UNRIVALED COMBINATION OF SKILL SETS
Our research methodology is built on two distinct areas of expertise:  applied forensic accounting and daily store-level primary research. Our rigorous, proprietary analysis of sales/earnings quality enables us to better forecast forward earnings.  The depth of work we provide is unmatched and results in typically contrarian analysis that is more accurate than our peers.

LIMITED DISTRIBUTION
We limit our distribution to a select group of institutional investors who are seeking the highest quality fundamental research in the retail/consumer sector. Our product is only available by subscription.  We work closely with our clients to provide them with a constructively critical perspective that complements – but is rarely provided  by – traditional research providers.       

ABSOLUTE INDEPENDENCE
Our independence is a critical component of our research. Without ties to investment banking, trading, or company management teams, we are free to publish ‘truly’ unbiased research while avoiding a regurgitation of managerial spin.      

FLEXIBLE COVERAGE
We analyze more than 50+ North American retailers, but we focus our most diligent research efforts on the 12-15 most probable EPS divergence opportunities.  Typically, these opportunities arise when our 3-12 month EPS outlook materially differs from the consensus.