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Excess & Surplus Growth Peaking
Excess & Surplus Growth Peaking
11-6-2024 Insurance - Bill Wilt
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Yum! Brands - Q3 Underwhelms & We See More of Same...
Yum! Brands - Q3 Underwhelms & We See More of Same into 1H25. Expect KFC & PH Demand Headwinds to...
11-5-2024 Restaurants - Jeff Farmer
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PFAS - AFFF Litigation Updates
PFAS - AFFF Litigation Updates
11-5-2024 Legal & Regulatory - Thomas Claps
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Event-Driven Research (DLTR, EMR, CE, ST, SUM, MQ, CXM,...
Event-Driven Research (DLTR, EMR, CE, ST, SUM, MQ, CXM, PACS, INTC)
11-5-2024 Event-Driven Research - Don Bilson
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Bloomin Brands, Inc. - Expect: (1) In-line EPS, (2) SSS...
Bloomin Brands, Inc. - Expect: (1) In-line EPS, (2) SSS Miss & (3) BLMN to Point to Low-End of EP...
11-5-2024 Restaurants - Jeff Farmer
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Costco Wholesale - Traffic Slows Post Hurricane Build,...
Costco Wholesale - Traffic Slows Post Hurricane Build, But We Feel Good Modeling a 6.0% Core SSS;...
11-5-2024 Retail - Chuck Grom, CFA, CPA
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Dollar Tree - End of an Era with Rick Dreiling Out as...
Dollar Tree - End of an Era with Rick Dreiling Out as CEO; Ex. AAP Exec. Mike Creedon In = Mgmt. ...
11-4-2024 Retail - Chuck Grom, CFA, CPA
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CC/DD/CTVA Settle Recent Ohio/WV PFOA Cases for $58M
CC/DD/CTVA Settle Recent Ohio/WV PFOA Cases for $58M
11-4-2024 Legal & Regulatory - Thomas Claps
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Event-Driven Research (TLN, FYBR, DNB, CHWY, FRPT, ZTS,...
Event-Driven Research (TLN, FYBR, DNB, CHWY, FRPT, ZTS, NYT, AZTA, IART)
11-4-2024 Event-Driven Research - Don Bilson
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Casey's General Stores, Inc. - Initiating with a...
Casey's General Stores, Inc. - Initiating with a Hold Rating and $400 Price Target = 44% YTD Move...
11-4-2024 Retail - Chuck Grom, CFA, CPA
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BJ's Restaurants - BJRI 3Q24 Model Update
BJ's Restaurants - BJRI 3Q24 Model Update
11-4-2024 Restaurants - Jeff Farmer
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MMM Sues Insurers Over PFAS Coverage
MMM Sues Insurers Over PFAS Coverage
11-1-2024 Legal & Regulatory - Thomas Claps
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Wayfair - Rising CAC (+7%) & Drop in Active...
Wayfair - Rising CAC (+7%) & Drop in Active Customers (-2.5%) Overshadow a Fairly Decent Print fr...
11-1-2024 Retail - Chuck Grom, CFA, CPA
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Compass - Solid 3Q Print & 4Q Guide, but w/ Shares...
Compass - Solid 3Q Print & 4Q Guide, but w/ Shares 70+% YTD & LT Uncertainty Surrounding Commissi...
11-1-2024 Internet - Robert Mollins
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Event-Driven Research (CMCSA, TFX, GTLS, CI, HII, ETR,...
Event-Driven Research (CMCSA, TFX, GTLS, CI, HII, ETR, SUM, LPLA)
11-1-2024 Event-Driven Research - Don Bilson
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ABT/RKT – Defendants Win Surprise Verdict in Latest...
ABT/RKT – Defendants Win Surprise Verdict in Latest NEC Trial
10-31-2024 Legal & Regulatory - Thomas Claps
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Uber Technologies - See Selloff as Overly Punitive;...
Uber Technologies - See Selloff as Overly Punitive; Upgrade to Buy w/ Levers in Place to Continue...
10-31-2024 Internet - Robert Mollins
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JNJ: 3rd Talc Bankruptcy - Key “Mini-Trial” to Begin...
JNJ: 3rd Talc Bankruptcy - Key “Mini-Trial” to Begin on January 27, 2025
10-31-2024 Legal & Regulatory - Thomas Claps
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Tracking Traffic Across 55 Concepts Through October...
Tracking Traffic Across 55 Concepts Through October 27th - Sector Growth Remains Above Aug/Sep Ru...
10-31-2024 Restaurants - Jeff Farmer
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September 2024 PCE Results - Service Spend Rises 7.0%...
September 2024 PCE Results - Service Spend Rises 7.0% vs. Discretionary up 1.6% = Total PCE +5.3%...
10-31-2024 Retail - Chuck Grom, CFA, CPA

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