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Title Date Pages
Low & Middle Market Pricing Study (#20) - Wal-Mart Flexing Prices . . . Again; DG & FDO Gap Widens to 2.6% and 5.2%, Respectively; YOY Basket Inflation Slows Meaningfully 2020-03-24 6
COVID-19: Auto Results Really Benefit from Lower VMT 2020-03-23 4
Broadlines & Hardlines Retail - Store Closing Update Through March 22 2020-03-23 2
The gloves stay on Occidental, airline request for upgrade is denied, MGM plays it safe, a quick hook at CNH (OXY, Airlines, MGM, CNHI, T, DBX, BOX, ACHC, ADS) 2020-03-23 5
Casual Dining Closure Update: 41 State Mandates (90% U.S. Pop) - Statewide Restaurant Closure Mandates Further Accelerate: 90%+ of Casual Dining Restaurants Are Now Off-Premise Only 2020-03-23 4
Social Distancing Restaurant Consumer Survey: Week 2 - Tracking the Restaurant Consumer Response to COVID-19 with Survey of 300+ Households – Week 2 Takeaways 2020-03-23 6
Tracking the Consumer & COVID-19 (Week #2) - “Hunker Down” Mentality Continues = 8 Takes from Our 300+ Household Survey Taken on 3/19-3/20 2020-03-22 7
Tax Filing Season Statistics Update - Total Refund Dollars Down 0.6% YOY Through Week #7 – The Statistics Continue to Improve 2020-03-20 3
Occidental boss throws a Hail Mary, XPO scrubs review, auto renters running out of road, is that smoke over Williams? (OXY, XPO, CAR, HTZ, DK, CVI, WMB, EBAY) 2020-03-20 5
Web Traffic Data Update (Through 3/15) - Warehouse Clubs Seeing Biggest Surge . . . Followed by Discounters. Home Depot + Williams-Sonoma Holding Strong 2020-03-20 3
DRI: Darden Restaurants - Market Was Braced for Scary SSS & Got Them: Clarity on Liquidity, Cash Flow & Potential Govt. Assistance for Segment Welcome 2020-03-19 6
WSM: Williams-Sonoma - 2nd Derivative Beneficiary of Stay-At-Home Trend = Part of “Hunker-Down” Portfolio, CFO Call-Back Notes, Staying Long 2020-03-19 6
Impala takes credit for Boss Hogg firing, Blackstone shows off its iron jaw, "open minded" words from Starboard at eBay (HOG, BX, EBAY, ARMK) 2020-03-19
DRI: Darden Restaurants - Guidance Pulled, $1B in Cash on Balance Sheet: All Eyes on Closure Detail, Cost Structure for Near Empty Restaurants & Cash Burn 2020-03-19 4
Department Stores - The Next Shoe to Drop? CECL Accounting Standard = More Havoc on EPS Profiles; ~0.4%-40.0%+ Further Potential Downside Exposure 2020-03-19 7
MMM: 3M - DOD PFAS contamination site count soars 2020-03-19 3
FIVE: Five Below - Riders On The Storm . . . Channeling Our Inner Jim Morrison In These Uncertain Times . . . Post 4Q Thoughts 2020-03-18 6
GE: General Electric Co. - GE not seeking direct government assistance 2020-03-18 3
GE: General Electric Co. - GE not seeking direct government assistance 2020-03-18 3
HDS: HD Supply - Near term FM risks; credit/liquidity conditions could prevent quick C&I recovery 2020-03-18 7

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