COSMETICS DEPARTMENT STORES NEW ECONOMY / E-COMMERCE LUXURY OFF-PRICE SPECIALTY APPAREL

Managing Director and Senior Research Analyst

Josh Herrity is a Managing Director and Senior Research Analyst covering the cosmetics, luxury, internet, and specialty apparel retail sectors at TAG. Josh brings more than ten years of equity research and finance experience in the consumer industry to TAG. Prior to joining TAG, he was a treasury finance manager at Linens ’n Things, Inc. Josh previously worked with Ms. Telsey at Bear Stearns as a vice president in equity research following hardlines retailers. Earlier in his career, he was an investment banking analyst in the retail and consumer group at Lehman Brothers.

Mr. Herrity graduated from Washington and Lee University with a BA in economics. He holds the Series 7, 63, 66, 86, and 87 licenses.

Coverage

Symbol Company
COSMETICS
BBWI Bath & Body Works, Inc.
EL The Estée Lauder Companies Inc.
EWCZ European Wax Center, Inc.
GROV Grove Collaborative Holdings, Inc.
OLPX Olaplex Holdings, Inc.
ULTA Ulta Beauty, Inc.
WALD Waldencast plc
DEPARTMENT STORES
DDS Dillard’s, Inc.
KSS Kohl's Corporation
M Macy's, Inc.
JWN Nordstrom, Inc.
NEW ECONOMY / E-COMMERCE
AKA a.k.a. Brands Holding Corp.
AMZN Amazon.com, Inc.
YOU Clear Secure, Inc.
COUR Coursera, Inc.
FIGS FIGS, Inc.
LVLU Lulu’s Fashion Lounge Holdings, Inc.
PTON Peloton Interactive, Inc.
RENT Rent the Runway, Inc.
SFIX Stitch Fix, Inc.
HNST The Honest Company, Inc.
TDUP ThredUp Inc.
WRBY Warby Parker Inc.
LUXURY
BRLT Brilliant Earth Group, Inc.
BRBY.LON Burberry Group plc
CPRI Capri Holdings Limited
CFR.VTX Compagnie Financière Richemont SA
MC.PAR LVMH Moet Hennessy Louis Vuitton
SIG Signet Jewelers Limited
TPR Tapestry, Inc.
OFF-PRICE
BURL Burlington Stores, Inc.
ROST Ross Stores, Inc.
TJX The TJX Companies, Inc.
SPECIALTY APPAREL
ANF Abercrombie & Fitch Co.
AEO American Eagle Outfitters, Inc.
GPS Gap, Inc.
GES Guess?, Inc.
HMB.SE H & M Hennes & Mauritz AB
ITX.MCE Inditex Group
JILL J.Jill, Inc. (Company Sponsored Research)
LULU lululemon athletica inc.
PLCE The Children’s Place Retail Stores, Inc.
CURV Torrid Holdings, Inc.
URBN Urban Outfitters, Inc.
VSCO Victoria's Secret & Co.