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DRI: Darden Restaurants - SSS Underwhelm, But Quickly...
DRI: Darden Restaurants - SSS Underwhelm, But Quickly Forgotten w/ DRI Introducing Annual Cost Sa...
9-24-2020 Restaurants - Jeff Farmer
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PENN cashes in some chips after epic roll, Upset winner...
PENN cashes in some chips after epic roll, Upset winner in the Broadcasting M&A “pick em” game, A...
9-24-2020 Event-Driven Research - Don Bilson
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DRI: Darden Restaurants - Rest-level Cost Control Drives...
DRI: Darden Restaurants - Rest-level Cost Control Drives EPS Upside on Sizeable SSS Shortfall. F2...
9-24-2020 Restaurants - Jeff Farmer
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Off-Price Retailers (OPR’s) - Store Checks Show Improved...
Off-Price Retailers (OPR’s) - Store Checks Show Improved Inventory Position at TJX/BURL . . . But...
9-24-2020 Retail - Chuck Grom, CFA, CPA
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Split talk now conversational at Western Digital, Alec...
Split talk now conversational at Western Digital, Alec Gores is officially the SPAC King, Athenah...
9-23-2020 Event-Driven Research - Don Bilson
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3Q20 Home Improvement Survey - 61.2% Planning A...
3Q20 Home Improvement Survey - 61.2% Planning A Remodeling Project = 3rd Highest Since 3Q17; DIY ...
9-23-2020 Retail - Chuck Grom, CFA, CPA
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“The Cable Guy” now playing at Trian, Howard Hughes seen...
“The Cable Guy” now playing at Trian, Howard Hughes seen switching laynes, CoreLogic keeps pushin...
9-22-2020 Event-Driven Research - Don Bilson
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State-by-State Restaurant Capacity Limit Update - Flurry...
State-by-State Restaurant Capacity Limit Update - Flurry of Increased Capacity Limit Announcement...
9-22-2020 Restaurants - Jeff Farmer
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ETN: Eaton - The “powerful” shift toward electrification
ETN: Eaton - The “powerful” shift toward electrification
9-22-2020 Multi-Industry - John Inch
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GE: General Electric Co. - Letting off steam
GE: General Electric Co. - Letting off steam
9-21-2020 Multi-Industry - John Inch
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Affordable Care Act now in ICU, Nikola founder yanked in...
Affordable Care Act now in ICU, Nikola founder yanked in the second inning, negative market check...
9-21-2020 Event-Driven Research - Don Bilson
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The Weekend Warrior (9/18/20) - In Focus: DG/FDO, Food...
The Weekend Warrior (9/18/20) - In Focus: DG/FDO, Food CPI/PPI, Weather Update (Sept +/Oct -), & ...
9-18-2020 Retail - Chuck Grom, CFA, CPA
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Illumina’s search for the Holy “GRAIL” turns ugly,...
Illumina’s search for the Holy “GRAIL” turns ugly, Domtar close to checking an important box, fou...
9-18-2020 Event-Driven Research - Don Bilson
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Data Update: Web Traffic (9/18) - Wayfair’s Mo Back in...
Data Update: Web Traffic (9/18) - Wayfair’s Mo Back in September w/QTD Looking Strong; Broad Acce...
9-18-2020 Retail - Chuck Grom, CFA, CPA
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MMM: 3M - Cautious tone prevails
MMM: 3M - Cautious tone prevails
9-17-2020 Multi-Industry - John Inch
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Syneos comes off the board, Apollo sale accelerates...
Syneos comes off the board, Apollo sale accelerates ADT’s round trip, no signs of stress at Seale...
9-17-2020 Event-Driven Research - Don Bilson
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Data Update: Off-Price Retailers (OPRs) - Footfall...
Data Update: Off-Price Retailers (OPRs) - Footfall Inflecting in 1H of September . . . Stay Posit...
9-17-2020 Retail - Chuck Grom, CFA, CPA
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DRI: Darden Restaurants - Expect Modest SSS & EPS...
DRI: Darden Restaurants - Expect Modest SSS & EPS Upside; We See DRI & Casual Peers in Limbo w/ M...
9-17-2020 Restaurants - Jeff Farmer
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GE: General Electric Co. - “Positive” 2H20 FCF
GE: General Electric Co. - “Positive” 2H20 FCF
9-16-2020 Multi-Industry - John Inch
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August ’20 Retail Sales Recap - Core Sales Down 0.3%...
August ’20 Retail Sales Recap - Core Sales Down 0.3% YOY; Home Improvement, Food & Beverage, & Di...
9-16-2020 Retail - Chuck Grom, CFA, CPA

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