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Title Date
RRGB: Red Robin - 2Q19 Underscores What We View As A Multi-Quarter Traffic Headwind with Move Away from Value Promos 2019-08-23
Hasbro finally makes it into the winner's circle, Tractor Supply and HP calling audibles, Full steam ahead at Gap despite Naval setback (HAS, TSCO, GPS, HPQ, ALXN) 2019-08-23
Social Inflation is Back. Legal Advertising Surges 2019-08-23
DG, DLTR, & FIVE - Reading the 2Q Prints: Tweaking up DG + DLTR estimates . . . Down on FIVE; Buyers of the Basket w/ Conviction DG > DLTR > FIVE 2019-08-23
BJ: BJ's Wholesale Club, Inc. - Learnings to Fly = Staying Buy-Rated After Solid 2Q . . . Management Call Back Notes 2019-08-22
PerkinElmer handoff set for year-end, share repurchase siesta at Nordstrom seems suspicious, a second chance to play Pure Storage (PKI, JWN, PSTG, LB, FLT) 2019-08-22
BJ: BJ's Wholesale Club, Inc. - Target 2.0? Quick Thoughts Post 2Q Print + Quality Review 2019-08-22
Near Term Pressure on Asbestos Liabilities to Impact TRV, BRK 2019-08-22
GRUB: Grubhub Inc - Recent 22% Share Price Sell Off is Overdone w/ Street EBITDA Ests. Down Just 4%. European Peers Suggest Healthy Val. Discount 2019-08-22
Franchise System Sales Growth: The Key Value Creation Driver - Which Franchise Companies Lead the System Sales Growth Pack and How Are They Doing It? 2019-08-22
JWN: Nordstrom - Bear Case Still Holds . . . But Stock Looks Washed Out at ~7.9x Forward EPS, Stay Hold-Rated 2019-08-21
TGT: Target - See the Dollar General Playbook for Multiple Expansion Case, Stay Buy-Rated with New $120 Price Target 2019-08-21
New Lowe’s quarterback begins sophomore year with momentum, CapEx worries cut into MSG’s potential, O’Reilly breaks the seal in Mexico (LOW, MSG, ORLY, ELAN) 2019-08-21
Target & Lowe's 2Q19 - Impressive Results from Minneapolis + Mooresville . . . Initial Takes 2019-08-21
HD: Home Depot - Fitting Send Off for Retiring CFO Carol Tomé; Stay Buy-Rated as the “Haves” Continue to Take Share From the “Have Nots” in Retail 2019-08-20
KSS: Kohl's - SSS Trends + Amazon Returns + GPM Clarity = Takes from Management Call Back; 2Q Review 2019-08-20
Apollo making vacation plans at Hilton Grand; animal health is down to its fearsome foursome, another delay at the Garden (HGV, ELAN, MSG, CNHI, FLIR) 2019-08-20
BJ: BJ's Wholesale Club, Inc. - Reading the 2Q Print: Lowering 2Q SSS/EPS View as Geolocation Data Points to Softer Quarter 2019-08-19
Aramark prepares for the Battle of Mantle Ridge, DaVita's tender gets swallowed, a sappy ending to the Citrix M&A story?, two questions still need answering at Tegna (ARMK, DVA, CTXS, NYCB, CONE, TGNA, PRGO, NLSN) 2019-08-19
Home Improvement Update (2Q19) - Lowering SSS/EPS Estimates Across the Board . . . Sticking with HD > LOW Approach Until Uncertainties Dissipate 2019-08-19

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