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Title Date
Primary Commercial Pricing is Accelerating 2019-05-08
WING: Wingstop - Big 1Q19 SSS Upside & Momentum Has Continued; Strategic Growth Investments a Modest EBITDA Headwind in 2019 2019-05-07
MMM: 3M - “Accelerating” decline 2019-05-07
Skies over Centene getting smokier, another flavorless meal at Aramark, Zion watch at MSG, Sinclair is the leader in the clubhouse (CNC, ARMK, PXD, MSG, SBGI, BHC, OC) 2019-05-07
EMR: Emerson - Significant F2Q19 operating profit miss 2019-05-07
Model Update - Wayfair & Sprouts Post 1Q19 Update + April Card Data Color = W (+) & SFM (-) 2019-05-07
Discounters + Department Stores - Lowering Estimates & Price Targets For WMT, TGT, KSS, JWN, M, & JCP . . . Waving A Yellow Flag Near-Term 2019-05-07
Multi-Industry - Holding pattern for now; further weakness could emerge over coming months 2019-05-06
Occidental’s uncorks a tyrannical gambit, Centene proxy raises some eyebrows, keeping an eye on Extended Stay as peers combine (OXY, CNC, STAY, BC, NWL, SRCL, CEO OVERBOARDING) 2019-05-06
COST: Costco Wholesale - April SSS Pre-Game = Modeling a 4.5%+ Core Comp, Card Data + Footfall Work > February/March; Gas Margins A Touch Better 2019-05-06
Multi-Industry - Key 1Q19 takeaways; mixed results 2019-05-06
FND: Floor & Decor Holdings - When High Expectations Meet Confusion; Not Surprised by The Reaction . . . But Buyers Once the Dust Settles; Stay Calm & Floor On 2019-05-03
Cognizant epilogue includes a nasty twist, new Gilead boss isn’t looking for elephants, Dentsply keeps rolling, a comfortable rest ahead at Tempur (CTSH, GILD, MAR, XRAY, XYL, TPX, TFX, FLR, SFM) 2019-05-03
ITT: ITT - Balanced 1Q19 offsets weaker global automotive; relatively strong results 2019-05-03
DNKN: Dunkin' Brands - Quick Hits from the Earnings Call: We See the Solid 1Q19 SSS Performance as the High-Water Mark for the Year 2019-05-02
MMM: 3M - Paying up for wound care 2019-05-02
SFM: Sprouts Farmers Markets - Fade the Strength = Low Quality Beat + SSS and GPM Both Underwhelming 2019-05-02
3M completes "Heel Turn" with big M&A move, wind doesn't stop Cigna from sticking its Q1 shot, a hiccup at Hilton Grand, Valvoline leaking into 2-yr anniversary (MMM, CI, HGV, VVV, NUVA, APO, JCI) 2019-05-02
PH: Parker Hannifin - Orders rolling over; F4Q guidance miss 2019-05-02
W: Wayfair - Solid 1Q From Boston - Initial Thoughts 2019-05-02

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