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Data Update: Web Traffic (9/18) - Wayfair’s Mo Back in...
Data Update: Web Traffic (9/18) - Wayfair’s Mo Back in September w/QTD Looking Strong; Broad Acce...
9-18-2020 Retail - Chuck Grom, CFA, CPA
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MMM: 3M - Cautious tone prevails
MMM: 3M - Cautious tone prevails
9-17-2020 Multi-Industry - None
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Syneos comes off the board, Apollo sale accelerates...
Syneos comes off the board, Apollo sale accelerates ADT’s round trip, no signs of stress at Seale...
9-17-2020 Event-Driven Research - Don Bilson
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Data Update: Off-Price Retailers (OPRs) - Footfall...
Data Update: Off-Price Retailers (OPRs) - Footfall Inflecting in 1H of September . . . Stay Posit...
9-17-2020 Retail - Chuck Grom, CFA, CPA
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DRI: Darden Restaurants - Expect Modest SSS & EPS...
DRI: Darden Restaurants - Expect Modest SSS & EPS Upside; We See DRI & Casual Peers in Limbo w/ M...
9-17-2020 Restaurants - Jeff Farmer
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GE: General Electric Co. - “Positive” 2H20 FCF
GE: General Electric Co. - “Positive” 2H20 FCF
9-16-2020 Multi-Industry - None
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August ’20 Retail Sales Recap - Core Sales Down 0.3%...
August ’20 Retail Sales Recap - Core Sales Down 0.3% YOY; Home Improvement, Food & Beverage, & Di...
9-16-2020 Retail - Chuck Grom, CFA, CPA
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Kansas City train scooper is now pushing Alexion, DXC...
Kansas City train scooper is now pushing Alexion, DXC finds the finish line, four-year honeymoon ...
9-16-2020 Event-Driven Research - Don Bilson
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Social Inflation: It Will Conflate with COVID-19...
Social Inflation: It Will Conflate with COVID-19 Litigation
9-16-2020 Insurance - Bill Wilt
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CBRL: Cracker Barrel - SSS Recovery Solid, but Lagging...
CBRL: Cracker Barrel - SSS Recovery Solid, but Lagging Peers; Street EPS Estimates Poised to Fall...
9-15-2020 Restaurants - Jeff Farmer
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IR: Ingersoll Rand - Steady improvement pointing to more...
IR: Ingersoll Rand - Steady improvement pointing to more upside
9-15-2020 Multi-Industry - None
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ETN: Eaton - Sequential optimism
ETN: Eaton - Sequential optimism
9-15-2020 Multi-Industry - None
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Burlington Northern changeup weakens Kansas City...
Burlington Northern changeup weakens Kansas City thought, changing the channel at Sirius, deadlin...
9-15-2020 Event-Driven Research - Don Bilson
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CBRL: Cracker Barrel - F4Q SSS & EPS Numbers Meet...
CBRL: Cracker Barrel - F4Q SSS & EPS Numbers Meet Street; SSS Recovery Trajectory in Recent Weeks...
9-15-2020 Restaurants - Jeff Farmer
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GH Retailing - Top 10 “Fantasy-Football” Based Awards...
GH Retailing - Top 10 “Fantasy-Football” Based Awards From 2Q20 Earnings . . . Stay Barbelled (Of...
9-15-2020 Retail - Chuck Grom, CFA, CPA
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DOV: Dover - Growth jewels
DOV: Dover - Growth jewels
9-14-2020 Multi-Industry - None
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Low & Middle Market Pricing Study (#22) - DG Prices...
Low & Middle Market Pricing Study (#22) - DG Prices on Par with Walmart . . . While FDO Stands at...
9-14-2020 Retail - Chuck Grom, CFA, CPA
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EAT: Brinker International - Virtual Restaurant Momentum...
EAT: Brinker International - Virtual Restaurant Momentum Builds in August; Exclusive w/ DoorDash ...
9-14-2020 Restaurants - Jeff Farmer
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Gilead wins its own "Immunity Challenge,"...
Gilead wins its own "Immunity Challenge," NVIDIA's biceps are looking huge, Back to school sale a...
9-14-2020 Event-Driven Research - Don Bilson
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PLAY: Dave & Buster's - Stuck on Sidelines with:...
PLAY: Dave & Buster's - Stuck on Sidelines with: Protracted Store Re-openings, Downward SSS/EBITD...
9-10-2020 Restaurants - Jeff Farmer

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