CONSUMER RESEARCH

We provide timely and accurate coverage of the Consumer & Internet sectors, as well as Macro Consumer trends, IPOs & Lock-Ups.

All Reports Event-Driven Legal Consumer Retail Restaurants Internet Insurance Jet Tracker

Jonathan Rich

Managing Director, Consumer Specialist

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CCL shrs up >3% – Key Conf. Call Takeaways

CCL shrs up >3% – Key Conf. Call Takeaways

12-20-2024

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Retail – Inventory Tracker Update (“It’s a Good Think...

Retail – Inventory Tracker Update (“It’s a Good Think Holiday Is Going Well!”) + Reminder On Near...

12-20-2024

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CCL - Reports Q424 Earnings, Q beats on Adj....

CCL - Reports Q424 Earnings, Q beats on Adj. EBITDA/EPS driven by better Net Yield & NCC; Q1 & F2...

12-20-2024

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JR's Consumer/Internet Daily – 12.20.24

JR's Consumer/Internet Daily – 12.20.24

12-20-2024

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Retail/Consumer - Circana QTD Trends Update +...

Retail/Consumer - Circana QTD Trends Update + Upcoming Holiday Datapoint Catalyst To Have On Radar

12-19-2024

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NKE – Key Conf. Call Takeaways; FQ3 guided well below...

NKE – Key Conf. Call Takeaways; FQ3 guided well below St. on CC + near-term strategic plan details

12-19-2024

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KR – Launches $5B ASR Program (as guided on 12/11)...

KR – Launches $5B ASR Program (as guided on 12/11) Through Q325/Oct. + Reminder On ASR Primer/How...

12-19-2024

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NKE - Reports FQ225 Earnings, Q beats on OpProfit/EPS...

NKE - Reports FQ225 Earnings, Q beats on OpProfit/EPS driven by better topline (upside in NA & EM...

12-19-2024

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FDX - Reports FQ225 Earnings, Q beats on OpProfit/EPS...

FDX - Reports FQ225 Earnings, Q beats on OpProfit/EPS driven by better OpMargin while topline was...

12-19-2024

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OLLI read-through – Additional Color on Potential...

OLLI read-through – Additional Color on Potential Full Big Lots Liquidation. Per Bloomberg, a val...

12-19-2024

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CAG shrs dn 1.7% – Key Conf. Call Takeaways

CAG shrs dn 1.7% – Key Conf. Call Takeaways

12-19-2024

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OLLI read-through – Big Lots no longer expects to...

OLLI read-through – Big Lots no longer expects to complete agreement w/Nexus Capital; will contin...

12-19-2024

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DRI shrs +14% – Key Conf. Call Takeaways + Uber...

DRI shrs +14% – Key Conf. Call Takeaways + Uber Direct rollout commentary

12-19-2024

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LW – Key Conf. Call Takeaways

LW – Key Conf. Call Takeaways

12-19-2024

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JR's Consumer/Internet Daily – 12.19.24

JR's Consumer/Internet Daily – 12.19.24

12-19-2024

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CAG - Reports FQ225 Earnings, Q beats on EPS w/better...

CAG - Reports FQ225 Earnings, Q beats on EPS w/better topline, SG&A & tax, partially offset by we...

12-19-2024

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JWN - Nordstrom Family/El Puerto de Liverpool close...

JWN - Nordstrom Family/El Puerto de Liverpool close to signing a JWN take-private deal, according...

12-19-2024

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DRI - Reports FQ225 Earnings, Q penny beat on EPS...

DRI - Reports FQ225 Earnings, Q penny beat on EPS w/better SSS; Reit F25 EPS guide w/Revs raised ...

12-19-2024

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LW – A Few Quick Points On Pre-Mkt Action (as of...

LW – A Few Quick Points On Pre-Mkt Action (as of 7amET)

12-19-2024

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LW - Q misses on EPS by ~40% w/weaker topline &...

LW - Q misses on EPS by ~40% w/weaker topline & GMs; Lowering F25 EPS guide ~30%; COO taking over...

12-19-2024

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