| Proprietary data - Slow start to MRO web traffic in January
|
Inch, John |
2021-01-25 |
13 |
| Proprietary data - Web prices meaningfully higher y/y
|
Inch, John |
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)
|
Bilson, Don |
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
|
Grom, CFA, CPA, Chuck |
2021-01-25 |
4 |
| Multi-Industry - Near-term raws squeeze
|
Inch, John |
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
|
Mollins, Robert |
2021-01-25 |
27 |
| EMR: Emerson - Upgrade feedback (Does Larry Culp have a clone?)
|
Inch, John |
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
|
Farmer, Jeff |
2021-01-22 |
6 |
| DD: DUPONT DE NEMOURS INC - PFAS settlements clear the decks
|
Inch, John |
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 )
|
Bilson, Don |
2021-01-22 |
4 |
| ABNB: Airbnb - US 4Q Short-term Rental KPIs Held Steady Relative to 3Q, Despite December Softening from October & November Levels
|
Mollins, Robert |
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
|
Grom, CFA, CPA, Chuck |
2021-01-22 |
4 |
| DD: DUPONT DE NEMOURS INC - One catalyst in sight; fundamental transformation continues
|
Inch, John |
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)
|
Farmer, Jeff |
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
|
Mollins, Robert |
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)
|
Bilson, Don |
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
|
Farmer, Jeff |
2021-01-21 |
6 |
| PTON: Peloton Interactive - Expanding Marketing Prowess, Recent Developments & Views on NT Sales Upside
|
Parke, John |
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)
|
Bilson, Don |
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
|
Farmer, Jeff |
2021-01-20 |
9 |