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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ARMK - Reports FQ324 Earnings, Q beats on OpProfit...

ARMK - Reports FQ324 Earnings, Q beats on OpProfit w/better topline in FSS US & better OpProfit i...

8-6-2024

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TPX - Reports Q224 Earnings, Q penny miss on EPS...

TPX - Reports Q224 Earnings, Q penny miss on EPS driven by weaker topline, partially offset by be...

8-6-2024

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UBER - Reports Q224 Earnings, Q beats on Adj. EBITDA...

UBER - Reports Q224 Earnings, Q beats on Adj. EBITDA driven by better Revs/GBs; Upside in both Mo...

8-6-2024

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KVUE - Reports Q224 Earnings, Q beats on Adj....

KVUE - Reports Q224 Earnings, Q beats on Adj. EBITDA/EPS driven by better topline & GM , partiall...

8-6-2024

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PLNT - Reports Q224 Earnings, Q betas on Adj....

PLNT - Reports Q224 Earnings, Q betas on Adj. EBITDA/EPS driven by better topline (upside primari...

8-6-2024

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TAP - Q beats on EPS driven by better topline &...

TAP - Q beats on EPS driven by better topline & GM w/results "played out largely as expected"; Re...

8-6-2024

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EPC - Q beats on OpProfit/EPS driven by better GM,...

EPC - Q beats on OpProfit/EPS driven by better GM, lower A&P & favorable tax while topline was in...

8-6-2024

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CELH - Reports Q224 Earnings, Q beats on Adj. EBITDA...

CELH - Reports Q224 Earnings, Q beats on Adj. EBITDA driven by better topline & GMs

8-6-2024

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YUMC - Q beats on OpProfit/EPS w/better RLM (lower...

YUMC - Q beats on OpProfit/EPS w/better RLM (lower Food/Paper costs), lower G&A & favorable tax m...

8-5-2024

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CAR - Q misses on Adj. EBITDA driven by shortfall in...

CAR - Q misses on Adj. EBITDA driven by shortfall in Americas (weaker topline due to lower Rental...

8-5-2024

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Kellanova (K) - Comments from CNBC's Faber &...

Kellanova (K) - Comments from CNBC's Faber & GHRA's D. Bilson from earlier this AM

8-5-2024

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TSN shrs +2% – Key Conf. Call Takeaways

TSN shrs +2% – Key Conf. Call Takeaways

8-5-2024

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FRPT – Key Conf. Call Takeaways

FRPT – Key Conf. Call Takeaways

8-5-2024

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JR's Consumer/Internet Daily – 8.5.24

JR's Consumer/Internet Daily – 8.5.24

8-5-2024

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TSN - Reports FQ324 Earnings, Q beats on OpProfit/EPS...

TSN - Reports FQ324 Earnings, Q beats on OpProfit/EPS primarily driven by upside in Chicken while...

8-5-2024

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FRPT - Reports Q224 Earnings, Q beats on Adj. EBITDA...

FRPT - Reports Q224 Earnings, Q beats on Adj. EBITDA driven by better topline, GM & SG&A; Raising...

8-5-2024

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Kellanova (K) – WSJ (follows Reuters earlier this...

Kellanova (K) – WSJ (follows Reuters earlier this afternoon) reporting that Mars is in advanced t...

8-4-2024

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Kellanova (K) – Mars is exploring an acquisition of...

Kellanova (K) – Mars is exploring an acquisition of K, according to Reuters sources

8-4-2024

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Consumer – read-through from Berkshire Hathaway Q2...

Consumer – read-through from Berkshire Hathaway Q2 earnings

8-4-2024

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Consumer/Retail – Quick Recap of QTD/July Trends...

Consumer/Retail – Quick Recap of QTD/July Trends Commentary + A Quick Word On A Few Things (Promo...

8-4-2024

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