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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KHC - Preparing to break itself up in coming weeks...

KHC - Preparing to break itself up in coming weeks w/a spinoff of a large chunk of its grocery bu...

7-11-2025

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Consumer – Resending One Big Beautiful Bill Note In...

Consumer – Resending One Big Beautiful Bill Note In Case You Didn’t Have Time To Join Mon’s Call ...

7-11-2025

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JR’s Consumer/Internet Daily – 7.11.25

JR’s Consumer/Internet Daily – 7.11.25

7-11-2025

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Tariffs/Vietnam – a) “Clarity” That It’s 20% “Plus”...

Tariffs/Vietnam – a) “Clarity” That It’s 20% “Plus” & b) Bloomberg Reinforces Politico Narrative

7-11-2025

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USFD/PFGC - USFD has been evaluating an acquisition...

USFD/PFGC - USFD has been evaluating an acquisition of PFGC & expressed interest in a potential c...

7-11-2025

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LEVI – Key Conf. Call Takeaways

LEVI – Key Conf. Call Takeaways

7-10-2025

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Tariffs/Vietnam – You’re Not The Only One Unclear...

Tariffs/Vietnam – You’re Not The Only One Unclear About The Tariff Rate, Apparently So Are The Vi...

7-10-2025

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LEVI - Reports FQ225/May-Q Earnings, Q beats on...

LEVI - Reports FQ225/May-Q Earnings, Q beats on OpProfit/EPS driven by better topline, GM & SG&A;...

7-10-2025

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Consumer Spending - BAC Institute Credit/Debit spend...

Consumer Spending - BAC Institute Credit/Debit spend per household decelerates in June despite an...

7-10-2025

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JR’s Consumer/Internet Daily – 7.10.25

JR’s Consumer/Internet Daily – 7.10.25

7-10-2025

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CAG - Reports FQ425 Earnings, Q misses on...

CAG - Reports FQ425 Earnings, Q misses on OpProfit/EPS driven by weaker topline & GMs, partially ...

7-10-2025

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GOOS – Bain Capital (owns 30.8M / 31.2% of co though...

GOOS – Bain Capital (owns 30.8M / 31.2% of co though Multiple-Voting Shrs which control ~55% of t...

7-9-2025

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Consumer – Afternoon/AMC News: Tariffs, DLTR,...

Consumer – Afternoon/AMC News: Tariffs, DLTR, Coffee/Brazil, KLG

7-9-2025

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COST - Reports June SSS Roughly In Line (Core in US...

COST - Reports June SSS Roughly In Line (Core in US light vs. beat in Int'l)

7-9-2025

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JR’s Consumer/Internet Daily – 7.9.25: Tariffs,...

JR’s Consumer/Internet Daily – 7.9.25: Tariffs, Student Loans, etc.

7-9-2025

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Consumer – Afternoon/AMC News: DKS/FL, COST, SBUX, LW

Consumer – Afternoon/AMC News: DKS/FL, COST, SBUX, LW

7-8-2025

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LW – Interesting POST Jet Sighting In Boise Idaho...

LW – Interesting POST Jet Sighting In Boise Idaho (BOI airport near LW’s Eagle Idaho HQ, a trip P...

7-8-2025

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HSY/WEN – Kirk Tanner named President/CEO of HSY...

HSY/WEN – Kirk Tanner named President/CEO of HSY effect Aug. 18th. Recall that a) Buck notified ...

7-8-2025

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JR’s Consumer/Internet Daily – 7.8.25

JR’s Consumer/Internet Daily – 7.8.25

7-8-2025

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Consumer/Macro IMPORTANT!!! (Refined "Household...

Consumer/Macro IMPORTANT!!! (Refined "Household Income Dynamics" section/improved table) – Key Ta...

7-8-2025

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