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Title Date Pages
MAR: Marriott - Hotel Management Teams Projecting Recovery Optimism – But Recovery Sustainability Very Much a Show-Me Story 2020-08-10 6
FLIR Systems digging a hole for itself, Roper stepping up in weight class, CoreLogic puts ICE deal to work, Diller grabs the dice (FLIR, ROP, CLGX, WU, YELP, IAC, MGM, FLT, DBX, MHK) 2020-08-10
PH: Parker Hannifin - The big "catch up" continues; raising estimates 2020-08-10 4
InterContinental goes ballistic in mortgages, SolarWinds floats a breezy breakup idea, Summer update for the DXC family, Calling ‘No Bueno’ on KSU story (ICE, SWI, DXC, PRSP, TDC, SERV, UFS, KSU) 2020-08-07 5
EAT: Brinker International - Looking for -12% Chili’s SSS QTD; Casual Dining Risk/Reward in Limbo w/ SSS Recovery Stall Offset by Potential Vaccine Headlines 2020-08-07 6
CHH: Choice Hotels - Great 2Q & July RevPAR, but w/ a Lofty Valuation Multiple and Little to No Demand Catalysts in Fall & Winter, We’re Sidelined 2020-08-06 5
MMM: 3M - Bumping up estimates following company’s positive July commentary 2020-08-06
HLT: Hilton - Improving Trends into July Not A Surprise, But the Return of Business Transient Demand in the Fall Remains a Show Me Story 2020-08-06 5
JACK: Jack in the Box - +9-10% SSS in July – Especially for a Hamburger Player Deserves More Market Attention: Raising SSS & EBITDA Ests. Across Board 2020-08-06 5
Bausch ready to carve off its Lomb, Nuance Family doing quite well, grave diggers aren't needed at Hillenbrand, Apollo does it again (BHC, TDOC, NUAN/CRNC, NOMD, HI, BERY, ACHC, ADT/RXT) 2020-08-06 5
PH: Parker Hannifin - Substantial F4Q20 beat; F21 guidance upside 2020-08-06 3
CHH: Choice Hotels - 2Q20 First Look: RevPAR Performance Doesn’t Get Any Better Than This in the Current Backdrop 2020-08-06 4
HLT: Hilton - HLT 2Q20 1st Look: Results Worse Than Feared; Looking for Detail on July Trends and Recovery Momentum on the Call 2020-08-06 4
JACK: Jack in the Box - F3Q Saw Upside Across the Board: Competitive Position Further Strengthening in COVID Backdrop – Valuation Should Follow 2020-08-05 4
COST: Costco Wholesale - The Beat Goes On; July Core SSS +15.8%, Laterals & Management Takes, Stay Buy-Rated 2020-08-05 4
WEN: Wendy's - Earnings Call & Mgmt. Follow Up Quick Hits: 6% Sell Off Overly Punitive for HSD % SSS & Collection of Sustainable Drivers 2020-08-05 5
W: Wayfair - Walking Its Talk . . . Sales Stay Strong While EBITDA Inflects in 2Q20; Stay Buy-Rated, Raising Price Target to $330 2020-08-05 6
Two Covid darlings get hitched, money transferors aren't talking deals, Evergy goes green, Valvoline prodded, the real Chuck Norris stands up (TDOC/LVGO, WU/MGI, EVRG, ABC, MIDD, GE, VVV, AMCX, Inclusive Cap, FRPT, EMR/ROK) 2020-08-05
WEN: Wendy's - 2Q First Look: SSS Recovery Momentum Builds in June & July – We See Drivers in Place to Support 5%+ SSS Through 1H21E 2020-08-05 5
DD: DUPONT DE NEMOURS INC - Relatively conservative stance into 3Q; catalysts on the horizon 2020-08-05 6

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