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March 2019 Macro Survey - Tax Refund Tilts More...
March 2019 Macro Survey - Tax Refund Tilts More Favorable Than Latest IRS Data Would Suggest + Co...
4-5-2019 Retail - Chuck Grom
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MSC F2Q19 preview - sequential GM guide likely to set...
MSC F2Q19 preview - sequential GM guide likely to set the tone for 2H share performance
4-5-2019 Multi-Industry - None
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PG&E powers up its boardroom with investors, Citrix...
PG&E powers up its boardroom with investors, Citrix looking to strike while the PE iron is hot, i...
4-4-2019 Event-Driven Research - Don Bilson
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WSM: Williams-Sonoma - California Dreamin’ . . . HQ Trip...
WSM: Williams-Sonoma - California Dreamin’ . . . HQ Trip Yields Modest NT Concerns . . . With Pot...
4-4-2019 Retail - Chuck Grom
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Economic Data as a Leading Indicator of Restaurant SSS -...
Economic Data as a Leading Indicator of Restaurant SSS - Leading Economic Indicator Trends (Inclu...
4-4-2019 Restaurants - Jeff Farmer
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RRGB: Red Robin - RRGB Pursuing a New CEO; but There Are...
RRGB: Red Robin - RRGB Pursuing a New CEO; but There Are No Quick Fixes for This Regional Casual ...
4-3-2019 Restaurants - Jeff Farmer
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DOV: Dover - Finder farewell
DOV: Dover - Finder farewell
4-3-2019 Multi-Industry - None
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Delta flaunts its hidden gem, Alcon touts the spin-merge...
Delta flaunts its hidden gem, Alcon touts the spin-merge credentials of its new CFO, chip industr...
4-3-2019 Event-Driven Research - Don Bilson
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BJ: BJ's Wholesale Club, Inc. - 1Q Field Work + Card...
BJ: BJ's Wholesale Club, Inc. - 1Q Field Work + Card Data Support Near-Term Favorable Bias as CEO...
4-3-2019 Retail - Chuck Grom
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GE: General Electric Co. - GE outsized debt points to...
GE: General Electric Co. - GE outsized debt points to underperformance in future economic softening
4-3-2019 Multi-Industry - None
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European trade show takeaways - Another European...
European trade show takeaways - Another European step-down in demand despite Brexit stockpiling
4-3-2019 Multi-Industry - None
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PLAY: Dave & Buster's - 4Q SSS, Rev & EBITDA...
PLAY: Dave & Buster's - 4Q SSS, Rev & EBITDA Outpace Guidance & Street Ests.: 2019 Guidance Looks...
4-2-2019 Restaurants - Jeff Farmer
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Welcome back Dow, time for Stefano to answer a different...
Welcome back Dow, time for Stefano to answer a different question at Walgreens, keeping an eye on...
4-2-2019 Event-Driven Research - Don Bilson
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FND: Floor & Decor Holdings - Flooring Comparison:...
FND: Floor & Decor Holdings - Flooring Comparison: FND > HD/LOW in Breadth & Depth of Flooring In...
4-2-2019 Retail - Chuck Grom
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Multi-Industry - Recent international tradeshows...
Multi-Industry - Recent international tradeshows takeaways – negative feedback loop
4-2-2019 Multi-Industry - None
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February ’19 Retail Sales Recap - Confirming What We...
February ’19 Retail Sales Recap - Confirming What We Already Know; Core Retail +2.2% YOY (Below T...
4-1-2019 Retail - Chuck Grom
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The "favorite" prevails at Bristol, open-ended...
The "favorite" prevails at Bristol, open-ended M&A questions that need an answering, a nice resol...
4-1-2019 Event-Driven Research - Don Bilson
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Workers' Comp: Affordable Care Act Turns into...
Workers' Comp: Affordable Care Act Turns into Headwind
4-1-2019 Insurance - Bill Wilt
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2019 Restaurant Sector Unit-level Economics Deep Dive -...
2019 Restaurant Sector Unit-level Economics Deep Dive - Which Companies Have the Greatest Economi...
4-1-2019 Restaurants - Jeff Farmer
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The Weekend Warrior (3/29) - Our Final Four = Dollar...
The Weekend Warrior (3/29) - Our Final Four = Dollar Tree, Tractor Supply, Five Below, & Target ....
3-29-2019 Retail - Chuck Grom

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