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Title Date
RRGB: Red Robin - Red Robin's Q&A Quick Hits 2020-01-14
PLAY: Dave & Buster's - Dave & Buster's Q&A Quick Hits 2020-01-14
No fight ahead at Alexion, lights are till flickering at Qiagen, Penn Gaming should be in the clear, busy twenty-four hours for Starboard (ALXN, QGEN, BAX, PENN, MGM, MMSI, ACM, FCX, CLDR) 2020-01-14
DD: DUPONT DE NEMOURS INC - Shaking up opportunity 2020-01-14
FIVE: Five Below - 4Q Miss = “One-Off” > Structural . . . Expect Recovery To Manifest in Coming Months, Post ICR Notes, Lowering Estimates/PT to $120 2020-01-13
DRI: Darden Restaurants - Darden Restaurants Fireside Q&A 2020-01-13
DRI: Darden Restaurants - Quick Hits from Darden's Breakout Session Featuring CEO Gene Lee 2020-01-13
Woodward delivers on last week’s M&A signal, “Good” isn’t enough at Sysco, SYNNEX breakup catalyzes breakout, TPG has its eye on pseudo-activist role (WWD, SYY, SNX, TPG/Bain/TAP, GCP, FDX, SIX) 2020-01-13
FIVE: Five Below - What’s Wrong in Philly? First the Eagles . . . Now FIVE? Holiday SSS Way Below Expectations - Initial Thoughts 2020-01-13
Medical Professional: Bellwether for Social Inflation 2020-01-13
GRUB: Grubhub Inc - Social Media Promotion Analysis: DoorDash Crowned 2019 Promo King; The Queen’s (GRUB) Promo Activity Not Resonating w/ Diners 2020-01-13
MMM: 3M - House passes “PFAS Action Act” 2020-01-10
Election Cycle Traffic Headwind Undeniable & Intensified in 2016 - Best Positioned Concepts for Off-Premise/Delivery Will See Market Share Gains 2020-01-10
A special moment for NortonLifeLock, the show goes on at Grubhub, bad news is good news at LB, a high-flying SPAC hits its first air pocket (NLOK, GRUB, LB, AYI, BBBY, SMPL, ENV) 2020-01-10
Low & Middle Market Pricing Study (#19) - DG Nears Parity w/ WMT (+) . . . FDO Narrows The Gap (+); AMZN Gets Aggressive on Price; Inflation Fairly Steady Across the Board 2020-01-10
Multi-Industry - 4Q19 Industrial Earnings Preview call 2020-01-10
The window opens at E*TRADE, Acuity reaches for a new light bulb, VOYA looks for the hat trick, L Brands sees its defense weaken further (ETFC, AYI, AXE, INST, VOYA, BBBY, LB, ABT, GRUB) 2020-01-09
JCP: J.C. Penney - Holiday Results A Touch Better, But Uneventful; McCarthy Hire Remains the Big News In The D 2020-01-09
KSS: Kohl's - Not A Great Holiday for Menomonee Falls – Lowering Estimates + Price Target to $44 = Where’s the Amazon Returns Lift? 2020-01-09
The DoorDash Effect: What the Partnership Means for SSS - Case Studies Show That a DoorDash Partnership (especially when exclusive) Moves the SSS Needle: Bullish for EAT & WING 2020-01-09

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