Product and Services

Consumer Edge Research is the preeminent independent equity research boutique focused on the global consumer group, including the beverages, food, cosmetics, household, personal care, tobacco, footwear/apparel and retail sectors. We generate non-consensus alpha-generating ideas combining uniquely thorough, primary research with years of perspective covering our sectors, access, and the highest service levels.

Insights

Consumer Edge Research brings you the perspective and insights that comes from years of deep industry expertise.

Our Core Product

Non-consensus alpha-generating ideas, supported by detailed written reports, which include:

  • Fundamental Equity Research - Written reports with bottoms up Company and Industry analysis with Long Term focus.
  • Written reports contain Outperform / Neutral / Underperform Ratings
  • Written reports containing detailed industry models by category/company/brand/channel
  • Analysis in written reports supported by Demographic trends by category, brand tracked over two decades
  • Written monthly reports based on a Consumer Study focused on consumer behaviors demographically representative of the US population
  • Written reports on Macro commentary pertaining to the Global Consumer Landscape

Access

Host meetings with company management teams via field trips, in-office visits & conference calls.

Focus

We offer a high level of service and responsiveness by keeping a tight client list. Our encrypted reports and estimates are not distributed broadly on third party platforms to anyone other than our clients.

And salespeople focused on the sector and fully dedicated to our limited set of clients, delivering better informed calls, due to expertise and depth of knowledge of both our clients and product.

Our Team

Our team has over 100 years of combined experience in the consumer and financial services industries.

CEO Bill Pecoriello, was a Managing Director at Morgan Stanley for the past 7 years, #1 ranked for 6 years and Top 2 for 11 years in beverages. COO John Argenti has 15 years of equity sales experience, the past 10 at Morgan Stanley as a Managing Director and sales manager. Our sector specialist Kurt Meyerhoff has 10 years of buyside experience in global consumer staples. Our team includes sector professionals with years of experience: Brett Cooper (beverages; Morgan Stanley and Bernstein), Peter Reidhead (HPC; consulting at Monitor Group), Rob Dickerson (Food; Alliance, Morgan Stanley) and Rob Russell (sales; Morgan Stanley).

See our complete team information.

Transacting

Consumer Edge Research is not a broker dealer, so does not trade or carry proprietary positions with firm capital in any covered or other stocks. We have fully flexible payment mechanisms available to our institutional clients, including CSA and CCAs in place with all larger broker dealers and execution-only firms in the US and several in London.

Market Research and Consulting

Consumer Edge Insight

Our affilate, Consumer Edge Insight is a market research and consulting firm that helps investors and companies gain deeper insight into how consumer behavior is changing around the world and how to profit from those changes. For more information on Consumer Edge Insight, please visit their website.