Consumer EQ
Rob WilsonConsumer EQ (Earnings Quality) is published by Tiburon Research Group lead analyst Rob Wilson. I take a deeper dive into the financial performance of publicly traded companies in the consumer sector.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 109 | Subscribers | Read | consumereq.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Restoration Hardware Has Been a Hedge Fund Darling for Many Years
Today, Restoration Hardware (RH - $157.22) reports its fiscal Q3 results after the close.
Abercrombie & Fitch Loses Money Outside of its Americas Segment
Abercrombie & Fitch (ANF - $69.87) has enjoyed a lot of success over the past few years. Especially on the top-line (see table below).
Wal-Mart's Recently Announced CEO Transition May Have Been Timed Perfectly
Last week, it was announced that longtime Wal-Mart (WMT - $102.95) CEO Doug McMillon was stepping down and handing over the baton to John Furner (CEO Wal-Mart US) in February 2026.
Chipotle Management's Comp Stack Math Does Not Add-Up
Interestingly, after the close today, Chipotle Mexican Grill (CMG - $40.25) and Starbucks (SBUX - $84.38) are reporting their quarterly results.
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Authors
The writers behind this newsletter.
Founder and lead equity research analyst of Tiburon Research Group. Solely focused on the consumer sector. UNC-Chapel Hill. Not investment advice.
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