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Title Date
CBRL: Cracker Barrel - Expect Solid Finish to FY19 w/ Fried Chicken Launch/Advertising Tailwind; Looking for FY20 EPS Guidance Intro to Fall Below Street 2019-09-12
RH: RH - Better Core Comp in 2Q vs. 1Q + Dissecting Change in FY19 EPS Guidance . . . Stay Hold Rated // WSM + HOME + W > RH 2019-09-11
No earthquakes felt at L Brands, Baker Hughes losing its albatross, having trouble connecting dots at Marathon, BoSox question resurfaces at Stryker (LB, BHGE, MPC, SYK, PLAY, ADS, STT) 2019-09-11
P/C Insurance Pricing Cycle: A Correction, Not a Hard Market 2019-09-11
KSS: Kohl's - Notes From 1x1 w/CEO Michelle Gass. Brighter Days Ahead for Menomonee Falls, Alpha Hat Data Shows Surge in Footfall 2019-09-11
ROK: Rockwell - Downgrading to Hold; too soon for “what’s bad is good” 2019-09-11
PLAY: Dave & Buster's - Guidance Sees Another Sizeable Downward Revision & No Visibility into NT Improvement: Activist Involvement Keeps Us Hold Rated 2019-09-10
DOV: Dover - Transparency boost 2019-09-10
Time for AT&T to remodel its boardroom, oxygen sucked out of DXC idea, Baxter likes the Stryker template, Alexion hearing footsteps? (T, DXC, DVA, LKQ, BAX, ALXN) 2019-09-10
HDS: HD Supply - F2Q19 in-line with our lowered expectations; significant F19 guidance reduction 2019-09-10
Low & Middle Market Pricing Study - Family Dollar Improves at the Low End; Walmart Gives Up Some Ground in Mid Market Study; Inflation Showing Some Moderation 2019-09-10
FTV: Fortive Corp. - Separation creates distraction without near-term valuation boost 2019-09-10
GE: General Electric Co. - Future Capital funding hole; equity capital raise still on the table 2019-09-10
WEN: Wendy's - Breakfast Take 4: Hard Not to Like Strategy w/ Downside a $20M Hit/Frustrated Franchisees & Upside A Jump in LT Royalty Stream 2019-09-09
Elliott barges in on AT&T, now or never for Interpublic, a “Special” halo seems to be helping Celanese, Liberty Property ruffling some feathers (T, IPG, CE, SYMC, CI, ACHC, MD, LPT) 2019-09-09
August Back-To-School Survey - Meaningful Uptick in BTS Spending Intentions Suggests A Healthy Start to 3Q . . . & Bodes Well for Holiday 2019 2019-09-09
Watching the shadows as LKQ grabs the spotlight, Oxy Boss busy working the room, Trinity is losing its Wallace, Acadia review seems to be on firm ground (LKQ, OXY, VVV, TRN, ACHC, CHD, MTCH) 2019-09-06
Third-party Delivery Pricing Premium Analysis - Which Concepts are Pursuing a Delivery Pricing Premium (and which are not) & What is the Impact on Customer Demand? 2019-09-06
DOV: Dover - The next industrial “compounder” 2019-09-06
COST: Costco Wholesale - Momentum Begets Momentum = Core SSS Rise 5.9% in August . . . Impressive Results Indeed 2019-09-05

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