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BKNG: Booking Holdings - Mixed Print; Expect Investors...
BKNG: Booking Holdings - Mixed Print; Expect Investors to Look Past an Underwhelming 2Q EBITDA Gu...
5-6-2021 Lodging - Robert Mollins
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COST: Costco Wholesale - Going Back to Cali . . . 3...
COST: Costco Wholesale - Going Back to Cali . . . 3 Straight Months of 23%+ 2-Year Stacked Cores...
5-5-2021 Retail - Chuck Grom, CFA, CPA
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HLT: Hilton - Improving Fundamentals Welcomed, but With...
HLT: Hilton - Improving Fundamentals Welcomed, but With Little to No Incremental NT Catalysts to ...
5-5-2021 Lodging - Robert Mollins
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Xylem shows off its gun, Cerner looking for a new QB,...
Xylem shows off its gun, Cerner looking for a new QB, Alteryx breaks its slump, Globus itching to...
5-5-2021 Event-Driven Research - Don Bilson
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EMR: Emerson - Modest F2Q21 beat and raise
EMR: Emerson - Modest F2Q21 beat and raise
5-5-2021 Multi-Industry - None
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WEN: Wendy's - Expect Modest 1Q SSS/EPS Upside;...
WEN: Wendy's - Expect Modest 1Q SSS/EPS Upside; Looking for Continued Multiple Expansion w/ Demon...
5-5-2021 Restaurants - Jeff Farmer
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JACK: Jack in the Box - Looking for Upside Across...
JACK: Jack in the Box - Looking for Upside Across Board; Valuation Discount Has Narrowed, But Mor...
5-5-2021 Restaurants - Jeff Farmer
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The Battle for Short-term Rental Supply - Vrbo Punching...
The Battle for Short-term Rental Supply - Vrbo Punching Well Above its Weight Class with Ads Dire...
5-4-2021 Lodging - Robert Mollins
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A Molina flashback for frustrated Centene holders,...
A Molina flashback for frustrated Centene holders, Utility deals may be losing their premium, Ell...
5-4-2021 Event-Driven Research - Don Bilson
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ETN: Eaton - 1Q21 beat and raise; profit momentum...
ETN: Eaton - 1Q21 beat and raise; profit momentum building
5-4-2021 Multi-Industry - None
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DD: DUPONT DE NEMOURS INC - Significant 1Q21 beat;...
DD: DUPONT DE NEMOURS INC - Significant 1Q21 beat; E&I, AsiaPac drive core growth rebound
5-4-2021 Multi-Industry - None
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Data Science Update: Web Traffic (4/30) - Most Banners...
Data Science Update: Web Traffic (4/30) - Most Banners Accelerate On 2-Year Stacks in April vs. M...
5-4-2021 Retail - Chuck Grom, CFA, CPA
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COST: Costco Wholesale - April SSS Pre-Game =...
COST: Costco Wholesale - April SSS Pre-Game = Increasing Comp View to +23.0% and Bumping up 3Q EP...
5-4-2021 Retail - Chuck Grom, CFA, CPA
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CDR Off-premise Update: Sales Volumes Largely Held in...
CDR Off-premise Update: Sales Volumes Largely Held in April - Off-premise Proving Sustainable Eve...
5-4-2021 Restaurants - Jeff Farmer
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trivago - Positive & Negative Sector Readthroughs...
trivago - Positive & Negative Sector Readthroughs from the 1Q Print
5-3-2021 Lodging - Robert Mollins
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Starboard isn’t through at Box, Centene two years...
Starboard isn’t through at Box, Centene two years later, No more talk of margin gaps at Johnson C...
5-3-2021 Event-Driven Research - Don Bilson
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W: Wayfair - Raising 1Q21 Direct Rev Forecast to +48%...
W: Wayfair - Raising 1Q21 Direct Rev Forecast to +48% YOY . . . But Way Day 2021 Data Works Sugge...
5-3-2021 Retail - Chuck Grom, CFA, CPA
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GWW: Grainger - Model update; further comments on...
GWW: Grainger - Model update; further comments on sequential pricing and gross margin trends
5-3-2021 Multi-Industry - None
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PH: Parker Hannifin - Model update; raising estimates...
PH: Parker Hannifin - Model update; raising estimates and price target
5-3-2021 Multi-Industry - None
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MMM: 3M - Model update
MMM: 3M - Model update
5-3-2021 Multi-Industry - None

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