R5 Capital
Research Reimagined
R5 Capital
The R5 Difference: R5 Capital is reimagining research by dedicating the firm to a proprietary process that melds extensive field research, decades of experience, detailed financial analysis and innovative data analytics in order to bring clients a research product and strategic consulting service that will enable better decisions in an ever-more challenging climate. Covering retail, e-tail and consumer products, R5 Capital conducts extensive market and economic research, as well as surveys and focus groups to better understand consumer trends and the competitive dynamics facing industries and companies.
What We Offer
Consulting Services
R5 Capital offers comprehensive strategic consulting services to help retailers maximize sales while also improving profitability. R5 also works closely with private equity funds investing in consumer focused companies to provide valuation opinions, as well as offering advice around the strategic direction of portfolio companies.
Specifically, we offer the following range of comprehensive and targeted advisory and consulting services across consumer sectors:
- Valuation services
- Comprehensive strategic review
- Competitor and competitive landscape assessments
- Merchandising and marketing positioning review
- Pricing studies
- Sales and profitability optimization studies
- Retail operations review with in-depth insights on operational variability and areas of sales, margin and profitability improvements
*Samples are available on request. Email consulting@r-5cap.com for more information.*
Research Capabilities
R5 Capital provides in depth research around consumer, macroeconomic and industry trends, as well as specific company analysis to a select group of money management clients. In addition, the firm provides customized research solutions including:
- In person retailer merchandising and execution reviews
- Market pricing analytics including national, regional, MSA, and company specific studies
- Consumer goods comparative competitive analysis
- Store base socioeconomic analysis
- Store base competitor overlap evaluations
*Samples are available on request. Email research@r-5cap.com for more information.*
LEADERSHIP
Scott Mushkin
Mr. Mushkin is the Founder and Managing Partner of R5 Capital. He also serves as the company’s CEO and Director of Research.
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 25 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 Bloomberg TV and Radio.
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 Connecticut with his wife and five children.
Matt Siler
Mr. Siler is a Founding Partner of R5 Capital. He also serves as the company’s CFO and Chief Analytics Officer.
Matt was previously a Senior Analyst at Carbonado Capital focused on Retail and Consumer Product companies. He joined the firm in May 2017 after two years at Balyasny Asset Management where he was an Analyst. During his tenure at Balyasny, his coverage within the Consumer sector focused on Retail, Restaurants and Consumer Product companies. Prior to Balyasny, Mr. Siler was an Analyst at Deutsche Bank, joining in 2009, covering Gaming and Lodging. Mr. Siler transitioned to Broadline, Department Stores and Food Retailing in 2011 and contributed to his team’s 2012 Institutional Investor Magazine #1 Research Analyst Ranking within the Broadline and Department Stores Retailing category.
Prior to joining DB, Matt was Research Analyst/Portfolio Manager at UBS O’Connor, LLC, where he joined as a Research Analyst in 2001 and was promoted to Portfolio Manager in 2006 covering various Consumer sectors.
Mr. Siler graduated cum laude from The University of Dayton in 1997 with a BS in Finance with a minor in Marketing and currently resides in New York with his wife and daughter.
Mr. Siler has earned his CFA designation.