IDENTIFYING RETAIL TRENDS THROUGH STORE PERSPECTIVES AND MERCHANDIZING EXPERTISE
ABOUT THE RETAIL TRACKER

Established in 2006, The Retail Tracker provides insights on strategy, merchandizing trends and industry developments and how they impact stock performance on over 60 companies in 12 sub-segments of the retail sector.


The Retail Tracker covers a wide range of public and private companies in all the major segments of the retail sector including:  Active & Sports, Apparel & Footwear, Beauty, Broadlines & Off-Price, Home, Luxury and Specialty Retail amongst others.


The Senior Partners of The Retail Tracker have significant first-hand industry experience that they combine with more than 25 years as Wall Street Analysts.

LEADERSHIP

Mark Friedman

Managing Director, Co-Founder

Mark Friedman has more than 30 years of experience in the consumer and retail industry as an Entrepreneur, Manager, Research Analyst, and Strategic Advisor. During his two decades as a Senior Research Analyst at Merrill Lynch, Lehman Brothers and Goldman Sachs he was ranked on the Institutional Investor annual survey of best analysts in three different sectors- Advertising, Apparel/Footwear and Specialty Retail. In his last role at Merrill Lynch he was also a Group Head managing a 17 person team of Retail Analysts. Mark served on the Board of publicly traded Iconix, and Canadian based Roots when it was private. Mark received an M.B.A. from the University of Pennsylvania’s Wharton School and a B.B.A. from the University of Michigan.

Marni Shapiro

Managing Director, Co-Founder

Marni Shapiro has more than 25 years of experience in the consumer and retail industry as an Entrepreneur, Merchant, Manager, and Research Analyst. During her 11 years at Merrill Lynch and Lehman Brothers she covered Apparel, Footwear and the Specialty Retail sectors and has been ranked by the Wall Street Journal Analyst Survey. Marni also worked for five years in the apparel industry. As a Vice President of sales for 525…America, she developed and grew their Home Furnishings business. Previously, she was a senior account executive at Fenn Wright Manson, a women’s and men’s clothing concern. Marni was a Board Member and Former President of Trends, a consumer industry association and serves as an advisor to Poq and Storr. Marni received an M.B.A from NYU and received a B.S. from the University of Michigan.

METHODOLOGY

In order to invest successfully in the Retail sector, it is critical to have a significant presence in the stores to observe trends as well as monitor online developments.  As such, The Retail Tracker has developed many channels for identifying emerging retail trends.

Store Knowledge

With mall visits each week, TRT’s Senior Analysts spend more time in the stores than regular sell-side analysts, allowing them to identify trends ahead of the numbers.

Merchandizing Expertise

Partners’ deep merchandizing expertise blended with their analyst experience allows them to translate retail trends into actionable investment recommendations.

Industry Network

An unparalleled network of relationships with management teams in the US and abroad helps to validate views and better forecast upcoming trends.

Reviewing the Fundamentals

TRT marries financial models and fundamental analysis with store knowledge to garner insights about which names will outperform/underperform.

SERVICES

From the Stores: Snap-shot of what is in the stores today; monitoring 60+ concepts and brands. Weekly.

Insights & Intelligence: Focus on hot topics & trends, new developments and big picture themes. Weekly.

Market Viewpoint: Ties together the weekly store visits into actionable views on the companies. Bi-Monthly.

Company Spotlight: Examining the trends, positive and negative, for a specific publically traded company in the retail sector. Ad hoc.

Custom Research: Private and public companies. Upon Request.

Meetings & Conference Calls with The Retail Tracker’s Senior Analyst as required.

Management Access: Meetings, Conference calls with key execs of companies under coverage as well as 100+ industry contacts. Upon Request.

Store Tours:  Join us on our weekly mall visits and we’ll show you what we see and why we see it.  Upon Request.

COVERAGE

INDUSTRY SEGMENTS
Active & Sports
Apparel
Department Stores
Footwear
Home Furnishings
Jewelry
Luxury
Mass Merchants
Off-Price
Online
Specialty Retail

COMPANIES UNDER COVERAGE

SPECIALTY RETAIL
American Eagle
Abercrombie and Fitch
Aritzia
Chicos
Express
Foot Locker
Francesca's
Guess
GAP
J Jill
L Brands
Lulu Lemon
Children's Place
PVH
Tilly's
Ulta Beauty
Urban Outfitters

MASS & OFF-PRICE
Bed Bath and Beyond
Burlington Stores
Dick's Sporting Goods
Five Below
Nordstrom
Kohl's
Macy's
Ross Stores
Target
TJX

BRANDS
Columbia
Capri Holdings
Crocs
Deckers
Estee Lauder
Fossil Group
G-III Apparel
Nike
Ralph Lauren
Steve Madden
Sketchers
Tapestry
Under Armour
VFC
Vera Bradley

ONLINE & HOME
Farfetch
Amazon
ASOS (LONDON)
The Real Real
Revolve
RH
Stitch Fix
Wayfair
Williams Sonoma

EUROPE
Prada
Adidas
Brunello Cuccinelli
Hugo Boss
Burberry
Richemont
EssilorLuxottica
Hennes & Mauritz
industria de Diseno
Kering
Louis Vuitton
Moncler
Pandora
Hermes
Salvatore Ferragamo
SIGNET
Swatch
Tod's