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FIVE: Five Below - HQ Trip Notes & Key Themes:...
FIVE: Five Below - HQ Trip Notes & Key Themes: Philly Strong . . . And We Aren't Referring to the...
4-12-2018 Retail - Chuck Grom
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COST: Costco Wholesale - So Good; Core SSS +5.8% in...
COST: Costco Wholesale - So Good; Core SSS +5.8% in March // 7.3% Ex. Easter Shift; Traffic + U.S...
4-11-2018 Retail - Chuck Grom
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UnitedHealth sticks Envision with a jab, parsing the...
UnitedHealth sticks Envision with a jab, parsing the wordplay at USG, looking at Western Union th...
4-11-2018 Event-Driven Research - Don Bilson
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KSS: Kohl's - Amazon Returns + Smart Home...
KSS: Kohl's - Amazon Returns + Smart Home Experience. . . A 2nd Look At Chicago Stores = Joint Ve...
4-11-2018 Retail - Chuck Grom
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Icahn and Tenneco covering an Ed Breen tune, Monsanto...
Icahn and Tenneco covering an Ed Breen tune, Monsanto completes its grueling race, time for Mr. K...
4-10-2018 Event-Driven Research - Don Bilson
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Team Grom's Traffic Survey - March 2018: Mother...
Team Grom's Traffic Survey - March 2018: Mother Nature > Easter Bunny; Traffic Lighter Than Expec...
4-10-2018 Retail - Chuck Grom
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Another busted LBO for ValueAct, picking through the...
Another busted LBO for ValueAct, picking through the wreckage at Incyte, Woodward shows off its b...
4-9-2018 Event-Driven Research - Don Bilson
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COST: Costco Wholesale - March SSS Pre-Game = We See...
COST: Costco Wholesale - March SSS Pre-Game = We See Core SSS Up ~2.5%; Healthy Trends Excluding ...
4-9-2018 Retail - Chuck Grom
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April 2 - April 6
April 2 - April 6
4-6-2018 Event-Driven Weekly - Event-Driven Team
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DLTR: Dollar Tree - Debt Refi ~3.4% Accretive To Our...
DLTR: Dollar Tree - Debt Refi ~3.4% Accretive To Our FY19 EPS Estimates = Quick Math + Details; S...
4-6-2018 Retail - Chuck Grom
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MGM's Murren rumored to be staring up Las Vegas...
MGM's Murren rumored to be staring up Las Vegas Boulevard, Campbell's looks to have settled on a ...
4-6-2018 Event-Driven Research - Don Bilson
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Smuckers is woofing over latest deal, a rock fight...
Smuckers is woofing over latest deal, a rock fight breaks out at Newell, Starboard's second REIT ...
4-5-2018 Event-Driven Research - Don Bilson
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Smith & Nephew snags an unsigned free agent, CVS...
Smith & Nephew snags an unsigned free agent, CVS intends to play in DaVita's backyard, GM pulls a...
4-4-2018 Event-Driven Research - Don Bilson
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Celgene playing around with its roster, Qualcomm is a...
Celgene playing around with its roster, Qualcomm is a profile in courage, CBS is the next contest...
4-3-2018 Event-Driven Research - Don Bilson
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Pricing and Reserves: Directional Impact on 2018e...
Pricing and Reserves: Directional Impact on 2018e Forecasted
4-3-2018 Insurance - Bill Wilt
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Walgreen's running out of dance partners, LaSalle...
Walgreen's running out of dance partners, LaSalle pressed to "explore" a sale, Tiffany triumvirat...
4-2-2018 Event-Driven Research - Don Bilson
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The Weekend Warrior (3/29/18) - In Focus: Prodco Traffic...
The Weekend Warrior (3/29/18) - In Focus: Prodco Traffic Index Shows Uptick + Easter Weather Upda...
3-29-2018 Retail - Chuck Grom
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March 26 - March 29
March 26 - March 29
3-29-2018 Event-Driven Weekly - Event-Driven Team
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Walgreen's playing chess not checkers, a request for...
Walgreen's playing chess not checkers, a request for activism goes out on Medtronic, sellside con...
3-29-2018 Event-Driven Research - Don Bilson
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AMZN/WFM Pricing Study + Data
AMZN/WFM Pricing Study + Data
3-29-2018 Retail - Chuck Grom

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