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Title Date
Multi-Industry - Distributors model update 2019-01-18
New player at MGM’s table, fanning the long-burning embers at Amerisource, precision finds its way to Kansas City Southern, PPG breakup is no sure thing (MGM, ABC, KSU, PPG, SKX, CBRL, KMI) 2019-01-18
EAT: Brinker International - Raising F2Q SSS and EPS Estimates to Reflect Stronger-than-Expected December Casual Dining SSS 2019-01-18
CBRL: Cracker Barrel - Raising F2Q SSS & EPS Estimates to Reflect Heat n’ Serve Price Increase & Stronger-than-Expected December Casual Dining SSS 2019-01-18
TXRH: Texas Roadhouse - Raising 2Q SSS and EPS Estimates to Reflect Stronger-than-Expected December Casual Dining SSS 2019-01-18
BLMN: Bloomin Brands, Inc. - Raising 4Q SSS and EPS Estimates to Reflect Stronger-than-Expected December Casual Dining SSS 2019-01-18
Casual Dining SSS Estimates Too Low Following Strong December - Strong Finish to The Year, But Far More Challenging Comparisons Are Around the Corner - Continue to Favor Franchise Models 2019-01-18
PPG bends but hasn’t broken yet, summing up GM’s busy week, curious dump from Becton, Cars.com finally spills the beans (PPG, GM, BDX, USB, CARS, YELP, BG) 2019-01-17
Travelers (TRV) and Hartford (HIG): Workers Comp Claim Frequency 2019-01-17
M: Macy's - 1x1 Meeting Notes with New CFO Paula Price = Big Shoes to Fill . . . But We Expect Financial Discipline to Continue 2019-01-17
GE: General Electric Co. - Is GECAS a desirable asset? 2019-01-17
GWW: Grainger - Monthly pricing update – Chinese private label (ex. fasteners) pricing all caught up 2019-01-16
Proprietary data report - Industrial products channel pricing – broad-based increases at start of January 2019-01-16
Smiles abound at First Data’s hedge fund hotel, Scott Kirby piloting United to an early arrival, Teradata has a new fan (FDC, UAL, TDC, EW, ARNC) 2019-01-16
Broadlines & Hardlines Retail - ICR 2019 Takeaways = Five Below, BJ’s, Floor & Decor 2019-01-16
CMG: Chipotle - CMG ICR Breakout Session and Public Presentation Quick Hits 2019-01-15
FND: Floor & Decor Holdings - No Update From ICR, But That Might Not Be A Bad Thing 2019-01-15
PLAY: Dave & Buster's - PLAY ICR Breakout Session & Public Presentation Quick Hits 2019-01-15
PPG's gets sideswiped ahead of big week, keeping the lights on for JAB at Dunkin, Jack in the Box story losing its flavor, sizing up newest add at Graphic Packaging (PPG, DNKN, JACK, GPK, QEP) 2019-01-15
DOV: Dover - Self-help standout 2019-01-15

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