All Research


Title Date
JWN: Nordstrom - They Will Hit The ’19 Guide . . . But Will Do So In A Low Quality Way, Post 4Q Thoughts 2019-02-28
FND: Floor & Decor Holdings - 4 Key Takes Post Sell Side Meeting at NYSE With Senior Management; Great Story . . . Staying Disciplined For Time Being 2019-02-28
JCP: J.C. Penney - We Think The Bears Lose on This One in ‘19 . . . Raising Estimates & PT to $1.75, Remain Hold-Rated Preferring Kohl’s in the Space 2019-02-28
Bristol struggling in Boston, Regions a “no” for now, Goldner closing fast at CBS, watching for an Acadian twist on Brexit (BMY, CELG, RF, CBS, HAS, NLSN, MGLN, CARS, EBAY, ACHC, EOG, WBC) 2019-02-28
WING: Wingstop - Fundamentals Continue to Impress: EPS Estimates Coming Down on Higher Interest Expense with EBITDA Estimates Resilient 2019-02-28
Mobile App Data Deep Dive: Burger/Chicken Sandwich Segment - The Consumer Adoption Leader is Chick-Fil-A with McDonald’s Having A Strong Grip on the Number 2 Spot 2019-02-28
GE: General Electric Co. - Aggressive LTC assumptions; future $12bn hit? 2019-02-28
LOW: Lowe's - To Play Devil's Advocate; Post 4Q Notes, Raising Price Target to $108 As Turnaround Strategy Firms 2019-02-27
Mylan review looks to have ended with a whimper, German brawn looks to break up Versum deal, Starboard springs a surprise at GCP, Tenet getting close w/ Conifer (MYL, VSM, GCP, UNVR, LPX, THC, CBRL) 2019-02-27
P/C Industry is for Stock Pickers in 2019 2019-02-27
RRGB: Red Robin - 2019 Guidance & SSS Recovery Strategy Are Big Show-Me Stories; At ~5x 2020 EBITDA – Shares Discounting Challenging Road Ahead 2019-02-26
HD: Home Depot - Oh Shift! Clarifying the 53rd Week Impact on HD’s 2019 Sales (Not Comp) Growth Cadence = 1Q (+), 2Q (-), 3Q (+), 4Q (-) 2019-02-26
HD: Home Depot - Keep Yourself Alive, Post 4Q Thoughts, Staying Buy-Rated with $215 Price Target 2019-02-26
CBRL: Cracker Barrel - Underwhelming Profit Flow Through A Recurring CDR Theme; Off-premise SSS Tailwind to Moderate Moving Past Holiday Season 2019-02-26
M: Macy's - Likely To Go Lower . . . Before It Goes Higher; Lowering EPS, Post Management Callback Notes 2019-02-26
Watching for a settlement at eBay, don’t fall asleep on Sempra, marathon review slogs on at Tenet (EBAY, SRE, THC) 2019-02-26
CBRL: Cracker Barrel - Restaurant SSS Upside, Offset by Retail SSS Miss & Labor Pressure. Contribution of $110 Holiday To-Go Meals to SSS Upside? 2019-02-26
GE: General Electric Co. - Another “crown jewel” asset sale 2019-02-25
Danaher gets its hands on the crown jewel, deal-makers toiling away in the gold mines, will 3G stink find its way to Restaurant Brands, a curious new risk factor at GoDaddy (DHR, GOLD, NEM, ONCE, QSR, YELP, GDDY) 2019-02-25
ITT: ITT - Operational rigor to drive margin runway; increasing estimates and price target 2019-02-25

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