Jeff Stein, CFA

Managing Director, Equity Research Analyst


Jeff joined Northcoast Research in October, 2011 as Managing Director, Equity Research Analyst covering the Department Store, Footwear Retail, Jewelry Retail, Off-Price Retail and Specialty Retail sectors. Prior to joining Northcoast Research, Jeff was President of Stein Research, an affiliate of Soleil Securities from 2008-2011, and Managing Director, Equity Research, McDonald Investments/ KeyBanc Capital Markets from 1977-2007. Jeff’s research is supported by a vast network of industry contacts he has developed over his 40 years’ experience. Proprietary research includes quarterly surveys of independent jewelers, chain and independent footwear retailers and hair salon operators. Jeff also provides a jewelry pricing survey, a monthly comparative pricing survey of a market basket of goods for TJX, a survey of independent florists, a monthly online SKU analysis for Macy’s, LBrands, Nordstrom, and J.C. Penney, social media surveys tracking followers of covered companies, and a monthly survey of promotional events for each covered company. Jeff has been recognized as a "Home-Run Hitter" by Institutional Investor magazine, a Zacks All-Star Analyst, and has been included in The Wall Street Journal's "Best on the Street" survey six times. In 2004, The Wall Street Journal ranked him as the #1 stock-picker within the Specialty Retail sector, and in 2013 StarMine ranked him as #3 for stock picking in the Specialty Retail Sector. In addition to providing proprietary equity research and custom research data to institutional investors, Jeff has made presentations to corporate Boards and company management teams on changes in consumer purchasing behavior, how to survive in a more transparent pricing environment, and has presented at the ICSC Convention on emerging specialty retail concepts.

Footwear Retail

Specialty Retail

Caleres, Inc. - CAL

1-800-FLOWERS.COM, Inc. – FLWS

Shoe Carnival – SCVL

Jewelry Retail

Signet Jewelers, LTD. – SIG

Contact Information

phone   216.468.6925 (direct)
mobile   216.832.2337
email     jeff.stein@northcoastresearch.com