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Title Date
Digital Survey - A Look Back at Category Market Share Shifts Following 26 Months of Consecutive 500+ HH Survey Work 2019-06-18
EMR: Emerson - Steady AS in May; softer Climate in Asia than expected 2019-06-17
Pfizer sifts through an array of opportunities for its newest bolt-on, AECOM is ready to spin, Texas chips in with a bank deal (BID, PFE, MRK, ACM, CNC, PB, Oil Services) 2019-06-17
Third-Party Restaurant Delivery - DoorDash is King of Digital Engagement – Grubhub and Uber Eats in A Close Second; Postmates Lagging but Still in the Race 2019-06-17
DRI: Darden Restaurants - Softening Casual Dining Trends Weigh on SSS/EPS Upside Potential; Expect FY20 EPS Guidance Range Intro to Straddle Street Estimate 2019-06-17
Retail Sales Recap - May 2019 - Retail Sales Ex-Autos Accelerate on the 2-Yr. To Highest Reading Since October ’18 . . . Furniture (+) // Home Improve (-) 2019-06-14
Ashland becoming a hot event-driven ticket, should HD Supply be paying attention to Trian’s latest move?, Jana looking for an eagle at Callaway (ASH, DE, FERG, CPB, ELY) 2019-06-14
RH: RH - IN CASE YOU MISSED IT = 10-Q Filing Suggests Outlet Sales Drives Majority of 1Q Sales Upside w/SSS Likely Up ~0.7%-1.7% 2019-06-13
GE: General Electric Co. - UTX+RTN read-through: GE Aviation <$50bn equity value 2019-06-13
Multi-industry - PFAS Round 2 2019-06-13
SBUX: Starbucks Corp - Great(er) Expectations: YTD Run Suggests SBUX Discounting SSS Upside - We Agree on U.S., but China Upside a Show-Me Story 2019-06-13
WSM: Williams-Sonoma - Upgrade to Accumulate-Rated Post Management Meeting in NYC; Raising ‘19/’20 EPS & Price Target to $68 . . . trust trust 2019-06-13
RH: RH - Sometimes It’s Better To Be Lucky . . . Than Good; Post 1Q Recap 2019-06-13
The resistance gathers outside of United Technologies, marriage season in software rolls on, one down and one to go at Interpublic (UTX, MDSO, IPG, DVA, MAT) 2019-06-12
PLAY: Dave & Buster's - Downgrading to Hold: No SSS Turnaround Visibility, Guidance Credibility Tested Again & Structural Margin Headwinds Mounting 2019-06-12
Online Grocery Delivery - Survey & Digital Traffic Work Supports Higher Adoption Rates = Likely To Help SSS @ Walmart & Target Well into 2020 2019-06-12
Proprietary data (MRO distribution web traffic report – mixed traffic trend in May) 2019-06-12
EMR: Emerson - Climate change 2019-06-11
HDS: HD Supply - 2016 all over again? 2019-06-11
Skipping past the Honeywell-GE chatter without even a pause, Symantec getting lumped in with an ugly crowd, former United “activist” still adding (HON, SYMC, UAL, SFLY) 2019-06-11

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