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R.J. Hottovy

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

More From RJ Hottovy

Based on the current quarter's momentum and the strong engagement reported from the new advertisement featuring Colin Kaepernick, we think management's full-year guidance is conservative.
R.J. Hottovy

The retailer continues to improve its long-term competitive position thanks to innovative partnerships and improved customer experience, but shares remain overpriced.
R.J. Hottovy

We’re boosting our fair value estimate for Amazon as advertising, AWS, Prime and third-party sales are each contributing to an increasingly visible long-term cash flow story.
R.J. Hottovy

The narrow-moat company's strong association with the expansive global soccer market should continue to aid its brand equity.
R.J. Hottovy

Best practices from Olive Garden are gaining traction across the system, suggesting that momentum will continue into fiscal 2019 and beyond.
R.J. Hottovy

We're planning to raise our fair value estimate for the wide-moat firm and view shares as modestly undervalued.
R.J. Hottovy

While we see the attraction in the retailer's shareholder-return story, the market continues to price in top-line growth and margins that seem like a stretch even for one of the most improved retailers.
R.J. Hottovy

The deal should offer KFC and Taco Bell a quick way to add incremental transaction growth as well as unique data on the broader restaurant delivery landscape.
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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