Expert Details
Retail Analyst
ID: 731442
Wisconsin, USA
He researches these companies by walking the stores to assess their marketing strategies, new store initiatives, merchandising trends, in-store consumer shopping experiences, and defensive/cyclical strategies they utilize to maximize their growth revenues during challenging economic markets. He assesses their fundamental growth numbers in 3-5-year increments to ascertain their sustainability, superior competitive advantages, and forward-thinking strategies as well as provide actionable insights and anticipatory intelligence for issue management.
Expert then employs this information to extrapolate any common economic denominators/major market indicators within each consumer goods sector and or subsector and communicate this to buy-side institutional investors, hedge fund managers, and equity research partners. He utilizes NPD reports and SPSS software to analyze quantitative data. He has participated in market research panels to determine whether a trial period with a product or service will lead to adoption. Expert has analyzed Gallop Surveys, Mystery shop reports, consumer feedback surveys, and market demographic reports. He has participated in qualitative and quantitative focus groups on consumer buying patterns as a Research Analyst as well as a Store Director. He has also piloted several focus groups (market research panels and consumer market research panels) throughout his tenure as a Store Director.
Recently spoke with a client about all the different credit programs available at The Home Depot and Lowes. Provided detailed accounts of each organizational program as well as the advantages/disadvantages of each card. Expert just assisted a client with the current trends going on within the Home Improvement sector. Provided detailed examples of current and future trends within this highly competitive yet volatile sector. The client was extremely pleased with his findings. Recently provided expertise on the growing segment of pet retail services. Provided accurate and timely information on PetSmart and Petco and how they are capturing market share within the pet services industry. This client was a tenured member of Expert's network and has had consultations on the pet retail sector for the past five years.
Recently spoke with a client about the impact of e-commerce and online shopping within the pet retail sector. He provided detailed examples of how the pet retail sector is more of an emotional experience for the consumer and how this reflects in their shopping patterns. Recently spoke with a client about the HVAC services provided by The Home Depot and Lowes. He provided detailed information about each program and how the consumer perceives this service; Explained how the services industry within the home improvement sector is increasingly capturing market share and providing the customer with one-stop shopping for all of the major projects.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 2018 | Degree: Associate Degree | Subject: Business Management | Institution: University of Wisconsin Green Bay |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2018 to Present | Employer: Undisclosed | Title: Founder & Chief Executive Officer | Department: |
Responsibilities:Assist retail organizations (regardless of size, scope, or niche) and business leaders with alleviating and addressing common "Pain Points" through all facets of consumer insights, anticipatory intelligence, instructional programs, and pragmatic delivery of retail concepts while working with you to fulfill your aspirations.Focuses on increasing top-line revenue, improving net income, addressing operational inefficiencies, provide innovative concepts that proliferate market share, impart a proven system to drastically improve employee/customer engagement, and merchandising concepts that generate increased profitability. Passionately believe in assisting retail/business leaders with: Operational Needs, Merchandising Strategies, Customer Service, Revenue Generation, Employee Engagement, Talent Acquisition, Talent Retention, Innovation Concepts, Brand Recognition, Inclusion, Organizational Culture, Store Environment ***From Niche Player to Big Box Retailer, Expert has you covered*** |
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| Years | Employer | Title | Department |
| Years: 2005 to Present | Employer: Undisclosed | Title: Retail Research Analyst | Department: |
Responsibilities:Actively consult with buy-side clients. Currently at the Scholar Level and ranked in the top 12% out of 200,000 consultants worldwide for the firm.Have expertise in Innovative Retail Concepts, Retail Industry Trends, Omni-Channel, Pet Retail, Home Improvement, Retail Consumer Trends, Retail Employee Engagement, Retail Innovation, Retail Services, Retail Merchandising, Retail Differentiation, Retail Store Environment, Talent Acquisition/Retention, Developing Successful Teams, Mentoring/Coaching, Revenue Generation, Merchandising, and Organizational Culture. In addition, Expert has broad expertise in: Logistics, Replenishment, Payroll Processes, Big Box Retailers, Central Garden & Pet, Gibraltar Industries, Premium/Holistic & Natural Pet Food, Pet Food Recalls, Pet Retail Store Services (pet grooming, pet training, pet adoptions, and PetsHotel), Pet Supply Industry, Salaried Store Leadership, Gift Cards, Home Improvement Trends, and Lawn & Garden. |
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| Years | Employer | Title | Department |
| Years: 2010 to 2011 | Employer: Toys R Us | Title: Store Operations Leader | Department: |
Responsibilities:Direct all facets of sales revenue and operations for a $12-million business. Provided leadership and guidance to 120 associates. Conducted performance reviews and monthly operational audits. Assisted with Human Resources responsibilities which included hiring, teaching and training new associates, mentoring, and coaching. |
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| Years | Employer | Title | Department |
| Years: 2005 to 2007 | Employer: PetSmart | Title: Store Director/District Services Support Leading in Training | Department: |
Responsibilities:Oversee all aspects of a diverse and challenging operation that encompasses live pets, animal services, and nutritional products. Lead the district of 15 stores in Comp Sales, Mystery Shops, and average dollar transaction increase.Oversaw all aspects of a diverse and challenging operation that encompassed live pets, animal services, and nutritional products. District led the region in Comp sales, Mystery shops, and Average dollar transaction increase. Store ranked #4 out of 1008 stores companywide for PetSmart Charity Donations. Store received 9 consecutive scores of 100% on "In Stock Service Shops." District Training Support Leader for underperforming or underachieving stores. |
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| Years | Employer | Title | Department |
| Years: 2003 to 2004 | Employer: ShopKo | Title: Store Director/DMIT | Department: |
Responsibilities:Communicated company goals to staff monthly. Coordinated talent development efforts, including the teaching/training of over 250-associates; conducted timely performance reviews for each employee.Coordinated staff involvement in community organizations. Departments included: Electronics, apparel, hardlines, jewelry, consumables, pharmacy, sports, health & beauty, and furniture. |
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| Years | Employer | Title | Department |
| Years: 2003 to 2004 | Employer: (Undisclosed) | Title: Store Director | Department: |
Responsibilities:Direct all facets of sales revenue, operations, human resources, payroll, asset protection and customer engagement for a $40-million dollar business. Oversee all aspects of a diverse and challenging operation that encompasses apparel, jewelry, electronics, furniture, sporting goods, households, automotive, pet food, consumables, pharmacy and optical. |
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| Years | Employer | Title | Department |
| Years: 1991 to 2003 | Employer: (Undisclosed) | Title: Store Director/District Manager In Training/Assistant Lighting Merchant | Department: |
Responsibilities:Served as The Home Depot’s Wisconsin Regional Trainer for all new exempt managers, with 12 of 16 department managers promoted to Assistant Managers and reassigned to other stores in 15 months.Ranked #2 in EEOC compliance for the Midwest division (300stores) and #100 (out of 1600 stores) companywide for Gallup poll results. Drove a 140-associate, 20-million Home Depot store to rank #1 in the entire company (1,600 stores) for home improvement loans and new credit card accounts for two consecutive weeks, despite competing against stores that had as many as 650-associates and 130 million in volume. Accepted opportunity to address and reverse negative sales trends in an extremely underachieving Home Depot. Within one year, the store was only 1 of 2 out of 15 stores in the district achieving all financial sales plans. Career Track: Oversaw all aspects of a 70-million business unit, including customer service, safety, and human resources. Ensured goals for sales and gross margin were met. Communicated company goals to staff monthly. Coordinated talent development efforts, including the teaching/training of over 300-associates; conducted timely performance reviews for each employee. Coordinated staff/district involvement in community organizations. Invited to deliver a presentation at a Divisional President’s meeting for facilitating a 25% increase in comp sales, producing stellar Human Resources statistics, and reducing inventory by 3 million in 10 months. Achieved several 100% scores on a 60-point Customer Service Mystery Shop that addressed store appearance, in-stocks, customer service, suggestive selling, store uniforms, checkouts, returns, and parking lot. Maintained shrink at 0.30% or lower for three years at a store with 8 million in inventory. Generated a 10% annual increase in sales and customer traffic flow by leveraging strategic planning and follow-through. |
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Additional Experience
| Training / Seminars |
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| Expert has performed hundreds of classroom instructive engagements, one-on-one tutorials, group discussions, and business seminars throughout his 30-year retail tenure. |
| Marketing Experience |
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| Expert has conducted over 800 consultations with clients -- all with positive reviews. He has expertise in Retail industry trends, Omni-Channel, Pet Retail, Home Improvement, Retail Consumer Trends, Logistics, Replenishment, Payroll Processes, Big Box Retailers, Central Garden, and Pet, Gibraltar Industries, Premium/Holistic and Natural Pet Food, Pet Food Recalls, Pet Retail Store Services (pet grooming, pet training, pet adoptions, and PetsHotel), Pet Supply Industry, Salaried Store Leadership, Gift Cards, Home Improvement Trends, Lawn & Garden. |
| Other Relevant Experience |
|---|
| Expert is considered a "Hybrid" in the business world as he has 30 years of experience as a Retail Executive for The Home Depot, Lowes, Barnes & Noble, PetSmart, Shopko, & Toys R Us, Publix Supermarkets, and Festival Foods as well as over 13 years experience as a Retail Research Analyst. He is currently the CEO of a company which assists retail organizations (regardless of size, scope, or niche) with alleviating and addressing common "Pain Points" through all facets of consumer insights, anticipatory intelligence, and retail research across numerous categories. His company services encompass: increasing top-line revenue, addressing operational inefficiencies, providing innovative concepts that proliferate market share, imparting a proven system to drastically improve employee/customer engagement, and merchandising concepts that generate increased profitability. |