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DRI: Darden Restaurants - Softening Casual Dining Trends...
DRI: Darden Restaurants - Softening Casual Dining Trends Weigh on SSS/EPS Upside Potential; Expec...
6-17-2019 Restaurants - Jeff Farmer
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Retail Sales Recap - May 2019 - Retail Sales Ex-Autos...
Retail Sales Recap - May 2019 - Retail Sales Ex-Autos Accelerate on the 2-Yr. To Highest Reading ...
6-14-2019 Retail - Chuck Grom
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Ashland becoming a hot event-driven ticket, should HD...
Ashland becoming a hot event-driven ticket, should HD Supply be paying attention to Trian’s lates...
6-14-2019 Event-Driven Research - Don Bilson
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RH: RH - IN CASE YOU MISSED IT = 10-Q Filing Suggests...
RH: RH - IN CASE YOU MISSED IT = 10-Q Filing Suggests Outlet Sales Drives Majority of 1Q Sales Up...
6-13-2019 Retail - Chuck Grom
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GE: General Electric Co. - UTX+RTN read-through: GE...
GE: General Electric Co. - UTX+RTN read-through: GE Aviation <$50bn equity value
6-13-2019 Multi-Industry - None
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Multi-industry - PFAS Round 2
Multi-industry - PFAS Round 2
6-13-2019 Multi-Industry - None
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SBUX: Starbucks Corp - Great(er) Expectations: YTD Run...
SBUX: Starbucks Corp - Great(er) Expectations: YTD Run Suggests SBUX Discounting SSS Upside - We ...
6-13-2019 Restaurants - Jeff Farmer
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WSM: Williams-Sonoma - Upgrade to Accumulate-Rated Post...
WSM: Williams-Sonoma - Upgrade to Accumulate-Rated Post Management Meeting in NYC; Raising ‘19/’2...
6-13-2019 Retail - Chuck Grom
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RH: RH - Sometimes It’s Better To Be Lucky . . . Than...
RH: RH - Sometimes It’s Better To Be Lucky . . . Than Good; Post 1Q Recap
6-13-2019 Retail - Chuck Grom
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The resistance gathers outside of United Technologies,...
The resistance gathers outside of United Technologies, marriage season in software rolls on, one ...
6-12-2019 Event-Driven Research - Don Bilson
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PLAY: Dave & Buster's - Downgrading to Hold: No...
PLAY: Dave & Buster's - Downgrading to Hold: No SSS Turnaround Visibility, Guidance Credibility T...
6-12-2019 Restaurants - Jeff Farmer
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Online Grocery Delivery - Survey & Digital Traffic...
Online Grocery Delivery - Survey & Digital Traffic Work Supports Higher Adoption Rates = Likely T...
6-12-2019 Retail - Chuck Grom
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Proprietary data (MRO distribution web traffic report –...
Proprietary data (MRO distribution web traffic report – mixed traffic trend in May)
6-12-2019 Multi-Industry - None
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EMR: Emerson - Climate change
EMR: Emerson - Climate change
6-11-2019 Multi-Industry - None
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HDS: HD Supply - 2016 all over again?
HDS: HD Supply - 2016 all over again?
6-11-2019 Multi-Industry - None
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Skipping past the Honeywell-GE chatter without even a...
Skipping past the Honeywell-GE chatter without even a pause, Symantec getting lumped in with an u...
6-11-2019 Event-Driven Research - Don Bilson
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HD Supply (In-line F1Q19, but F2Q19 miss- weak May and...
HD Supply (In-line F1Q19, but F2Q19 miss- weak May and full-year guidance cut)
6-11-2019 Multi-Industry - None
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Multi-Industry - Aerospace tie-up twists and wrinkles
Multi-Industry - Aerospace tie-up twists and wrinkles
6-11-2019 Multi-Industry - None
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A missile shot from United Technologies, Salesforce...
A missile shot from United Technologies, Salesforce returns for Tableau, death of M&A has been gr...
6-10-2019 Event-Driven Research - Don Bilson
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Proprietary data (Industrial products pricing - no price...
Proprietary data (Industrial products pricing - no price increase despite tariff hike; Mexico exp...
6-10-2019 Multi-Industry - None

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