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Title Date
GRUB: Grubhub Inc - Driver Pay Analysis: GRUB the Lone Company Changing Driver Pay for the Better - A Move that Will Help Attract & Retain Drivers 2019-07-12
GRUB: Grubhub Inc - New York State Liquor Authority Fears Overdone – GRUB the Only National Third-Party Delivery Company Operating Under a Waiver 2019-07-11
Sand in the hourglass getting low at KeyCorp, dreaming of an ideal vacation at Hilton Grand, Agilent strikes a syrupy deal, Oxy now throwing “rocks” at Icahn (KEY, HGV, A, OXY, OC) 2019-07-11
CBRL: Cracker Barrel - Highlights from Management Meetings: Poised to Meet/Exceed F4Q Street Estimates; Margin Compression to Continue in FY20E 2019-07-11
COST: Costco Wholesale - No June Gloom in Issaquah . . . 5.1% Core SSS Matches Our Model 2019-07-10
Affordable Care Act gets banged around, TeamRice sails to victory at EQT, eBay on deck, six weeks and counting at Aramark (ACA, EQT, EBAY, ARMK, DVA, CG) 2019-07-10
MSM: MSC - Significant F3Q19 miss and guide-down 2019-07-10
Coverage Dispute Erupts in Abuse Claims: Chubb (CB) Test Case 2019-07-10
Amazon/Whole Foods Pricing Study - Bark > Bite on Price Front . . . Again! 100+ SKU Price Work Shows Only a ~2.5% Drop in Total Basket vs. August 2017 2019-07-10
Big day in Louisiana for health insurers, ADI CEO now has both hands free, L3Harris estimates need some sorting out, A second cardinal shows up at Dentsply (ACA, ACIA, ADI, LHX, XRAY, THS, MSTR) 2019-07-09
Allstate (ALL) and Progressive (PGR): Auto Rates Steady in 2Q19 2019-07-09
COST: Costco Wholesale - June SSS Pre-Game: We See A 5.0% Core Comp; Gas Margins Favorable During the Month; Staying Hold-Rated, But Having Some FOMO 2019-07-09
June 2019 Macro Survey - Consumer Readings Stay Mixed . . . But as Weather Turns + Tariff Overhang Dissipates . . . 2Q Exit Rates Could Be Solid 2019-07-09
Proprietary data (MRO distribution web traffic report - mixed traffic trend continues in June) 2019-07-09
Proprietary data (Industrial products pricing - little price movement in July) 2019-07-09
Broadcom putting the finishing touches on Symantec, sellside dismissing F5’s M&A potential, the makings of a pivot seen at Nestle (SYMC, FFIV, JNPR, OR, NESN, BECN, BKD) 2019-07-08
MMM: 3M - PFAS Primer: in the chemical crosshairs 2019-07-08
Broadcom thinning out the software herd with Symantec grab, high volume alert at Packaging Corp, what’s next for special sit Hall of Famer? (SYMC, Software M&A, PKG, ABBV, Chris Coughlin) 2019-07-03
Raytheon now on a five-day bender, KAR Auction plan working as designed, Freeport hits investors with warning as they wait on BoD refresh (RTN, KAR, CARS, FCX, PFGC, USFD) 2019-07-02
Genesee keeps the M&A train rolling, time has come for Dolan to sell the Knicks, a look at pay problems in the S&P 500, EQT in big trounle (GWR, MSG, OC, EQT, CDK) 2019-07-01

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