All Research


Title Date Pages
Weekly Lodging Alternative Data Snapshot Recap - Recapping Our Alt Data Preview for the Week Ended June 27th 2020-07-01 10
ETN: Eaton - Establishing Multi-Industry Climate leadership 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 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) 2020-07-01 5
Multi-Industry - Sizing up Multi-Industry Climate disclosures; opportunities for environmental leaders 2020-07-01 16
ESG Deep Dive - Focusing on the “E” in ESG; Assessing risks and opportunities 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 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) 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 2020-06-30 4
MAR: Marriott - Our Expanded Thoughts on MAR's Ability to Navigate COVID 2020-06-30 7
CHH: Choice Hotels - Our Expanded Thoughts on Choice's Ability to Navigate COVID 2020-06-30 7
HLT: Hilton - Our Expanded Thoughts on HLT's Ability to Navigate COVID 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 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) 2020-06-29 4
WH: Wyndham - Our Expanded Thoughts on WH's Ability to Navigate COVID 2020-06-29 7
H: Hyatt - Our Expanded Thoughts on Hyatt's Ability to Navigate COVID 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 2020-06-29 7
Multi-Industry (Capital Allocation (Part 1): Focus on share repurchases ) 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 2020-06-28 13
GHRA Lodging Valuation Framework - Addendum to Our Initiations: GHRA Valuation Drivers Framework 2020-06-27 29

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