Consumer Products and Services

We focus on companies that make and/or market lifestyle, health/beauty, and personal care products for consumers sold in one or more of the following retail channels: grocery, drug, mass-merchandise, discount/dollar, and specialty. We seek to cover businesses that possess differentiated, sustainable strategies and high quality management teams operating in industries and/or geographic markets with strong secular growth drivers and high barriers to entry.

Analysts:
Eric Hollowaty: Bio

Companies

Clearwater Paper Corp.Elizabeth Arden, Inc.Inter Parfums, Inc.
KapStone Paper and Packaging Corp.Libbey Inc.Orchids Paper Products Co.
Rollins, Inc.Select Comfort Corp.Sotheby's
Steiner Leisure Ltd.Tempur-Pedic InternationalWD-40 Company