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Title Date
WEN: Wendy's - With Clarity on Longer-term Unit, EBITDA & FCF Guidance in Hand – Investor Focus Will Shift to SSS and We Expect WEN to Deliver 2019-10-11
The Weekend Warrior (10/11) - In Focus: Target w/TRU, Nordstrom w/Boll & Branch, CPI/PPI Recap, Costco Delivers (Again) in September, & COLA Recap 2019-10-11
Delta can’t shake “the question,” Diller isn’t ready to dump Angie just yet, Surprising changeup at SAP, M&A talk at Hormel sounds like bologna (DAL, IAC, SAP, HRL, IPG, DD) 2019-10-11
Broadlines & Hardlines Retail - The Only Constant is Change = Quick Thoughts on Executive Seat Shuffles @ TGT, WMT, & KSS 2019-10-11
MCD: McDonald's - Looking for Largely In-Line SSS & EPS; Return of U.S. Traffic Growth No Layup, But Check Tailwinds Through 2020E Underappreciated 2019-10-11
Judge sends PG&E on a trip to no-man’s land, Fortune Brands may be itching to pull a “Masco,” Apollo sticking its nose in AT&T’s business, Summit Materials cementing a new high (PCG, FBHS, T, OXY, BBBY, SUM) 2019-10-10
HOME: At Home Group - Humble Team + New Strategy on EDLP/SKU Rat Front = Sticking with the 2nd Best Team in Dallas . . . HQ Trip Notes with CEO/CFO 2019-10-10
Warehouse Clubs - Come Clubbin' With Chuck 2.0 = Takes from Costco, BJ's, & Sam's Club Field Trip 2019-10-10
Proprietary data (MRO distribution web traffic report – searching for signs of deceleration) 2019-10-10
Proprietary data (Industrial products pricing – significant price movements in October) 2019-10-10
COST: Costco Wholesale - Core SSS Rise 5.6% vs 5.3% Model. . . Californication as SD, LA, & Bay Area Strong; Reiterate Favorable Bias/Accumulate Rating 2019-10-09
A “new” beginning for Ashland, Axalta update is not encouraging, SPAC talk makes its way onto the backlot at Lions Gate, “HP” has become a dirty two-letter word (ASH, Board of Directors, AXTA, LGF, HP, HPQ, ELY) 2019-10-09
CMG: Chipotle - Upgrading to Hold: Bear Thesis Increasingly Untenable as Sales Momentum Persists Even as CMG Laps Wave of Key Drivers 2019-10-09
Multi-Industry - 3Q19 industrial earnings preview call 2019-10-09
Qiagen succumbs to "peer" pressure, Celanese special sit finally gets some media attention, time running out at PTC, Coors trying to avoid the Golden Sombrero (QGEN, CE, PTC, TAP) 2019-10-08
Allstate (ALL) and Progressive (PGR): Rational Auto Market 2019-10-08
COST: Costco Wholesale - September SSS Pre-Game: We See a 5.3% Core Comp; Tweaking Up Estimates Post 4Q Print 2019-10-08
MMM: 3M - AFFF Science Day round goes to the plaintiffs 2019-10-08
GE: General Electric Co. - GE formalizes future pension plan contributions; overall debt reduction unchanged 2019-10-07
Aramark finds peace atop the ridge, where did all the M&A go?, RingCentral picks up a deal of the year nomination (ARMK, M&A, RNG, IIVI, FUN) 2019-10-07

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