| Multi-Industry - Distributors model update
|
Inch, John |
2019-01-18 |
| New player at MGM’s table, fanning the long-burning embers at Amerisource, precision finds its way to Kansas City Southern, PPG breakup is no sure thing (MGM, ABC, KSU, PPG, SKX, CBRL, KMI)
|
Bilson, Don |
2019-01-18 |
| EAT: Brinker International - Raising F2Q SSS and EPS Estimates to Reflect Stronger-than-Expected December Casual Dining SSS
|
Farmer, Jeff |
2019-01-18 |
| CBRL: Cracker Barrel - Raising F2Q SSS & EPS Estimates to Reflect Heat n’ Serve Price Increase & Stronger-than-Expected December Casual Dining SSS
|
Farmer, Jeff |
2019-01-18 |
| TXRH: Texas Roadhouse - Raising 2Q SSS and EPS Estimates to Reflect Stronger-than-Expected December Casual Dining SSS
|
Farmer, Jeff |
2019-01-18 |
| BLMN: Bloomin Brands, Inc. - Raising 4Q SSS and EPS Estimates to Reflect Stronger-than-Expected December Casual Dining SSS
|
Mollins, Robert |
2019-01-18 |
| Casual Dining SSS Estimates Too Low Following Strong December - Strong Finish to The Year, But Far More Challenging Comparisons Are Around the Corner - Continue to Favor Franchise Models
|
Farmer, Jeff |
2019-01-18 |
| PPG bends but hasn’t broken yet, summing up GM’s busy week, curious dump from Becton, Cars.com finally spills the beans (PPG, GM, BDX, USB, CARS, YELP, BG)
|
Bilson, Don |
2019-01-17 |
| Travelers (TRV) and Hartford (HIG): Workers Comp Claim Frequency
|
Wilt, Bill |
2019-01-17 |
| M: Macy's - 1x1 Meeting Notes with New CFO Paula Price = Big Shoes to Fill . . . But We Expect Financial Discipline to Continue
|
Grom, Chuck |
2019-01-17 |
| GE: General Electric Co. - Is GECAS a desirable asset?
|
Inch, John |
2019-01-17 |
| GWW: Grainger - Monthly pricing update – Chinese private label (ex. fasteners) pricing all caught up
|
Inch, John |
2019-01-16 |
| Proprietary data report - Industrial products channel pricing – broad-based increases at start of January
|
Inch, John |
2019-01-16 |
| Smiles abound at First Data’s hedge fund hotel, Scott Kirby piloting United to an early arrival, Teradata has a new fan (FDC, UAL, TDC, EW, ARNC)
|
Bilson, Don |
2019-01-16 |
| Broadlines & Hardlines Retail - ICR 2019 Takeaways = Five Below, BJ’s, Floor & Decor
|
Grom, Chuck |
2019-01-16 |
| CMG: Chipotle - CMG ICR Breakout Session and Public Presentation Quick Hits
|
Farmer, Jeff |
2019-01-15 |
| FND: Floor & Decor Holdings - No Update From ICR, But That Might Not Be A Bad Thing
|
Grom, Chuck |
2019-01-15 |
| PLAY: Dave & Buster's - PLAY ICR Breakout Session & Public Presentation Quick Hits
|
Farmer, Jeff |
2019-01-15 |
| PPG's gets sideswiped ahead of big week, keeping the lights on for JAB at Dunkin, Jack in the Box story losing its flavor, sizing up newest add at Graphic Packaging (PPG, DNKN, JACK, GPK, QEP)
|
Bilson, Don |
2019-01-15 |
| DOV: Dover - Self-help standout
|
Inch, John |
2019-01-15 |