Jonathan Rich
Managing Director, Consumer Specialist

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ONON - Q beats on Adj. EBITDA by ~9% driven by Revs...
ONON - Q beats on Adj. EBITDA by ~9% driven by Revs ~6% better; Raising F25 Revs ex-FX however Re...
5-13-2025
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MODG – Key Conf. Call Takeaways
MODG – Key Conf. Call Takeaways
5-12-2025
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SNAP – Ag. Committee Releases Technical Changes It’s...
SNAP – Ag. Committee Releases Technical Changes It’s Making To SNAP Program; Scoring Details Not ...
5-12-2025
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De Minimis IMPORTANT!! – “It Was Nice While I Knew...
De Minimis IMPORTANT!! – “It Was Nice While I Knew Ya”; De Minimis Exception FULLY Going Away FOR...
5-12-2025
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Tax Bill – Quick Run-through Of Consumer-Related...
Tax Bill – Quick Run-through Of Consumer-Related Provisions (though no scoring / $Bs ests yet)
5-12-2025
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ODD - Co-Founder/CEO O. Holtzman selling...
ODD - Co-Founder/CEO O. Holtzman selling 5.5M/$360-365M (10% of co & 30% of his stake) @ $65.25-6...
5-12-2025
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MODG - Q beats on Adj. EBITDA/EPS w/upside in Golf...
MODG - Q beats on Adj. EBITDA/EPS w/upside in Golf Equipment & Active Lifestyle Revs while TG was...
5-12-2025
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JR’s Consumer/Internet Daily – 5.12.25
JR’s Consumer/Internet Daily – 5.12.25
5-12-2025
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Tariffs - China/US pause + "The Persuasive...
Tariffs - China/US pause + "The Persuasive Abilities of Scott Bessent"
5-12-2025
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CHWY – CFO D. Reeder departing in several months to...
CHWY – CFO D. Reeder departing in several months to return to semiconductor industry as a CEO; Re...
5-12-2025
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CHD - Acquiring Touchland (hand sanitizer) for $880M...
CHD - Acquiring Touchland (hand sanitizer) for $880M ($700M in Cash/Stock & $180M contingent paym...
5-12-2025
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SGI/TPX – Things You Don’t See Everyday: Steinhoff...
SGI/TPX – Things You Don’t See Everyday: Steinhoff Stockholders/Creditors Launch 15.38M/7.4% ($93...
5-12-2025
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Consumer - Weekend News:Tariffs, Tax Bill,...
Consumer - Weekend News:Tariffs, Tax Bill, Click-To-Cancel, CELH, SHOP, CALM
5-12-2025
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Consumer/Tax Bill – Taking A Stab At Magnitude Of...
Consumer/Tax Bill – Taking A Stab At Magnitude Of Consumer Tailwind From Child Tax Credit ($20B/y...
5-11-2025
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De Minimis IMPORTANT – Rules Signif Tightened Up...
De Minimis IMPORTANT – Rules Signif Tightened Up Global De Minimis Access (everyone, not just Chi...
5-10-2025
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Tax Bill IMPORTANT – House Ways & Means Committee...
Tax Bill IMPORTANT – House Ways & Means Committee Drops 1st Portion Of Bill Text WHICH HAS INCREM...
5-9-2025
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Tax Bill SEMI-Important – BIG Week Coming Up On...
Tax Bill SEMI-Important – BIG Week Coming Up On Monday/Tues Which People Do NOT Seem To Have On T...
5-9-2025
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Consumer/Retail – 20+ Consumer Datapoints This Week...
Consumer/Retail – 20+ Consumer Datapoints This Week Indicate Consumer Spending Remains Robust Thr...
5-9-2025
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VVV – Key Conf. Call Takeaways; Pleased w/continued...
VVV – Key Conf. Call Takeaways; Pleased w/continued strength in the business through Apr. & into ...
5-8-2025
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SHOP – Key Conf. Call Takeaways
SHOP – Key Conf. Call Takeaways
5-8-2025

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