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Title Date Pages
Retail – Quick GS Retail Conf. Preview (9/9-9/10) + Some Names In Focus: CRI, Wayfair/W, CPRI, FTCH, ARMK, KSS, WMT, ACI & UAA 2020-09-04
Consumer Staples – Quick BarCap Cons. Staples Conf. Preview (9/8-9/10) + Some Names In Focus: STZ/GIS, KO, NWL, SYY, KDP, TSN, PG, PM, WMT, MKC & TGT 2020-09-04
JR's Consumer Daily – 9.4.20 2020-09-04
HDS: HD Supply - Expect F2Q20 FM upside; sustainability likely in question 2020-09-04 4
Consumer – Quick Thoughts On Trading Action Today 2020-09-03
MIK – Key Conf. Call Takeaways 2020-09-03
SIG shrs dn 8% – Key Conf. Call Takeaways 2020-09-03
PVH – Key Conf. Call Comments (QTD Trends, Q3 Guidance, Cadence of the Q) 2020-09-03
BBBY - a) announcing FQ2 earnings date will be 10/1 & is now moving to reporting pre-mkt (vs. Historically had done AMC) & b) announcing date for Investor Day will be 10/28. 2020-09-03
KDP - Notes in press release announcing BarCap Conf. presentation next week "mgmt will discuss current trends in the business & its outlook for the balance of the year, which is unchanged since co's 7/30 quarterly earnings report."  2020-09-03
JR's Consumer Daily – 9.3.20 2020-09-03
CPB – Prepared Remarks Takeaways (Q&A CC @ 8:30amET) from Slides/Transcript 2020-09-03
Retail – C. Grom’s Back-to-School Survey Part II; “Latest Study Indicates Stronger Finish to Imp Selling Period + Weather A “Friend” In Sept.” 2020-09-03
Lodging – B. Mollins out w/deep-dive note into outlook for Fall/Winter hotel demand 2020-09-03
MIK - Reports Q220 Earnings, Q beats on OpProfit/EPS driven by better topline, GMs & SG&A; No F20 guidance; Investor Day 9/24 2020-09-03
CPB - Reports FQ420 Earnings, Q beats on EPS driven by better GMs, favorable tax & slightly better topline, partially offset by higher SG&A; FQ121 guided ahead of St.; pre-recorded comments to hit at 7:15amET & Q&A CC @ 8:30amET 2020-09-03
SIG - Reports Q2F21 Earnings, Q beats on OpProfit/EPS driven by better topline & SG&A, partially offset by weaker GMs & unfavorable tax; SSS improved through Q, turned positive late in Q2 & QTD/Aug are +11% (vs. St. est Q3 dn 8%) 2020-09-03
BTS Survey – Part II - A Hail Mary Pass for Retail? Latest Study Indicates Stronger Finish to Important Selling Period + Weather A “Friend” In September 2020-09-03 8
Fall and Winter Hotel Demand Drivers Outlook - Our Thoughts on Demand Tailwinds and Headwinds Heading into the Fall & Winter Months 2020-09-03 46
FIVE: Five Below - No Victory Laps Here . . . But FIVE Now Primed for Next Leg Higher; Post 2Q Notes, C/B Details, & Raising Price Target to $145/BUY 2020-09-02 6

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