Tiburon Research Group, Inc. (TRG) is the premier independent equity research boutique specializing in the retail/consumer sector. We are industry veterans, whose unbiased earnings analytics & store-level research yields a sharper understanding of a company’s earnings quality and/or potential.
Recent Research Highlights  
08.01.2014 view pdf
Our current listing of Material Disconnects (forward consensus EPS expectations) includes AMZN, GPS, KSS, LOW, and SBUX.
01.21.2014 view pdf
Check out our updated company Data Packet for Starbucks (SBUX – $73.65) ahead of the company’s fiscal Q1 earnings release this week.
12.27.2013 view pdf
We’re convinced that the Lululemon Athletica brand is damaged and has largely run its course. Also, notes on AEO, ANF, GPS, JWN, and URBN.
09.30.2013 view pdf
The financial divide between LOW & HD continues to widen. We’re forecasting EPS downside vs. consensus beginning in Q4 2013 & continuing into next year.