Jonathan Rich
Managing Director, Consumer Specialist

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Consumer (Spending/Health) – Comments from JPM on...
Consumer (Spending/Health) – Comments from JPM on earnings CC. Main thing we’re seeing in the spe...
4-11-2025
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VVV - Received a 2nd Request from FTC for Breeze...
VVV - Received a 2nd Request from FTC for Breeze Autocare acquisition. VVV now expects transactio...
4-11-2025
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FIVE – Sent a letter to suppliers (unclear if all)...
FIVE – Sent a letter to suppliers (unclear if all) through Maersk that it elected to suspend its ...
4-10-2025
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eComm – Tariff on China De Minimis shipments...
eComm – Tariff on China De Minimis shipments increased again (in conjunction w/broader reciprocal...
4-10-2025
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Tax Bill - Musk lowering DOGE savings target from...
Tax Bill - Musk lowering DOGE savings target from $2T, to $1T & now telling Trump’s cabinet he an...
4-10-2025
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STZ – Key Conf. Call Takeaways + WMT Launching...
STZ – Key Conf. Call Takeaways + WMT Launching Private Label Beer
4-10-2025
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JR’s Consumer/Internet Daily – 4.10.25
JR’s Consumer/Internet Daily – 4.10.25
4-10-2025
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Washington Explains - Tax Bill Making Forward...
Washington Explains - Tax Bill Making Forward Progress + The Bull Case Rolls On (Tariff Negotiati...
4-10-2025
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Consumer Spending - Several Interesting Takeaways...
Consumer Spending - Several Interesting Takeaways From BAC Institute's March Update; Overall Marc...
4-10-2025
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AS/MODG read-through - Anta Q1/Mar-Q China Revs hold...
AS/MODG read-through - Anta Q1/Mar-Q China Revs hold steady on headline but decel sharply on 2-ye...
4-10-2025
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STZ – CEO/CFO Prepared Remarks / Slides Takeaways  
STZ – CEO/CFO Prepared Remarks / Slides Takeaways  
4-9-2025
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Consumer - Preparing To Track The ACTUAL Tariff...
Consumer - Preparing To Track The ACTUAL Tariff Payments (*cough* tax) Headwind On The Consumer
4-9-2025
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STZ - Q beats on OpProfit/EPS driven by better...
STZ - Q beats on OpProfit/EPS driven by better topline (upside in Wine/Spirits while Beer missed)...
4-9-2025
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COST - Reports Mar SSS Beat w/Upside in US, Canada...
COST - Reports Mar SSS Beat w/Upside in US, Canada & Other Int'l
4-9-2025
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Tariffs – Trust Your Gut Part IV!!!! Trump Announces...
Tariffs – Trust Your Gut Part IV!!!! Trump Announces 90-day “Pause”
4-9-2025
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WMT shrs +5% - Investor Day Q&A Takeaways
WMT shrs +5% - Investor Day Q&A Takeaways
4-9-2025
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CPRI – Forget WSJ, FT has the story.  Prada to buy...
CPRI – Forget WSJ, FT has the story.  Prada to buy Versace on Thurs for ~$1.38B, a >$200M discoun...
4-9-2025
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CPRI – Prada’s deal for Versace is at risk of...
CPRI – Prada’s deal for Versace is at risk of collapse w/sources saying likelihood is 50/50, acco...
4-9-2025
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Consumer Spending – read-through from Delta...
Consumer Spending – read-through from Delta Airlines/DAL Conf. Call Comments (recall Airlines are...
4-9-2025
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JD Sports – Investor Day Takeaways
JD Sports – Investor Day Takeaways
4-9-2025

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