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Title Date
PH: Parker Hannifin - Disappointing F20 guidance revision 2019-10-31
GE: General Electric Co. - Lacking fundamental improvement 2019-10-31
SFM: Sprouts Farmers Markets - Fading the Rally = Doing The Right Things . . . But Margins + EPS Still Exposed; Stay Reduce-Rated 2019-10-30
SBUX: Starbucks Corp - U.S. Further Establishes Sizeable SSS Step Change; China Solid, but Needs a Step Change of Its Own to Drive Multiple Expansion 2019-10-30
EAT: Brinker International - Delivery Momentum Has Picked Up & Appears Sustainable with Recent Addition of National Advertising Support 2019-10-30
WING: Wingstop - Another Strong Quarter for SSS – We see Multiple Topline Drivers In Place to Sustain The SSS Momentum and Valuation Premium 2019-10-30
YUM: Yum! Brands - System Sales & SSS Poised to Decelerate through 2Q20E; Cash Flow Visibility/Stability Will Limit Further Multiple Compression 2019-10-30
New Molson CEO whips out the activist playbook, "Distributors" suddenly getting lots of love, a hosting deal that doesn't include Cyrus, who will Boeing turn to next? (TAP, AXE, XRX, DLR/INXN, MAT, BA, SUM, XPO, ETN, FLEX) 2019-10-30
GE: General Electric Co. - Mixed 3Q19 results; Power steps back 2019-10-30
CAKE: Cheesecake Factory - Quick Hits from Earnings Call & Mgmt. Follow Up: Low Drama Quarter for Casual Dining - Largely In-line EPS, SSS & Guidance 2019-10-29
ETN: Eaton - Conference call curiosities 2019-10-29
Elliott closing in on Findlay Marathon victory, Nordstrom Family denied again, MolsonCoors looks to break streak, two CEOs headed in different directions (MPC, JWN, TAP, IP, CHTR, ETFC, BAX) 2019-10-29
ETN: Eaton - Lower 4Q19 guidance; significant implied margin deterioration 2019-10-29
TXRH: Texas Roadhouse - Labor Cost Control & Lull in Commodity Inflation Drive EPS Upside; Expect Valuation Premium to Further Narrow w/ Margin Erosion 2019-10-29
CGNX: Cognex - Logistics “air pocket” showed up late; SUALAB slightly dilutive to 2020 2019-10-29
GRUB: Grubhub Inc - GRUB’s Decision to Play High Cost Promo Game Breaks Profit Model, and In Turn Our Thesis – Downgrading to Hold from Buy 2019-10-28
Commercial Auto: More Challenges from Rising Claim Severity 2019-10-28
AT&T sees at least $4.50 on the horizon, Tiffany finally receives an engagement ring, JetBlue winning some love, a new CEO seen FLEXing her muscles (T, TIF, JBLU, FLEX, VFC, LPT) 2019-10-28
EMR: Emerson - Minor headline Sept order softening; underlying orders relatively steady 2019-10-28
MMM: 3M - 3Q19 10-Q PFAS update 2019-10-28

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