All Research


Title Date Pages
FIVE: Five Below - If Only the Philadelphia Eagles Could Be This Good . . . Strong Holiday Update with SSS +10.1% = Raising PT to $206/Stay Buy-Rated 2021-01-12 5
Steris designs an exit strategy at Cantel Medical, Omnicell signal is weak at Baxter, eyeing Dorsey's wintertime calendar, end of an era in Vegas (STE, BAX, TWTR, LVS, SWI, GRA, VRTX, PKI) 2021-01-12
Workers’ Compensation: COVID-19 Claims Manageable 2021-01-12 4
ABNB: Airbnb - Section 230 of the CDA Only Applies to Social Media Companies, Right? Think Again - Airbnb Could be Impacted 2021-01-11 5
PLAY/RRGB Business Updates: #’s Ugly, But Largely Expected - PLAY’s -75% SSS in Nov./Dec. & RRGB’s -40% in Dec. Underscore Headwinds Seen Exiting 2020; Weakness Widely Appreciated 2021-01-11 7
Top W.R. Grace shareholder now at the speed limit, SoftBank crashes the party at Pacific Biosciences, NCR throws a curveball (GRA, PACB, IFF, NCR, HOLX) 2021-01-11 4
Low & Middle Market Pricing Study (#24) - The General on Par with Walmart (+) While FDO’s Gap Still Too High (-) . . . Less Inflation in Basket at Discounters 2021-01-11 6
Homesharing Web Deep Dive - Smaller STRs Growing Much Faster Than Airbnb & vrbo, but Faster % Growth Hasn’t Translated to Meaningful Share Gains (Yet?) 2021-01-11 8
Proprietary Data Report (Global Project Activity Tracker) 2021-01-11 10
Latest F5 deal checks all the boxes, upcoming nomination window towers over Crown Castle, Atos gets an earful, Domtar is no longer a Diaper Dandy (FFIV, CCI, WBA, DXC, UFS, KSS, Packaged Food) 2021-01-08 5
PTON: Peloton Interactive - Initiating Coverage with a Buy Rating + $190 PT – Moving From Cult to the Mainstream 2021-01-08 28
Hotel Sector Web Traffic Deep Dive - WH the Most Digitally Resilient C-Corp in the 4Q; the Stock’s 4x EV/EBITDA Discount to the Peer Group Increasingly Unjustifiable 2021-01-08 9
MSM: MSC - Model update 2021-01-07 4
ETN: Eaton - Eaton remains clear winner from Democratic wins 2021-01-07 4
Bonjour DXC, Odds-on favorite tips its hand at Perspecta, Surveying the Blue Wave as tide rolls out (DXC, PRSP, Georgia, MGM) 2021-01-07 4
Minimum Wage Update w/ Democrats Taking Senate Control - Based on Business Model & Geographic Exposure – CHUY, CBRL, BLMN, TXRH, EAT & PLAY Most Impacted by Potential Wage Hike 2021-01-07 5
4Q20 Home Improvement Survey (#14) - Super Bullish Results with Big Uptick in Home Purchase Intent + Project Activity; Raising FND 4Q SSS To 20.0%, PT to $107 2021-01-07
ABNB: Airbnb - Can Airbnb Take Share from Hotels? We Think So, but Expect Share Gains to Temporarily Reverse as Biz Transient Demand Returns 2021-01-07 5
COST: Costco Wholesale - December Core SSS Rise 10.9% - Management Call Back Notes 2021-01-06 4
Amerisource scratches its Walgreen’s itch, Change is in the air at UnitedHealth, a smoother path emerges for CNH, PPG’s trip to Finland gets more expensive (ABC/WBA, CHNG, CNHI, PPG, CLF, XRAY, ALB) 2021-01-06 5

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