Consumer & Retail Research Analysts

In-depth analysis of the consumer and retail market.

Comprehensive investigation, research and thought are used by our analysts to create the best information and options for our clients.

Eric Gonzalez

Restaurants

Eric Gonzalez is a Vice President, Equity Research Analyst with KeyBanc Capital Markets Inc.  With the Company since June 2018, his research coverage is focused on restaurant companies. 

Prior to joining KeyBanc Capital Markets, Gonzalez spent seven years as a VP/Associate Analyst in Equity Research at RBC Capital Markets and UBS Securities.  While there, he worked on the Institutional Investor-ranked research team covering the restaurant sector.  Before that, Gonzalez was an Equity Research Associate at Oppenheimer & Co.  Other previous experience includes working in Institutional Fixed Income Sales at International Strategy and Investment Group, in Interest Rate/Structured Product Sales at Nomura Securities International, and in Fixed Income Sales & Trading at Morgan Stanley.  

Gonzalez earned a Bachelor of Science degree from the Dyson School of Applied Economics and Management at Cornell University, as well as a Master of Business Administration degree from Columbia Business School.  He also holds the Series 7, 63, 86 & 87 industry licenses. 

In 2017, Gonzalez was recognized as a “Rising Star” in the restaurant sector by Institutional Investor Magazine.

Restaurant Companies Under Research Coverage

Company Ticker
Brinker International, Inc. EAT
Chipotle Mexican Grill, Inc. CMG
Darden Restaurants, Inc. DRI
Denny's Corporation DENN
Dine Brands Global, Inc. DIN
Domino's Pizza, Inc. DPZ
Jack in the Box Inc. JACK
McDonald's Corporation MCD
Papa Johns International, Inc. PZZA
Restaurant Brands International Inc. QSR
Starbucks Corporation SBUX
Texas Roadhouse, Inc. TXRH
The Wendy's Company WEN
YUM! Brands, Inc. YUM

Bradley Thomas, CFA

Retail Hardlines

Bradley B. Thomas is a Managing Director, Equity Research Analyst with KeyBanc Capital Markets Inc. With the company since April 2008, his research coverage focuses on the retail hardlines industry.

Prior to joining the firm, Thomas was a vice president and senior analyst at Lehman Brothers in the retail sector. Thomas joined Lehman in 2001 and began his career on the Institutional Investor-ranked retail hardlines team.

In 2018, Thomas was ranked the #1 stock picker in the multiline retail sector by Thomson Reuters. In addition, in 2013, he was ranked #1 of 75 analysts in The Wall Street Journal’s Best on the Street Survey in the specialty retailers & services category. This marked his second WSJ award. He ranked #2 in the home construction & furnishings category in 2012.

Thomas is a graduate of Duke University, where he earned a Bachelor of Science in Economics with a minor in history. He is a CFA charterholder and a member of the New York Society of Security Analysts. Thomas is regularly featured in the media, appearing on CNBC and Bloomberg Television, and in publications such as The Wall Street Journal, Business Week and Barron’s.

Retail – Hardlines Companies Under Research Coverage

Company Ticker
Bed Bath & Beyond Inc. BBBY
Best Buy Co., Inc. BBY
Big Lots, Inc. BIG
Central Garden & Pet Company CENTA
Dollar General Corporation DG
Dollar Tree, Inc. DLTR
Ethan Allen Interiors Inc. ETH
Five Below, Inc. FIVE
Haverty Furniture Companies, Inc. HVT
The Home Depot, Inc. HD
La-Z-Boy Incorporated LZB
Lowe’s Companies, Inc. LOW
Ollie’s Bargain Outlet Holdings, Inc. OLLI
PROG Holdings, Inc. PRG
Purple Innovation, Inc. PRPL
Rent-A-Center RCII
RH RH
Sleep Number Corporation SNBR
Target Corporation TGT
Tempur Sealy International Inc. TPX
Tractor Supply Company TSCO
Walmart Inc. WMT
Williams-Sonoma, Inc. WSM

Kenneth Zener

Homebuilders & Building Products

Kenneth R. Zener is a Managing Director, Equity Research Analyst with KeyBanc Capital Markets Inc. Zener joined the company in summer 2010 to cover the building products and homebuilders sector.

Prior to joining KeyBanc Capital Markets, Zener worked at Macquarie Capital as the lead analyst in the building materials/products and homebuilders space. From 2005 to 2008, he worked at Merrill Lynch, first as an associate then as a lead analyst. Before joining Merrill, he worked for Orleans Homebuilders, Deutsche Bank from 2001 to 2004, and began his investment career at Sanford Bernstein in 1999.

Zener earned a Bachelor of Arts from Boston University and a Master of Business Administration from The University of Texas at Austin. He holds Series 7, 63, and 86/87 industry licenses.

In its June 2017 Analyst Awards, Thomson Reuters StarMine recognized Zener as the #1 earnings estimator in the Household Durables sector. This was Zener’s third award from StarMine.

Homebuilders & Building Products Companies Under Research Coverage

CompanyTicker
Armstrong World Industries, Inc.AWI
Beacon Building ProductsBECN
D.R. Horton, Inc.DHI
Fortune Brands Home & Security, Inc.FBHS
Installed Building Products, Inc.IBP
KB HomeKBH
Latham Group, Inc.SWIM
Lennar CorporationLEN
LGI Homes, Inc.LGIH
Masco CorporationMAS
M.D.C. Holdings, Inc.MDC
Meritage Homes CorporationMTH
NVR, Inc.

NVR

Owens CorningOC
PGT Innovations, Inc.PGTI
Pool CorporationPOOL
PulteGroup, Inc.PHM
Quanex CorporationNX
Stanley Black & Decker, Inc.SWK
Taylor Morrison Home Corporation

TMHC

The Sherwin-Williams CompanySHW
Toll Brothers, Inc.TOL
TopBuild CorpBLD
Whirlpool CorporationWHR

KeyBanc Capital Markets is a trade name under which corporate and investment banking products and services of KeyCorp® and its subsidiaries, KeyBanc Capital Markets Inc., Member FINRA/SIPC, and KeyBank National Association (“KeyBank N.A.”), are marketed. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities representatives, who may also be employees of KeyBank N.A. Banking products and services are offered by KeyBank N.A.

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