| Digital Survey - A Look Back at Category Market Share Shifts Following 26 Months of Consecutive 500+ HH Survey Work
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Grom, Chuck |
2019-06-18 |
| EMR: Emerson - Steady AS in May; softer Climate in Asia than expected
|
Inch, John |
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)
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Bilson, Don |
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
|
Mollins, Robert |
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
|
Farmer, Jeff |
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 (-)
|
Grom, Chuck |
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)
|
Bilson, Don |
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%
|
Grom, Chuck |
2019-06-13 |
| GE: General Electric Co. - UTX+RTN read-through: GE Aviation <$50bn equity value
|
Inch, John |
2019-06-13 |
| Multi-industry - PFAS Round 2
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Inch, John |
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
|
Farmer, Jeff |
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
|
Grom, Chuck |
2019-06-13 |
| RH: RH - Sometimes It’s Better To Be Lucky . . . Than Good; Post 1Q Recap
|
Grom, Chuck |
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)
|
Bilson, Don |
2019-06-12 |
| PLAY: Dave & Buster's - Downgrading to Hold: No SSS Turnaround Visibility, Guidance Credibility Tested Again & Structural Margin Headwinds Mounting
|
Farmer, Jeff |
2019-06-12 |
| Online Grocery Delivery - Survey & Digital Traffic Work Supports Higher Adoption Rates = Likely To Help SSS @ Walmart & Target Well into 2020
|
Grom, Chuck |
2019-06-12 |
| Proprietary data (MRO distribution web traffic report – mixed traffic trend in May)
|
Inch, John |
2019-06-12 |
| EMR: Emerson - Climate change
|
Inch, John |
2019-06-11 |
| HDS: HD Supply - 2016 all over again?
|
Inch, John |
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)
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Bilson, Don |
2019-06-11 |