KeyBanc Capital Markets Consumer & Retail Research Analysts


Jason Gere

  • Consumer Staples & Household Products Companies

Jason Gere is a Managing Director, Equity Research Analyst with KeyBanc Capital Markets Inc. His research coverage is focused on the household products, personal care and cosmetics industry.

Prior to joining KBCM, Gere worked at RBC Capital Markets as a research analyst covering the HPC industry. Previous equity research experience includes working as a consumer staples analyst for Wachovia Capital Markets and as a research associate at Prudential Equity Group.

Gere earned a Bachelor of Science degree in Accounting and a Master of Business Administration degree in Finance and International Business, both from New York University. He also holds the Series 7, 63, 86 and 87 industry licenses, and is a Certified Public Accountant.

Consumer Staples & Household Products Companies Under Research Coverage


Company
Ticker
Church & Dwight Co, Inc.
CHD
Coty Inc.
COTY
Elizabeth Arden, Inc.
RDEN
Energizer Holdings, Inc.
ENR
The Estee Lauder Companies Inc.
EL
Helen of Troy Limited
HELE
Jarden Corporation
JAH
Newell Rubbermaid Inc.
NWL
Sally Beauty Holdings, Inc.
SBH
Scotts Miracle-Gro Company (The)
SMG
Tupperware Brands Corporation
TUP
Ulta Salon, Cosmetics & Fragrances, Inc.
ULTA

Scott W. Hamann

  • Leisure Companies

Scott Hamann is a Director, Equity Research Analyst with KeyBanc Capital Markets Inc. With the Company since 2003, his research coverage is focused on Leisure companies.

Prior to his promotion to senior analyst in April 2007, Hamann worked for KeyBanc Capital Markets as a Research Associate covering electric utilities for 2 ½ years. Before joining Equity Research in 2004, he worked as an analyst in Key’s Portfolio Strategies Group.

A graduate of Washington State University with a Bachelor of Arts degree, Hamann also served four years in the U.S. Marine Corps (Second Battalion, Sixth Marine Regiment).

In their August 2013 Best Brokerage Analysts survey, the Financial Times/StarMine recognized Hamann as the #3 stock picker and #2 earnings estimator in the leisure equipment & products sector for 2012. This marked the fifth time Hamann has been recognized by StarMine.

Leisure Companies Under Research Coverage

Company
Ticker
Arctic Cat Inc.
ACAT
Brunswick Corporation
BC
Cabela's Incorporated
CAB
Callaway Golf Company
ELY
ClubCorp Holdings, Inc.
MYCC
Cedar Fair, L.P.
FUN
Harley Davidson, Inc.
HOG
Hasbro, Inc.
HAS
Intrawest Resorts Holdings, Inc.
SNOW
JAKKS Pacific, Inc.
JAKK
LeapFrog Enterprises, Inc.
LF
Life Time Fitness, Inc.
LTM
Mattel, Inc.
MAT
Polaris Industries Inc.
PII
Sea World Entertainment
SEAS
Six Flags Entertainment Corporation
SIX
Smith & Wesson Holding Corporation
SWHC
Sturm, Ruger & Company, Inc.
RGR
Town Sports International Holdings, Inc.
CLUB
Vail Resorts, Inc.
MTN
Vista Outdoor Inc.
VSTO

Akshay Jagdale

  • Packaged Food Companies

Akshay Jagdale is a Director, Equity Research Analyst with KeyBanc Capital Markets Inc. With the Company since fall 2008, his research coverage is focused on Packaged Food, Agribusiness and Protein companies.

Prior to joining KeyBanc Capital Markets, Jagdale worked at J.P. Morgan as a Senior Associate Analyst covering 22 U.S. Food companies since fall 2005. His group was ranked #4 in the Institutional Investor rankings in 2007. His previous experience was in the insurance industry, where he worked for both Marsh USA and Willis of New York.

Jagdale earned a Bachelor's degree in Economics with a specialization in Finance from Rutgers University in New Jersey. He is an avid tennis player and was the captain of the Rutgers tennis team and a top-ranked tennis player in India, where he grew up.

Packaged Food Companies Under Research Coverage


Company
Ticker
Amira Nature Foods Ltd.
ANFI
Boulder Brands, Inc.
BDBD
Campbell Soup Company
CPB
ConAgra Foods, Inc
CAG
Dean Foods Company
DF
Diamond Foods, Inc.
DMND
Flowers Foods, Inc.
FLO
Hillshire Brands Co.
HSH
Hormel Foods Corporation
HRL
Ingredion, Inc.
INGR
J&J Snack Foods Corp.
JJSF
J.M. Smucker Company
SJM
Keurig Green Mountain, Inc.
GMCR
Lance, Inc.
LNCE
McCormick & Company, Incorporated
MKC
Pilgrim's Pride Corporation
PPC
Sanderson Farms, Inc.
SAFM
SodaStream International Ltd.
SODA
TreeHouse Foods, Inc.
THS
Tyson Foods, Inc.
TSN

Christopher T. O’Cull

  • Restaurant Companies

Chris O’Cull is a Director, Equity Research Analyst with KeyBanc Capital Markets Inc. With the Company since 2012, his research coverage is focused on restaurant companies.

Prior to joining KBCM, O’Cull worked at SunTrust Robinson Humphrey as a research analyst covering the restaurant industry. Previous equity research experience includes working as a restaurant analyst for Morgan Keegan & Company and as a research associate at SunTrust Equitable Securities. O’Cull also previously held positions as Vice President of Finance, Director of Marketing, and Director of Strategy at O’Charley’s Inc.

O’Cull graduated from the University of Kentucky with Bachelor of Science degrees in economics and finance and a major in accounting.

In 2008, Institutional Investor named O’Cull a Best Up-and-Comer within the restaurant industry.

Leisure Companies Under Research Coverage

Company
Ticker
BJ's Restaurants, Inc.
BJRI
Bob Evans Farms, Inc.
BOBE
Bravo Brio Restaurant Group, Inc.
BBRG
Brinker International, Inc.
EAT
Buffalo Wild Wings, Inc.
BWLD
Chuy's Holdings, Inc.
CHUY
Darden Restaurants, Inc.
DRI
DineEquity, Inc.
DIN
Domino's Pizza, Inc.
DPZ
Ignite Restaurant Group, Inc.
IRG
Jack in the Box, Inc.
JACK
Kona Grill, Inc.
KONA
Panera Bread Company
PNRA
Papa John's International, Inc.
PZZA
Red Robin Gourmet Burgers, Inc.
RRGB
Texas Roadhouse, Inc.
TXRH
The Wendy's Company
WEN

Bradley B. Thomas, CFA

  • Retail & Hardlines Companies

Bradley B. Thomas is a 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 2013, Thomas was ranked #1 of 75 analysts and received a “gold” award in The Wall Street Journal’s Best on the Street Survey in the specialty retailers & services category. This marked Brad’s 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 degree 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
Aaron's, Inc.
AAN
ACCO Brands Corporation
ABD
Bed Bath & Beyond Inc.
BBBY
Big Lots, Inc.
BIG
Best Buy Co., Inc.
BBY
Conn's, Inc.
CONN
Ethan Allen Interiors Inc.
ETH
Haverty Furniture Companies, Inc.
HVT
hhgregg, Inc.
HGG
Kirkland's, Inc.
KIRK
La-Z-Boy Incorporated
LZB
Lumber Liquidators, Inc.
LL
Mattress Firm Holding Corp.
MFRM
Office Depot, Inc.
ODP
Pier 1 Imports, Inc.
PIR
Rent-A-Center
RAC
Restoration Hardware Holdings, Inc.
RH
Sealy Corporation
ZZ
Select Comfort Corporation
SCSS
Staples, Inc.
SPLS
Tempur-Pedic International Inc.
TPX
Tractor Supply Company
TSCO
United Stationers Inc.
USTR
Williams-Sonoma, Inc.
WSM

Edward Yruma

  • Specialty Retailing Companies

Edward Yruma is a Managing Director, Equity Research Analyst with KeyBanc Capital Markets Inc. With the Company since fall 2008, his research coverage is focused on Retail Softlines/Apparel companies.

Prior to joining KeyBanc Capital Markets, Yruma spent eight years with J.P. Morgan, first as a technology and telecommunications investment banker in both San Francisco and New York, and most recently as a Vice President and Senior Business and Consumer Services Analyst.

Yruma was a member of the Honors Program and earned a Bachelor of Arts degree in Political Science from the University of Michigan.

He also serves as a board member for St. John's Bread and Life, one of the largest soup kitchens in New York City.

Specialty Retailing Companies Under Research Coverage

Company
Ticker
Abercrombie & Fitch Co.
ANF
Aeropostale, Inc.
ARO
Ascena Retail Group, Inc.
ASNA
The Bon-Ton Stores, Inc.
BONT
The Buckle Inc.
BKE
Chico's FAS, Inc.
CHS
Coach, Inc.
COH
DSW, Inc
DSW
Fossil, Inc.
FOSL
Francesca's Holdings Corporation
FRAN
Gap, Inc. (The)
GPS
G-III Apparel Group, Ltd.
GIII
Kate Spade & Company
KATE
L Brands, Inc.
LB
Lululemon Athletica inc.
LULU
Movado Group, Inc.
MOV
New York & Company, Inc.
NWY
Nordstrom, Inc.
JWN
Oxford Industries, Inc.
OXM
Pacific Sunwear of California, Inc.
PSUN
Perry Ellis International, Inc.
PERY
Skullcandy, Inc.
SKUL
Steven Madden, Ltd.
SHOO
Tiffany & Co.
TIF
Tumi Holdings, Inc.
TUMI
Under Armour, Inc.
UA
Urban Outfitters, Inc.
URBN
V.F. Corporation
VFC
Vera Bradley, Inc.
VRA
Vince Holding Corp.
VNCE
Wolverine World Wide, Inc.
WWW
Zumiez Inc.
ZUMZ

Kenneth R. Zener

  • Homebuilders and Building Product Companies

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

Prior to joining KBCM, 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 degree from Boston University and a Master of Business Administration degree from The University of Texas at Austin. He holds Series 7, 63, and 86/87 industry licenses.

Homebuilders and Building Product Companies Under Research Coverage

Company
Ticker
Armstrong World Industries, Inc.
AWI
Beacon Roofing Supply, Inc.
BECN
D.R. Horton, Inc.
DHI
Fortune Brands Home & Security, Inc.
FBHS
Installed Building Products, Inc.
IBP
KB Home
KBH
Lennar Corporation
LEN
Masco Corporation
MAS
M.D.C. Holdings, Inc.
MDC
Mohawk Industries, Inc.
MHK
Norcraft Companies, Inc.
NCFT
Owens Corning
OC
PGT, Inc.
PGTI
Pool Corporation
POOL
PulteGroup, Inc.
PHM
Quanex Corporation
NX
Ryland Group, Inc. (The)
RYL
Stanley Black & Decker, Inc.
SWK
Toll Brothers, Inc.
TOL
Whirlpool Corporation
WHR