AUTO AND AUTO PARTS DISCOUNTERS FOOD AND BEVERAGE HARDLINES HARDLINES - HOME FURNISHINGS NEW ECONOMY / E-COMMERCE SPORTING GOODS SUPERMARKETS

Senior Managing Director and Assistant Director of Research

Joe Feldman is a Senior Managing Director and the Assistant Director of Research, as well as a Senior Research Analyst and Founding Member of TAG. His research coverage focuses on the discount, grocery, internet, and hardlines retail sectors. Joe has over 20 years of research experience covering the retail industry. Prior to joining TAG, he worked as a global retail analyst for Wexford Capital LLC, a hedge fund based in Connecticut. He also spent two years at SG Cowen and Co. as a vice president and senior equity research analyst following hardlines retailers. Joe previously worked with Ms. Telsey at Bear Stearns as a vice president and associate analyst in equity research following hardlines retailers. He spent the first four years of his career in the retail industry at Saks Fifth Avenue, followed by positions in equity research at Lazard and in credit research at Standard and Poor’s.

Mr. Feldman is a magna cum laude graduate of Brandeis University with a BA in American studies and holds an MBA from New York University’s Stern School of Business. He holds the Series 7, 24, 63, 65, 86, and 87 licenses.

Coverage

Symbol Company
AUTO AND AUTO PARTS
HLLY Holley Inc.
DISCOUNTERS
BIG Big Lots, Inc.
COST Costco Wholesale Corporation
DG Dollar General Corporation
DLTR Dollar Tree, Inc.
FIVE Five Below, Inc.
TGT Target Corporation
WMT Walmart Inc.
FOOD AND BEVERAGE
BRCC BRC Inc.
RVAC Riverview Acquisition Corp.
SOVO Sovos Brands, Inc.
VWE Vintage Wine Estates, Inc.
ZVIA Zevia PBC
HARDLINES
ACKIU Ackrell SPAC Partners I Co
BBY Best Buy Co., Inc.
JOAN JOANN Inc.
LESL Leslie's Inc.
PRTY Party City Holdco Inc.
TSCO Tractor Supply Company
COOK Traeger, Inc.
HARDLINES - HOME FURNISHINGS
ARHS Arhaus, Inc.
BBBY Bed Bath & Beyond Inc.
BWMX Betterware de México, S.A.P.I. de C.V. (Company Sponsored Research)
ETD Ethan Allen Interiors Inc.
FND Floor & Decor Holdings, Inc.
HD The Home Depot, Inc.
LOW Lowe's Companies, Inc.
RH RH
WSM Williams-Sonoma, Inc.
NEW ECONOMY / E-COMMERCE
AKA a.k.a. Brands Holding Corp.
AMZN Amazon.com, Inc.
YOU Clear Secure, Inc.
COUR Coursera, Inc.
FIGS FIGS, Inc.
LVLU Lulu’s Fashion Lounge Holdings, Inc.
PTON Peloton Interactive, Inc.
RENT Rent the Runway, Inc.
SFIX Stitch Fix, Inc.
HNST The Honest Company, Inc.
TDUP ThredUp Inc.
WRBY Warby Parker Inc.
SPORTING GOODS
ADS.DE adidas AG
DKS Dick’s Sporting Goods, Inc.
FL Foot Locker, Inc.
HIBB Hibbett, Inc.
NKE NIKE, Inc.
ONON On Holding AG
UAA Under Armour, Inc.
SUPERMARKETS
ACI Albertsons Companies, Inc.
GO Grocery Outlet Holding Corp.
KR The Kroger Co.