Hedgeye Gaming, Lodging & Leisure Analyst
Sean Jenkins
© 2024 Hedgeye Risk Management LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.
ENTER YOUR EMAIL
For More Insights from
GAMING, LODGING & LEISURE ANALYST SEAN JENKINS
Sean Jenkins is a seasoned analyst with more than a decade of experience at Hedgeye, specializing in the Gaming, Lodging, and Leisure sector. Since joining the firm, Sean has played a key role in expanding Hedgeye's GLL coverage, including the launch of Online Travel (OTAs and Metasearch) research in 2019 and the addition of Timeshare coverage in 2021.
Sean began his career at Hedgeye, where he developed deep sector expertise through close mentorship under the late Todd Jordan, widely regarded as one of the industry's leading GLL analysts. This foundation helped shape Sean's disciplined, detail-oriented research approach.
Sean earned a degree in Finance and Economics from Saint Anselm College. While at Saint Anselm, he served as captain of the varsity hockey team and was named Male Student Athlete of the Year during his senior year.
In the fast-paced world of GLL, Sean stands out as a driving force combining analytical acumen with a strategic mindset, making him an indispensable asset to Hedgeye.
ABOUT
Sean Jenkins
What's Inside
RETAIL PRO
Retail Pro combines historical context, insight on industry cycles and forces, unique stock ideas, non-consensus data analysis, and analyst commentary – enabling investors to professionally manage their consumer exposure across varying economic climates. Retail Pro helps you build informed, longer-term exposure within consumer equities enabling investors to professionally manage risk.
✓ HEDGEYE RETAIL POSITION MONITOR
Updates on our favorite Retail long and short ideas from veteran analyst Brian McGough.
✓ INSTITUTIONAL GRADE RESEARCH NOTES
In-depth, fundamental research notes discussing the key takeaways from the earnings releases.
✓ CRITICAL RETAIL WEEKLY CALLOUTS
Weekly analysis of the most notable changes and timely insights throughout the Retail ecosystem.
✓ BEST IDEA ROUNDUPS
A growing library of concise videos dissecting our Retail team’s best stock ideas.
SEAN JENKINS ON
THE CALL @ HEDGEYE
GAMING, LODGING & LEISURE ANALYST
Sean Jenkins
Sean Jenkins is a seasoned analyst with more than a decade of experience at Hedgeye, specializing in the Gaming, Lodging, and Leisure sector. Since joining the firm, Sean has played a key role in expanding Hedgeye's GLL coverage, including the launch of Online Travel (OTAs and Metasearch) research in 2019 and the addition of Timeshare coverage in 2021.
Sean began his career at Hedgeye, where he developed deep sector expertise through close mentorship under the late Todd Jordan, widely regarded as one of the industry's leading GLL analysts. This foundation helped shape Sean's disciplined, detail-oriented research approach.
Sean earned a degree in Finance and Economics from Saint Anselm College. While at Saint Anselm, he served as captain of the varsity hockey team and was named Male Student Athlete of the Year during his senior year.
In the fast-paced world of GLL, Sean stands out as a driving force combining analytical acumen with a strategic mindset, making him an indispensable asset to Hedgeye.
ABOUT
Sean Jenkins
SEAN JENKINS ON THE CALL @ HEDGEYE
SECTOR HEAD SPOTLIGHT
What's Inside
RETAIL PRO
Retail Pro combines historical context, insight on industry cycles and forces, unique stock ideas, non-consensus data analysis, and analyst commentary – enabling investors to professionally manage their consumer exposure across varying economic climates. Retail Pro helps you build informed, longer-term exposure within consumer equities enabling investors to professionally manage risk.
✓ HEDGEYE RETAIL POSITION MONITOR
Updates on our favorite Retail long and short ideas from veteran analyst Brian McGough.
✓ INSTITUTIONAL GRADE RESEARCH NOTES
In-depth, fundamental research notes discussing the key takeaways from the earnings releases. Plus a growing library of HedgeyeTV research calls.
✓ CRITICAL RETAIL WEEKLY CALLOUTS
Weekly analysis of the most notable changes and timely insights throughout the Retail ecosystem.
✓ BEST IDEA ROUNDUPS
A growing library of concise videos dissecting our Retail team’s best stock ideas, providing the key conclusions from our deep-dive Retail presentations
© 2024 Hedgeye Risk Management LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.
What's Inside
RETAIL PRO
Retail Pro combines historical context, insight on industry cycles and forces, unique stock ideas, non-consensus data analysis, and analyst commentary – enabling investors to professionally manage their consumer exposure across varying economic climates. Retail Pro helps you build informed, longer-term exposure within consumer equities enabling investors to professionally manage risk.
✓ HEDGEYE RETAIL POSITION MONITOR
Updates on our favorite Retail long and short ideas from veteran analyst Brian McGough.
✓ INSTITUTIONAL GRADE RESEARCH NOTES
In-depth, fundamental research notes discussing the key takeaways from the earnings releases.
✓ CRITICAL RETAIL WEEKLY CALLOUTS
Weekly analysis of the most notable changes and timely insights throughout the Retail ecosystem.
✓ BEST IDEA ROUNDUPS
A growing library of concise videos dissecting our Retail team’s best stock ideas
NEW: Position Monitor Changes & Weekly Recap
(DKNG, RCL, PK, ABNB, CHH)
RETAIL | INSTITUTIONAL
Professionally risk-manage and invest across multiple sub-sectors within the Retail Consumer space with leading research and investible insight from Hedgeye’s Retail analyst team. Subsectors covered include Traditional Retailers, E-commerce Retailers, Discretionary Consumer Brands, Mass Merchandisers, and Warehouse Clubs.
RETAIL | PRO
Professionally risk-manage and invest across multiple sub-sectors within the Retail Consumer space with leading research and investible insight from Hedgeye’s Retail analyst team. Subsectors covered include Traditional Retailers, E-commerce Retailers, Discretionary Consumer Brands, Mass Merchandisers, and Warehouse Clubs.
RETAIL | SHOW
Professionally risk-manage and invest across multiple sub-sectors within the Retail Consumer space with leading research and investible insight from Hedgeye’s Retail analyst team. Subsectors covered include Traditional Retailers, E-commerce Retailers, Discretionary Consumer Brands, Mass Merchandisers, and Warehouse Clubs.
RETAIL | INSTITUTIONAL
Professionally risk-manage and invest across multiple sub-sectors within the Retail Consumer space with leading research and investible insight from Hedgeye’s Retail analyst team. Subsectors covered include Traditional Retailers, E-commerce Retailers, Discretionary Consumer Brands, Mass Merchandisers, and Warehouse Clubs.
RETAIL | PRO
Professionally risk-manage and invest across multiple sub-sectors within the Retail Consumer space with leading research and investible insight from Hedgeye’s Retail analyst team. Subsectors covered include Traditional Retailers, E-commerce Retailers, Discretionary Consumer Brands, Mass Merchandisers, and Warehouse Clubs.
RETAIL | SHOW
Professionally risk-manage and invest across multiple sub-sectors within the Retail Consumer space with leading research and investible insight from Hedgeye’s Retail analyst team. Subsectors covered include Traditional Retailers, E-commerce Retailers, Discretionary Consumer Brands, Mass Merchandisers, and Warehouse Clubs.
Complete the form for more information
Get access to veteran Retail analyst Brian McGough and analyst Jeremy McLean’s deep dive long and short ideas across Traditional Retailers, Ecommerce Retailers, Discretionary Consumer Brands, Mass Merchandisers, and Warehouse Clubs. Our Retail team provides Institutional Investors with 60-minute Black Book webcasts on specific long-short stock ideas and, throughout the week, timely and topical research updates on specific stock calls.
