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FIVE: Five Below - Scenes From the Swamps of Jersey: End...
FIVE: Five Below - Scenes From the Swamps of Jersey: End of Quarter Field Work + Data Update + Pr...
10-29-2020 Retail - Chuck Grom, CFA, CPA
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CGNX: Cognex - Sizeable 3Q20 beat and robust sequential...
CGNX: Cognex - Sizeable 3Q20 beat and robust sequential guide
10-29-2020 Multi-Industry - Karen Lau
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GRUB: Grubhub Inc - Very Strong 3Q Topline Performance –...
GRUB: Grubhub Inc - Very Strong 3Q Topline Performance – Expect Staying Power w/ Rising Case Coun...
10-28-2020 Lodging - Robert Mollins
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TXRH: Texas Roadhouse - Impressive Qtr All Around; We’re...
TXRH: Texas Roadhouse - Impressive Qtr All Around; We’re Comfortable on Sidelines w/ TXRH Bouncin...
10-28-2020 Restaurants - Jeff Farmer
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SFM: Sprouts Farmers Markets - Covid Giveth, Covid...
SFM: Sprouts Farmers Markets - Covid Giveth, Covid Taketh . . . Comp Slowdown + Retention Uncerta...
10-28-2020 Retail - Chuck Grom
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WH: Wyndham - RevPAR Light but EBITDA Strong; Focus Now...
WH: Wyndham - RevPAR Light but EBITDA Strong; Focus Now Shifting to October Trends and Metrics Ne...
10-28-2020 Lodging - Robert Mollins
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MMM: 3M - 3Q20 Model update; tepid revenue outlook
MMM: 3M - 3Q20 Model update; tepid revenue outlook
10-28-2020 Multi-Industry - John Inch
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EAT: Brinker International - Street #s Will Move Higher...
EAT: Brinker International - Street #s Will Move Higher Across Board (SSS, EPS, EBITDA) & Chili’s...
10-28-2020 Restaurants - Jeff Farmer
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EAT: Brinker International - Healthy F1Q Upside...
EAT: Brinker International - Healthy F1Q Upside Delivered Across the Board; October SSS and It’s ...
10-28-2020 Restaurants - Jeff Farmer
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GE: General Electric Co. - 3Q20 results beat...
GE: General Electric Co. - 3Q20 results beat expectations; FCF better than expected
10-28-2020 Multi-Industry - John Inch
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Covid Hotspot Traffic Assessment - Despite Rising Cases,...
Covid Hotspot Traffic Assessment - Despite Rising Cases, October Traffic Improves vs. Sept. in 6 ...
10-28-2020 Retail - Chuck Grom, CFA, CPA
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FND: Floor & Decor Holdings - Reading the 3Q Print:...
FND: Floor & Decor Holdings - Reading the 3Q Print: Raising 3Q SSS Estimate to 20.0% . . . Octobe...
10-28-2020 Retail - John Parke
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VNT: Vontier - FTV results read-through – potential...
VNT: Vontier - FTV results read-through – potential margin upside
10-28-2020 Multi-Industry - John Inch
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Time to discuss the elephant in the room at Grace, smoke...
Time to discuss the elephant in the room at Grace, smoke detector isn't ringing at Sealed Air, In...
10-28-2020 Event-Driven Research - Don Bilson
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ITW: ITW - Model update; raising estimates; PT to $221
ITW: ITW - Model update; raising estimates; PT to $221
10-27-2020 Multi-Industry - John Inch
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AMD pushes Xilinx across the finish line, five-year seed...
AMD pushes Xilinx across the finish line, five-year seed sprouts at AIG, Adelson may be “Leaving ...
10-27-2020 Event-Driven Research - Don Bilson
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MSM: MSC - F4Q20 EPS beat on lower opex; LT targets...
MSM: MSC - F4Q20 EPS beat on lower opex; LT targets announced
10-27-2020 Multi-Industry - John Inch
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MMM: 3M - 3Q20 beat on operations
MMM: 3M - 3Q20 beat on operations
10-27-2020 Multi-Industry - John Inch
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HLT: Hilton - Looking for RevPAR Upside w/ 3Q Print...
HLT: Hilton - Looking for RevPAR Upside w/ 3Q Print & Trends Improving into Oct – Both Needed to ...
10-27-2020 Lodging - Robert Mollins
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October 2020 Macro Survey (#42) - GHRA Sentiment Index...
October 2020 Macro Survey (#42) - GHRA Sentiment Index Inches Up To 75.3 as Recovery Slowly Mater...
10-27-2020 Retail - Chuck Grom, CFA, CPA

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