Jonathan Rich
Managing Director, Consumer Specialist

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CMG – Key Conf. Call Takeaways
CMG – Key Conf. Call Takeaways
10-29-2024
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CHWY - Keith Gill/Roaring Kitty files 13G disclosing...
CHWY - Keith Gill/Roaring Kitty files 13G disclosing he no longer owns any stock. Recall that a 9...
10-29-2024
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CAKE - Reports Q324 Earnings, Q beats on EPS driven...
CAKE - Reports Q324 Earnings, Q beats on EPS driven by better RLM & SSS; Guidance to come on CC
10-29-2024
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CMG - Reports Q324 Earnings, Q beats on EPS driven by...
CMG - Reports Q324 Earnings, Q beats on EPS driven by better G&A & favorable tax while RLM was in...
10-29-2024
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MDLZ - Reports Q324 Earnings, Q beats on EPS driven...
MDLZ - Reports Q324 Earnings, Q beats on EPS driven by better GM, favorable tax & better topline ...
10-29-2024
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RCL shrs up >4% – Key Conf. Call Takeaways
RCL shrs up >4% – Key Conf. Call Takeaways
10-29-2024
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Adidas QTD Trends on CC (last comment at end of...
Adidas QTD Trends on CC (last comment at end of Q&A) - “We don’t normally given an update on trad...
10-29-2024
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Adidas – Key Conf. Call Takeaways
Adidas – Key Conf. Call Takeaways
10-29-2024
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SYY – Key Conf. Call Takeaways; Guiding FQ2 EPS below...
SYY – Key Conf. Call Takeaways; Guiding FQ2 EPS below St. on CC (Q&A ongoing)
10-29-2024
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MCD – Key Conf. Call Takeaways (Q&A Ongoing)
MCD – Key Conf. Call Takeaways (Q&A Ongoing)
10-29-2024
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SYY - Reports FQ125 Earnings, Q misses on...
SYY - Reports FQ125 Earnings, Q misses on OpProfit/EPS driven by weaker topline & GMs; Notes impr...
10-29-2024
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JR's Consumer/Internet Daily – 10.29.24
JR's Consumer/Internet Daily – 10.29.24
10-29-2024
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MODG – Interesting tidbits In an FT article critical...
MODG – Interesting tidbits In an FT article critical about how the Callaway/TopGolf merger went w...
10-29-2024
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MCD - Reports Q324 Earnings, Q beats on EPS driven by...
MCD - Reports Q324 Earnings, Q beats on EPS driven by slightly better OpMargin, offset by weaker ...
10-29-2024
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RCL - Q beats on EBITDA/EPS driven by better NYG...
RCL - Q beats on EBITDA/EPS driven by better NYG & lower NCC however part of beat driven by timin...
10-29-2024
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Coffee/SBUX read-through – Luckin Coffee planning to...
Coffee/SBUX read-through – Luckin Coffee planning to enter US market early next year & undercut c...
10-28-2024
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KDP – JAB Sale Follow-Up: Actually 5 Points To Keep...
KDP – JAB Sale Follow-Up: Actually 5 Points To Keep In Mind
10-28-2024
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KDP – JAB selling ~60M shrs for ~$2B...
KDP – JAB selling ~60M shrs for ~$2B ($32.85-33.86/last sale to 3% discount) w/90-day lock-up (1/...
10-28-2024
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BOOT – Key Conf. Cal Takeaways
BOOT – Key Conf. Cal Takeaways
10-28-2024
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VFC – Key Conf. Call Takeaways
VFC – Key Conf. Call Takeaways
10-28-2024

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