| WEN: Wendy's - With Clarity on Longer-term Unit, EBITDA & FCF Guidance in Hand – Investor Focus Will Shift to SSS and We Expect WEN to Deliver
|
Farmer, Jeff |
2019-10-11 |
| The Weekend Warrior (10/11) - In Focus: Target w/TRU, Nordstrom w/Boll & Branch, CPI/PPI Recap, Costco Delivers (Again) in September, & COLA Recap
|
Grom, Chuck |
2019-10-11 |
| Delta can’t shake “the question,” Diller isn’t ready to dump Angie just yet, Surprising changeup at SAP, M&A talk at Hormel sounds like bologna (DAL, IAC, SAP, HRL, IPG, DD)
|
Bilson, Don |
2019-10-11 |
| Broadlines & Hardlines Retail - The Only Constant is Change = Quick Thoughts on Executive Seat Shuffles @ TGT, WMT, & KSS
|
Grom, Chuck |
2019-10-11 |
| MCD: McDonald's - Looking for Largely In-Line SSS & EPS; Return of U.S. Traffic Growth No Layup, But Check Tailwinds Through 2020E Underappreciated
|
Farmer, Jeff |
2019-10-11 |
| Judge sends PG&E on a trip to no-man’s land, Fortune Brands may be itching to pull a “Masco,” Apollo sticking its nose in AT&T’s business, Summit Materials cementing a new high (PCG, FBHS, T, OXY, BBBY, SUM)
|
Bilson, Don |
2019-10-10 |
| HOME: At Home Group - Humble Team + New Strategy on EDLP/SKU Rat Front = Sticking with the 2nd Best Team in Dallas . . . HQ Trip Notes with CEO/CFO
|
Grom, Chuck |
2019-10-10 |
| Warehouse Clubs - Come Clubbin' With Chuck 2.0 = Takes from Costco, BJ's, & Sam's Club Field Trip
|
Grom, Chuck |
2019-10-10 |
| Proprietary data (MRO distribution web traffic report – searching for signs of deceleration)
|
Inch, John |
2019-10-10 |
| Proprietary data (Industrial products pricing – significant price movements in October)
|
Inch, John |
2019-10-10 |
| COST: Costco Wholesale - Core SSS Rise 5.6% vs 5.3% Model. . . Californication as SD, LA, & Bay Area Strong; Reiterate Favorable Bias/Accumulate Rating
|
Grom, Chuck |
2019-10-09 |
| A “new” beginning for Ashland, Axalta update is not encouraging, SPAC talk makes its way onto the backlot at Lions Gate, “HP” has become a dirty two-letter word (ASH, Board of Directors, AXTA, LGF, HP, HPQ, ELY)
|
Bilson, Don |
2019-10-09 |
| CMG: Chipotle - Upgrading to Hold: Bear Thesis Increasingly Untenable as Sales Momentum Persists Even as CMG Laps Wave of Key Drivers
|
Farmer, Jeff |
2019-10-09 |
| Multi-Industry - 3Q19 industrial earnings preview call
|
Inch, John |
2019-10-09 |
| Qiagen succumbs to "peer" pressure, Celanese special sit finally gets some media attention, time running out at PTC, Coors trying to avoid the Golden Sombrero (QGEN, CE, PTC, TAP)
|
Bilson, Don |
2019-10-08 |
| Allstate (ALL) and Progressive (PGR): Rational Auto Market
|
Wilt, Bill |
2019-10-08 |
| COST: Costco Wholesale - September SSS Pre-Game: We See a 5.3% Core Comp; Tweaking Up Estimates Post 4Q Print
|
Grom, Chuck |
2019-10-08 |
| MMM: 3M - AFFF Science Day round goes to the plaintiffs
|
Inch, John |
2019-10-08 |
| GE: General Electric Co. - GE formalizes future pension plan contributions; overall debt reduction unchanged
|
Inch, John |
2019-10-07 |
| Aramark finds peace atop the ridge, where did all the M&A go?, RingCentral picks up a deal of the year nomination (ARMK, M&A, RNG, IIVI, FUN)
|
Bilson, Don |
2019-10-07 |