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Title Date Pages
Proprietary data - Slow start to MRO web traffic in January 2021-01-25 13
Proprietary data - Web prices meaningfully higher y/y 2021-01-25 5
SpacMaster dials up Blackstone again, NCR cruises to victory at Cardtronics, backsliding at IBM wipes out spin gains, getting excited for Google’s Cloud disclosure (Foley, CATM, IBM, GOOGL, ACHC, KSU) 2021-01-25 4
2021 Weather Outlook Call - Upcoming Weather Looks Very Favorable for Retailers with Mild Winter Leading Into Warm/Dry Spring; 4 Key Takes 2021-01-25 4
Multi-Industry - Near-term raws squeeze 2021-01-25 8
Global Homesharing/OTA Web Deep Dive - vrbo Made Meaningful Progress in Expanding Its International Web Presence in 2020 – Quite the Opposite of Airbnb 2021-01-25 27
EMR: Emerson - Upgrade feedback (Does Larry Culp have a clone?) 2021-01-22 4
Casual Dining Segment Read Throughs from BJRI Pre-Release - Indoor Dining Suspension Headwinds Peaked in Late December, Jan. SSS Declines Moderating as States Slowly Allow Reopening 2021-01-22 6
DD: DUPONT DE NEMOURS INC - PFAS settlements clear the decks 2021-01-22 4
New Intel boss isn’t ready to join Team Fab-less just yet, CSX looking for more balance, ARK pushes Paccar into the Century Club, American Eagle now a SoTP baby (INTC, CSX, PCAR, AEO, CTVA, Regional Banks ) 2021-01-22 4
ABNB: Airbnb - US 4Q Short-term Rental KPIs Held Steady Relative to 3Q, Despite December Softening from October & November Levels 2021-01-22 11
Comparing/Contrasting Stimulus Spend - Consumers Spending Faster (~53% vs. ~44% Last Spring) . . . While Discretionary Categories > HH Essentials; Survey Work = 4 Takes 2021-01-22 4
DD: DUPONT DE NEMOURS INC - One catalyst in sight; fundamental transformation continues 2021-01-22 9
SBUX: Starbucks Corp - Looking for Modest EPS Upside & for Shares to Shrug Off F2Q US SSS Guidance Intro Miss; Fully Valued at 30x EPS (25% premium) 2021-01-22 7
ICYMI - TripAdvisor Out with 2021 Global Travel Trends to Watch - Survey Encouraging for Global Travel in 2021; but We View it as a Stretch w/ Rising Cases & Slower-than-Expected Vaccine Rollout 2021-01-21 3
Starboard looks to run up the score at Corteva, Sealed Air’s “mystery” buyer gets its opening, Adtalem CEO must now ward off an activist, United’s Kirby has a new target in mind (CTVA, ACIW, SEE, ATGE, UAL, HAE) 2021-01-21 4
EAT: Brinker International - Looking for Moderating SSS Declines in Jan w/ End of Indoor Dining Suspension in Several States; $15 Min Wage Will Be a Call Focus 2021-01-21 6
PTON: Peloton Interactive - Expanding Marketing Prowess, Recent Developments & Views on NT Sales Upside 2021-01-21 6
American Airlines accidently tips its hand, Slow and steady is working for GM’s Barra, Lumentum feels some heat (AAL, GM, DFS, NFLX, PG, LITE, XRX) 2021-01-20 4
MCD: McDonald's - Expect 4Q20/Jan. SSS Shortfall w/ Restrictions Up Globally; Reward > Risk w/ Market Appreciating Headwinds + G&A/Capex Reset 2021-01-20 9

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