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MSM: MSC - Model update
MSM: MSC - Model update
4-8-2021 Multi-Industry - None
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Encompass all over the radar screen, KKR’s head is now...
Encompass all over the radar screen, KKR’s head is now in Starboard’s Box, Comm cuts the cord wit...
4-8-2021 Event-Driven Research - Don Bilson
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Auto Insurance: Era of Pandemic Profits is Over; VMT...
Auto Insurance: Era of Pandemic Profits is Over; VMT Accelerates
4-8-2021 Insurance - Bill Wilt
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EXPE: Expedia Group - Fixed Cost Savings Largely...
EXPE: Expedia Group - Fixed Cost Savings Largely Realized, Now What? We Think More Savings on the...
4-8-2021 Lodging - Robert Mollins
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COST: Costco Wholesale - 2-Year Stack Accelerates to...
COST: Costco Wholesale - 2-Year Stack Accelerates to ~25% in March (+++); 6 Key Takes Post Manage...
4-7-2021 Retail - Chuck Grom, CFA, CPA
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Insurance special sits are dropping from the sky,...
Insurance special sits are dropping from the sky, Lazard finally gets some love, Freeport board f...
4-7-2021 Event-Driven Research - Don Bilson
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MSM: MSC - F2Q21 points to slow sales recovery; weak FCF
MSM: MSC - F2Q21 points to slow sales recovery; weak FCF
4-7-2021 Multi-Industry - None
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BKNG: Booking Holdings - A Closer Look at BKNG's...
BKNG: Booking Holdings - A Closer Look at BKNG's Renewed Push into the US
4-7-2021 Lodging - Robert Mollins
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March Week 5 Data Science Update - Week 5 Footfall >...
March Week 5 Data Science Update - Week 5 Footfall > Week 4: Sequential Improvement on the Stacks...
4-7-2021 Retail - Chuck Grom, CFA, CPA
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Tracking the Journey Back to Pre-COVID Foot Traffic...
Tracking the Journey Back to Pre-COVID Foot Traffic Levels - Comparing 2021 Traffic to 2019 Level...
4-7-2021 Restaurants - Jeff Farmer
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FIVE: Five Below - Latest Thoughts = Easter Promo...
FIVE: Five Below - Latest Thoughts = Easter Promo Review + Traffic Update Through April 3rd + New...
4-7-2021 Retail - Chuck Grom, CFA, CPA
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Multi-Industry Research - Impact from the American Jobs...
Multi-Industry Research - Impact from the American Jobs Plan – Growth edition
4-6-2021 Multi-Industry - None
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Final Archegos embers burning out at Viacom, Corteva...
Final Archegos embers burning out at Viacom, Corteva grabs itself a “Fixer,” Skies clear over Ill...
4-6-2021 Event-Driven Research - Don Bilson
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COST: Costco Wholesale - March SSS Pre-Game = We See an...
COST: Costco Wholesale - March SSS Pre-Game = We See an 8.0% Core Comp – Staying Buy-Rated as Cov...
4-6-2021 Retail - Chuck Grom, CFA, CPA
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EXPE: Expedia Group - Expanding Our Thoughts Around...
EXPE: Expedia Group - Expanding Our Thoughts Around EXPE's Market Share Opportunity
4-6-2021 Lodging - Robert Mollins
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Multi-Industry Research - Impact from the American Jobs...
Multi-Industry Research - Impact from the American Jobs Plan – Tax edition
4-6-2021 Multi-Industry - None
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Updated CDC Travel Guidelines - Relaxed Guidelines...
Updated CDC Travel Guidelines - Relaxed Guidelines Poised to Benefit EXPE, WH, CHH & ABNB
4-5-2021 Lodging - Robert Mollins
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BKNG: Booking Holdings - Diving Deeper into BKNG's...
BKNG: Booking Holdings - Diving Deeper into BKNG's Recovery Prospects
4-5-2021 Lodging - Robert Mollins
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Encompass suddenly has big shoes to fill, Pioneer...
Encompass suddenly has big shoes to fill, Pioneer partying like its 2019, Catalyst coming into vi...
4-5-2021 Event-Driven Research - Don Bilson
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WING: Wingstop - Stronger-than-Expected 1Q21 SSS...
WING: Wingstop - Stronger-than-Expected 1Q21 SSS Underscore WING’s Top-line Resilience; Managemen...
4-1-2021 Restaurants - Jeff Farmer

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