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Title Date Pages
DG, DLTR, BURL, COST, WSM, JWN - Model Update Post Prints: The General + Williams Sonoma Winners Today . . . While Burlington & Costco Positioned Well For Tomorrow 2020-05-29 10
CGNX: Cognex - Sizeable headcount reduction highlights more challenged recovery reality 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) 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 2020-05-29 6
ITT: ITT - Significant Long-Term IP Margin Upside 2020-05-29 18
WSM, COST, & JWN - Drive By Thoughts Post Prints: Sonoma Remarkable + Costco Headwinds Yesterday’s News + Nordstrom (+/-) 2020-05-28 7
DD: DUPONT DE NEMOURS INC - Multi-pronged value generation 2020-05-28 4
GE: General Electric Co. - In the long-term grips of recession 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) 2020-05-28 4
DG, DLTR, & BURL - Drive By Thoughts Post 1Q Prints: General Delivers + Tree Will Revitalize FDO Recovery Thesis + BURL Inventory Impressive 2020-05-28 7
P/C Pricing Cycle: Pricing Power in a Recession? Look to History 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 2020-05-27 8
MMM: 3M - M&A > share repo; China caution 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) 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 2020-05-27 3
Proprietary data (Signs of improvement in May as economy reopens; PPE surge begins to subside) 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 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 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 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) 2020-05-26 4

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