12:00 noon-1:00 pm EST on Zoom
November 9, 2022
SUGAR & SPICE
LUMPS OF COAL?
Pre-holiday sales are popping up earlier and earlier each year, but the bulk of holiday purchases are still made during the last four weeks before Christmas. This year, there are numerous crosscurrents that are likely to affect how holiday sales will turn out for retailers.
SUBJECT MATTER EXPERTS
RMS Members: $10
Date: Wednesday, November 9
Time: 12:00 noon-1:00 pm EST
Dail-in instructions will be emailed prior to the event.
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Will this be the year that consumers return to in-person shopping in droves, perhaps causing on-line sales to drop compared to last year?
Will this year be more or less promotional than last year, given inventory levels and supply chain discontinuities?
With consumer confidence beginning to wane, will consumers actually rein in their spending plans?
Will travel and entertainment spending take market share away from expenditures on goods and physical gifts?
Which sectors and companies are likely to be the winners and losers in the Holiday '22 sweepstakes?
RMS Board Member and Piper Sandler Managing Director Ed Yruma and his group of talented equity research analysts will discuss these issues and more in the runup to Holiday '22.
Managing Director & Senior Research Analyst
Edward Yruma covers global lifestyle brands and retail/digital disruptors. Before joining Piper Sandler, he spent the previous 13 years covering internet/e-commerce and softlines at KeyBanc Capital Markets, where he led the internet/media pod.
Prior to that, Ed spent eight years with J.P. Morgan, most recently as a senior research analyst covering business and consumer services. He started his career at J.P. Morgan in technology investment banking. Ed received his bachelor’s degree from the University of Michigan. He currently serves on the board of the Retail Marketing Society.
Nicole Miller Regan
Managing Director & Senior Research Analyst
Nicole Miller Regan covers the restaurant universe. Prior to joining Piper Sandler in 2006, Nicole worked in equity research at ThinkEquity Partners in Minneapolis, and at Sterne, Agee & Leach in New Orleans. She was a recipient of the “Courageous Behaviors” award in 2022 at The Elliot Leadership Gala.
In 2020, Nicole was recognized by Nation's Restaurant News as one of the Most Influential Women in Foodservice. Nicole was the winner of ICR's 2012 best restaurant stock pick and in 2006, she was ranked No. 1 stock picker by StarMine, related to 2005 coverage of her universe. She graduated from The College of Saint Benedict with a bachelor's degree and earned a Master of Business Administration degree from Tulane University's Freeman School of Business. Currently, Nicole sits on the Board of Trustees of the Culinary Institute of America.
Assistant VP & Senior Research Analyst
Korinne Wolfmeyer covers the beauty and wellness space. Prior to joining Piper Sandler in January 2021, Korinne spent two years as a medical technology analyst at Baird. Wolfmeyer. She then covered the medical technology sector at Piper Sandler through December 2021 before building out the Beauty & Wellness coverage list. She holds a bachelor's degree in Finance from the Indiana University Kelley School of Business.
Assistant VP & Research Analyst
Abbie Zvejnieks focuses on Global Consumer Lifestyle Brands. Prior to joining Piper, Abbie worked as an associate at KeyBanc Capital Markets covering Internet Retail. She graduated from Wake Forest University with a B.S. in Finance.
Richard Baum is the Managing Partner of Consumer Growth Partners (CGP), a private equity investment/independent sponsor and advisory firm with an exclusive focus on middle-market specialty retail and non-perishable branded consumer products companies.
Prior to co-founding CGP in 2005, Richard spent more than fifteen years as a sell-side equity research analyst at Sanford Bernstein, Goldman Sachs and Credit Suisse where he was consistently ranked among the industry leaders in the annual Institutional Investor and Greenwich Associates polls. Previously, Richard spent six years in the merchandising organization at Bloomingdale’s. He began his career as a strategy consultant with The Boston Consulting Group. Richard currently serves as Chairman of the Board of Harris Originals, Inc. and as a Board Director for Factory Connection, Inc. He is President of the Retail Marketing Society, a not-for-profit organization that focuses on leading edge topics of interest for the broad retail community.