an investor-oriented consumer research + advisory platform
  • High-Value Daily Report Via E-Mail for Subscribers
  • Advisory Services for Investors, Others
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3rd Coast Consumer Research + Advisory (3CCR) is an investor-oriented consumer research + advisory platform which covers the entire retail industry with the exception of automotive dealers like CarMax but including auto aftermarket parts retailers like O'Reilly and AutoZone.

We closely follow more than 250 publicly-traded retailers/brands across broadlines/hardlines/softlines, grocery, drugstore and c-stores, and also follow many related public and private companies.

3CCR publishes a content-rich, highly value-added morning report for our paid subscribers delivered by email and secure URL link every day by about 11:30 am Eastern Time.

We also offer fee-based advisory services that are not stock specific to investors and others looking to better understand the consumer/retail sector before making important financial decisions.

Our morning report, published about 250 times per year, offers perspective/opinion on all financially-relevant developments across the retail/consumer landscape framed by our 20-plus years in equity research and five-plus years delivering value-added daily research reports for our subscribers.

3CCR's morning report breaks down everything you need to know into user-friendly, scrollable content blocks including:

  • Calendar with the week's most important company and macro events + Street estimates, updated daily
  • Commentary around the day's early stock trading activity
  • Insight into all the latest market-moving developments, arranged by market cap
  • Insight into all the most important industry developments (e.g. holiday forecasts, M&A, sector calls)
  • Quick Mentions for important developments that only need a line or two
  • Updates on noteworthy commercial real estate activity
  • Management Updates (primarily c-suite)
  • Insight into all the macro data that most influences consumer spending
  • Quick summaries of key analyst actions, starting with upgrades/downgrades/initiations

We also do proprietary work around announced store openings and closings we believe is among the most comprehensive and thoroughly-researched available anywhere and publish a cumulative summary every Monday morning, and we publish similarly-exhaustive research on retail M&A and capital markets activity the first Wednesday of each month and retail bankruptcies the first Friday of each quarter.

3CCR's highly-engaged customers include retail/brand c-suite and IR executives, consumer heads and teams in private equity, investment banking, venture capital and consulting, commercial real estate and restructuring professionals, portfolio managers, buyside and sell-side analysts, and others.

Patrick McKeever closely covered the retail/consumer sector for more than 20 years as an awarded Wall Street analyst before launching 3rd Coast Consumer Research + Advisory, formerly The Daily on Retail, in 2019.

Before 3CCR, he spent 11 years as a managing director, consumer sector head and member of the investment review committee at MKM Partners, now Roth MKM, and more than six years at SunTrust Robinson Humphrey, now Truist, and he started his career in equity research in 1997 as a research associate at Credit Suisse in New York City.

He graduated from Boston College, where he spent a summer interning with La Banque Populaire in Strasbourg, France, and also has an economics-focused master’s degree from University College, Dublin, Ireland, where he studied the development of the European Common Market, or European Union.

Patrick is a member of the Retail Marketing Society and gives a state-of-the consumer and retail update to kick off each of the RMS monthly webinars, typically held mid-month on Wednesdays at noon.

Patrick is also a National Retail Federation Contributor and publishes a quarterly piece for the NRF summarizing the retail/consumer outlook and discussing noteworthy real estate activity across the sector.

He has appeared on CNBC, Bloomberg TV and Radio, Fox Business and other financial networks many times over the years and has been widely quoted by the financial press including The Wall Street Journal, Barron's, Investor's Business Daily and other publications.

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3CCR's morning report is:

  • “By far and away the best thing that hits my inbox…”
    -Yehuda Shmidman, Chairman & CEO, WHP Global

  • “My favorite single source for news and analysis on the retail industry…”
    -Matt Hamory, Partner & Managing Director, AlixPartners

  • “A tremendous resource for my firm…”
    -Carlos Castelan, Founder & Managing Director, The Navio Group