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Title Date
No renovations planned at Abbott, Keurig trading volume is overcaffeinated, SLM says goodbye to single digits, HSA door may finally be creaking open at Webster (ABT, KDP, SLM, WBS, LB, PTC, SRCL) 2020-01-23
SBUX: Starbucks Corp - Shares Discounting Continued Global SSS Momentum and We See Drivers in Place for SBUX to Deliver 2020-01-23
GE: General Electric Co. - “Beat and raise” has already played out 2020-01-23
China Industrial Land Snapshot - Rising tide not lifting all boats; 5G boom; enough real estate pain and sold-out masks 2020-01-23
Bugles blaring at Xerox, an APB has been issued for Entegris in Delaware, Eaton re-writes its script, first sign of blood at Merit Medical (XRX, HPQ, ENTG, ETN, MMSI, CMA, Darren Jackson) 2020-01-22
Deliveroo - Readthroughs from Across the Pond: Delivery is Expensive; A Failed AMZN Investment in Deliveroo Will Bode Well for GRUB Shares 2020-01-22
ETN: Eaton - Sale of Hydraulics eliminates a cyclical anchor 2020-01-21
Qiagen pulse beats a little louder, history repeating itself at Best Buy, VF checks another box, eyeing JB as an XPO last-mile fit (QGEN, BBY, VFC, EVRG, JBHT, SERV, AIN, SIX) 2020-01-21
Commercial Auto: Some Favorable Tailwinds into 2020 2020-01-20
PLAY: Dave & Buster's - Change is Coming. What Form it Will Take Remains to be Seen – But the KKR Filing Strongly Suggests That it is Coming. 2020-01-17
WING: Wingstop - Five Things That Grabbed Our Attention at the Wingstop Investor Day 2020-01-17
An eyebrow raising morning at E*TRADE, the barbarians have crashed the party at Dave & Busters, DuPont throws a curveball, Old Navy spin is buried at sea (ETFC, PLAY, DD, GPS, PPG, SIG) 2020-01-17
DD: DUPONT DE NEMOURS INC - Potential E&I deal catalyst 2020-01-16
December ’19 Retail Sales Recap - Digital + Home Improve Shine . . . But Most Categories Slow on 2-Year Basis as Holiday Data Points Continue to be Soft 2020-01-16
Whiplash at XPO, Textron tackles its comp problem, sluggishness at Integra is getting harder to ignore (XPO, TXT, IART, TGNA, NLSN) 2020-01-16
Proprietary data (MRO distribution web traffic report – stable December trend ex. holidays) 2020-01-16
Proprietary data (Industrial products pricing: modest increase in 2020; supplier’s pricing trends are mixed) 2020-01-16
Multi-Industry - 4Q19 Industrial Earnings Preview call 2020-01-16
New Perkin-Elmer CEO debuts with little splash, storm clouds forming over Tegna, door appears open at Premier Inc, hot-hand gives it another try at Advanced Auto (PKI, TGNA, PINC, AAP, ACIW, TRN) 2020-01-15
TGT: Target - Shorter Season + Fulfillment Mixdown = Likely Culprits Behind Holiday Miss = Buy the Weakness (like Five Below) 2020-01-15

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