Seth Basham, CFA®

Managing Director, Equity Research

AREA OF FOCUS

Retail Hardlines

ASSOCIATIONS

  • CFA Charterholder

ANALYST BIOGRAPHY

Seth Basham has more than 18 years of experience covering retail stocks. Seth covered the hardline retail sector for five years at Credit Suisse and UBS, followed by five years investing in retail and consumer stocks on the buy side. Prior to business school, Seth was a strategy consultant.

Seth holds an MBA in Finance from Columbia Business School and a BA, Magna Cum Laude, with high honors in Economics from Colgate University. Seth is also a CFA charterholder.

ANALYST EDGE

Seth’s Edge: Seth is particularly adept at connecting the dots between the increases in ecommerce and the livelihood of brick-and-mortar retailers, as well as, deciphering migratory shifts – purchasing trends and cyclical factors.

COMPANIES UNDER COVERAGE

  • Academy Sports and Outdoors, Inc. (ASO)
  • Advance Auto Parts (AAP)
  • Arhaus, Inc (ARHS)
  • AutoZone (AZO)
  • Best Buy (BBY)
  • CarMax (KMX)
  • Carvana Co. (CVNA)
  • Chewy, Inc. (CHWY)
  • Dick’s Sporting Goods (DKS)
  • Etsy (ETSY)
  • Floor & Decor Holdings, Inc. (FND)
  • Genuine Parts Company (GPC)
  • Home Depot (HD)
  • Lowe’s Companies (LOW)
  • O’Reilly Automotive (ORLY)
  • Petco Health & Wellness Company, Inc. (WOOF)
  • Purple Innovation (PRPL)
  • Restoration Hardware, Inc. (RH)
  • RumbleOn (RMBL)
  • Sleep Number Corp. (SNBR)
  • Tempur Sealy International (TPX)
  • Tractor Supply Company (TSCO)
  • Wayfair (W)
  • Williams-Sonoma (WSM)