Expert Details

Expert in Pet Retail, Home Improvement, Retail Trends, Logistics, and Big Box

Expert ID: 731442 Wisconsin, USA

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Expert is a Freelance Retail Market Research Analyst for 13 years with Gerson Lehrman Group. During my years as a Consumer Goods Market Research Analyst with multiple firms (DeMatteo Monness, ORC International, Expert Connect, Advantus Global, Coleman Research, Guidepoint Global, Expert 360, Atheneum, Primary Insight and Zintro) I am adept at all facets of consumer insights and retail research across numerous categories. I examine the following companies on a weekly basis: The Home Depot, Lowes, Menards, Fleet Farm, PetSmart, Petco, Pet Supplies Plus, Wal-Mart, Target, Shopko and Barnes & Noble.

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.

The 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 programs as well as the advantages/disadvantages of each card.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. Client was extremely pleased with my 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 my network and we have had consultations on the pet retail sector for the past 5 years.Recently spoke with a client about the impact of e-commerce and online shopping within the pet retail sector. I 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. I provided detailed information about each program and how the consumer perceives this service. I explained how the services industry within the home improvement sector is increasingly capturing market share and providing the customer with a one-stop shopping for all of the major projects.

Expert may consult nationally and internationally, and is also local to the following cities: Milwaukee, Wisconsin - Green Bay, Wisconsin - Appleton, Wisconsin - Oshkosh, Wisconsin - Sheboygan, Wisconsin

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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 Responsibilities
Years: 2011 to 2012 Employer: (Undisclosed) Title: Research Analyst Department: (Undisclosed) Responsibilities: Lead the majority of the firm’s hard lines and grocery coverage. Conducted research analysis for the majority of Retail Intelligence Group’s home improvement, automotive, grocery and pet retail organizations.
Years: 2010 to 2011 Employer: (Undisclosed) Title: Store Operations Leader Department: (Undisclosed) 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.
Years: 2005 to 2007 Employer: (Undisclosed) Title: Store Director Department: (Undisclosed) 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.

Years: 2004 to 2005 Employer: (Undisclosed) Title: Store Director In Training Department: (Undisclosed) Responsibilities: Direct all facets of sales revenue and operations for a $10-million business, maintaining a gross margin of at least 65% on all products. Provide leadership and guidance to 80 associates; handle payroll.
Years: 2003 to 2004 Employer: (Undisclosed) Title: Store Director Department: (Undisclosed) 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.
Years: 1991 to 2003 Employer: (Undisclosed) Title: Store Director/District Manager In Training Department: (Undisclosed) Responsibilities: Oversaw all aspects of a $60-million business unit, including customer service and human resources.. Ensured goals for sales revenue and gross margin were met. Communicated company goals to staff on a monthly basis. 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.
Years: 2018 to Present Employer: Undisclosed Title: Chief Executive Officer Department: (Undisclosed) Responsibilities: We assist retail organizations (regardless of size, scope, or niche) 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.

At New Retail Ethos, we focus on increasing top line revenue, 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.

Contact us for retail workshops, private venues, seminars, classroom instruction, one-on-one tutorials, advisory services, on-site evaluations, phone consultations, bulk book discounts, and public speaking engagements.

Additional Experience

Expert Witness Experience
None
Training / Seminars
Expert has performed hundreds of classroom instructive engagements, one-on-one tutorials, group discussions, and business seminars throughout his thirty-year retail tenure.
Marketing Experience
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 thirty years’ 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 New Retail Ethos 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.

Language Skills

Language Proficiency
English Expert

Fields of Expertise

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