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Multi-Industry - Covid crossroads
Multi-Industry - Covid crossroads
2-27-2020 Multi-Industry - John Inch
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Broadlines & Hardlines Retail - EPS Updates: Sprouts...
Broadlines & Hardlines Retail - EPS Updates: Sprouts + Lowe's
2-26-2020 Retail - Chuck Grom
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GRUB: Grubhub Inc - Our Thoughts on Grubhub’s Membership...
GRUB: Grubhub Inc - Our Thoughts on Grubhub’s Membership Launch and Management Call Quick Hits
2-26-2020 Restaurants - Robert Mollins
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MAGA trade a problem for BWX, Voya tax asset presents a...
MAGA trade a problem for BWX, Voya tax asset presents a problem, Wesco choking, Freshpet barking,...
2-26-2020 Event-Driven Research - Don Bilson
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WEN: Wendy's - Impressive SSS Momentum to End the...
WEN: Wendy's - Impressive SSS Momentum to End the Year; We Continue to Expect a Material Breakfas...
2-26-2020 Restaurants - Jeff Farmer
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LOW: Lowe's - GPM Better . . . But SSS Light; Still...
LOW: Lowe's - GPM Better . . . But SSS Light; Still Prefer Atlanta > Charlotte - Updated Quality...
2-26-2020 Retail - Chuck Grom
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RRGB: Red Robin - We See RRGB’s Turnaround Strategy as...
RRGB: Red Robin - We See RRGB’s Turnaround Strategy as High Risk/Modest Reward: Ongoing Investor ...
2-25-2020 Restaurants - Jeff Farmer
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CBRL: Cracker Barrel - With Holiday SSS Inflection in...
CBRL: Cracker Barrel - With Holiday SSS Inflection in Rear View Mirror – We See Decelerating SSS ...
2-25-2020 Restaurants - Jeff Farmer
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HD: Home Depot - Set-Up Remains Compelling as Housing +...
HD: Home Depot - Set-Up Remains Compelling as Housing + Weather Should Buoy Sales > 3.5%-4.0% SSS...
2-25-2020 Retail - Chuck Grom
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M: Macy's - CFO Call Back Notes + Post 4Q Takes = 1Q...
M: Macy's - CFO Call Back Notes + Post 4Q Takes = 1Q Commentary Takes Center Stage, Adjusting Est...
2-25-2020 Retail - Chuck Grom
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New HP defense looks much improved, eyeing Olin as an...
New HP defense looks much improved, eyeing Olin as an Axiall 2.0 candidate, a slump-busting quart...
2-25-2020 Event-Driven Research - Don Bilson
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CBRL: Cracker Barrel - F2Q20 SSS See Big Benefit from...
CBRL: Cracker Barrel - F2Q20 SSS See Big Benefit from Strong January Segment Trends & 15% Heat n’...
2-25-2020 Restaurants - Jeff Farmer
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FTV: Fortive Corp. - Vontier S-1 filing takeaways
FTV: Fortive Corp. - Vontier S-1 filing takeaways
2-25-2020 Multi-Industry - John Inch
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FIG deals falling out of the sky like hail, eight...
FIG deals falling out of the sky like hail, eight hundred basis points of mystery at Dropbox, a c...
2-24-2020 Event-Driven Research - Don Bilson
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AME: AMETEK, Inc. - Pricing power and M&A execution...
AME: AMETEK, Inc. - Pricing power and M&A execution continue to drive upside
2-24-2020 Multi-Industry - Ivana Delevska
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CGNX: Cognex - Model update
CGNX: Cognex - Model update
2-21-2020 Multi-Industry - Karen Lau
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W: Wayfair - Reading the 4Q Print = 4 Reasons to Be...
W: Wayfair - Reading the 4Q Print = 4 Reasons to Be Concerned, But Job Cuts Could Signal A Slowdo...
2-21-2020 Retail - Chuck Grom
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FND: Floor & Decor Holdings - Solid Print from the...
FND: Floor & Decor Holdings - Solid Print from the ATL - Set-Up in '20/'21 Remains Attractive - R...
2-20-2020 Retail - Chuck Grom
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SFM: Sprouts Farmers Markets - Bottom Is Likely In:...
SFM: Sprouts Farmers Markets - Bottom Is Likely In: Refined Promo Strategy = GPM “Source” . . . P...
2-20-2020 Retail - Chuck Grom
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TXRH: Texas Roadhouse - 4Q Impresses; See Jump in...
TXRH: Texas Roadhouse - 4Q Impresses; See Jump in Valuation Premium as Short Lived w/ Cost Pressu...
2-20-2020 Restaurants - Jeff Farmer

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