Jonathan Rich
Managing Director, Consumer Specialist

Keyword

Clear search
⬤
ASO – Key Conf. Call Takeaways
ASO – Key Conf. Call Takeaways
6-10-2025
⬤
ASO - QTD on CC - May ran down LSD% / "down...
ASO - QTD on CC - May ran down LSD% / "down slightly"
6-10-2025
⬤
PZZA – Vague QTD Tone @ Oppenheimer Conf.
PZZA – Vague QTD Tone @ Oppenheimer Conf.
6-10-2025
⬤
VSCO - BBRC sends letter to Board (no change to...
VSCO - BBRC sends letter to Board (no change to 10.3M/12.9% stake)
6-10-2025
⬤
NKE read-through – ASO is Slides call out Nike/Jordan...
NKE read-through – ASO is Slides call out Nike/Jordan expansion exceeding sales plan through May
6-10-2025
⬤
Consumer Spending – Commentary from SYF @ MS Conf. Re...
Consumer Spending – Commentary from SYF @ MS Conf. Re QTD “We haven’t seen any signif changes…We’...
6-10-2025
⬤
JR’s Consumer/Internet Daily – 6.10.25
JR’s Consumer/Internet Daily – 6.10.25
6-10-2025
⬤
Consumer Spending - BAC Institute May Credit/Debit...
Consumer Spending - BAC Institute May Credit/Debit spend per household +0.8% (vs. Apr. +1.0%) w/s...
6-10-2025
⬤
ASO - Q misses on OpProfit/EPS driven by weaker...
ASO - Q misses on OpProfit/EPS driven by weaker topline, higher SG&A & unfavorable tax while GMs ...
6-10-2025
⬤
BBY - Schultz filed Form 144 / Form 144 for sale of...
BBY - Schultz filed Form 144 / Form 144 for sale of 1.2M shrs (~$87M) beg 6/9
6-10-2025
⬤
RL – Executive Chairman Ralph Lauren filed Form 144...
RL – Executive Chairman Ralph Lauren filed Form 144 for sale of 265K shrs (~$70M) through JPM on 6/9
6-10-2025
⬤
SJM - Q beats on EPS driven by better GM, partially...
SJM - Q beats on EPS driven by better GM, partially offset by weaker topline miss (US Pet Food & ...
6-10-2025
⬤
WMT – Oppenheimer Conf. Presentation Comments
WMT – Oppenheimer Conf. Presentation Comments
6-9-2025
⬤
JR’s Consumer/Internet Daily – 6.9.25
JR’s Consumer/Internet Daily – 6.9.25
6-9-2025
⬤
JR’s Consumer/Internet Daily – 6.6.25
JR’s Consumer/Internet Daily – 6.6.25
6-6-2025
⬤
LULU – Key Conf. Call Takeaways
LULU – Key Conf. Call Takeaways
6-5-2025
⬤
WOOF - Reports Q125 Earnings, Q beats on Adj. EBITDA...
WOOF - Reports Q125 Earnings, Q beats on Adj. EBITDA despite slightly weaker topline/GM; Reit FY ...
6-5-2025
⬤
LULU - Reports Q125 Earnings, Q in line on EPS...
LULU - Reports Q125 Earnings, Q in line on EPS w/better GMs offset by weaker SSS & higher SG&A; Q...
6-5-2025
⬤
PVH shrs dn 19% – Key Conf. Call Takeaways
PVH shrs dn 19% – Key Conf. Call Takeaways
6-5-2025
⬤
TSCO – CEO Lawton Also Positive In Yahoo Finance...
TSCO – CEO Lawton Also Positive In Yahoo Finance Interview Last Night
6-5-2025

Contact us here for help accessing content or arranging a relationship with our firm.