All Research


Title Date Pages
Auto Insurance: Favorable Short Term, Cautious Longer Term 2020-09-29 6
DPZ: Domino's Pizza Inc - 3Q SSS Positioned to Impress; Delivery & Digital Players Winning Big Market Share; Int’l Development Headwinds Remain a Focus 2020-09-29 7
Airbnb, Inc. - Planning on Covering Airbnb When it Goes Public? Be Sure to Check in With Your Host, GHRA 2020-09-29 40
Proprietary data (Prices steady after August price increase) 2020-09-29 4
Proprietary data (September MRO web traffic diverges) 2020-09-29 15
Consumer - News from Monday 2020-09-28
UNFI - Reports FQ420 Earnings, Q beats on EBITDA/EPS driven by better topline & GMs; Supernatural (i.e. AMZN's Whole Foods) revs decelerate signif & come in below St. ests; F21 Revs/EBITDA/EPS guide all ahead of St.; CEO announces intention to retire in July '21; CC Tues @ 8:30amET 2020-09-28
WMT/India/Reliance/AMZN – WMT in talks w/India’s Tata group to make a $20-25B investment for a large stake in the co’s upcoming digital ‘super app’ to compete against Reliance Industries Jio Platform & AMZN, according to Mint sources 2020-09-28
Oil patch trying to atone through consolidation, Caesars makes its way to the top of an online Hill, Where does “Global” fit in at CDK? (DVN, WPX, CZR, CDK, CLF) 2020-09-28 4
Consumer – Weekend News; Please note there will be no JR Consumer Daily tomorrow/Mon 9/28. Normal publication will resume on Tues 9/29. 2020-09-27
W: Wayfair - Gauging Success of Way Day 2020 Through SimilarWeb Checkout Domain Data; YOY Up ~380% . . . With Like-For-Like Rising ~26% 2020-09-27 4
October Casual Dining Sales Softened in ‘08, ’12 & ’16 Election Yrs - Hard to Know if Historical Trends Will Hold in 2020; But Monthly Sales & SSS Data Show that October Sales Slow Ahead of Election 2020-09-27 4
Consumer Spending - NPD Weekly Gen Merch Tracker Remains Extremely Robust Through 1H Sept. with 9/19-end week holding to +10-11% range seen MTD (vs. Aug +LSD%) 2020-09-25
Retail/Back-to-School - NPD’s Back-to-School Tracker Continues To Surge Into Sept. (likely aided by students returns to school). 9/12-end week +11% vs. 9/5 +7%, 8/29 flat 2020-09-25
The Weekend Warrior (9/25/20) - Macro Friday: Freight Update, Lumber Prices, Gas Trends, August Existing Home Sales, & Latest MBA Purchase Index 2020-09-25 9
Restaurants - FL's Gov. DeSantis announces an executive order that will lift all operating/capacity restrictions on Restaurants/Bars (vs. current 50% capacity limitation) 2020-09-25
Six and a half questions for Apollo, SPAC crowd cool on big mortgage deal, When will we hear from Ergen again at EchoStar? (APO, GHIV, SATS, ACIW) 2020-09-25 4
JR's Consumer Daily – 9.25.20 2020-09-25
MCD: McDonald's - Through 9/21 - Travis Scott & Spicy McNuggets LTOs Continue to Drive Jump in Foot Traffic & Mobile App Downloads 2020-09-25 10
WH: Wyndham - Checking in with Wyndham's New & Improved Mobile App 2020-09-25 7

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