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BJRI: BJ's Restaurants - QTD AWS Update Offers...
BJRI: BJ's Restaurants - QTD AWS Update Offers Favorable Read Through for CAKE, RRGB & EAT; Stree...
2-11-2021 Restaurants - Jeff Farmer
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WH: Wyndham - Downward ’21E EBITDA Revisions Coming,...
WH: Wyndham - Downward ’21E EBITDA Revisions Coming, but Staying Constructive w/ the Internationa...
2-11-2021 Lodging - Robert Mollins
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Dusting off the Elanco playbook at International...
Dusting off the Elanco playbook at International Flavors, Microsoft deal-makers walking on pins a...
2-11-2021 Event-Driven Research - Don Bilson
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VNT: Vontier - In-line 4Q20 results; 2H21 guidance...
VNT: Vontier - In-line 4Q20 results; 2H21 guidance headwinds
2-11-2021 Multi-Industry - None
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CAKE: Cheesecake Factory - Looking for EPS & SSS...
CAKE: Cheesecake Factory - Looking for EPS & SSS Miss w/ Street Ests Not Reflecting Nov/Dec Indoo...
2-11-2021 Restaurants - Jeff Farmer
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EMR: Emerson - Model update
EMR: Emerson - Model update
2-10-2021 Multi-Industry - None
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DD: DUPONT DE NEMOURS INC - Model update; Back to basics
DD: DUPONT DE NEMOURS INC - Model update; Back to basics
2-10-2021 Multi-Industry - None
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ABNB: Airbnb - Addressing the Elephant (Valuation) in...
ABNB: Airbnb - Addressing the Elephant (Valuation) in the Room Ahead of Earnings; Seeking Clarity...
2-10-2021 Lodging - Robert Mollins
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Little Blue Bird flies into the sixties, No urgency...
Little Blue Bird flies into the sixties, No urgency detected at Fox, PacBio enters the 10x Club, ...
2-10-2021 Event-Driven Research - Don Bilson
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JWN: Nordstrom - My Adidas or Suit & Tie? Either...
JWN: Nordstrom - My Adidas or Suit & Tie? Either Way, Time for a Wardrobe Refresh... Upgrading J...
2-10-2021 Retail - Chuck Grom, CFA, CPA
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FTV: Fortive Corp. - Model update; M&A expectations...
FTV: Fortive Corp. - Model update; M&A expectations driving the bus
2-9-2021 Multi-Industry - None
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PH: Parker Hannifin - Model update; raising price...
PH: Parker Hannifin - Model update; raising price target to $315
2-9-2021 Multi-Industry - None
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Latest M&A tease is sponsored by the Letter Q, EA...
Latest M&A tease is sponsored by the Letter Q, EA purchase might stick to Zynga, new Hanesbrands ...
2-9-2021 Event-Driven Research - Don Bilson
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DD: DUPONT DE NEMOURS INC - 2021 guidance ahead of...
DD: DUPONT DE NEMOURS INC - 2021 guidance ahead of expectations
2-9-2021 Multi-Industry - None
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Return of Indoor Dining Driving Modest Inflection in...
Return of Indoor Dining Driving Modest Inflection in Early Feb. - Case Studies for Return of Indo...
2-9-2021 Restaurants - Jeff Farmer
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Sometimes ‘Sunlight’ is all you need, Media rally...
Sometimes ‘Sunlight’ is all you need, Media rally leaves the station without Rupert, Veritas adds...
2-8-2021 Event-Driven Research - Don Bilson
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ITW: ITW - Model update
ITW: ITW - Model update
2-8-2021 Multi-Industry - None
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GWW: Grainger - Model update
GWW: Grainger - Model update
2-8-2021 Multi-Industry - None
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The Weekend Warrior (2/5/21) - Super Bowl LV...
The Weekend Warrior (2/5/21) - Super Bowl LV Prediction: Tampa Bay Buccaneers 35 Kansas City Chie...
2-5-2021 Retail - Chuck Grom, CFA, CPA
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Super Bowl Food for Thought - We Like the Underdogs:...
Super Bowl Food for Thought - We Like the Underdogs: Taking the Bucs this Sunday & Wyndham for th...
2-5-2021 Lodging - Robert Mollins

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