| Auto Insurance: Favorable Short Term, Cautious Longer Term
|
Wilt, Bill |
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
|
Farmer, Jeff |
2020-09-29 |
7 |
| Airbnb, Inc. - Planning on Covering Airbnb When it Goes Public? Be Sure to Check in With Your Host, GHRA
|
Mollins, Robert |
2020-09-29 |
40 |
| Proprietary data (Prices steady after August price increase)
|
Inch, John |
2020-09-29 |
4 |
| Proprietary data (September MRO web traffic diverges)
|
Inch, John |
2020-09-29 |
15 |
| Consumer - News from Monday
|
Rich, Jonathan |
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
|
Rich, Jonathan |
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
|
Rich, Jonathan |
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)
|
Bilson, Don |
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.
|
Rich, Jonathan |
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%
|
Grom, CFA, CPA, Chuck |
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
|
Farmer, Jeff |
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%)
|
Rich, Jonathan |
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
|
Rich, Jonathan |
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
|
Grom, CFA, CPA, Chuck |
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)
|
Rich, Jonathan |
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)
|
Bilson, Don |
2020-09-25 |
4 |
| JR's Consumer Daily – 9.25.20
|
Rich, Jonathan |
2020-09-25 |
|
| MCD: McDonald's - Through 9/21 - Travis Scott & Spicy McNuggets LTOs Continue to Drive Jump in Foot Traffic & Mobile App Downloads
|
Farmer, Jeff |
2020-09-25 |
10 |
| WH: Wyndham - Checking in with Wyndham's New & Improved Mobile App
|
Mollins, Robert |
2020-09-25 |
7 |