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Low + Middle Market Pricing Study - February 2018 -...
Low + Middle Market Pricing Study - February 2018 - Family Dollar Invests More in Price + Target ...
3-12-2018 Retail - Chuck Grom
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The Weekend Warrior (3/9/18) - In Focus: Costco + Math...
The Weekend Warrior (3/9/18) - In Focus: Costco + Math Around JWN Deal + M Upgrade + Dept/Disc St...
3-9-2018 Retail - Chuck Grom
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March 5 - March 9
March 5 - March 9
3-9-2018 Event-Driven Weekly - Event-Driven Team
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Tax Refund $ Similar YOY . . . BUT Delay In Refunds For...
Tax Refund $ Similar YOY . . . BUT Delay In Refunds For Those Claiming EITC + ACTC Credits Create...
3-9-2018 Retail - Chuck Grom
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MEDNAX drafting off Envision process, Dana heads for...
MEDNAX drafting off Envision process, Dana heads for England, Navistar loving its two-year old Vo...
3-9-2018 Event-Driven Research - Don Bilson
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Team Grom's Consumer Survey - February '18 -...
Team Grom's Consumer Survey - February '18 - Traffic Slows vs. 6-Month Average in 10/11 Sub Group...
3-9-2018 Retail - Chuck Grom
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DG: Dollar General - Tweaking FY18 EPS Estimates Lower...
DG: Dollar General - Tweaking FY18 EPS Estimates Lower Post DLTR Print; PT Goes To $110; Stay Acc...
3-8-2018 Retail - Chuck Grom
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DLTR: Dollar Tree - Post Management Call Takes +...
DLTR: Dollar Tree - Post Management Call Takes + 2017-2019 Margin Bridge; Remain Buyers on Pullback
3-8-2018 Retail - Chuck Grom
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Cigna takes a ride in the express lane, Elliott and...
Cigna takes a ride in the express lane, Elliott and Akamai settle up, Hess tries to lighten the m...
3-8-2018 Event-Driven Research - Don Bilson
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COST: Costco Wholesale - Better RR's + Strong Core...
COST: Costco Wholesale - Better RR's + Strong Core GPM + February SSS up 7.7% > Slightly Higher T...
3-7-2018 Retail - Chuck Grom
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DLTR: Dollar Tree - What is Howard Levine Thinking...
DLTR: Dollar Tree - What is Howard Levine Thinking Today? Post 4Q Takes, Stay Buy-Rated . . . Bu...
3-7-2018 Retail - Chuck Grom
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Corvex wins at Alabama, Fortive is spinning again,...
Corvex wins at Alabama, Fortive is spinning again, Unpacking some additional thoughts on IP offer...
3-7-2018 Event-Driven Research - Don Bilson
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TGT: Target - Analyst Day Recap Part II; Tweaking...
TGT: Target - Analyst Day Recap Part II; Tweaking Estimates, Price Target Stays At $76
3-6-2018 Retail - Chuck Grom
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International Paper looking for its lucky charm, KLX EPS...
International Paper looking for its lucky charm, KLX EPS passes without incident, Nordstrom famil...
3-6-2018 Event-Driven Research - Don Bilson
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TGT: Target - 4Q Quality Review + 1Q SSS Guide in Focus...
TGT: Target - 4Q Quality Review + 1Q SSS Guide in Focus + Store Tour/Reception Takes = Analyst Da...
3-6-2018 Retail - Chuck Grom
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Auto Insurance Pricing Hard Market Nears an End (PGR,...
Auto Insurance Pricing Hard Market Nears an End (PGR, ALL)
3-6-2018 Insurance - Bill Wilt
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Breakup talk at Eaton gets electrocuted, could Icahn...
Breakup talk at Eaton gets electrocuted, could Icahn turn on Franklin?, waiting on smoke at Hess,...
3-5-2018 Event-Driven Research - Don Bilson
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Dollar Tree - IN CASE YOU MISSED IT --> The Tree...
Dollar Tree - IN CASE YOU MISSED IT --> The Tree Returns To Investment Grade = Buybacks Provide A...
3-2-2018 Retail - Chuck Grom
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JCP: J.C. Penney - There Is More To This Print Than...
JCP: J.C. Penney - There Is More To This Print Than Meets The Eye; 3 Reasons to Be More Optimisti...
3-2-2018 Retail - Chuck Grom
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Feb 26 - March 2
Feb 26 - March 2
3-2-2018 Event-Driven Weekly - Event-Driven Team

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