Jonathan Rich
Managing Director, Consumer Specialist

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JACK – Key Conf. Call Takeaways
JACK – Key Conf. Call Takeaways
11-20-2024
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EL – Board Member/Director Paul Fribourg (Continental...
EL – Board Member/Director Paul Fribourg (Continental Grain) purchased 77.8K shrs for ~$5M on Tue...
11-20-2024
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JACK - Reports FQ424 Earnings, Q beats on EPS though...
JACK - Reports FQ424 Earnings, Q beats on EPS though Adj. EBITDA was in line & SSS/RLM missed; F2...
11-20-2024
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TJX – Key Conf. Call Takeaways
TJX – Key Conf. Call Takeaways
11-20-2024
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WSM shrs +28% – Key Conf. Call Takeaways + Supply...
WSM shrs +28% – Key Conf. Call Takeaways + Supply Dynamic Reminder (LGP’s 3.2M/2.5%)
11-20-2024
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TGT shrs dn >16% pre-mkt – Key Conf. Call Takeaways
TGT shrs dn >16% pre-mkt – Key Conf. Call Takeaways
11-20-2024
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TGT - Key CC Comments So Far (going into Q&A...
TGT - Key CC Comments So Far (going into Q&A shortly); Higher inventory balance explanation, Oct....
11-20-2024
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JR's Consumer/Internet Daily – 11.20.24
JR's Consumer/Internet Daily – 11.20.24
11-20-2024
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WSM - Reports Q324 Earnings, Q beats on EPS driven by...
WSM - Reports Q324 Earnings, Q beats on EPS driven by better topline, GMs & favorable below-the-l...
11-20-2024
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TJX - Q beats on EPS driven by better GM &...
TJX - Q beats on EPS driven by better GM & favorable Interest Income/Tax while SSS were in line (...
11-20-2024
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TGT - Reports Q324 Earnings, Q misses on EPS driven...
TGT - Reports Q324 Earnings, Q misses on EPS driven by weaker topline & GM, partially offset by f...
11-20-2024
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TOST - Bessemer Ventures filed Form 144s to sell out...
TOST - Bessemer Ventures filed Form 144s to sell out of its remaining stake (~6.1M remaining for ...
11-19-2024
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Washington/Tariffs IMPORTANT – A Lot Going On:...
Washington/Tariffs IMPORTANT – A Lot Going On: Putting The Pieces Together & Thinking Through How...
11-19-2024
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VVV shrs dn 8% – Key Conf. Call Takeaways
VVV shrs dn 8% – Key Conf. Call Takeaways
11-19-2024
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LOW shrs dn 3.9% – Key Conf. Call Takeaways
LOW shrs dn 3.9% – Key Conf. Call Takeaways
11-19-2024
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AS shrs +2% – Key Conf. Call Takeaways
AS shrs +2% – Key Conf. Call Takeaways
11-19-2024
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VIK – Key Conf. Call Takeaways
VIK – Key Conf. Call Takeaways
11-19-2024
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WMT – Key Conf. Call Takeaways
WMT – Key Conf. Call Takeaways
11-19-2024
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LOW – Cadence of the Q: SSS Aug. dn 3.3%, Sept. dn...
LOW – Cadence of the Q: SSS Aug. dn 3.3%, Sept. dn 1.2% & Oct. +1.3%. On 2-year stack Aug. dn 9.4...
11-19-2024
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JR's Consumer/Internet Daily – 11.19.24
JR's Consumer/Internet Daily – 11.19.24
11-19-2024

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