Fundamental Research
Retail Hardlines
L to R: Michael Montani, Matt McGinley,
Greg Melich, Charmaine Welch,
Shayne Arcilla, Oliver Wintermantel
Coverage Universe
AAP
AMZN
AZO
BBBY
BBY
COST
GPC
HD
HGG
LL
LOW
MNRO
ODP
OMX
ORLY
RSH
SHLD
SHW
SPLS
TGT
USTR
WMT
WSM
ISI’s Consumer Research Team, headed by Greg Melich, focuses on providing actionable investment ideas and proprietary research on the consumer sector. Greg has been analyzing global retailers and automakers since 1994 and provides investors with an edge by offering qualitative and differentiated analysis, market context, insight into market trends and new opportunities.
The team’s comprehensive company analysis incorporates proprietary consumer surveys and leading indicators, discussions with consumer industry experts and leaders, field trips, and company visits.