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Home Depot - Atlanta Continues to Deepen its Complex...
Home Depot - Atlanta Continues to Deepen its Complex PRO Penetration with GMS Deal; ~11x EBITDA P...
6-30-2025 Retail - Chuck Grom, CFA, CPA
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Bayer – SCOTUS Asks the Solicitor General to Weigh in...
Bayer – SCOTUS Asks the Solicitor General to Weigh in on Roundup Appeal
6-30-2025 Legal & Regulatory - Thomas Claps
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Event-Driven Research (GMS, HPE, JNPR, JHX, LW, HSIC,...
Event-Driven Research (GMS, HPE, JNPR, JHX, LW, HSIC, SWK, 1H25 Awards)
6-30-2025 Event-Driven Research - Don Bilson
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HUM Star Ratings Lawsuit Suffers Setback in Related...
HUM Star Ratings Lawsuit Suffers Setback in Related SCOTUS Case
6-27-2025 Legal & Regulatory - Thomas Claps
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May 2025 PCE Results - Services Spending Slows to...
May 2025 PCE Results - Services Spending Slows to Multi-Year Low, While Excess Savings Fall Furth...
6-27-2025 Retail - Chuck Grom, CFA, CPA
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Event-Driven Research (CAR, CORZ, CRWV, SATS, FRPT,...
Event-Driven Research (CAR, CORZ, CRWV, SATS, FRPT, TFX, DNOW, MRC)
6-27-2025 Event-Driven Research - Don Bilson
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The Weekend Warrior (6/27/25) - In Focus: Ocean...
The Weekend Warrior (6/27/25) - In Focus: Ocean Freight, Tariff Pricing, Stock Price Seasonality,...
6-27-2025 Retail - Chuck Grom, CFA, CPA
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Event-Driven Research (HPE, JNPR, INCY, AVAV, ASAN,...
Event-Driven Research (HPE, JNPR, INCY, AVAV, ASAN, AMRZ, RAL)
6-26-2025 Event-Driven Research - Don Bilson
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New PFAS Trial Against CC/DD/CTVA Starts July 8
New PFAS Trial Against CC/DD/CTVA Starts July 8
6-26-2025 Legal & Regulatory - Thomas Claps
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Ollie's - Inaugural June Ollie’s Army Night Traffic...
Ollie's - Inaugural June Ollie’s Army Night Traffic Underwhelms . . . But Strengthening 2Q25 To-D...
6-25-2025 Retail - Chuck Grom, CFA, CPA
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All Under One Roof - Housing Data Analysis Keeps Us...
All Under One Roof - Housing Data Analysis Keeps Us Cautious on the Space; See Industry Challenge...
6-25-2025 Internet - Robert Mollins
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Event-Driven Research (QXO, GMS, BFH, FDX, AMBA, PSTG,...
Event-Driven Research (QXO, GMS, BFH, FDX, AMBA, PSTG, SNX)
6-25-2025 Event-Driven Research - Don Bilson
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Late June Traffic Update - Winners = Discounters,...
Late June Traffic Update - Winners = Discounters, Clubs, & Home Improvement; We See Strong Finish...
6-25-2025 Retail - Chuck Grom, CFA, CPA
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PFAS: Judge Targets Late September for Key Rulings in...
PFAS: Judge Targets Late September for Key Rulings in 1st AFFF Personal Injury Trial (MMM, DD, CC...
6-24-2025 Legal & Regulatory - Thomas Claps
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Event-Driven Research (NTRS, HOLX, SGI, OMC, IPG, AMRZ)
Event-Driven Research (NTRS, HOLX, SGI, OMC, IPG, AMRZ)
6-24-2025 Event-Driven Research - Don Bilson
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2Q25 Home Improvement Survey (#32) - Demand Intent Hits...
2Q25 Home Improvement Survey (#32) - Demand Intent Hits 8-Year Low Adding to Uncertain 2H25/1H26 ...
6-24-2025 Retail - Chuck Grom, CFA, CPA
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Bayer Settles 22 Plaintiff Sky Valley PCB Trial...
Bayer Settles 22 Plaintiff Sky Valley PCB Trial (During Jury Deliberations)
6-23-2025 Legal & Regulatory - Thomas Claps
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Darden Restaurants - DRI Model Update
Darden Restaurants - DRI Model Update
6-23-2025 Restaurants - Jeff Farmer
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Zillow Group - Street Ests Imply Healthy Share Gains in...
Zillow Group - Street Ests Imply Healthy Share Gains in the 2Q, but w/no 2Q Market Growth Expecta...
6-23-2025 Internet - Robert Mollins
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Event-Driven Research (BK, NTRS, GMS, FDX, HRL, HR, SAM)
Event-Driven Research (BK, NTRS, GMS, FDX, HRL, HR, SAM)
6-23-2025 Event-Driven Research - Don Bilson

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