Morningstar

R.J. Hottovy

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

More From RJ Hottovy

The wide-moat firm offers an attractive opportunity ahead of improving China results and the spin-off.
R.J. Hottovy

We see ample global growth opportunities for the e-commerce giant.
R.J. Hottovy

The market may be disappointed that the Oprah effect hasn’t had a more pronounced impact yet, but Morningstar’s R.J. Hottovy sees the firm on track to make gradual progress.
R.J. Hottovy

The embattled firm is in for a rough 2016, but longer-horizon investors may be rewarded for their patience with the narrow-moat name, writes Morningstar's R.J. Hottovy.
R.J. Hottovy

The stage is set for compelling top-line growth and margin expansion for years to come, writes Morningstar’s R.J. Hottovy.
R.J. Hottovy

The Internet giant’s wide-moat businesses mostly shielded it from China’s economic woes, writes Morningstar’s R.J. Hottovy.
R.J. Hottovy

Amazon’s third-quarter results show that the company has one of the widest economic moats in the consumer space today, writes Morningstar’s R.J. Hottovy.
R.J. Hottovy

Despite the positives in eBay’s results, competitive headwinds are building, and investors should wait for a better price before diving in, writes Morningstar’s R.J. Hottovy.
R.J. Hottovy

We’re modestly raising our fair value estimate after the restaurant giant reported better-than-expected U.S. sales and showed signs it is overcoming its execution issues, writes Morningstar’s R.J. Hottovy.
R.J. Hottovy

Third-quarter sales trends raise some questions, but the company’s narrow moat is still intact, writes Morningstar's R.J. Hottovy.
R.J. Hottovy

As the retailer hits a profitability inflection point, we're increasing our fair value estimate of the shares, writes Morningstar's R.J. Hottovy.
R.J. Hottovy

The restaurant’s ability to raise prices to offset higher costs supports our thesis that the narrow-moat company benefits from strong brand intangible assets, writes Morningstar analyst R.J. Hottovy.
R.J. Hottovy

The company's growing global presence and ability to withstand disruptions in China validate our upgrade.
R.J. Hottovy

Greater disclosure around its cloud computing business bolsters our view of the Internet giant's wide moat rating and longer-term cash flow opportunities.
R.J. Hottovy

The retail giant's results point to longer-term margin potential, but the profitability expansion will be slow and uneven, writes Morningstar's R.J. Hottovy.
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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