Morningstar

Jaime M. Katz, CFA

Jaime Katz, CFA, is a senior equity analyst for Morningstar.

More From Jaime M Katz

Despite company commentary suggesting that yield growth is slowing, nothing warranted imminent concern about Carnival's ability to drive demand creation or manage its cost structure.
Jaime M. Katz, CFA

Efficient marketing, tactical promotions, and smart partnerships have motivated consumers to participate in the narrow-moat firm's umbrella of brands.
Jaime M. Katz, CFA

New CEO Marvin Ellison is altering the wide-moat business by winding down the Orchard Supply brand and introducing an inventory rationalization plan.
Jaime M. Katz, CFA

Despite good second-quarter results, we still anticipate pricing gains to be difficult for the no-moat retailer during the next decade, pressuring gross margins.
Jaime M. Katz, CFA

The narrow-moat retailer has modest pricing power from its brand equity and has successfully cultivated synergies between its full- and off-price segments.
Jaime M. Katz, CFA

The growth metrics the wide-moat retailer continues to capture are impressive for a relatively mature business.
Jaime M. Katz, CFA

We think the resignation has more to do with the business that Margo Georgiadis inherited, rather than the business worsening beyond expectations.
Jaime M. Katz, CFA

More About Jaime M Katz

Jaime M. Katz, CFA, is a senior equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She covers home improvement retailers and travel and leisure.

Before joining Morningstar in 2011, Katz was an associate for Credit Agricole Corporate and Investment Bank. She also worked in equity research for William Blair for three years and spent three years in asset management at Mesirow Financial.

Katz holds a bachelor’s degree in economics from the University of Wisconsin and a master’s degree in business administration from the University of Chicago Booth School of Business. She also holds the Chartered Financial Analyst® designation. She ranked first in the leisure goods and services industry in The Wall Street Journal’s annual “Best on the Street” analysts survey in 2013, the last year the survey was conducted.

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