| HDS: HD Supply - Near term FM risks; credit/liquidity conditions could prevent quick C&I recovery
|
Inch, John |
2020-03-18 |
7 |
| FedEx avoids another crash landing, Marathon drags two questions across the finish line, Tegna gets a divine offer, Aramark getting pressured on multiple fronts (FDX, MPC, TGNA, XPO, NAV, ARMK, ATI)
|
Bilson, Don |
2020-03-18 |
5 |
| Casual Dining Doors Closing Quickly – What We Know Now - Pace of Statewide Restaurant Closure Mandates Has Hit Tipping Point: De Facto Nationwide Closure Mandate Looking Inevitable
|
Farmer, Jeff |
2020-03-18 |
4 |
| P/C Loss Reserves: Deficiency at YE19 Portends Rising Prices
|
Wilt, Bill |
2020-03-17 |
4 |
| COST: Costco Wholesale - Core Biz on Fire + Next Leg of Digital Growth w/Innovel Acquisition = Upgrade from Accumulate-Rated to Buy-Rated
|
Grom, Chuck |
2020-03-17 |
4 |
| February ’20 Retail Sales Recap - Yesterday’s News But . . . Solid Growth on YOY Basis with Core Up 7.6%; 10/14 Categories Accelerate on the Stacks
|
Grom, Chuck |
2020-03-17 |
3 |
| Airlines have fifty billion reasons to worry, HD Supply still on schedule, FleetCor looks for a W on comp, PENN can’t catch a break (Airlines, HDS, DD, FLT, PENN)
|
Bilson, Don |
2020-03-17 |
4 |
| HDS: HD Supply - F4Q19 beat; guidance suspended
|
Inch, John |
2020-03-17 |
3 |
| MCD: McDonald's - MCD Closing U.S. Restaurant Interiors: With 75% of Sales Coming Through Drive Thru – Company Well Positioned to Weather Storm
|
Farmer, Jeff |
2020-03-17 |
6 |
| Multi-Industry - Pairing DD long vs. MMM
|
Inch, John |
2020-03-17 |
9 |
| Department Stores & Off-Price Retail - Lowering EPS & SSS Estimates Across the Board: KSS, JWN, M, JCP, TJX, ROST, & BURL
|
Grom, Chuck |
2020-03-16 |
11 |
| BJ’s Wholesale & Sprout’s Farmers Market - Going Food Shopping - Upgrading BJ's and Sprout's to Buy-Rated as Consumer Goes Into “Hunker-Down” Mentality
|
Grom, Chuck |
2020-03-16 |
5 |
| Analyzing the Impact of COVID-19 on Third-party Delivery - Restaurant Delivery Demand Hampered by Uncertainty and Closures – Watching Mobile App Data
|
Mollins, Robert |
2020-03-16 |
5 |
| Greetings from Thunderdome, an impala now charging a hog, Lockheed climbs the tower for its next CEO, closing the circle at Macerich
(HOG, ARMK, LMT, MAC)
|
Bilson, Don |
2020-03-16 |
4 |
| COVID-19: NJ Considers Forcing BI Coverage – Others to Follow?
|
Wilt, Bill |
2020-03-16 |
2 |
| DRI: Darden Restaurants - We Expect DRI to: Point to DD% SSS Declines in Recent Days, Outline Potential Temporary Restaurant Closures & Suspend Guidance
|
Farmer, Jeff |
2020-03-16 |
7 |
| Proprietary data (Modest price increases in March; net prices still down YTD)
|
Inch, John |
2020-03-16 |
3 |
| GE: General Electric Co. - In the Aviation crosshairs
|
Inch, John |
2020-03-16 |
5 |
| Proprietary data (COVID-19 supplies likely drove web traffic trend divergence in Feb)
|
Inch, John |
2020-03-16 |
14 |
| Broadlines & Hardlines Retail - When Will Your Town Hit 77 Degrees? 90 Day Forward Look per Weather Trends International
|
Grom, Chuck |
2020-03-15 |
4 |