – 5.13.25
5-13-2025
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Tariffs – Reminder On Important 11amET Tariff...
Tariffs – Reminder On Important 11amET Tariff Catalyst; US Court of International Trade w/V.O.S. ...
5-13-2025
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UAA - Reports Q425 Earnings, Q in line on...
UAA - Reports Q425 Earnings, Q in line on OpProfit/EPS w/better topline & GMs offset by higher SG...
5-13-2025
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De Minimis – Tariff rate on China de minimis...
De Minimis – Tariff rate on China de minimis shipments lowered to 54% (from 120%) OR $100 per pac...
5-13-2025
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Tax Bill UPDATE!! – Annual INCREMENTAL Consumer...
Tax Bill UPDATE!! – Annual INCREMENTAL Consumer Tailwind/Stimulus From Tax Bill In ’25-28 Trackin...
5-13-2025
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ONON - Q beats on Adj. EBITDA by ~9% driven by Revs...
ONON - Q beats on Adj. EBITDA by ~9% driven by Revs ~6% better; Raising F25 Revs ex-FX however Re...
5-13-2025
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MODG – Key Conf. Call Takeaways
MODG – Key Conf. Call Takeaways
5-12-2025
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SNAP – Ag. Committee Releases Technical Changes It’s...
SNAP – Ag. Committee Releases Technical Changes It’s Making To SNAP Program; Scoring Details Not ...
5-12-2025
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De Minimis IMPORTANT!! – “It Was Nice While I Knew...
De Minimis IMPORTANT!! – “It Was Nice While I Knew Ya”; De Minimis Exception FULLY Going Away FOR...
5-12-2025
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Tax Bill – Quick Run-through Of Consumer-Related...
Tax Bill – Quick Run-through Of Consumer-Related Provisions (though no scoring / $Bs ests yet)
5-12-2025
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ODD - Co-Founder/CEO O. Holtzman selling...
ODD - Co-Founder/CEO O. Holtzman selling 5.5M/$360-365M (10% of co & 30% of his stake) @ $65.25-6...
5-12-2025
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MODG - Q beats on Adj. EBITDA/EPS w/upside in Golf...
MODG - Q beats on Adj. EBITDA/EPS w/upside in Golf Equipment & Active Lifestyle Revs while TG was...
5-12-2025
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JR’s Consumer/Internet Daily – 5.12.25
JR’s Consumer/Internet Daily – 5.12.25
5-12-2025

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