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DLTR: Dollar Tree - Reading the 4Q Print: Some Optimism...
DLTR: Dollar Tree - Reading the 4Q Print: Some Optimism Plausible . . . But We Remain Bearish on ...
2-28-2020 Retail - Chuck Grom
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KSS: Kohl's - Reading the 4Q Print: Easy Comps +...
KSS: Kohl's - Reading the 4Q Print: Easy Comps + Weather + Analyst-Day < LT Strategic Positioning...
2-28-2020 Retail - Chuck Grom
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COST: Costco Wholesale - Reading the 2Q Print + February...
COST: Costco Wholesale - Reading the 2Q Print + February SSS Preview: Waving a "Yellow" Flag on ...
2-28-2020 Retail - Chuck Grom
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TGT: Target - Reading the 4Q Print: Staying Constructive...
TGT: Target - Reading the 4Q Print: Staying Constructive as Recipe for 2019 Success Should Still ...
2-28-2020 Retail - Chuck Grom
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JWN: Nordstrom - Reading the 4Q Print: We See EPS >...
JWN: Nordstrom - Reading the 4Q Print: We See EPS > Street + Guide In-Line = More Than Enough at ...
2-28-2020 Retail - Chuck Grom
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DOV: Dover - Fluids deep-dive
DOV: Dover - Fluids deep-dive
2-28-2020 Multi-Industry - John Inch
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JCP: J.C. Penney - Controlling What It Can Control . . ....
JCP: J.C. Penney - Controlling What It Can Control . . . But the Clock is Ticking – Post 4Q Thoughts
2-27-2020 Retail - Chuck Grom
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Scanning the skies for buzzards over Alexion, OxyDarko...
Scanning the skies for buzzards over Alexion, OxyDarko wheezing into earnings, FLIR unveils new s...
2-27-2020 Event-Driven Research - Don Bilson
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TJX: TJX Companies Inc - Upgrading to Buy-Rated with $75...
TJX: TJX Companies Inc - Upgrading to Buy-Rated with $75 Price Target = Tier 1 Name In a Tier 1 R...
2-27-2020 Retail - Chuck Grom
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Social Inflation is Back: Legal Advertising Surpasses $1...
Social Inflation is Back: Legal Advertising Surpasses $1 Bil.
2-27-2020 Insurance - Bill Wilt
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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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