Jonathan Rich
Managing Director, Consumer Specialist

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DRI – Key Conf. Call Takeaways (Uber read-through)
DRI – Key Conf. Call Takeaways (Uber read-through)
6-20-2025
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JR’s Consumer/Internet Daily – 6.20.25
JR’s Consumer/Internet Daily – 6.20.25
6-20-2025
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De minimis – Value of small parcels sent from China...
De minimis – Value of small parcels sent from China to US fell 40% y/y to just >$1B in May (lowes...
6-20-2025
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KR - Reports Q125 Earnings, Q beats on OpProfit/EPS...
KR - Reports Q125 Earnings, Q beats on OpProfit/EPS w/better IDs; notes sales/profitability excee...
6-20-2025
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CPB - Mary Alice Dorrance Malone passed away (grand...
CPB - Mary Alice Dorrance Malone passed away (grand daughter of CPB founder John Dorrance). Recal...
6-20-2025
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DRI - Reports FQ425 Earnings, Q beats on EPS driven...
DRI - Reports FQ425 Earnings, Q beats on EPS driven by better topline, RLM & slightly favorable t...
6-20-2025
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Liquid Death - Looking to raise a $20M convert to...
Liquid Death - Looking to raise a $20M convert to expand production capacity, according to The In...
6-18-2025
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Kellogg (K) – EU antitrust regulators plan to open a...
Kellogg (K) – EU antitrust regulators plan to open a full-scale investigation into Mars’s acquisi...
6-18-2025
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JR’s Consumer/Internet Daily – 6.18.25
JR’s Consumer/Internet Daily – 6.18.25
6-18-2025
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Retail/Macro – Quick Updates On A Few Points Re...
Retail/Macro – Quick Updates On A Few Points Re Tariffs: 3% Price Increase From Tariffs To-Date +...
6-17-2025
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JR’s Consumer/Internet Daily – 6.17.25
JR’s Consumer/Internet Daily – 6.17.25
6-17-2025
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Consumer/Macro IMPORTANT – Quick Summary Of Changes...
Consumer/Macro IMPORTANT – Quick Summary Of Changes In Senate Finance Committee’s Reconciliation ...
6-16-2025
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COTY - WWD reporting “buzz is swirling” that COTY is...
COTY - WWD reporting “buzz is swirling” that COTY is looking/in very early stage talks for separa...
6-16-2025
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JR’s Consumer/Internet Daily – 6.13.25
JR’s Consumer/Internet Daily – 6.13.25
6-16-2025
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Consumer - Happy Father's Day! Weekend News:...
Consumer - Happy Father's Day! Weekend News: Tariffs (Vietnam, 10% Breakdown, Near-Term Cautious ...
6-15-2025
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VSCO – Barington Capital built a >1% position,...
VSCO – Barington Capital built a >1% position, plans to push VSCO to refresh its Board, refocus o...
6-15-2025
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SN - Quick Follow-Up
SN - Quick Follow-Up
6-13-2025
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SN – Chairman W. Xuning filed 13G/A lowering stake to...
SN – Chairman W. Xuning filed 13G/A lowering stake to 60.9M/43.2% (from 67.9M/48.4%)
6-13-2025
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Tariffs – Vietnam tariffs seem headed for ~20-25%...
Tariffs – Vietnam tariffs seem headed for ~20-25% range in trade agreement w/US, per Bloomberg so...
6-13-2025
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RH – Key Conf. Call Takeaways
RH – Key Conf. Call Takeaways
6-12-2025

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