Jonathan Rich
Managing Director, Consumer Specialist

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Tariffs – Trump’s UK Trade Deal Press Conf. In The...
Tariffs – Trump’s UK Trade Deal Press Conf. In The Oval 
5-8-2025
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SGI/TPX shrs flattish – Key Conf. Call Takeaways; Q1...
SGI/TPX shrs flattish – Key Conf. Call Takeaways; Q1 was a little bit slower than expected. Presi...
5-8-2025
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SN shrs +11.5% – Key Conf. Call Takeaways
SN shrs +11.5% – Key Conf. Call Takeaways
5-8-2025
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LTH shrs dn 6% – Key Conf. Call Takeaways
LTH shrs dn 6% – Key Conf. Call Takeaways
5-8-2025
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PRMB read-through – Nestle hired Rothschild to advise...
PRMB read-through – Nestle hired Rothschild to advise on sale of its water division later this ye...
5-8-2025
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ARHS – Key Conf. Call Takeaways; Demand SSS Jan +10%,...
ARHS – Key Conf. Call Takeaways; Demand SSS Jan +10%, Feb. dn 6% , Mar +7%. Apr. demand was softe...
5-8-2025
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Puma – Key Conf. Call Takeaways
Puma – Key Conf. Call Takeaways
5-8-2025
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KVUE – Some Faber Comments on CNBC
KVUE – Some Faber Comments on CNBC
5-8-2025
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KVUE – Key Conf. Call Takeaways; Cautious QTD tone
KVUE – Key Conf. Call Takeaways; Cautious QTD tone
5-8-2025
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JR’s Consumer/Internet Daily – 5.8.25
JR’s Consumer/Internet Daily – 5.8.25
5-8-2025
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PZZA - Reports Q125 Earnings, Q in line on NA SSS...
PZZA - Reports Q125 Earnings, Q in line on NA SSS & EPS w/slightly better Adj. EBITDA; QTD NA SSS...
5-8-2025
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VVV - Reports FQ225 Earnings, Q misses on Adj. EBITDA...
VVV - Reports FQ225 Earnings, Q misses on Adj. EBITDA w/slightly weaker topline/GM though notes "...
5-8-2025
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USFD - Reports Q125 Earnings, Q misses on Adj....
USFD - Reports Q125 Earnings, Q misses on Adj. EBITDA/EPS driven by weaker topline, partially off...
5-8-2025
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PRMB - Reports Q125 Earnings, Q beats on Adj....
PRMB - Reports Q125 Earnings, Q beats on Adj. EBITDA/EPS however topline was a touch light; Reit ...
5-8-2025
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LTH - Reports Q125 Earnings, Q beats on Adj. EBITDA...
LTH - Reports Q125 Earnings, Q beats on Adj. EBITDA driven by better topline; Raising F25 guidance
5-8-2025
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ARHS - Q misses on Adj. EBITDA driven by weaker GMs...
ARHS - Q misses on Adj. EBITDA driven by weaker GMs & slightly weaker topline; Lowering F25 guide...
5-8-2025
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PLNT - Reports Q125 Earnings, Q misses on EPS driven...
PLNT - Reports Q125 Earnings, Q misses on EPS driven slightly weaker Revs & Adj. EBITDA, despite ...
5-8-2025
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QSR - Reports Q125 Earnings, Q misses on Adj....
QSR - Reports Q125 Earnings, Q misses on Adj. EBITDA/EPS w/weaker SSS & NRG; "seeing encouraging ...
5-8-2025
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SN - Reports Q125 Earnings, Q beats on Adj....
SN - Reports Q125 Earnings, Q beats on Adj. EBITDA/EPS driven by better topline while GMs & Sales...
5-8-2025
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SHOP - Reports Q125 Earnings, Q slight miss on...
SHOP - Reports Q125 Earnings, Q slight miss on OpProfit w/slightly better topline & OpEx offset b...
5-8-2025

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