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VNT: Vontier - Model update
VNT: Vontier - Model update
11-2-2020 Multi-Industry - John Inch
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COST: Costco Wholesale - Boosting October Core SSS View...
COST: Costco Wholesale - Boosting October Core SSS View to 12.5%; Survey (+), Traffic Data (+), &...
11-2-2020 Retail - Chuck Grom, CFA, CPA
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FND: Floor & Decor Holdings - A Concept That Checks...
FND: Floor & Decor Holdings - A Concept That Checks All the Boxes – Upgrade To Buy-Rated Post ~15...
11-2-2020 Retail - Chuck Grom, CFA, CPA
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FTV: Fortive Corp. - Model update; earnings bump-up
FTV: Fortive Corp. - Model update; earnings bump-up
11-2-2020 Multi-Industry - John Inch
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Social Distancing Restaurant Consumer Survey Week 34 -...
Social Distancing Restaurant Consumer Survey Week 34 - Comfort Level w/ Indoor Dining Down, While...
11-2-2020 Restaurants - Jeff Farmer
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Tracking Consumer Behavior in a Covid World (Week #34)...
Tracking Consumer Behavior in a Covid World (Week #34) - Aversion Rises as Covid Cases Move Highe...
11-1-2020 Retail - Chuck Grom, CFA, CPA
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SBUX: Starbucks Corp - U.S. Recovery Accelerates in...
SBUX: Starbucks Corp - U.S. Recovery Accelerates in Sept., But Final Recovery Stage Tough; Remain...
10-30-2020 Restaurants - Jeff Farmer
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MSM: MSC - Model update; reversal to the mean?
MSM: MSC - Model update; reversal to the mean?
10-30-2020 Multi-Industry - John Inch
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Heads roll at FirstEnergy, Slow growth slows Dorsey’s...
Heads roll at FirstEnergy, Slow growth slows Dorsey’s roll, Nomination talk at Valvoline and Alke...
10-30-2020 Event-Driven Research - Don Bilson
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HON: Honeywell - Solid 3Q20 beat, favorable sequential...
HON: Honeywell - Solid 3Q20 beat, favorable sequential guide; steady but mixed improvement v. tou...
10-30-2020 Multi-Industry - John Inch
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ITT: ITT - 3Q20 profit beat on cost containment
ITT: ITT - 3Q20 profit beat on cost containment
10-30-2020 Multi-Industry - John Inch
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2020 Holiday Survey – Part I - 56 Days & Counting ....
2020 Holiday Survey – Part I - 56 Days & Counting . . . We Lean Bullish Despite Status Quo Survey...
10-30-2020 Retail - Chuck Grom, CFA, CPA
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CAKE: Cheesecake Factory - Upgrading to Buy: SSS...
CAKE: Cheesecake Factory - Upgrading to Buy: SSS Recovery Was Slow to Emerge, But It’s Here Now, ...
10-30-2020 Restaurants - Jeff Farmer
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YUM: Yum! Brands - Strong 3Q SSS, but Recovery Momentum...
YUM: Yum! Brands - Strong 3Q SSS, but Recovery Momentum Poised to Slow; at 17x ’22 EBITDA, YUM Fu...
10-29-2020 Restaurants - Jeff Farmer
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WH: Wyndham - Downward 4Q EBITDA Revisions Largely...
WH: Wyndham - Downward 4Q EBITDA Revisions Largely Reversed If Account for Marketing Overspend Sa...
10-29-2020 Lodging - Robert Mollins
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AME: AMETEK, Inc. - 3Q20 Model update; another strong...
AME: AMETEK, Inc. - 3Q20 Model update; another strong operating result
10-29-2020 Multi-Industry - Ivana Delevska
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DNKN: Dunkin' Brands - SSS Recovery Progress...
DNKN: Dunkin' Brands - SSS Recovery Progress Continues to Impress, But of Only Modest Consequence...
10-29-2020 Restaurants - Jeff Farmer
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A marvelous ending for Inphi, false alarm at Western...
A marvelous ending for Inphi, false alarm at Western Digital, Chubb boss tells investors to “stay...
10-29-2020 Event-Driven Research - Don Bilson
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VNT: Vontier - Margin upside drives 3Q20 beat –...
VNT: Vontier - Margin upside drives 3Q20 beat – sustains into 4Q20
10-29-2020 Multi-Industry - John Inch
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DD: DUPONT DE NEMOURS INC - Robust 3Q20 vs. expectations
DD: DUPONT DE NEMOURS INC - Robust 3Q20 vs. expectations
10-29-2020 Multi-Industry - John Inch

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