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ITW: ITW - M&A beginning to dial up
ITW: ITW - M&A beginning to dial up
5-8-2020 Multi-Industry - None
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PH: Parker Hannifin - Variable contribution puts and...
PH: Parker Hannifin - Variable contribution puts and takes; costs of “holding the line”?
5-8-2020 Multi-Industry - None
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BJRI: BJ's Restaurants - Relative to Peers, BJ’s Has...
BJRI: BJ's Restaurants - Relative to Peers, BJ’s Has Long Recovery Road; Detail on In-Restaurant ...
5-7-2020 Restaurants - Jeff Farmer
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ETN: Eaton - Model update
ETN: Eaton - Model update
5-7-2020 Multi-Industry - None
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GRUB: Grubhub Inc - Impressive QTD Trends + More...
GRUB: Grubhub Inc - Impressive QTD Trends + More Investments in the Business = Continued Erosion ...
5-7-2020 Restaurants - Robert Mollins
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A “mic-drop” at Danaher, FLIR shows off its...
A “mic-drop” at Danaher, FLIR shows off its fever-fighting skills, Elliott on point at CenterPoin...
5-7-2020 Event-Driven Research - Don Bilson
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GE: General Electric Co. - No quick or easy fix; cutting...
GE: General Electric Co. - No quick or easy fix; cutting price target to $5
5-7-2020 Multi-Industry - None
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COST: Costco Wholesale - Phew! Sometimes Being Wrong Can...
COST: Costco Wholesale - Phew! Sometimes Being Wrong Can Feel So Right . . . April = 2020 Comp Na...
5-6-2020 Retail - Chuck Grom
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GRUB: Grubhub Inc - 1Q20 1st Look: Impressive Start to...
GRUB: Grubhub Inc - 1Q20 1st Look: Impressive Start to the 2Q, But We Don’t Expect Trends to Hold...
5-6-2020 Restaurants - Robert Mollins
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CAKE: Cheesecake Factory - CAKE Model Update
CAKE: Cheesecake Factory - CAKE Model Update
5-6-2020 Restaurants - Jeff Farmer
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WING: Wingstop - Expectations Were Very High – But the...
WING: Wingstop - Expectations Were Very High – But the WING Business Model Delivers & We Expect t...
5-6-2020 Restaurants - Jeff Farmer
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WEN: Wendy's - SSS & EPS Moving Up (well ahead...
WEN: Wendy's - SSS & EPS Moving Up (well ahead of Street): Remain Convicted with SSS Stronger Tha...
5-6-2020 Restaurants - Jeff Farmer
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Keeping tabs on the Infrastructure Bet, new Marathon...
Keeping tabs on the Infrastructure Bet, new Marathon boss resembles an activist, a painful reset ...
5-6-2020 Event-Driven Research - Don Bilson
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WEN: Wendy's - WEN 1Q20 First Look: U.S. SSS...
WEN: Wendy's - WEN 1Q20 First Look: U.S. SSS Momentum Has Our Attention - The Return of SSS Growt...
5-6-2020 Restaurants - Jeff Farmer
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CAKE: Cheesecake Factory - CAKE Believes it Can...
CAKE: Cheesecake Factory - CAKE Believes it Can Recapture 2019 AUV Levels in 2021E: If Mgmt. Gets...
5-5-2020 Restaurants - Jeff Farmer
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SFM: Sprouts Farmers Markets - Staying Constructive...
SFM: Sprouts Farmers Markets - Staying Constructive Despite Big Bounce Off the Bottom, Post 1Q Ta...
5-5-2020 Retail - Chuck Grom
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BLMN: Bloomin Brands, Inc. - BLMN Poised to Increasingly...
BLMN: Bloomin Brands, Inc. - BLMN Poised to Increasingly Stand Out as Attention Swings to Reopeni...
5-5-2020 Restaurants - Jeff Farmer
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AME: AMETEK, Inc. - 1Q20 model update; Significant cost...
AME: AMETEK, Inc. - 1Q20 model update; Significant cost actions to drive upside post recovery
5-5-2020 Multi-Industry - None
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W: Wayfair - Boosting P-Target to $210; Direct Revenue...
W: Wayfair - Boosting P-Target to $210; Direct Revenue Momentum + New Found Margin Discipline Hav...
5-5-2020 Retail - Chuck Grom
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ITW: ITW - Pandemic the ITW way
ITW: ITW - Pandemic the ITW way
5-5-2020 Multi-Industry - None

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