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Title Date Pages
Minimum Wage Update w/ Democrats Taking Senate Control - Based on Business Model & Geographic Exposure – CHUY, CBRL, BLMN, TXRH, EAT & PLAY Most Impacted by Potential Wage Hike 2021-01-07 5
4Q20 Home Improvement Survey (#14) - Super Bullish Results with Big Uptick in Home Purchase Intent + Project Activity; Raising FND 4Q SSS To 20.0%, PT to $107 2021-01-07
ABNB: Airbnb - Can Airbnb Take Share from Hotels? We Think So, but Expect Share Gains to Temporarily Reverse as Biz Transient Demand Returns 2021-01-07 5
COST: Costco Wholesale - December Core SSS Rise 10.9% - Management Call Back Notes 2021-01-06 4
Amerisource scratches its Walgreen’s itch, Change is in the air at UnitedHealth, a smoother path emerges for CNH, PPG’s trip to Finland gets more expensive (ABC/WBA, CHNG, CNHI, PPG, CLF, XRAY, ALB) 2021-01-06 5
MSM: MSC - F1Q21 margin miss; cost-out targets reiterated 2021-01-06 3
Pricing Cycle: Muted Hard Market Expectations = Opportunity 2021-01-06 4
Data Feed: Foot Traffic Update (Through 1/2/21) - December > November With Very Strong Finish in Weeks 4/5; T.J. Maxx Turns Positive + Home Related Names Still Strong + FIVE Solid 2021-01-06 9
Reducing 4Q20/1Q21 Casual Dining SSS, EBITDA & EPS Estimates - High Frequency Data Shows Softening Trends Through 3rd Week of December, Brief Holiday Reprieve & Weak Trends in Early January 2021-01-06 15
Public Storage makes nice with Elliott, Teledyne hears some boos, a high-flying idea for QCOM’s Mollenkopf, the window opens at International Flavor (PSA, TDY, QCOM, IFF, IAC, CVA, MIC) 2021-01-05 5
Data Update: Web Traffic (1/5) - 2H December Sees Some Slowdown vs. 1H But Most Names Enjoy Acceleration vs. November . . . FND + TSCO Winners; W = Strong 2021-01-05 4
Proprietary data (Web traffic trends diverge by distributor in last two months of 2020) 2021-01-05 13
Hotel Email Promotional Analysis - A Unique look at Promotions - WH & CHH Utilizing Loyalty Databases to Drive Engagement; Higher End Chains Not So Much 2021-01-05 19
Proprietary data (Further price increases in December) 2021-01-05 5
M&A boxes that still need checks, Déjà vu for Intel’s Swan, Acadia clears hurdle number one, iRhythm showing no signs of cardiac arrest (Open-ended M&A Questions, INTC, ACHC, SNX, NYCB, LMT, IRTC) 2021-01-04 5
COST: Costco Wholesale - December SSS Pre-Game = We See a ~10.0% Core Comp as Traffic + Basket Data Moderate 2021-01-04 6
Teledyne moves up in weight class with FLIR, MGM looks to make a big bet, DENTSPLY flashes a big smile, new SolarWinds CEO enters Thunderdome (TDY, MGM, PENN, XRAY, SWI, MGLN) 2021-01-04
Off-Price Retailers (OPR’s) - Lateral Read Through From Citi Trends + Footfall Data Update 2020-12-22 3
Casual Dining’s Pursuit of a Leaner Post-COVID Cost Structure - DRI Most Aggressive w/ LT Cost Control, Street Not Convinced with BLMN/CAKE Guidance & TXRH Rightfully Sees No Need for Cuts 2020-12-22 6
Social Inflation: Will Dominate News Well Into 2021 2020-12-21 5

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