Consumer: Retailing/Specialty Stores - 2008
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Consumer: Retailing/Specialty Stores - 2008

Clients say Brian Tunick, who captures the crown for a third consecutive year, provides a “fresh and realistic take on ­what’s going on,” says one invesor.


Brian Tunick

Brian Tunick ­JPMorgan


Kimberly Greenberger Citi


Dana Cohen BofA


Jeffrey Black Barclays ; Paul Lejuez Credit Suisse ; Lorraine Maikis Merrill Lynch

Clients say Brian Tunick, who captures the crown for a third consecutive year, provides a “fresh and realistic take on ­what’s going on,” says one invesor. Buy-­siders ­also praise the ­JPMorgan Securities analyst for his call on Ross Stores. Tunick, 34, upgraded the Pleasanton, ­California–based fashion retailer to buy in April, at $31.16, on rising sales. The stock had soared 25.3 percent, to $39.04, by mid-­September. During the same period the sector gained just 4.2 percent. Kimberly Greenberger of ­Citi makes her second straight appearance in the No. 2 spot. “Kimberly is a retail analyst who ­doesn’t start conversations about color palettes and opinions of floor sets — how refreshing!” delights one ­money manager. Greenberger down­graded Gap to hold in March, at $21.14, on valuation. From her downgrade through mid-­September, the stock had slipped 8.4 percent, to $19.37. ­Dana ­Cohen finishes in third place for a fourth year running. The Banc of America Securities analyst has an “excellent nose for identifying companies that are in the process of turning the corner,” declares one buy-side investor. ­Cohen has held TJX Cos. of Framingham, Massachusetts, as her top pick since July 2007, reasoning that management’s promotional and cost-­cutting initiatives would propel the discount clothing retailer’s sales. As of mid-­September 2008 the stock was up 17.2 percent, to $34.00.

Return to The Best Analysts of the Year

Return to Rankings


Repeating in first place is Colin McGranahan of Sanford C. Bernstein & Co., dubbed by one portfolio manager as “the go-to man if you want to know the numerical impact of an issue.”
The “finest consumer analyst on the Street” is how one port­folio manager describes David Adelman of Morgan Stanley, who tops the sector for a sixth year in a row.
For a seventh straight year, Robin Farley of UBS lands in the No. 1 spot. “She is phenomenal on the cruise lines,” says one enthusiastic backer. Higher fuel costs and a decline in consumer spending prompted Farley, 38, to repeatedly highlight her negative stance on Miami-­based Royal Caribbean Cruises, first down­graded to neutral in 2006. In the 12 months ­ended mid-­September, the stock was off 21.8 percent.
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