R5 Capital
Consumer Consulting & Research
We are now on FactSet!
The R5 Difference: R5 is dedicated to a proprietary process that melds extensive field research, decades of experience, detailed competitive and financial analysis, and innovative data analytics to bring clients insights, recommendations and strategies that will enable better decisions in an ever-more challenging climate. R5 conducts in-depth market and economic research, as well as surveys and focus groups to better understand consumer trends and the competitive dynamics facing companies and industries.
What We Offer
Consulting Services
R5 works closely with private equity funds investing in consumer companies, as well as consumer focused corporations to provide research and advice around execution, competition, consumer perception and corporate strategy.
Specifically, we offer the following range of advisory and consulting services across consumer sectors:
- Operational execution variability assessments
- Competitor and competitive landscape analyses
- Consumer perception studies
- Comprehensive strategic reviews
- Merchandising and marketing positioning analyses
- Pricing studies
- Sales and profitability optimization evaluations
*Email rmushkin@r-5cap.com for more information.*
Research Capabilities
R5 provides deep specific company analysis driven by comprehensive in-market research as well as a thorough examination of consumer, macroeconomic and industry trends, to a select group of money management clients. In addition, the firm delivers customized research solutions including:
- Wide-ranging corporate strategy assessments
- Comparative competitive analysis and market positioning
- In person retailer merchandising and execution reviews
- Market pricing analytics including national, regional, MSA, and company specific studies
- Store base socioeconomic analysis
- Store base competitor overlap evaluations
The R5 Capital Team
Scott Mushkin
Scott Mushkin CEO/Founder R5 Capital
Mr. Mushkin is the Founder and Managing Partner of R5 Capital. He also serves as the company’s CEO and Director of Research. Since its founding, Scott has overseen the growth of R5 Capital’s core research capabilities and the expansion of the firm into strategic and operational consulting services to private equity and a broad array of companies in the consumer sector.
Prior to founding R5 Capital, Scott was Managing Director and Senior Research Analyst covering retail, e-tail and consumer products at Wolfe Research and established the company’s consumer research practice.
Consistently ranked by Institutional Investor since 2008 as one of the top 3 food retailing analysts, Scott brings more than 30 years of buy-side and sell-side experience to the firm. Recognized as the top earnings estimator in 2019 by Thomson Reuters/Refinitiv and as the top stock picker in food and consumer staples retailing in 2018. Throughout his career including senior positions at Lehman Brothers, Jefferies and Bank of America, he has received various additional recognition from the Financial Times, the Wall Street Journal and Forbes for his stock picking and analytical acumen. He also frequently appears on CNBC, as well as other business networks.
Mr. Mushkin received a Bachelor of Arts degree in History from Boston College and a Master of Business Administration degree from the University of Chicago and currently resides in Florida with his wife and five children.
Mark Herrmann
Analyst
Mr. Herrmann’s career in institutional equity sales spans 18 years as a Managing Director at Bear Stearns, PaineWebber, BB&T Bank and Oppenheimer & Co. He spent 4 years consulting in strategy and business development for various alternative data companies, and is on the advisory board of BattleFin, an alternative data discovery company. Mark has been an equity analyst at R5 Capital since 2022, where he covers the sporting goods, outdoors, and off-price retailers.
Mark received a Bachelor of Science degree in mechanical engineering from Rensselaer Polytechnic Institute, a Master of Business Administration degree from the University of Southern California, and a Graduate Certificate in data mining from Stanford University. He resides in San Francisco with his two children.
Email: amushkin@r-5cap.com
Phone Number: 203-829-9591