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OTA Web Data Update - Web Data Points to EXPE Expanding...
OTA Web Data Update - Web Data Points to EXPE Expanding the Outperformance Gap Relative to BKNG; ...
4-15-2021 Lodging - Robert Mollins
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CTRN: Citi Trends - 5 Takes Post CFO C/B Following 1Q...
CTRN: Citi Trends - 5 Takes Post CFO C/B Following 1Q Pre-Announce + Sales Per Store Analysis for...
4-14-2021 Retail - Chuck Grom, CFA, CPA
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Peace breaks out in Menomonee Falls, KKR isn’t...
Peace breaks out in Menomonee Falls, KKR isn’t interested in the “simple” life, proxy points to a...
4-14-2021 Event-Driven Research - Don Bilson
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CMG: Chipotle - Looking for a Strong March to Drive...
CMG: Chipotle - Looking for a Strong March to Drive 1Q21 SSS & EPS Upside & +45-50% SSS in Early ...
4-14-2021 Restaurants - Jeff Farmer
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Proprietary Data Report - Global Project Activity...
Proprietary Data Report - Global Project Activity Tracker; Metals & Mining activity pipeline gain...
4-14-2021 Multi-Industry - John Inch
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Tracking Consumer Behavior in a Covid World (Week #57)...
Tracking Consumer Behavior in a Covid World (Week #57) - What A Difference a Month Makes as Avers...
4-14-2021 Retail - Chuck Grom, CFA, CPA
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Thinking through the grumbling at Nuance, another paper...
Thinking through the grumbling at Nuance, another paper cut at Johnson & Johnson, Railroaders squ...
4-13-2021 Event-Driven Research - Don Bilson
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P/C Insurance: Early Look at the Made in America Tax...
P/C Insurance: Early Look at the Made in America Tax Plan
4-13-2021 Insurance - Bill Wilt
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HOME: At Home Group - Initiating Coverage with...
HOME: At Home Group - Initiating Coverage with Accumulate Rating: Data Firm While Positive Call w...
4-13-2021 Retail - Chuck Grom, CFA, CPA
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High Frequency Data Update Through First Week of April...
High Frequency Data Update Through First Week of April - Sales & Traffic Recovery Losing Some Mom...
4-13-2021 Restaurants - Jeff Farmer
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Instacart Pre-IPO Deep Dive - Planning on Covering...
Instacart Pre-IPO Deep Dive - Planning on Covering Instacart When/If it Goes Public?
4-13-2021 Lodging - Robert Mollins
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Latest Microsoft bet is very Nuanced, PE appetite for...
Latest Microsoft bet is very Nuanced, PE appetite for ginormous deals set to be tested, another h...
4-12-2021 Event-Driven Research - Don Bilson
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BKNG: Booking Holdings - Our Thoughts on BKNG's...
BKNG: Booking Holdings - Our Thoughts on BKNG's China Strategy
4-9-2021 Lodging - Robert Mollins
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2021 Restaurant Sector Unit-level Economics Deep Dive -...
2021 Restaurant Sector Unit-level Economics Deep Dive - Which Companies Have the Greatest Economi...
4-9-2021 Restaurants - Jeff Farmer
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Crown gets paid handsomely for one of its non-jewels,...
Crown gets paid handsomely for one of its non-jewels, HealthEquity solidifies its place atop the ...
4-9-2021 Event-Driven Research - Don Bilson
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MSM: MSC - Model update
MSM: MSC - Model update
4-8-2021 Multi-Industry - John Inch
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Encompass all over the radar screen, KKR’s head is now...
Encompass all over the radar screen, KKR’s head is now in Starboard’s Box, Comm cuts the cord wit...
4-8-2021 Event-Driven Research - Don Bilson
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Auto Insurance: Era of Pandemic Profits is Over; VMT...
Auto Insurance: Era of Pandemic Profits is Over; VMT Accelerates
4-8-2021 Insurance - Bill Wilt
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EXPE: Expedia Group - Fixed Cost Savings Largely...
EXPE: Expedia Group - Fixed Cost Savings Largely Realized, Now What? We Think More Savings on the...
4-8-2021 Lodging - Robert Mollins
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COST: Costco Wholesale - 2-Year Stack Accelerates to...
COST: Costco Wholesale - 2-Year Stack Accelerates to ~25% in March (+++); 6 Key Takes Post Manage...
4-7-2021 Retail - Chuck Grom, CFA, CPA

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