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ITW: ITW - Model update; raising estimates; PT to $221
ITW: ITW - Model update; raising estimates; PT to $221
10-27-2020 Multi-Industry - None
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AMD pushes Xilinx across the finish line, five-year seed...
AMD pushes Xilinx across the finish line, five-year seed sprouts at AIG, Adelson may be “Leaving ...
10-27-2020 Event-Driven Research - Don Bilson
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MSM: MSC - F4Q20 EPS beat on lower opex; LT targets...
MSM: MSC - F4Q20 EPS beat on lower opex; LT targets announced
10-27-2020 Multi-Industry - None
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MMM: 3M - 3Q20 beat on operations
MMM: 3M - 3Q20 beat on operations
10-27-2020 Multi-Industry - None
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HLT: Hilton - Looking for RevPAR Upside w/ 3Q Print...
HLT: Hilton - Looking for RevPAR Upside w/ 3Q Print & Trends Improving into Oct – Both Needed to ...
10-27-2020 Lodging - Robert Mollins
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October 2020 Macro Survey (#42) - GHRA Sentiment Index...
October 2020 Macro Survey (#42) - GHRA Sentiment Index Inches Up To 75.3 as Recovery Slowly Mater...
10-27-2020 Retail - Chuck Grom, CFA, CPA
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WING: Wingstop - With 3Q SSS Already Reported -- October...
WING: Wingstop - With 3Q SSS Already Reported -- October SSS (Looking for +20%) & Potential Retur...
10-27-2020 Restaurants - Jeff Farmer
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Roark ready to pay $106 for a coffee and box of donuts,...
Roark ready to pay $106 for a coffee and box of donuts, Cigna having trouble keeping up, Eyeing A...
10-26-2020 Event-Driven Research - Don Bilson
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CHH: Choice Hotels - Looking for 3Q RevPAR Upside &...
CHH: Choice Hotels - Looking for 3Q RevPAR Upside & Improving QTD Trends – Both Needed w/ the Sha...
10-26-2020 Lodging - Robert Mollins
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Airbnb IPO Prep - Home Rental KPIs - Home Rental KPIs...
Airbnb IPO Prep - Home Rental KPIs - Home Rental KPIs Suggest a Favorable Backdrop for Airbnb's U...
10-26-2020 Lodging - Robert Mollins
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GWW: Grainger - Model update
GWW: Grainger - Model update
10-23-2020 Multi-Industry - None
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BLMN: Bloomin Brands, Inc. - Casual Dining Recovery...
BLMN: Bloomin Brands, Inc. - Casual Dining Recovery Still a Work in Progress: CAKE, DRI, CBRL & T...
10-23-2020 Restaurants - Jeff Farmer
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New Danaher CEO is ready to go again, ACI Worldwide...
New Danaher CEO is ready to go again, ACI Worldwide rounds out its roster, cheers heard outside T...
10-23-2020 Event-Driven Research - Don Bilson
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ITW: ITW - 3Q20 beat across the board; Automotive rebound
ITW: ITW - 3Q20 beat across the board; Automotive rebound
10-23-2020 Multi-Industry - None
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IHG 3Q20 Conference Call Sector Readthroughs - Very Few...
IHG 3Q20 Conference Call Sector Readthroughs - Very Few Positive Readthroughs with IHG Management...
10-23-2020 Lodging - Robert Mollins
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COST: Costco Wholesale - Wrapping Up The “Come-Clubbing”...
COST: Costco Wholesale - Wrapping Up The “Come-Clubbing” 2020 Tour; 6 Key Takes from COST Call wi...
10-23-2020 Retail - Chuck Grom, CFA, CPA
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TXRH: Texas Roadhouse - 3Q SSS/EPS Upside on the Way w/...
TXRH: Texas Roadhouse - 3Q SSS/EPS Upside on the Way w/ Foot Traffic Data Pointing to LSD SSS Dec...
10-23-2020 Restaurants - Jeff Farmer
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BJRI: BJ's Restaurants - BJRI Says Current Sales...
BJRI: BJ's Restaurants - BJRI Says Current Sales Volumes Likely as Good as it Gets in COVID Backd...
10-22-2020 Restaurants - Jeff Farmer
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TSCO: Tractor Supply Company - Deja Vu to Dollar General...
TSCO: Tractor Supply Company - Deja Vu to Dollar General and March 2019; 10 Takes From 3Q Print &...
10-22-2020 Retail - Chuck Grom, CFA, CPA
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Accor SA 3Q20 Conference Call Sector Readthroughs -...
Accor SA 3Q20 Conference Call Sector Readthroughs - China Recovery Momentum Encouraging; Very Few...
10-22-2020 Lodging - Robert Mollins

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