R.J. Hottovy

R.J. Hottovy, CFA, is a consumer strategist for Morningstar.

More From RJ Hottovy

The sale of the firm’s China operations to partners with more expertise in the region should enable faster unit growth, but we aren’t changing our wide moat rating or fair value estimate.

Average selling price increases across most categories, improved basketball sales, and strong top-line momentum in China and other emerging markets suggest the wide-moat brand retains its dominance.

The wide-moat online retailer's well-earned reputation for convenience--a component of our brand-intangible asset moat source--could be enhanced by checkout-free shopping.

The market isn't giving the narrow-moat restuarant enough credit for its ability adapt to evolving consumer expectations over the next several years.

While softer future orders are grabbing headlines, the wide-moat company's manufacturing and mobile efforts will drive future demand and pricing power.

CEO Jim Chambers' surprising decision may indicate that the board wants to find the appropriate person to oversee Weight Watchers' growth plans over the next several years.

We’re boosting our view of Amazon’s growth potential and fair value estimate after earnings.

The market's focus on weak short-term guidance has created a potentially attractive entry point for the coffee seller, writes Morningstar's R.J. Hottovy.

More About RJ Hottovy

R.J. Hottovy, CFA, is a consumer strategist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He is responsible for consumer discretionary and staples research. He has covered the consumer sector as an analyst and director of global consumer equity research for Morningstar since joining the company in 2008, and specializes in a broad range of consumer categories including restaurants, footwear and apparel retailers, consumer electronics retailers, fitness clubs, home improvement and furnishing retailers, and consumer product manufacturers.

Before joining Morningstar, Hottovy was a director and senior stock analyst for Next Generation Equity and an analyst for William Blair & Co., specializing in a wide range of retail and consumer product companies. He also spent two years at Deutsche Bank, covering waste management, water utilities, and equipment rental stocks.

Hottovy holds a bachelor’s degree in finance and a second degree in computer applications from the University of Notre Dame, where he graduated magna cum laude. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of Chicago.

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