Chuck Grom, CFA, CPA
Senior Analyst, Retail

Keyword

Tickers

Clear search
⬤
CTRN: Citi Trends - Lowering ‘22 EPS to $0.98 from...
CTRN: Citi Trends - Lowering ‘22 EPS to $0.98 from $1.90 and PT to $18; We Like CEO Makuen But Gu...
8-24-2022
⬤
JWN: Nordstrom - More Off Price Woes as Rack...
JWN: Nordstrom - More Off Price Woes as Rack Deceleration Hits Sharpy; Lowering Estimates and Pri...
8-23-2022
⬤
DKS: Dick's Sporting Goods, Inc. - 2Q Beat/’22...
DKS: Dick's Sporting Goods, Inc. - 2Q Beat/’22 Guide Raise Anticipated & Reflected, But Pittsburg...
8-23-2022
⬤
M: Macy's - Discipline is Key; CFO Callback Notes...
M: Macy's - Discipline is Key; CFO Callback Notes Highlighted by BTS > 2Q Exit Rate, Lowering Est...
8-23-2022
⬤
Broadlines & Hardlines Retailing - August Traffic...
Broadlines & Hardlines Retailing - August Traffic Update = DKS (+), M (+), JWN (+/=), CTRN (+), D...
8-22-2022
⬤
W: Wayfair - Workforce Reduction Reinforces Greater...
W: Wayfair - Workforce Reduction Reinforces Greater Focus on Profitability . . . Not Recent Sale...
8-22-2022
⬤
ROST: Ross Stores, Inc. - Our Thoughts on the Lowered...
ROST: Ross Stores, Inc. - Our Thoughts on the Lowered Guide + Shift in AUR Strategy; Lowering Est...
8-18-2022
⬤
KSS: Kohl's - Smart Guide from Menomonee Falls......
KSS: Kohl's - Smart Guide from Menomonee Falls... but Inventory Build + Traffic Elusiveness Keeps...
8-18-2022
⬤
BJ: BJ's Wholesale Club, Inc. - Taking Pages Out of...
BJ: BJ's Wholesale Club, Inc. - Taking Pages Out of the Costco Playbook; Great 2Q Print from Marl...
8-18-2022
⬤
TGT: Target - Minneapolis Should Have Taken the Free...
TGT: Target - Minneapolis Should Have Taken the Free Pass to Lower the Comp Bar; Post 2Q Thoughts...
8-17-2022
⬤
LOW: Lowe's - Defies Skeptics With 2Q EPS Beat +...
LOW: Lowe's - Defies Skeptics With 2Q EPS Beat + Guidance Reiteration; Raising EPS and PT to $240...
8-17-2022
⬤
TJX: TJX Companies Inc - Strong Merch Margins...
TJX: TJX Companies Inc - Strong Merch Margins Control/Discipline > Decelerating SSS; Lowering Ou...
8-17-2022
⬤
WMT: Walmart - Post 2Q22 Thoughts + Management Takes +...
WMT: Walmart - Post 2Q22 Thoughts + Management Takes + Laterals + Group Traffic Update Through 8/13
8-16-2022
⬤
HD: Home Depot - Strong Execution Despite Slowing...
HD: Home Depot - Strong Execution Despite Slowing Housing/Macro Backdrop; 2H Outlook Reflects Som...
8-16-2022
⬤
Broadlines & Hardlines Retailing - August Traffic...
Broadlines & Hardlines Retailing - August Traffic Update = HD, WMT, LOW, TGT, TJX, KSS, BJ, & ROST
8-15-2022
⬤
Broadlines & Hardlines Retail - Adjusting 2Q22...
Broadlines & Hardlines Retail - Adjusting 2Q22 & FY22 SSS/EPS Estimates; Staying Disciplined & De...
8-5-2022
⬤
FND: Floor & Decor Holdings - Pro Buoys 2Q Print...
FND: Floor & Decor Holdings - Pro Buoys 2Q Print and 2H Outlook While Margin Upside Potential In ...
8-4-2022
⬤
SFM: Sprouts Farmers Markets - Fading the Rally and...
SFM: Sprouts Farmers Markets - Fading the Rally and Staying Reduce-Rated Post 2Q Print = Traffic ...
8-4-2022
⬤
W: Wayfair - Upgrade to Hold-Rated = Still More...
W: Wayfair - Upgrade to Hold-Rated = Still More Questions Than Answers . . . But We Think It’s Ti...
8-4-2022
⬤
Broadlines & Hardlines Retailing - Proprietary 2Q22...
Broadlines & Hardlines Retailing - Proprietary 2Q22 Store Manager Survey = TGT, TJX, ROST, & BURL...
8-4-2022

Contact us here for help accessing content or arranging a relationship with our firm.