⬤ Meet Wall Street's rising stars of equity research, the ones to watch as the stock market faces...
5-22-2023 Business Insider
⬤ What Happened When Uber’s CEO Started Driving for Uber
4-7-2023 WSJ
⬤ Tom Claps to Join GHRA as Managing Director - Legal & Regulatory Analyst
3-10-2023
⬤ Lyft Stock Has Been on a Roll. Why One Analyst Advises Taking Profits.
2-6-2023 Barron's
⬤ #1 Ranked Consumer IRP, I.I. All-America: Thank you, and Congratulations Chuck Grom and Jeff
2-6-2023
⬤ Gopuff, Gorillas, Getir, Jokr: Investors predict which ultrafast-delivery startups will survive
6-8-2022 Business Insider
⬤ DJ Price Increases Are 'Rampant' at Retailers. Blame Inflation.
3-14-2022 Barron's
⬤ Ride-Hailers Must Decide Who Pays Up to Gas Up
3-9-2022 WSJ
⬤ Lowe’s has made major strides in posting same-store sales and margins closer to Home Depot’s level.
2-24-2022 Barron's
⬤ Walmart’s earnings may signal if shoppers are spending or getting spooked by inflation
2-16-2022 CNBC
⬤ Fast Grocery Delivery Can’t Make Fast Money
1-12-2022 WSJ
⬤ Jana Partners' fund gains 30% as bets such as Vonage, LabCorp pay
1-10-2022 Reuters
⬤ DJ Retail Stocks Are All Over the Place Now. How to Choose Carefully. -- Barrons.com
10-16-2021 DJ
⬤ A statement from Gordon Haskett Research Advisors about John Inch
7-13-2021
⬤ Hershey jet spotted in Omaha, Warren Buffett’s backyard: analyst
6-25-2021 Barron's
⬤ Gordon Haskett Launches Corporate Jet Tracking Database
3-25-2021
⬤ Wall Street Likes 3 Electricity Stocks Amid the Texas Power Fallout
2-24-2021 Barron's
⬤ Repealing ‘Section 230’ Portion of Internet Law Would Be Terrible For Airbnb. Here’s Why.
1-12-2021 Barron's
⬤ Sell Airbnb Stock, Analyst Says in a Reversal. It Jumped Too High After Its Debut
12-14-2020 Barron's
⬤ Airbnb CEO Brian Chesky represents a 'new breed of CEO.' Here's how he led the beloved company...
11-24-2020 Business Insider
⬤ Buy McDonald’s Stock, Analyst Says. Its Traffic Is Sizzling
9-25-2020 Barrons
⬤ Wendy’s Stock Is Falling After Earnings Met Expectations but Sales Missed the Mark
8-10-2020 Barron's
⬤ Fall Weather Outlook Call With Weather Trends International Chuck Grom
7-29-2020
⬤ Chick-fil-A, McDonald's, and other fast-food giants quietly raise menu prices for delivery...
7-27-2020 Business Insider
⬤ Domino’s Earnings Were Good. But a Lot of Pizza Is Baked Into Its $25 Billion Goal
7-17-2020 Barron's
⬤ Dollar Stores Are a Retail Growth Story Even in a Downturn
7-17-2020 Barron's
⬤ Cannae Holdings, Senator Investment Group Propose to Acquire CoreLogic
6-26-2020 Wall Street
⬤ Auto Insurer Progressive’s Shares Could See Smoother Road Ahead
6-12-2020 Barron's
⬤ What Reopening Momentum Means for Cheescake Factory, Brinker and Bloomin'
5-28-2020 Barron's
⬤ Uber approaches GrubHub with takeover offer
5-12-2020 Reuters
⬤ Grubhub Slides After Analysts Question Sustainability of Trends
5-7-2020 Bloomberg
⬤ Don Bilson Quoted on CNBC Mad Money
3-3-2020 CNBC
⬤ Jonathan Rich to Join GHRA as Consumer Sector Specialist
2-5-2020
⬤ Salad Chain Sweetgreen Is a Digital Innovation Leader. What Chipotle and Wingstop Could Learn
1-28-2020 Barrons
⬤ Spring Weather Outlook Conference Call - Jan 28, 2020
1-28-2020
⬤ 4Q Industrials Preview Conf Call - Jan 16
1-16-2020
⬤ PwC Clients More Likely to Revise Financial Statements
12-17-2019 Wall St. Journal
⬤ Call with Wingstop’s CFO - November 22, 2019
11-22-2019
⬤ Retailer Results Send Mixed Signals on Consumer Spending
11-19-2019 Wall St. Journal
⬤ Don Bilson CNBC interview
11-18-2019 CNBC
⬤ Xerox, HP Shares Rise Amid Potential Deal
11-6-2019 Wall St. Journal
⬤ Grubhub Deals Gut Check for Food-Delivery Companies
10-30-2019 Wall St. Journal
⬤ 3Q19 Preview Conference Call Replay
10-10-2019
⬤ The Next Big Gig for Delivery Companies Is Your Groceries
10-2-2019 Wall St. Journal
⬤ Jeff Farmer Restaurant Delivery Conference Call
10-1-2019
⬤ Costco Stock Rises as an Analyst Thinks Its Earnings Could Impress
9-22-2019 Barron's
⬤ Don Bilson CNBC AT&T / Elliott Interview
9-10-2019 CNBC
⬤ General Electric's Biggest Bear Digs Into Its Insurance Business. What You Need to Know.
9-5-2019 Barron's
⬤ GE: Long Term Care Insurance Expert Conference Call (Sept 4, 2019)
9-4-2019
⬤ Nordstrom Did So Much Right, but It’s Still in Trouble
8-19-2019 Wall St. Journal
⬤ Macy’s Tanks After Forecast Cut, Signaling Department-Store Woes
8-14-2019 Bloomberg
⬤ Uber's CEO says the company considered buying Caviar before DoorDash snapped up the competitor...
8-9-2019 Business Insider
⬤ We Went Inside the Mind of a GE Bear. Here’s What We Learned.
8-9-2019 Barron's
⬤ Chick-fil-A's American takeover should terrify Wendy's and Burger King
8-7-2019 Business Insider
⬤ GE’s New Billion-Dollar Problem? Boeing’s 737 MAX
8-2-2019 Wall St. Journal
⬤ McDonald’s Posts Biggest Global Sales Gain in Seven Years
7-26-2019 Bloomberg
⬤ Chuck Grom BTS and Fall Weather Outlook Conference Call - 25 July
7-25-2019
⬤ 3M profit beats as strength in healthcare helps battle slowing China
7-25-2019 Reuter's
⬤ Honeywell Wins With Accidental Go-It-Alone Strategy
7-18-2019 Wall St. Journal
⬤ Deutsche Bank Is Quitting Stock Trading. What It Means for Equity Research
7-15-2019 Barron's
⬤ Whole Foods Is Just $10 Cheaper Two Years After Amazon Deal
7-10-2019 Bloomberg
⬤ John Inch - PFAS Conference Call - 8 July
7-8-2019
⬤ John Inch - PFAS Conference Call - 12 June
6-12-2019
⬤ GE could be long-term loser in United Technologies-Raytheon merger
6-11-2019 Fox Business
⬤ Wall Street analysts are finding some buying opportunities amid the US trade battles
6-4-2019 CNBC
⬤ Bobby Mollins Proprietary GRUB and DoorDash WSJ article
6-1-2019 Wall St. Journal
⬤ John Inch - PFAS Conference Call
5-30-2019
⬤ Walmart Stock Is Rising Because an Analyst Took a Bullish ‘Leap of Faith’
5-17-2019 Barron's
⬤ Chuck Grom - WMT Interview
5-16-2019 Bloomberg
⬤ Software Companies Are Hot. Now Honeywell Wants to Be One.
5-15-2019 Barron's
⬤ Vanguard’s Tough Stance on Board Seats Is Changing Corporate Governance
5-8-2019 Barron's
⬤ Chick-fil-A’s Lean Menu Helps Chain Bulk Up
5-8-2019 Wall St. Journal
⬤ Wendy's higher priced burgers, franchisee fee boost quarterly results
5-8-2019 Reuter's
⬤ Don Bilson - OXY/APC - CNBC Interview
5-1-2019 CNBC
⬤ A corporate jet suggested Buffett's energy deal was in works days before it was announced
4-30-2019 CNBC
⬤ GE's Earnings Are Never Quite What They Seem
4-30-2019 Bloomberg
⬤ Occidental Jet Flew to Omaha Over the Weekend, Flight Data Shows
4-29-2019 Bloomberg
⬤ Proxy Season Gets Real. What to Watch for This Year
4-26-2019 Barron's
⬤ Bank Stocks Could Get a Boost From a Buyout Binge
4-22-2019 Barron's
⬤ This Analyst Wants to Know How Old a CEO Is — and Other Stock Picking Criteria You Wouldn’t Expect
4-20-2019 Barron's
⬤ John Inch - Honeywell Interview - Bloomberg
4-18-2019 Bloomberg
⬤ Corporate America Had Better Take Note.’ Fund Managers Are the New Activist Investors
4-7-2019 Barron's
⬤ Jack in the Box, Adobe are among the stocks with the best ‘risk/reward’ this week, Wall Street says
3-28-2019 CNBC
⬤ What the Centene and WellCare Deal Means for CVS and Humana
3-28-2019 Barron's
⬤ Mutual funds start to put their mouth where their money is
3-15-2019 Reuter's
⬤ GE Meets With Investors Tomorrow. Here’s What To Expect
3-13-2019 Barron's
⬤ 5 Restaurant Stocks Whose Earnings Estimates Deserve a Closer Look
3-7-2019 Barron's
⬤ GE shares close down after CEO forecasts negative cash flow in 2019
3-5-2019 Fox Business
⬤ Kohl’s shares jump on better-than-expected profit and sales during crucial holiday shopping season
3-5-2019 CNBC
⬤ A GE Bear Questions the Company's Insurance Disclosures
2-28-2019 Barron's
⬤ Chuck Grom - Macy's - Interview Bloomberg
2-26-2019 Bloomberg
⬤ Chuck Grom - WMT Interview - Bloomberg
2-19-2019 Bloomberg
⬤ Chuck Grom WMT Interview - Fox Business
2-19-2019 Fox Business
⬤ McDonald’s Posts Strong Global Sales, But Struggles to Attract More U.S. Customers
1-30-2019 Wall St. Journal
⬤ McDonald's Delivers on Earnings, and Analysts Expect More
1-30-2019 Barron's
⬤ John Inch - GE - Bloomberg Interview
1-30-2019 Bloomberg
⬤ A Chipotle Bull Sees Good News for the Stock as Marketing Costs Increase
12-10-2018 Barron's
⬤ Without Toys R Us, one iconic, international toy chain could soon make its mark in the US
12-10-2018 CNBC
⬤ This Steakhouse Stock Could Get Burned
12-5-2018 Barron's
⬤ John Inch praised by Jim Cramer for GE call
11-30-2018
⬤ Personal Data Used by Investors-Here’s the Potential, Risks
11-30-2018 Barron's
⬤ DLTR Sales Rise, Though Weakness Persists in FDO Banner
11-29-2018 Wall St. Journal
⬤ Retail Stocks May Be Ripe for a Trimming
11-8-2018 Barron's
⬤ GE dismisses fears of additional US tax liabilities
11-5-2018 Financial Times
⬤ John Inch - GE - CNBC Interview
10-30-2018 CNBC
⬤ Why Some GE Investors Welcome Another Dividend Cut
10-28-2018 Wall St. Journal
⬤ GE's Next Crisis Could Be in Insurance.
10-26-2018 Barron's
⬤ Investors Seeking Safety? McDonald's Stock Is Up on a Down Day
10-23-2018 Barron's
⬤ McDonald's Stock Could Rise on More Makeovers
10-22-2018 Barron's
⬤ Billions of Dollars Shaken Out From Mini-Rout: Taking Stock
10-19-2018 Bloomberg
⬤ GE is a confusing maze. Will the new boss cut the complexity?
10-17-2018 CNN
⬤ WMT Sees U.S. Sales Expansion Chugging Along Next Yr
10-16-2018 Bloomberg
⬤ As Sears goes bankrupt, JCP, WMT, others set to benefit
10-15-2018 CNBC
⬤ Campbell Soup Bracing for Showdown With Activist Third Point
10-5-2018 Barron's
⬤ Big winners after Toys R Us' death...WMT, Target, also COST
9-14-2018 CNBC
⬤ Don’t believe the hype about Amazon ‘savings’ at Whole Foods
9-11-2018 NY Post
⬤ DNKN shares hit all-time high as KO's deal stokes takeover spec
9-4-2018 CNBC
⬤ Chuck Grom, Sr. Retail Analyst Bloomberg TV Interview
8-30-2018 Bloomberg
⬤ Jeff Farmer Joins GHRA to Cover the Restaurant Sector
7-30-2018
⬤ John Inch to Join GHRA to cover Industrials and Multi-Industry
7-2-2018
⬤ BJ's Wholesale Club Gains 30% in IPO -- Barron's Blog
6-29-2018 Barron's
⬤ Lowe's sees sales recovery, maintains annual targets
5-23-2018 Reuters
⬤ KSS boosts profit forecast on tie-ups, better inventory mgmt
5-22-2018 CNBC
⬤ Lowe's New CEO Gets Dream Job After Missing Out at Home Depot
5-22-2018 Bloomberg
⬤ Walmart's Tepid U.S. Growth Amid Wet April Damps Enthusiasm
5-17-2018 Bloomberg
⬤ Home Depot blames weak sales on brutal spring weather
5-15-2018 NY Post
⬤ Amazon Doesn't Have to Be Retail's Worst Nightmare
5-14-2018 Bloomberg
⬤ Amazon Returns Boosting Shopper Traffic at Kohl’s, Analyst Says
5-7-2018 Bloomberg
⬤ GHRA Geolocation Data Partnership Shows Alt Data Benefits
4-30-2018 Integrity
⬤ GHRA Announces Geolocation Data Partnership with Alpha Hat
4-26-2018
⬤ Grocers’ Stagnant Prices...Squeeze Across Consumer Industries
4-25-2018 Bloomberg
⬤ Kohl's Outstrips Peers in Best Holiday Season in Years
1-8-2018 NY Times
⬤ Chuck Grom Bloomberg TV Interview - Retail Landscape
12-8-2017 Bloomberg
⬤ WFM Prices Creep Back Up in Aftermath of AMZN Takeover
12-5-2017 Bloomberg
⬤ Chuck Grom Bloomberg TV Interview - Wal-Mart
11-16-2017 Bloomberg
⬤ Target's turnaround is slow moving, but progress takes time
11-15-2017 CNBC
⬤ Home Depot beats earnings expectations
11-14-2017 CNBC
⬤ Despite SSS Growth, Kohl's Earnings Short of Expectations
11-9-2017 Bloomberg
⬤ Walmart turns up the heat on Amazon rivalry
10-10-2017 New York Post
⬤ P&G Highlights Support from Key Stakeholders
10-5-2017 Procter & Gamble
⬤ AMZN promised to make WFM cheaper. Let’s see how that’s going
10-2-2017 Washington Post
⬤ WFM foot traffic surges over 25% following AMZN price cuts
9-12-2017 CNBC
⬤ Harvey, Irma to hit apparel retailers more than restaurants
9-12-2017 Reuters
⬤ RH skyrockets 40%; furniture retailer raises full-yr outlook
9-7-2017 CNBC
⬤ Best Buy Expands Same-Day Delivery in Bid to Ward Off Amazon
8-31-2017 Bloomberg
⬤ DG's lower margins stoke fears of pressure from Amazon
8-31-2017 CNBC
⬤ AMZN Will Need to Cut Whole Foods Prices More to Beat WMT
8-30-2017 Bloomberg
⬤ Whole Foods Overall Prices Still High After Selective Cuts
8-29-2017 New York Times
⬤ Analysts Applaud Wal-Mart, Google Link-up
8-23-2017 WWD
⬤ Chuck Grom with CNBC for WalMart earnings analysis
8-17-2017 CNBC
⬤ Why it's going to be tough to get a rally in retail this year
8-17-2017 CNBC
⬤ Macy's and Kohl's Slow Sales Slump, but Investors Still Spooked
8-10-2017 WSJ
⬤ Nike to Sell Some Items Directly to Amazon
6-20-2017 WSJ
⬤ Amazon to buy Whole Foods, wielding online might
6-16-2017 Reuters
⬤ Could Sprouts Be Next and is a Bidding War Possible?
6-16-2017 WSJ
⬤ A Nordstrom Buyout? Lessons of J. Crew and Neiman Loom Large
6-9-2017 Bloomberg
⬤ Nordstrom Family Weighs Taking Retailer Private
6-9-2017 WSJ
⬤ Trump plan to slash SNAP assistance...setback for retailers
6-2-2017 CNBC
⬤ Retail stoked by bad week of store closures & bankruptcy
6-2-2017 CNBC
⬤ Hedge fund Corvex urges Energen to consider sale
5-31-2017 Reuters
⬤ Whole Foods board overhaul fails to satisfy activist Jana
5-11-2017 NY Times
⬤ Whole Foods plan draws mixed reviews
5-11-2017 Supermarket News
⬤ Chuck Grom joins GHRA
3-9-2017
⬤ Elliott Mgmt. Feb 13 Letter to Arconic Board
2-13-2017 Elliott Mgmt.
⬤ Elliott Mgmt. Feb 7 Letter to Arconic Board
2-7-2017 Elliott
⬤ Elliott teams with ex-TXU CEO for NRG Energy shake-up
1-17-2017 Reuters
⬤ Activist Jana Partners stocks up on HD Supply shares
10-27-2016 Reuters
⬤ Williams names 3 directors amid fight with activist Corvex
8-28-2016 Reuters
⬤ Chubb CFO Bancroft Interview: Getting It Done
5-19-2016 Carrier Mgmt.
⬤ Insurance Dispute Affects the N.F.L. Concussions Settlement
5-13-2016 NY Times
⬤ Activists finding fewer opportunities; compromise more common
4-19-2016 Reuters
⬤ Re-imagining Infosys
3-29-2016 Business Today
⬤ Starboard launches proxy fight to remove entire Yahoo board
3-23-2016 Reuters
⬤ United Airlines faces board fight over poor performance
3-8-2016 Reuters
⬤ India's business turnaround king
2-29-2016 BBC
⬤ Jana Partners takes stake in TeamHealth, to nominate directors
2-25-2016
⬤ Insurance Research Team in Industry Press
1-24-2016 Carrier Mgmt.
⬤ Investor urges Ashland to halt Valvoline spinoff
1-19-2016 Reuters
⬤ ConAgra Continues Transformation With Another Split
11-18-2015 WSJ
⬤ Advance Auto Loses Its Starboard Bounce
11-11-2015 WSJ
⬤ Shopify Raises Outlook, Sales Beat Estimates
11-3-2015 Bloomberg
⬤ Bill Wilt, Alan Zimmermann to Launch GHRA Insurance Research
10-7-2015
⬤ Arvind Ramnani joins GHRA to cover IT Services, Software
7-21-2015
⬤ How Badly Do Monsanto Shareholders Want Syngenta?
6-7-2015 Dow Jones - DJ
⬤ Rob Russell joins Gordon Haskett Research Advisors
3-29-2015
⬤ No Activist Fingerprints on McDonald's CEO Exit
1-29-2015 Wall Street
⬤ Why Salix’s CEO Departure Could Signal a Sale
1-5-2015 Wall Street
⬤ Golf Course Firm Hits Sand Trap in Hunt For Tax Savings
12-9-2014 Wall Street
⬤ Will Dillard's Join the REIT Party This Holiday Season?
11-20-2014 Wall Street
⬤ Pinnacle Entertainment Bets Big on REIT
11-6-2014 Wall Street
⬤ Lukewarm Reaction to Corporate Splits Dings Hedge Funds
10-21-2014 Wall Street
⬤ For CSCO's Chambers,a retirement that's imminent and elusive
9-23-2014 Fortune
⬤ Icahn Lieutenants Don’t Go Overboard
9-18-2014 The Wall Street
⬤ Heineken rejection of SAB sparks speculation of beer battle
9-16-2014 Financial Post
⬤ Stock Analysts Seek Upgrade by Scaling Down
9-10-2014 Wall Street
⬤ Helen of Troy: Could Weakness Lure Suitors?
9-2-2014 Wall Street
⬤ Could the Knicks Be an Activist Play at Madison Square Garden?
8-25-2014 Wall Street
⬤ 11 Companies in Need of a CEO (or Maybe a Buyer)
8-20-2014 Wall Street
⬤ Why Time Warner Might Sell: A Board with Mega-Deal Makers
7-17-2014 Wall Street
⬤ Salix Pharmaceuticals: The Newest Inversion Play
7-8-2014 Wall Street
⬤ Rangers to Stanley Cup, Clippers’ $2B Price Tag = MSG Rally
5-29-2014 The Wall Street
⬤ Symantec Breakup Is Best Hope to Boost Stock: Real M&A
3-30-2014 Bloomberg
⬤ Even When Carl Icahn Loses, He Still Wins
2-9-2014 The Wall Street
⬤ Icahn Tries Unique Path to Split eBay: A Shareholder Vote
1-23-2014 The Wall Street
⬤ Hertz Shares Pop Post Poison Pill
12-31-2013 The Wall Street
⬤ Don Bilson joins Gordon Haskett to Lead Event Driven Research
9-30-2013
⬤ Gordon Haskett Research Advisors Launch
9-30-2013