Chuck Grom, CFA, CPA
Senior Analyst, Retail

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W: Wayfair
W: Wayfair
5-7-2021
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FND: Floor & Decor Holdings - Strong Print from the...
FND: Floor & Decor Holdings - Strong Print from the ATL - Raising Estimates and Price Target to $...
5-6-2021
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HOME: At Home Group - While That Was Quick; Downgrade...
HOME: At Home Group - While That Was Quick; Downgrade to Hold-Rated Post Takeout at $36 Per Share...
5-6-2021
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COST: Costco Wholesale - Going Back to Cali . . . 3...
COST: Costco Wholesale - Going Back to Cali . . . 3 Straight Months of 23%+ 2-Year Stacked Cores...
5-5-2021
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Data Science Update: Web Traffic (4/30) - Most Banners...
Data Science Update: Web Traffic (4/30) - Most Banners Accelerate On 2-Year Stacks in April vs. M...
5-4-2021
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COST: Costco Wholesale - April SSS Pre-Game =...
COST: Costco Wholesale - April SSS Pre-Game = Increasing Comp View to +23.0% and Bumping up 3Q EP...
5-4-2021
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W: Wayfair - Raising 1Q21 Direct Rev Forecast to +48%...
W: Wayfair - Raising 1Q21 Direct Rev Forecast to +48% YOY . . . But Way Day 2021 Data Works Sugge...
5-3-2021
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March PCE Results - Spending Accelerates in March; With...
March PCE Results - Spending Accelerates in March; With Big Step Up in Savings Rate. . . + For Co...
4-30-2021
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SFM: Sprouts Farmers Markets - Reading the 1Q Print:...
SFM: Sprouts Farmers Markets - Reading the 1Q Print: Holding SSS At -6.0%/Lowering EPS Slightly; ...
4-29-2021
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April Week 3 Data Science Update - Week 3 > Week 2...
April Week 3 Data Science Update - Week 3 > Week 2 on Footfall Front: Sequential Improvement on t...
4-28-2021
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FND: Floor & Decor Holdings - Reading the 1Q Print:...
FND: Floor & Decor Holdings - Reading the 1Q Print: Data + Backdrop Looks Robust; Raising 1Q Esti...
4-27-2021
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The Weekend Warrior (4/23/21) - In Focus: BJ’s, Costco,...
The Weekend Warrior (4/23/21) - In Focus: BJ’s, Costco, Kohl’s, NAHB Remodel + Buyer Traffic Inde...
4-23-2021
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TSCO: Tractor Supply Company - Hell of a View as...
TSCO: Tractor Supply Company - Hell of a View as Momentum Begets Momentum; Post Management Callba...
4-22-2021
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Mid-April Data Science Update - Comparing/Contrasting...
Mid-April Data Science Update - Comparing/Contrasting Footfall Before, During, and After Stimulus...
4-21-2021
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PTON: Peloton Interactive - 3Q21 Data Cues Up Another...
PTON: Peloton Interactive - 3Q21 Data Cues Up Another Top Line Beat; The Gym Traffic Rebound + So...
4-16-2021
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April 2021 Macro Survey (#47) - GHRA Sentiment Index...
April 2021 Macro Survey (#47) - GHRA Sentiment Index Rebounds To 103.0 vs. 4-Year Avg. of 88.9; P...
4-16-2021
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March '21 Retail Sales Recap - Best Monthly Gain...
March '21 Retail Sales Recap - Best Monthly Gain Since 1993 . . . 2 Year Gains Strongest in Appar...
4-15-2021
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CTRN: Citi Trends - 5 Takes Post CFO C/B Following 1Q...
CTRN: Citi Trends - 5 Takes Post CFO C/B Following 1Q Pre-Announce + Sales Per Store Analysis for...
4-14-2021
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Tracking Consumer Behavior in a Covid World (Week #57)...
Tracking Consumer Behavior in a Covid World (Week #57) - What A Difference a Month Makes as Avers...
4-14-2021
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HOME: At Home Group - Initiating Coverage with...
HOME: At Home Group - Initiating Coverage with Accumulate Rating: Data Firm While Positive Call w...
4-13-2021

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