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Consumer EQ

Rob Wilson

Consumer 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
Substack
PricingOnly free issuesPublishesTwice weekly
Issues77SubscribersRead consumereq.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Ulta Beauty's Perplexing Store Growth Re-Acceleration Plans

A few weeks ago, Ulta Beauty (ULTA - $383.90) held an investor day.

16 days ago
1
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New Starbucks CEO Not In Kansas Anymore

Yesterday afternoon, Starbucks (SBUX - $96.82) reported preliminary results for fiscal Q4 (FQE Sep 2024).

a month ago
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Retail Sales Data: September 2024

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.

a month ago
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Follow-Up: RH Turns Lemons Into Lemonade

A few weeks ago, I penned a blog post titled RH Turns Lemons Into Lemonade.

2 months ago
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Authors

The writers behind this newsletter.

  • Rob Wilson

    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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