Why subscribe to Goodsletter?
Goodsletter explores the world of consumer goods with an infusion of high-quality equity research and stock analysis.
Who might benefit from reading?
Institutional investors (i.e. hedge fund and long-only funds portfolio managers and analysts) seeking entirely independent commentary to add to their mosaic.
Individual investors seeking deeper and historical understanding of consumer companies and industry.
Private equity, VC, and consulting professionals not only seeking deeper context and knowledge but also potential talking points when speaking with industry executives and clients.
Consumer industry executives and entrepreneurs looking to understand their own business and those of competitors/peers from a more frank independent perspective.
… and, of course, anyone interested in consumer goods or the industry.
Kevin Lehmann has worked in the consumer industry for over 10 years. In 2021, he left Wall Street’s top-ranked equity research team covering the consumer goods and restaurants sectors (at Evercore) to launch Goods — a professional services and venture platform which includes Goods Intelligence (strategy, financial, and analytics consulting), Goods Partners (M&A advisory and exit planning), and Goods Ventures (early-stage investing).
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