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Chipotle - Q2 Soft & Street #’s Coming Down:...
Chipotle - Q2 Soft & Street #’s Coming Down: “Show-Me” Story Intensifying, But We Believe CMG Pur...
7-23-2025 Restaurants - Jeff Farmer
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HUM Star Ratings Lawsuit Transferred to Judge...
HUM Star Ratings Lawsuit Transferred to Judge O'Connor
7-23-2025 Legal & Regulatory - Thomas Claps
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Zillow Group - Raising 2Q Ests Following June Industry...
Zillow Group - Raising 2Q Ests Following June Industry Data Release, but Staying on the Sidelines...
7-23-2025 Internet - Robert Mollins
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Event-Driven Research (CNI, FI, BKR, LMT, GPC, CPAY,...
Event-Driven Research (CNI, FI, BKR, LMT, GPC, CPAY, SNV)
7-23-2025 Event-Driven Research - Don Bilson
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Wingstop - Looking for: Modest SSS Upside, In-Line...
Wingstop - Looking for: Modest SSS Upside, In-Line EBITDA & ’25 Guidance Reit. See Valuation Expa...
7-23-2025 Restaurants - Jeff Farmer
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Mid-July Traffic Update - Footfall Slows a Bit, But...
Mid-July Traffic Update - Footfall Slows a Bit, But Stays > Trend Line; Winners = OLLI, COST, TSC...
7-23-2025 Retail - Chuck Grom, CFA, CPA
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Williams-Sonoma - Upgrading San Fran to Buy-Rated/$205...
Williams-Sonoma - Upgrading San Fran to Buy-Rated/$205 Price Target = SSS Bottoming Out + Strong ...
7-23-2025 Retail - Chuck Grom, CFA, CPA
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Event-Driven Research (Rails, MEDP, GS, CLF, A, DHR,...
Event-Driven Research (Rails, MEDP, GS, CLF, A, DHR, CEO Hiring Reactions)
7-22-2025 Event-Driven Research - Don Bilson
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HUM Refiles Star Ratings Lawsuit - Second Time the...
HUM Refiles Star Ratings Lawsuit - Second Time the Charm?
7-22-2025 Legal & Regulatory - Thomas Claps
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The Heat Check (7/13): Sales Growth Heat Map for 60+...
The Heat Check (7/13): Sales Growth Heat Map for 60+ Concepts - Sector Growth Slows vs. Prior Wk:...
7-22-2025 Restaurants - Jeff Farmer
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Ross Stores, Inc. - Hispanic vs. Non-Hispanic Traffic...
Ross Stores, Inc. - Hispanic vs. Non-Hispanic Traffic Softness Has Doubled in Jun/Jul Restricting...
7-22-2025 Retail - Chuck Grom, CFA, CPA
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DoorDash - Raising Ests in Advance of the Print, but...
DoorDash - Raising Ests in Advance of the Print, but Staying on the Sidelines Given Valuation & L...
7-22-2025 Internet - Robert Mollins
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Domino's Pizza Inc - Solid SSS/EBITDA Upside in Q2;...
Domino's Pizza Inc - Solid SSS/EBITDA Upside in Q2; Delivery & Lower Income Channels See Return o...
7-21-2025 Restaurants - Jeff Farmer
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PFAS: As Case Numbers Rise, Plaintiffs File Expert...
PFAS: As Case Numbers Rise, Plaintiffs File Expert Motions Ahead of 1st MDL Personal Injury Trial...
7-21-2025 Legal & Regulatory - Thomas Claps
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Event-Driven Research (AVTR, GMED, WAL, PINS, ETSY,...
Event-Driven Research (AVTR, GMED, WAL, PINS, ETSY, MTCH, XYZ, IVZ)
7-21-2025 Event-Driven Research - Don Bilson
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Cheesecake Factory - Expect: Q2 SSS/EPS Upside, &...
Cheesecake Factory - Expect: Q2 SSS/EPS Upside, & Reiteration of ‘25 Guidance. We’re on Sidelines...
7-21-2025 Restaurants - Jeff Farmer
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Starbucks Corp - Turnaround Plan Slowly Taking Shape,...
Starbucks Corp - Turnaround Plan Slowly Taking Shape, But Offset by Timelines & Profitability Unc...
7-21-2025 Restaurants - Jeff Farmer
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Floor & Decor Holdings - Reading the 2Q Print:...
Floor & Decor Holdings - Reading the 2Q Print: Lowering SSS/EPS on Soft Industry Reads & Stagnant...
7-21-2025 Retail - Chuck Grom, CFA, CPA
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HUM Loses Star Ratings Lawsuit - Will They Refile the...
HUM Loses Star Ratings Lawsuit - Will They Refile the Case?
7-18-2025 Legal & Regulatory - Thomas Claps
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Event-Driven Research (UNP, UAL, TLN, CVX, HES, ABT,...
Event-Driven Research (UNP, UAL, TLN, CVX, HES, ABT, ELV, MP)
7-18-2025 Event-Driven Research - Don Bilson

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