Retail, leisure & consumer brands
51 large-cap companies along a 5-stage value chain, researched and connected to their suppliers and customers. rejo measures this industry in: comps, traffic, gross margin, inventory, bookings, RevPAR.
The value chain
1
Brands
- LVMH
- Hermès
- Sony
- Garmin
- Nike
- adidas
2
Distribution
- Genuine Parts
3
Retailers
- Amazon
- Home Depot
- Alibaba
- Inditex
- TJX Companies
- PDD
4
Travel & leisure
- McDonald's
- Booking
- Starbucks
- Airbnb
- Marriott International
- DoorDash
5
Housing
- D. R. Horton
- PulteGroup
- Lennar
- NVR
Largest covered companies
| Amazon | AMZN | Retailers |
| Home Depot | HD | Retailers |
| Alibaba | BABA | Retailers |
| LVMH | LVMUY | Brands |
| Inditex | IDEXY | Retailers |
| McDonald's | MCD | Travel & leisure |
| TJX Companies | TJX | Retailers |
| Hermès | HESAY | Brands |
| Sony | SONY | Brands |
| Booking | BKNG | Travel & leisure |
| PDD | PDD | Retailers |
| Starbucks | SBUX | Travel & leisure |
What rejo does for retail, leisure & consumer brands investors
- A desk, brief and idea engine scoped to retail, leisure & consumer brands and organised by its value chain.
- The Transmission Desk: every print and supplier event in the industry, followed to the companies it reaches.
- Supply webs for each company, including private suppliers, and the suppliers the industry shares.
- Channel checks against consensus and prep sheets before each print.
- A KPI board in the industry's own measures: comps, traffic, gross margin, inventory.