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The Weekend Warrior (2/16/18) - In Focus: FND + Food...
The Weekend Warrior (2/16/18) - In Focus: FND + Food CPI/PPI + SNAP Thoughts + Wage Growth Analys...
2-16-2018 Retail - Chuck Grom
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Feb 12 - Feb 16
Feb 12 - Feb 16
2-16-2018 Event-Driven Weekly - Event-Driven Team
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Kraft begging for someone to answer the door, a more...
Kraft begging for someone to answer the door, a more demanding crowd is lining up outside Allerga...
2-16-2018 Event-Driven Research - Don Bilson
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13F Analysis: NWL, BMS, FCE, CVG, ECA, QEP, EVHC, CTL,...
13F Analysis: NWL, BMS, FCE, CVG, ECA, QEP, EVHC, CTL, ZBH, DNB, KLXI, Vista Equity, RSG, WM, LOW...
2-15-2018 Event-Driven Research - Don Bilson
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FND: Floor & Decor - Initiating Coverage with...
FND: Floor & Decor - Initiating Coverage with Accumulate Rating + $50 Price Target; Survey Work S...
2-15-2018 Retail - Chuck Grom
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January Retail Sales Wrap - Don't Let the Headline...
January Retail Sales Wrap - Don't Let the Headline Fool You; January Retail Sales Solid, up 5.1% ...
2-14-2018 Retail - Chuck Grom
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Phillips 66 won't be the next Precision Castparts,...
Phillips 66 won't be the next Precision Castparts, DaVita's next swing will be measured, a run to...
2-14-2018 Event-Driven Research - Don Bilson
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Dun & Bradstreet goes to its bullpen, Walgreen's...
Dun & Bradstreet goes to its bullpen, Walgreen's Pessina heard singing "Love the One Your With," ...
2-13-2018 Event-Driven Research - Don Bilson
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Sizeable SNAP Reduction Included in Trump Budget; ~27%...
Sizeable SNAP Reduction Included in Trump Budget; ~27% Cut to Monthly Receipt in 2019
2-12-2018 Retail - Chuck Grom
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General Dynamics makes good on Q3 signal, Textron taking...
General Dynamics makes good on Q3 signal, Textron taking some jabs, Fortive talking up its firepo...
2-12-2018 Event-Driven Research - Don Bilson
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Rising Rates & Retail Stocks...A Look Back - History...
Rising Rates & Retail Stocks...A Look Back - History Says = Keep Calm & Stay Long; Top Ideas = WM...
2-11-2018 Retail - Chuck Grom
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February 5 - February 9
February 5 - February 9
2-9-2018 Event-Driven Weekly - Event-Driven Team
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Traffic Stable In January vs. 6-Month Trend; Winners...
Traffic Stable In January vs. 6-Month Trend; Winners & Losers From 100-Retail Basket, Part II Fro...
2-9-2018 Retail - Chuck Grom
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Martin Franklin looks to bring down the House of Newell,...
Martin Franklin looks to bring down the House of Newell, IAC not yet in the separating mood, DXC ...
2-9-2018 Event-Driven Research - Don Bilson
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Envision slows its roll, MEDNAX may be coming out of its...
Envision slows its roll, MEDNAX may be coming out of its slump, XL boss looks like a seller, a si...
2-8-2018 Event-Driven Research - Don Bilson
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Low + Middle Market Pricing Study - January 2018 -...
Low + Middle Market Pricing Study - January 2018 - Wal-Mart Leads Middle Market by ~10.4%, Leads ...
2-8-2018 Retail - Chuck Grom
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COST: Costco Wholesale - COST: Costco Wholesale -...
COST: Costco Wholesale - COST: Costco Wholesale - January Core SSS +10.6% on 2-Year Stacks . . . ...
2-7-2018 Retail - Chuck Grom
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Wynn walks away from the tables, CEO talk at Chipotle,...
Wynn walks away from the tables, CEO talk at Chipotle, Akamai delivers under pressure, ADS restru...
2-7-2018 Event-Driven Research - Don Bilson
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Team Grom's Consumer Survey - January '18 - Part...
Team Grom's Consumer Survey - January '18 - Part I: Consumer Tone Upbeat . . . But Some Pressures...
2-7-2018 Retail - Chuck Grom
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Making lemonade out of lemons at Lulu, Macerich defense...
Making lemonade out of lemons at Lulu, Macerich defense has some holes, shoehorning Oshkosh into ...
2-6-2018 Event-Driven Research - Don Bilson

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