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).

Subscribe to get full access to the newsletter and website. Never miss an update.

And be sure to read the Disclosure page.

Stay up-to-date

You won’t have to worry about missing anything. Every new edition of the newsletter goes directly to your inbox.

Join the crew

Be part of a community of people who share your interests.

To find out more about the company that provides the tech for this newsletter, visit Substack.com.