| Weekly Lodging Alternative Data Snapshot Recap - Recapping Our Alt Data Preview for the Week Ended June 27th
|
Mollins, Robert |
2020-07-01 |
10 |
| ETN: Eaton - Establishing Multi-Industry Climate leadership
|
Inch, John |
2020-07-01 |
4 |
| M: Macy's - Slow SSS Recovery, TX Flare-Up, Less Promotional Backdrop = Key Takes Post 1Q Print, Management Call Back Notes
|
Grom, CFA, CPA, Chuck |
2020-07-01 |
7 |
| Clariant looking once again for a Chemical Brother, CoreLogic has already bumped once, CenterPoint stays local with CEO hire, Flo Rida now singing at Molson (CLN, CLGX, Foley, CNP, TAP, CTL, PBH)
|
Bilson, Don |
2020-07-01 |
5 |
| Multi-Industry - Sizing up Multi-Industry Climate disclosures; opportunities for environmental leaders
|
Inch, John |
2020-07-01 |
16 |
| ESG Deep Dive - Focusing on the “E” in ESG; Assessing risks and opportunities
|
Inch, John |
2020-07-01 |
55 |
| Downgrading Several Casual Dining Segment Names to Hold - Jump in Case Counts, Reopening Reversals & Sales Data Through 6/28 Collectively Point to a Sales Recovery Backtrack in July
|
Farmer, Jeff |
2020-07-01 |
15 |
| CyrusOne idea off the table (for now), finally some good news at Xilinx, Uber’s Khosrowshahi bounces back quickly (CONE, XLNX, UBER, ENV, IIVI)
|
Bilson, Don |
2020-06-30 |
4 |
| Web Traffic Data Update (6/30) - Essentials Slow but Remain Healthy on Absolute Basis; Wayfair Strengthens (+133% in Wk. 4) Despite B&M Openings; Chewy Takes
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Grom, CFA, CPA, Chuck |
2020-06-30 |
4 |
| MAR: Marriott - Our Expanded Thoughts on MAR's Ability to Navigate COVID
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Mollins, Robert |
2020-06-30 |
7 |
| CHH: Choice Hotels - Our Expanded Thoughts on Choice's Ability to Navigate COVID
|
Mollins, Robert |
2020-06-30 |
7 |
| HLT: Hilton - Our Expanded Thoughts on HLT's Ability to Navigate COVID
|
Mollins, Robert |
2020-06-30 |
7 |
| Weekly Lodging Alternative Data Snapshot - Our Data Indicates That US RevPAR Trends Are Holding Flat for Week Ended 6/27 with Leisure Continuing to Lead the Recovery
|
Mollins, Robert |
2020-06-29 |
13 |
| History 101 at CoreLogic, now watching for BP copycats, WEX calls in a favor, truckers surfing the green wave (CLGX, BP, WEX, SHLL, UAA)
|
Bilson, Don |
2020-06-29 |
4 |
| WH: Wyndham - Our Expanded Thoughts on WH's Ability to Navigate COVID
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Mollins, Robert |
2020-06-29 |
7 |
| H: Hyatt - Our Expanded Thoughts on Hyatt's Ability to Navigate COVID
|
Mollins, Robert |
2020-06-29 |
9 |
| Social Distancing Restaurant Consumer Survey Week 16 - COVID Backdrop Has Become Far More Harrowing Over Last 2 Weeks – But Through 6/26, Consumers Still Marching Forward
|
Farmer, Jeff |
2020-06-29 |
7 |
| Multi-Industry (Capital Allocation (Part 1): Focus on share repurchases )
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Inch, John |
2020-06-29 |
8 |
| Tracking the Consumer & COVID-19 (Week #16) - Data Shows A Degree of Moderation After Optimism Seen in Week 14; 26.4% Expect Economy to Reopen in 2021 – 10 Key Takes
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Grom, CFA, CPA, Chuck |
2020-06-28 |
13 |
| GHRA Lodging Valuation Framework - Addendum to Our Initiations: GHRA Valuation Drivers Framework
|
Mollins, Robert |
2020-06-27 |
29 |