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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JR’s Consumer/Internet Daily – 7.7.25

JR’s Consumer/Internet Daily – 7.7.25

7-7-2025

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Tariffs – Bessent Asked On CNBC About Vietnam Tariff...

Tariffs – Bessent Asked On CNBC About Vietnam Tariff Rate (if I’m understanding this correctly, t...

7-7-2025

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JR’s Consumer/Internet Daily – 7.3.25

JR’s Consumer/Internet Daily – 7.3.25

7-3-2025

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SBUX – Board announced a special “Back to Starbucks”...

SBUX – Board announced a special “Back to Starbucks” 100% Performance-based RSU for each Executiv...

7-3-2025

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STZ shrs +5% – Key Conf. Call Takeaways

STZ shrs +5% – Key Conf. Call Takeaways

7-2-2025

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Tariffs – Trump Announces 20% Tariffs on Vietnam...

Tariffs – Trump Announces 20% Tariffs on Vietnam & 40% on Vietnam Transshipments - Quick Thoughts

7-2-2025

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Tariffs - Vietnam/US reached a loose framework for...

Tariffs - Vietnam/US reached a loose framework for further talks. US will continue to pause 46% V...

7-2-2025

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Consumer - Heads Up! Trump says "I just made a...

Consumer - Heads Up! Trump says "I just made a deal w/Vietnam. Details to follow."

7-2-2025

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JR’s Consumer/Internet Daily – 7.2.25

JR’s Consumer/Internet Daily – 7.2.25

7-2-2025

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LW - Following Settlement & Addition To Board...

LW - Following Settlement & Addition To Board Jana/Conti Disbanded Their "Group" Status & Jana tr...

7-2-2025

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JR CALL INVITE IMPORTANT!! – “The Bottom Line On The...

JR CALL INVITE IMPORTANT!! – “The Bottom Line On The One Big Beautiful Bill’s Consumer Impact” Mo...

7-2-2025

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FL - Well, It Seems Vesa/Kretinsky Isn't Going To...

FL - Well, It Seems Vesa/Kretinsky Isn't Going To Be Converting To DKS Shrs. Vesa sold 1.63M shrs...

7-1-2025

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STZ - Reports FQ126 Earnings, Q misses on...

STZ - Reports FQ126 Earnings, Q misses on OpProfit/EPS driven by weaker topline & heavier SG&A wh...

7-1-2025

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Retail Pricing/Inflation – Quick Thoughts On When We...

Retail Pricing/Inflation – Quick Thoughts On When We See The Tariff Flow-Through To CPI Data or O...

7-1-2025

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LW – 3 Quick Points In Yesterday’s Settlement 8K

LW – 3 Quick Points In Yesterday’s Settlement 8K

7-1-2025

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CELH - DeSantis Estate (via CD Financial) filed Form...

CELH - DeSantis Estate (via CD Financial) filed Form 144 for sale of 1.7M shrs (~$80M) beg 6/30

6-30-2025

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JR’s Consumer/Internet Daily – 6.30.25

JR’s Consumer/Internet Daily – 6.30.25

6-30-2025

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HD - SRS Distribution acquiring GMS for $110/shr in...

HD - SRS Distribution acquiring GMS for $110/shr in cash (~$4.3B / EV $5.5B) w/transaction expect...

6-30-2025

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Consumer/Tax Bill IMPORTANT! – The Latest On The Tax...

Consumer/Tax Bill IMPORTANT! – The Latest On The Tax Bill: Key Progress Sat For Full Passage To T...

6-29-2025

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JR’s Consumer/Internet Daily – 6.27.25

JR’s Consumer/Internet Daily – 6.27.25

6-27-2025

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