Webinar Invite: U.S. Consumer Discretionary 2Q26 Check-In | Tuesday, 26 May 2026

Research evidence excerpt

Webinar Invite: U.S. Consumer Discretionary 2Q26 Check-In | Tuesday, 26 May 2026

Matt Bouley, U.S. Homebuilding & Building Products

Meet the Analysts

Adrienne Yih is a Managing Director and research analyst

covering U.S. Specialty Retail, Apparel & Footwear. She

joined Barclays in 2019 and has covered the retail sector

for over 20 years. Prior to joining Barclays, Adrienne

worked for Wolfe Research where she was known for

developing robust quantitative models used to inform her

fundamental industry view and stock picks, and prior to

that also led coverage of the diversified retail sector at

Janney and FBR Capital Markets. Her finance career began

at Prudential Investment Group, with experience in

investment banking, private debt investing, and

quantitative asset allocation. Adrienne holds an M.B.A. in

Finance from The Anderson School at the University of

California, Los Angeles, and a B.S. in Industrial

Engineering from Stanford University.

View Analyst Page

Brandt Montour, CFA, is a director and research analyst

covering U.S. Gaming, Lodging & Leisure. Prior to joining

Barclays in 2021, Brandt worked at JPMorgan in both

Equity and Fixed Income across Research, Sales and

Trading. In Research since 2015, he was part of JPMorgan’s

Gaming & Lodging team, which was ranked #1 by

Institutional Investor from 2015 to 2021. Most recently,

Brandt was ranked runner-up by Extel for Gaming and

Lodging in 2025, as well as for Leisure (analyst level). He

holds a BSE in Engineering, magna cum laude, from the

University of Michigan.

Jeffrey Bernstein is a Managing Director and senior Equity

Research analyst covering the U.S. restaurant and

foodservice distribution industries. Jeff joined Barclays

from Lehman Brothers in 2008. He began working at