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August 2020 Macro Survey (#40) - GHRA Sentiment Index...
August 2020 Macro Survey (#40) - GHRA Sentiment Index Rebounds to 70.3 Led by Future Expectations...
9-1-2020 Retail - Chuck Grom, CFA, CPA
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Updating Estimates to Reflect 10-Q Balance Sheet Updates...
Updating Estimates to Reflect 10-Q Balance Sheet Updates - Model Updates: BJRI, BLMN, EAT, JACK, ...
8-31-2020 Restaurants - Jeff Farmer
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Fall & Winter Hotel Demand Drivers Outlook -...
Fall & Winter Hotel Demand Drivers Outlook - Three-Part Series - Part One: A Closer Look at Poten...
8-31-2020 Lodging - Robert Mollins
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Web Traffic Data Update (8/31) - Online Growth Remains...
Web Traffic Data Update (8/31) - Online Growth Remains Elevated in August; W/LOW/M/KSS Decelerate...
8-31-2020 Retail - Chuck Grom, CFA, CPA
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COST: Costco Wholesale - Raising August Core SSS to...
COST: Costco Wholesale - Raising August Core SSS to +13.5%, Boosting 4Q20 Estimates > Street, and...
8-31-2020 Retail - Chuck Grom, CFA, CPA
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Ground control losses sight of Gap idea, an interesting...
Ground control losses sight of Gap idea, an interesting night at Nutanix, Peltz sticks with Proct...
8-28-2020 Event-Driven Research - Don Bilson
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Fiscal Cliff/Slope is Here: A Closer Look at Restaurant...
Fiscal Cliff/Slope is Here: A Closer Look at Restaurant Exposure - State-by-State Guide to Unempl...
8-28-2020 Restaurants - Jeff Farmer
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BURL: Burlington Stores, Inc. - Tough Times for OPR’s ....
BURL: Burlington Stores, Inc. - Tough Times for OPR’s . . . But Model Has Shown Durability; Manag...
8-27-2020 Retail - Chuck Grom, CFA, CPA
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DG: Dollar General - There’s the General . . . And Then...
DG: Dollar General - There’s the General . . . And Then There Is Everyone Else; Mgmt C/B Confirms...
8-27-2020 Retail - Chuck Grom, CFA, CPA
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DLTR: Dollar Tree - Not as Bad as Stock Reaction...
DLTR: Dollar Tree - Not as Bad as Stock Reaction Suggests, but Tree Banner Uncertainty Now Exits;...
8-27-2020 Retail - Chuck Grom, CFA, CPA
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Something to “Crow” about in building materials, Crown...
Something to “Crow” about in building materials, Crown Castle gets a knock, Box continues to deli...
8-27-2020 Event-Driven Research - Don Bilson
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WSM: Williams-Sonoma - It’s Better To Chase Than Be...
WSM: Williams-Sonoma - It’s Better To Chase Than Be Heavy; CFO Call Back Notes Post 2Q Print
8-27-2020 Retail - Chuck Grom, CFA, CPA
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H: Hyatt - Model Update
H: Hyatt - Model Update
8-26-2020 Lodging - Robert Mollins
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Home Improvement - Cat 4 Laura & Its Impact Already...
Home Improvement - Cat 4 Laura & Its Impact Already on Louisiana Traffic Patterns + Store Exposur...
8-26-2020 Retail - Chuck Grom, CFA, CPA
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Benioff won’t be dealing in this environment, Five...
Benioff won’t be dealing in this environment, Five percent days piling up at Elanco, Anaplan find...
8-26-2020 Event-Driven Research - Don Bilson
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IR: Ingersoll Rand - Synergies driving growth beyond...
IR: Ingersoll Rand - Synergies driving growth beyond 2022
8-26-2020 Multi-Industry - Ivana Delevska
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JWN: Nordstrom - Near-Term Set-Up Opaque . . . But...
JWN: Nordstrom - Near-Term Set-Up Opaque . . . But Long-Term Model Has Staying Power, Lower PT to...
8-25-2020 Retail - Chuck Grom, CFA, CPA
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Haemonetics needs more than an FDA band-aid, FirstEnergy...
Haemonetics needs more than an FDA band-aid, FirstEnergy can't get started, GFL fires back (HAE, ...
8-25-2020 Event-Driven Research - Don Bilson
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Sprinkling Gap with some LULU dust, AGCO anoints its new...
Sprinkling Gap with some LULU dust, AGCO anoints its new Deere hunter, Ingevity stays at home wit...
8-24-2020 Event-Driven Research - Don Bilson
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The Front Desk Tells All - Boston - After Speaking w/...
The Front Desk Tells All - Boston - After Speaking w/ Hotel Workers 1 Thing Is Clear – Hotel Dema...
8-24-2020 Lodging - Robert Mollins

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