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Title Date Pages
HDS: HD Supply - Near term FM risks; credit/liquidity conditions could prevent quick C&I recovery 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) 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 2020-03-18 4
P/C Loss Reserves: Deficiency at YE19 Portends Rising Prices 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 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 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) 2020-03-17 4
HDS: HD Supply - F4Q19 beat; guidance suspended 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 2020-03-17 6
Multi-Industry - Pairing DD long vs. MMM 2020-03-17 9
Department Stores & Off-Price Retail - Lowering EPS & SSS Estimates Across the Board: KSS, JWN, M, JCP, TJX, ROST, & BURL 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 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 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) 2020-03-16 4
COVID-19: NJ Considers Forcing BI Coverage – Others to Follow? 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 2020-03-16 7
Proprietary data (Modest price increases in March; net prices still down YTD) 2020-03-16 3
GE: General Electric Co. - In the Aviation crosshairs 2020-03-16 5
Proprietary data (COVID-19 supplies likely drove web traffic trend divergence in Feb) 2020-03-16 14
Broadlines & Hardlines Retail - When Will Your Town Hit 77 Degrees? 90 Day Forward Look per Weather Trends International 2020-03-15 4

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