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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CAKE - JCP Investment Mgmt (James Pappas) built a 2%...

CAKE - JCP Investment Mgmt (James Pappas) built a 2% stake (~$40M) & is pushing co to spin off it...

10-21-2024

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Shipping - Maersk raising F24 guidance for 3rd time...

Shipping - Maersk raising F24 guidance for 3rd time this year on back of "strong container marke...

10-21-2024

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JR's Consumer/Internet Daily – 10.21.24

JR's Consumer/Internet Daily – 10.21.24

10-21-2024

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MDLZ read-through – JAB purchasing MDLZ’s remaining...

MDLZ read-through – JAB purchasing MDLZ’s remaining 86M shrs stake in JDE Peet’s for Eur2.16B/$2.34B

10-21-2024

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KVUE – Starboard has taken a “sizeable” stake in KVUE...

KVUE – Starboard has taken a “sizeable” stake in KVUE according to WSJ & will outline his thesis ...

10-20-2024

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Consumer Spending – Quick Takeaways from AXP Earnings...

Consumer Spending – Quick Takeaways from AXP Earnings (shrs dn 5%)

10-18-2024

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PG shrs dn 2% – Key Conf. Call Takeaways

PG shrs dn 2% – Key Conf. Call Takeaways

10-18-2024

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LW – Stake Details Disclosed In 13D. Jana owns...

LW – Stake Details Disclosed In 13D. Jana owns 7.1M/5.0% stake (Common Stock 3.90M & Call Options...

10-18-2024

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LW – Jana Partners has partnered w/Continental Grain...

LW – Jana Partners has partnered w/Continental Grain & built a ~5% stake in LW , wants co to impr...

10-18-2024

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JR's Consumer/Internet Daily – 10.18.24

JR's Consumer/Internet Daily – 10.18.24

10-18-2024

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SBUX read-through – Luckin Coffee CEO J. Guo said co...

SBUX read-through – Luckin Coffee CEO J. Guo said co expected F24 Revs >CNY30B/$4.22B (up >20% y/...

10-18-2024

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PG - Reports FQ125 Earnings, Q beats on EPS driven by...

PG - Reports FQ125 Earnings, Q beats on EPS driven by favorable below-the-line/Tax & better SG&A ...

10-18-2024

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DFS – Key Conf. Call Takeaways

DFS – Key Conf. Call Takeaways

10-17-2024

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JR's Consumer/Internet Daily – 10.17.24

JR's Consumer/Internet Daily – 10.17.24

10-17-2024

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ULTA – CFO in Q&A confirms she did not misspeak...

ULTA – CFO in Q&A confirms she did not misspeak & that F25 OpMARGIN will be <12% but will manage ...

10-16-2024

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Subscription Businesses – FTC this AM published a...

Subscription Businesses – FTC this AM published a final “Click-to-Cancel” rule requiring sellers ...

10-16-2024

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ULTA – Investor Day Takeaways; CFO Presentation Just...

ULTA – Investor Day Takeaways; CFO Presentation Just Wrapped Up, Going Into Q&A Shortly (will fol...

10-16-2024

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Consumer/Retail – read-through from SYF’s Q3 Earnings

Consumer/Retail – read-through from SYF’s Q3 Earnings

10-16-2024

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KDP read-through - Bloomberg update on Chobani post...

KDP read-through - Bloomberg update on Chobani post yesterday's bond issuance

10-16-2024

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JR's Consumer/Internet Daily – 10.16.24

JR's Consumer/Internet Daily – 10.16.24

10-16-2024

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