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Title Date Pages
Consumer Spending - Visa (V) Issues Update on Aug Payment Volumes 2020-09-01
FTV: Fortive Corp. - Vontier Form 10 highlights - 2020-09-01 4
Fall & Winter Hotel Demand Drivers Outlook - Three-Part Series - Part Two: A Closer Look at Potential Demand Headwinds Over the Next 6 Months 2020-09-01 27
TIF/LVMH – Update from CNBC’s Faber on EU Anti-trust Approval Process 2020-09-01
Boxed - Exploring strategic options inc a sale or going public via a SPAC that could value the co at ~$1B (vs. '$600M valuation in 18), according to Reuters sources 2020-09-01
WMT: Walmart - Walmart + Takes Launch = Survey Work Shows Mixed Reaction . . . But Improving 2020-09-01 4
JR's Consumer Daily – 9.1.20 2020-09-01
Retail/REITs - KIM reinstating quarterly dividend at reduced rate (suspended in Q2), notes seeing foot traffic improvements, higher rent collections & reduced rent deferrals 2020-09-01
WMT/TikTok – ByteDance’s founder is reconsidering a sale of TikTik US following China’s recent stepped up regulatory scrutiny of a transaction (BBG); CNBC yday said a deal could be announced today/Tues 2020-09-01
WMT – Announces Walmart+ launch on 9/15 for $98/year 2020-09-01
August 2020 Macro Survey (#40) - GHRA Sentiment Index Rebounds to 70.3 Led by Future Expectations; Big Ticket + Apparel + Dollar Stores See Positive Developments 2020-09-01 9
Updating Estimates to Reflect 10-Q Balance Sheet Updates - Model Updates: BJRI, BLMN, EAT, JACK, MCD & TXRH 2020-08-31 14
Consumer – Afternoon Headlines: AAP, JCP, Wish, Unemployment Benefits, Red Lobster, TikTok 2020-08-31
Fall & Winter Hotel Demand Drivers Outlook - Three-Part Series - Part One: A Closer Look at Potential Demand Tailwinds Over the Next 6 Months 2020-08-31 13
Web Traffic Data Update (8/31) - Online Growth Remains Elevated in August; W/LOW/M/KSS Decelerate from July . . . While COST/HD/TSCO/TGT Accelerate 2020-08-31 3
JR's Consumer Daily – 8.31.20 2020-08-31
COST: Costco Wholesale - Raising August Core SSS to +13.5%, Boosting 4Q20 Estimates > Street, and Assigning New $380 Price Target, Stay Buy-Rated 2020-08-31 6
Consumer – Busy Sat. AM of News: Stimulus, Consumer Spending/NPD, WMT/TikTok, COVID Rapid Tests, California Reopening/Retail, Cruise Lines, Jobs/Unemployment, 3rd Party Marketplace Liability, etc. 2020-08-29
Consumer – 2 Surprising Things This Week: Aug SSS Trends Hold Up Well + July Personal Income Sequentially Improved/Savings Rate Barely Declined; Thoughts On Sept. Tailwinds For Retailers, 3 Next Big Catalyst & COVID Rapid Tests Wildcard 2020-08-29
Retail/Back-to-School – Recap of BTS Earnings CC Commentary (5 Takeaways) + NPD’s Back-to-School Tracker Shows An Improvement Through August 2020-08-28

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