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 | Twice weekly |
|---|---|---|---|---|---|
| Issues | 103 | Subscribers | Read | consumereq.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Consumer/Retail Advertising Ratios on the Rise
In most cases, retailers and consumer brands do not disclose their advertising/marketing dollars as a separate line item on their Income Statements.
Restoration Hardware's Strategic Separation?
Last week, Restoration Hardware (RH - $230.70) reported its financial results for Q2 2025.
Retail Sales Data: August 2025
Note: If you want to get on the distribution list for this monthly report simply send me an email at [email protected]. The emailed report includes the data underlying the analysis.
Lululemon CEO Doubles-Down on the Lack of Innovation Excuse
A few weeks ago, I penned a post re: Lululemon Athletica (LULU - $163.90) and its managerial hot air (lack of ‘newness’ and ‘innovation’) that was likely masking the brand’s larger strategic issues.
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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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