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ON-DEMAND WEBINAR


The Perfect Storm
Reflections on Q1 2022 retail earnings — and what lies ahead





Recording available

Our experts reviewed the first quarter retail earnings and looked at what lies ahead for the rest of the year.

Even as supply chain disruptions continue to weigh on retailers, the impact of soaring inflation is taking a toll on consumers’ willingness to buy, much less to pay top dollar.

Shoppers feeling the pinch are looking for value and starting to trim their discretionary spending.

During this webinar, we reviewed and analyzed what signals and warnings the retail market is sending as major retailers deliver Q1 earnings results, consumer sentiment declines, and the macroeconomic environment becomes more challenging.

Tune into this on-demand webinar to hear from our experts, better understand key trends and market drivers, and uncover unique insights.
Who this is valuable for:

This 60 minute on-demand webinar is designed for equity research analysts, portfolio managers and economists looking to:

  • Unlock signals from Q1 retail earnings and macro trends.
  • Draw conclusions and access specific, actionable insights to better inform asset allocation.
  • Filter out the noise and get expert insight into the most relevant earnings announcements.
Speakers:

  • Jharonne Martis: Director of Consumer Research, Refinitiv
  • Peter Smith: Director of Sales & Strategy Investment Solutions - Research and Portfolio Management, Refinitiv
  • Theodore Littleton: Senior US Economist, IFR Markets, Refinitiv

Find out more about the speakers below.

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Speakers:
Jharonne Martis

Director of Consumer Research, Refinitiv

Jharonne Martis’s key responsibilities include analysis of actual and estimated retail same store sales data over time and across competitors, providing insight into company outlooks, revealing trend expectations, and yielding clues to anticipated consumer behavior. Her observations and analysis can be found in her monthly research reports, SSS Preview and SSS Review, which are widely distributed to institutional clients and the financial media.

Additionally, Martis periodically publishes in-depth Market Insight notes and serves as an internal resource on all issues related to the US consumer. Martis has worked as a software developer at NetLander, Inc., where she contributed to key projects at the NASA J.F. Kennedy Space Center, and was a Control Desk Analyst Manager at Citigroup. She holds a BS in Management Information Systems and an MBA in Finance. A widely quoted authority on the U.S. consumer and retail information, including same store sales and corporate earnings, Martis’s research has been featured in The Wall Street Journal, The New York Times, CNN Money, and Barron’s, and she has appeared on CNBC’s Power Lunch and The Nightly Business Report, as well as other financial news outlets.
Peter Smith

Director of Sales & Strategy Investment Solutions/Research and Portfolio Management, Refinitiv

Peter is the Global Director of Sales, Strategy and Execution for the Research and Portfolio Management business of Refinitiv, which sits in the Data & Analytics Division of the London Stock Exchange Group. In this role, Peter works closely with product, sales, and account management teams that are focused on helping Refinitiv provide solutions to asset managers’ key challenges. Peter provides leadership on a broad spectrum of go-to-market (GTM) initiatives, ultimately ensuring that the voice of the customer is central to product and GTM touchpoints.

 Peter has a wealth of experience in the financial data and technology space, which includes roles in sales, client success and partnerships. He recently relocated to New York City, having spent a number of years in Hong Kong.
Theodore Littleton

Senior US Economist, IFR Markets, Refinitiv

Theodore is the Senior US Economist at IFR Markets, a leading provider of unbiased global capital markets intelligence. He has over 15 years of experience in economic analysis, with a focus on forecasting and interpreting macroeconomic data releases. His analyses have been featured in numerous media outlets. Previously he was with Stone & McCarthy Research Associates in Princeton, New Jersey.