Analyst Information


Michael Lavery

Sr. Research Analyst

Michael Lavery

Michael Lavery is a director and senior research analyst covering packaged food, tobacco and cannabis. Prior to joining Piper Sandler in 2017, he was a senior analyst at CLSA. He was named the No. 1 stock picker in tobacco in 2013 and 2016 by Thomson Reuters/Starmine. Prior to CLSA, Lavery worked at Kraft Foods and covered food manufacturers as a research associate at Citigroup for four years before spending two years in a consulting role at Booz & Co working with consumer companies. Lavery holds a Master of Business Administration degree from Columbia Business School and a bachelor’s degree in commerce from the University of Virginia. Prior to business school, he was in public accounting at PricewaterhouseCoopers in Richmond, VA and in a financial analyst role at Swedish Match.


Jeffrey Kratky
Research Analyst
Universe Coverage:
Consumer:   Tobacco, Packaged Food, Cannabis
MOAltria Group, Inc.
ACBAurora Cannabis, Inc.
BGSB&G Foods, Inc.
BYNDBeyond Meat, Inc.
BATS LNBritish American Tobacco plc
CPBCampbell Soup Company
CGCCanopy Growth Corporation
CWBHFCharlotte's Web Holdings, Inc.
CRLBFCresco Labs, Inc.
CRONCronos Group, Inc.
CVSICV Sciences, Inc.
GISGeneral Mills, Inc.
GTBIFGreen Thumb Industries Inc.
HAINHain Celestial Group, Inc. (The)
HSYHershey Company
HRLHormel Foods Corporation
IMB LNImperial Brands plc
KKellogg Company
KHCKraft Heinz Company
MDLZMondelez International, Inc.
PMPhilip Morris International Inc.
POSTPost Holdings, Inc.
TLRYTilray, Inc.
TSNTyson Foods, Inc.
UTZUtz Brands, Inc.