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SAMPLE · PRIVATE EQUITY PARTNER · CONSUMER PORTFOLIO
Your Portfolio Companies · twice weeklyA national rival launched a loyalty membership in Dunkin's strongest region.
Dunkin' · Trade press
A loyalty program in Dunkin's strongest region is a same-store-sales risk, not restaurant news: it pressures repeat-visit frequency and pushes discounting. You raise it with the CEO before it shows in the monthly pack, and you flag the competitive move to your LPs first. You're the board member who saw it coming.
Pet-category spend softened as shoppers traded down to private label.
Petco · Sector data
Trade-down to private label pressures mix and margin, not just top-line revenue. You bring it into the next operating review before the quarter explains it for you, and you set the expectation with your LPs early instead of letting a soft print speak first.
New tariff guidance touches Michaels' primary import category.
Michaels · Regulatory docket
The tariff category maps straight to Michaels' sourcing and gross margin. You bring the exposure to the board and to your LPs before it hits a P&L, already holding the sourcing and pricing options, as a risk you're on top of rather than one that surprises the quarter.
The Dunkin' loyalty threat and the Michaels tariff exposure are the two your portfolio CEOs and LPs will ask about first. Be the one who raised them.
Illustrative sample. Accounts shown are not real. The Only Copy is not affiliated with or endorsed by the companies shown. Names are used for illustration only.
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