| DG, DLTR, BURL, COST, WSM, JWN - Model Update Post Prints: The General + Williams Sonoma Winners Today . . . While Burlington & Costco Positioned Well For Tomorrow
|
Grom, CFA, CPA, Chuck |
2020-05-29 |
10 |
| CGNX: Cognex - Sizeable headcount reduction highlights more challenged recovery reality
|
Lau, Karen |
2020-05-29 |
4 |
| Closing the book on Tapestry, DXC is running out of things to cut, Don’t sleep on CF’s Tony Will, Kimberly CEO is still a “no” (TPR, DXC, GCP, CF, KMB)
|
Bilson, Don |
2020-05-29 |
4 |
| CBRL: Cracker Barrel - With Almost 70% of System Reopened over Last 5 Weeks, Sequential SSS Improvement Likely Solid, But Relative SSS Still Lag
|
Farmer, Jeff |
2020-05-29 |
6 |
| ITT: ITT - Significant Long-Term IP Margin Upside
|
Inch, John |
2020-05-29 |
18 |
| WSM, COST, & JWN - Drive By Thoughts Post Prints: Sonoma Remarkable + Costco Headwinds Yesterday’s News + Nordstrom (+/-)
|
Grom, CFA, CPA, Chuck |
2020-05-28 |
7 |
| DD: DUPONT DE NEMOURS INC - Multi-pronged value generation
|
Inch, John |
2020-05-28 |
4 |
| GE: General Electric Co. - In the long-term grips of recession
|
Inch, John |
2020-05-28 |
3 |
| Hatchet burial at Alexion may open a gate, HP taps the brakes on its 325 plan, plenty of good stuff inside Starboard’s “Box,” M&A guidance at Mondelez now tilting upward (ALXN, HPQ, BOX, MDLZ, CFG, HTZ)
|
Bilson, Don |
2020-05-28 |
4 |
| DG, DLTR, & BURL - Drive By Thoughts Post 1Q Prints: General Delivers + Tree Will Revitalize FDO Recovery Thesis + BURL Inventory Impressive
|
Grom, CFA, CPA, Chuck |
2020-05-28 |
7 |
| P/C Pricing Cycle: Pricing Power in a Recession? Look to History
|
Wilt, Bill |
2020-05-28 |
4 |
| “Reopened” States Saw Sales Build Through Holiday Weekend - 23,000+ Restaurant Data Set Shows 15 Point Sales Growth Inflection w/ State “Reopening” & Steady Sales Recovery Build Each Week
|
Farmer, Jeff |
2020-05-27 |
8 |
| MMM: 3M - M&A > share repo; China caution
|
Inch, John |
2020-05-27 |
3 |
| Dropbox has a Facebook moment, HP back in action, two more Say on Pay failures, June brings two SpinCo anniversaries (DBX, HPQ, MMSI, BG, SSNC, PRSP, WH)
|
Bilson, Don |
2020-05-27 |
4 |
| Web Traffic Data Update (5/26) - Essentials Slow . . . But Stay Elevated YOY; Wayfair Up ~120% YOY; TSCO Leads Home Improvement MTD Followed by HD then LOW
|
Grom, CFA, CPA, Chuck |
2020-05-27 |
3 |
| Proprietary data (Signs of improvement in May as economy reopens; PPE surge begins to subside)
|
Inch, John |
2020-05-27 |
14 |
| DPZ: Domino's Pizza Inc - SSS Momentum Builds Even w/ Accelerating Restaurant Re-openings – Peak Valuation & SSS Crest Keep Us on Sidelines
|
Farmer, Jeff |
2020-05-26 |
6 |
| TSCO: Tractor Supply Company - Dirt Roads, Sunsets, & PBR’s – The Year of the Backyard Continues; Raising Estimates, PT to $130 . . . Management Call Back Notes
|
Grom, CFA, CPA, Chuck |
2020-05-26 |
5 |
| Apple Mobility Trends/INRIX Data (5/26) - The Recovery Rolls On . . . U.S. Traffic +46.8% in May w/22 States Above Pre-COVID Levels; Off-Price Catch-Up Trade Still Has Legs
|
Grom, CFA, CPA, Chuck |
2020-05-26 |
6 |
| Elanco shareholders are growling, twisted European web may finally be ready to unravel, activism thoughts for two package deliverers (ELAN, REGN, NESN, FDX, UPS, TCBI/IBTX, TAP)
|
Bilson, Don |
2020-05-26 |
4 |