About

In 2021, Kevin Lehmann left Wall Street’s top-ranked team covering consumer goods and restaurants — to launch Goods Intelligence and Goods Partners. His goal was to build a team that would bring best-in-class analytics, finance, strategy and consulting services — usually reserved for only the biggest brands in the world — to companies of all sizes. Over the last three years, Goods clients have ranged from as small as $100K to over $200MM in annual revenue.

Kevin is also an early-stage investor through Goods Ventures.

He was previously a Director at global investment banks Evercore and RBC where his team was consistently ranked in the Institution Investor All-America Poll. Kevin was one of Wall Street’s leading consumer data experts and Thomson Reuters once named his team the #1 Stock Pickers in the Food sector. His team covered companies such as Kraft Heinz, General Mills, Hershey, Mondelez, and Keurig Dr. Pepper in CPG, McDonald’s, Chipotle, Domino’s Pizza, Darden, Starbucks, and Yum! in restaurants, and Tyson Foods in agribusiness.

Before Wall Street, Kevin worked for GlaxoSmithKline Consumer Healthcare (now Haleon) as a Nielsen analyst. He led data and research projects for brands such as Breathe Right, Abreva, Alli, Tums, and Aquafresh — including source of volume, SKU rationalization, shopping decision tree, assortment, and demographic use-case studies. He began his consumer career at Brand Connections, an omni-channel media and marketing agency since acquired by Advantage Solutions.

Kevin’s analyst career has taken him from industrial bakeries, to protein shake R&D facilities, to the cattle ranches of Hawaii, even to the inner hull of a Dole produce freighter. He has written thousands of pages of research covering IPOs, M&A, company cost structures, marketing, supply chain, trade promotion and advertising efficiency, emerging category trends, and long-term corporate strategy.

Kevin is a committee member and former board director of SRNY — owner of the oldest restaurant in New York City, Fraunces Tavern.