All Research


Title Date Pages
Starboard runs down to its local CVS, a good day for M&A, Agilent raising the roof; CDR-talk features Beacon and Anixter (CVS, M&A, A, DLTR, BBY, BURL, BECN, AXE, EXP) 2019-11-26 5
Dr. Jekyl becomes Mr. Hyde at HP; LVMH may now kiss the bride, GE calls for a locksmith to unlock value, Ameriprise in no mood to give up on life insurance (HPQ, XRX, TIF, GE, STAY, AMP, MDCO, FLIR) 2019-11-25 5
2020 Trends: Social Inflation is Back…Through 2020 at Least 2019-11-25 3
WING: Wingstop - Quick Hits from GHRA-Sponsored Conference Call with Wingstop’s CFO 2019-11-25 6
Low & Middle Market Pricing Study - DG Gap Narrows (+) . . . While FDO’s Widens (-); Amazon’s Price Action Bears Monitoring; Inflation 3.6% Higher YOY 2019-11-25 6
DOV: Dover - Warming Refrigeration profit outlook 2019-11-25 10
2020 Trends*: Safer Cars AND Higher Demand 2019-11-22 3
Xerox troll job points to rising frustration, Burke sails off into the sunset at AECOM, Splunk comes out of its funk, Pure Storage plows into headwinds with new team (XRX, HPQ, ACM, SPLK, PSTG, SJM, ETFC, ZTS, GPS) 2019-11-22 5
HON: Honeywell - HBT meeting takeaways; Connected Building land grab 2019-11-22 5
JWN: Nordstrom - Sleeping Better in Seattle: Rack + Inventory Discipline + GPM Gains > Continued Softness in Key Full Line Channel =Stay Hold-Rated 2019-11-21 5
WSM: Williams-Sonoma - Solid 3Q Print + Clean Inventory Levels + Mo' Heading into Holidays = Stay Accumulate Rated with $75 PT, Call Back Notes (+) 2019-11-21 6
JACK: Jack in the Box - Market Frustration with Lack of QTD SSS Commentary Overdone; We Agree that SSS Slowed Sequentially, but Inflection Still in Play 2019-11-21 6
BJ: BJ's Wholesale Club, Inc. - Thesis Disappointing > Thesis Changing; CEO + CFO Call Back Notes Following 3Q Print, Lowering Estimates & PT to $28 2019-11-21 6
M: Macy's - Upside Risk > Downside Risk Through 12/31/19; Staying Sidelined . . . But We See the Trade + Management Call Back Notes 2019-11-21
Old Man Schwab goes gangsta, Tiffany prospects shine brighter after bump, waiting for a shoe to drop at LB, PayPal dips its paw in the honey basket (SCHW, AMTD, ETFC, TIF, LB, BERY, PYPL, NUAN) 2019-11-21 4
ROK: Rockwell - Cloud Talk 2019-11-20 4
JACK: Jack in the Box - A Largely Uneventful Print: SSS Just Above Street & In-line FY20 Guidance Intro; We Like Risk/Reward w/ Continued SSS Inflection 2019-11-20 6
LOW: Lowe's - Mixed Bag from Charlotte - Staying Disciplined in the HI Vertical, Post 3Q Takeaways – Maintain Hold Rating and $116 Price Target 2019-11-20 6
2020 Trends* - Wealth Trends by Generation 2019-11-20 3
TGT: Target - "New Man on the Minnesota Vikings" . . . Raising PT to $150, Stay Buy-Rated; Laterally ++ for Dollar Store Bucket (DG/DLTR/FIVE) 2019-11-20 6

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