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.
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.
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.
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.
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.
Partners’ deep merchandizing expertise blended with their analyst experience allows them to translate retail trends into actionable investment recommendations.
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.
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.
|Active & Sports|
COMPANIES UNDER COVERAGE
|Abercrombie and Fitch|
|MASS & OFF-PRICE|
|Bed Bath and Beyond|
|Dick's Sporting Goods|
|ONLINE & HOME|
|The Real Real|
|Hennes & Mauritz|
|industria de Diseno|