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Under Parke’s Watchful Eye: DLTR & DG Field Work -...
Under Parke’s Watchful Eye: DLTR & DG Field Work - Round #8 of Georgia + Tennessee Checks = A Clo...
4-9-2019 Retail - John Parke
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ITT: ITT - Foundation for upside now in place; raising...
ITT: ITT - Foundation for upside now in place; raising price target to $70
4-9-2019 Multi-Industry - John Inch
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Celanese question answered, Starboard puts Dollar Tree...
Celanese question answered, Starboard puts Dollar Tree in the win column, waiting on an answer fr...
4-8-2019 Event-Driven Research - Don Bilson
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COST: Costco Wholesale - March SSS Pre-Game = Modeling...
COST: Costco Wholesale - March SSS Pre-Game = Modeling 6.8% Core SSS . . . Card Data + Footfall P...
4-8-2019 Retail - Chuck Grom
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Amazon/Whole Foods Pricing Study - Bark > Bite...
Amazon/Whole Foods Pricing Study - Bark > Bite (Again) As Latest Round Yields Just a 1.0% Drop in...
4-8-2019 Retail - Chuck Grom
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GHRA ROIC Quarterly: Taking Stock of Value Creation -...
GHRA ROIC Quarterly: Taking Stock of Value Creation - WING & CMG Positioned to See Greatest ROIC ...
4-8-2019 Restaurants - Jeff Farmer
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GE: General Electric Co. - Setting realistic 1Q19 FCF...
GE: General Electric Co. - Setting realistic 1Q19 FCF expectations
4-8-2019 Multi-Industry - John Inch
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Multi-Industry events (1Q19 Multi-industry earnings...
Multi-Industry events (1Q19 Multi-industry earnings preview call )
4-5-2019 Multi-Industry - John Inch
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Dusting off a long-forgotten Oshkosh idea, Perrigo...
Dusting off a long-forgotten Oshkosh idea, Perrigo closing in on generics sale, GroupThink taking...
4-5-2019 Event-Driven Research - Don Bilson
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March 2019 Macro Survey - Tax Refund Tilts More...
March 2019 Macro Survey - Tax Refund Tilts More Favorable Than Latest IRS Data Would Suggest + Co...
4-5-2019 Retail - Chuck Grom
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MSC F2Q19 preview - sequential GM guide likely to set...
MSC F2Q19 preview - sequential GM guide likely to set the tone for 2H share performance
4-5-2019 Multi-Industry - John Inch
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PG&E powers up its boardroom with investors, Citrix...
PG&E powers up its boardroom with investors, Citrix looking to strike while the PE iron is hot, i...
4-4-2019 Event-Driven Research - Don Bilson
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WSM: Williams-Sonoma - California Dreamin’ . . . HQ Trip...
WSM: Williams-Sonoma - California Dreamin’ . . . HQ Trip Yields Modest NT Concerns . . . With Pot...
4-4-2019 Retail - Chuck Grom
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Economic Data as a Leading Indicator of Restaurant SSS -...
Economic Data as a Leading Indicator of Restaurant SSS - Leading Economic Indicator Trends (Inclu...
4-4-2019 Restaurants - Jeff Farmer
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RRGB: Red Robin - RRGB Pursuing a New CEO; but There Are...
RRGB: Red Robin - RRGB Pursuing a New CEO; but There Are No Quick Fixes for This Regional Casual ...
4-3-2019 Restaurants - Jeff Farmer
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DOV: Dover - Finder farewell
DOV: Dover - Finder farewell
4-3-2019 Multi-Industry - John Inch
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Delta flaunts its hidden gem, Alcon touts the spin-merge...
Delta flaunts its hidden gem, Alcon touts the spin-merge credentials of its new CFO, chip industr...
4-3-2019 Event-Driven Research - Don Bilson
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BJ: BJ's Wholesale Club, Inc. - 1Q Field Work + Card...
BJ: BJ's Wholesale Club, Inc. - 1Q Field Work + Card Data Support Near-Term Favorable Bias as CEO...
4-3-2019 Retail - Chuck Grom
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GE: General Electric Co. - GE outsized debt points to...
GE: General Electric Co. - GE outsized debt points to underperformance in future economic softening
4-3-2019 Multi-Industry - John Inch
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European trade show takeaways - Another European...
European trade show takeaways - Another European step-down in demand despite Brexit stockpiling
4-3-2019 Multi-Industry - John Inch

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