Skip to Content
Morningstar

R.J. Hottovy

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

More From RJ Hottovy

The transition into payments could enhance the network effect behind our narrow moat rating on the firm and improve consolidated take rates.
R.J. Hottovy

Though details are sparse, the partnership with Berkshire Hathaway and JP Morgan Chase opens up the wide-moat online giant to a more serious push into other healthcare products and services.
R.J. Hottovy

Despite the soft U.S. results, we think the wide-moat firm remains a compelling capital-allocation story at its current price.
R.J. Hottovy

Management expects fiscal 2018 earnings per share to tick up, and we continue to view the stock as a solid capital-allocation play.
R.J. Hottovy

Reduction in menu items and other productivity initiatives are making a difference at concepts beyond Olive Garden.
R.J. Hottovy

The wide-moat firm's recent logistics investment may weigh on near-term margins, but it will create fulfillment and inventory storage bundling opportunities, which should drive improved monetization rates.
R.J. Hottovy

Investment spending might be grabbing headlines today, but investors need to keep focus on the strength of the long-term building blocks of free-cash flow.
R.J. Hottovy

New food safety concerns could weigh on the restaurant chain for the rest of the year, but there are several positive catalysts on deck for 2018.
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.

Sponsor Center