| Primary Commercial Pricing is Accelerating
|
Wilt, Bill |
2019-05-08 |
| WING: Wingstop - Big 1Q19 SSS Upside & Momentum Has Continued; Strategic Growth Investments a Modest EBITDA Headwind in 2019
|
Farmer, Jeff |
2019-05-07 |
| MMM: 3M - “Accelerating” decline
|
Inch, John |
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)
|
Bilson, Don |
2019-05-07 |
| EMR: Emerson - Significant F2Q19 operating profit miss
|
Delevska, Ivana |
2019-05-07 |
| Model Update - Wayfair & Sprouts Post 1Q19 Update + April Card Data Color = W (+) & SFM (-)
|
Grom, Chuck |
2019-05-07 |
| Discounters + Department Stores - Lowering Estimates & Price Targets For WMT, TGT, KSS, JWN, M, & JCP . . . Waving A Yellow Flag Near-Term
|
Grom, Chuck |
2019-05-07 |
| Multi-Industry - Holding pattern for now; further weakness could emerge over coming months
|
Inch, John |
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)
|
Bilson, Don |
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
|
Grom, Chuck |
2019-05-06 |
| Multi-Industry - Key 1Q19 takeaways; mixed results
|
Inch, John |
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
|
Grom, Chuck |
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)
|
Bilson, Don |
2019-05-03 |
| ITT: ITT - Balanced 1Q19 offsets weaker global automotive; relatively strong results
|
Inch, John |
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
|
Farmer, Jeff |
2019-05-02 |
| MMM: 3M - Paying up for wound care
|
Inch, John |
2019-05-02 |
| SFM: Sprouts Farmers Markets - Fade the Strength = Low Quality Beat + SSS and GPM Both Underwhelming
|
Grom, Chuck |
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)
|
Bilson, Don |
2019-05-02 |
| PH: Parker Hannifin - Orders rolling over; F4Q guidance miss
|
Inch, John |
2019-05-02 |
| W: Wayfair - Solid 1Q From Boston - Initial Thoughts
|
Grom, Chuck |
2019-05-02 |