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Title Date Pages
Multi-Industry - Democratic sweep would meaningfully benefit Eaton 2020-10-21 5
EAT: Brinker International - Expect Continued Chili’s SSS Recovery Momentum into October and for EAT to Highlight Increasing Virtual Restaurant Traction 2020-10-21 6
HDS: HD Supply - Post C&I sale update; living space churn should continue to drive topline recovery 2020-10-21 4
Proprietary data (Steady to slightly slower start in early October) 2020-10-21 15
Starboard tops off its tank at ACI Worldwide, Pentair has itself a Phelpsian quarter in the pool, next oil deal looks like a family affair, Crown review trudges on (ACIW, PNR, PXD, CCK, CTVA) 2020-10-20 4
DOV: Dover - Substantial 3Q20 beat; R&FE core growth turns positive 2020-10-20 3
WMT: Walmart - Not Your Father’s Sam’s Club = 4 Key Takes from Call with Entire Senior Team; Laterals Positive for Vertical, Including BJ/COST 2020-10-20 4
GE: General Electric Co. - PIMCO deal could reflect GECAS financial constraints 2020-10-20 4
SFM: Sprouts Farmers Markets - Downgrading to Hold-Rated from Buy-Rated, Price Target to $24; Time To Identify Which Covid Winners in 2020 Will Repeat in 2021 2020-10-20 5
BLMN: Bloomin Brands, Inc. - Expect SSS Upside w/ Traffic Data Pointing to Wk/Wk Improvement Across 3Q; Shares - at Pre-COVID Valuation - Reflect SSS Recovery 2020-10-20 6
A hidden nugget at FLEX finds the spotlight, Concho swaps an “H” for an “O,” no more clutter at CREE, Apollo is burned and now spurned (FLEX, COP, CREE, APO, CUB, VFC, FCNCA) 2020-10-19 5
WH: Wyndham - Looking for 3Q RevPAR Upside and QTD Trends Holding Flat Relative to September; Strong Liquidity Position Could = Dividend Raise 2020-10-19 6
GWW: Grainger - 3Q20 preview; negative bias into earnings 2020-10-19 5
MSM: MSC - Cutting F4Q20. Weaker expected volume. Eyes on ops review opportunities 2020-10-19 4
TSCO: Tractor Supply Company - Data + CC with CEO/CFO Support Near-Term and Medium-Term Bullish Stance; Raising Estimates & Price Target to $166 2020-10-19 8
Biden Pointing to $15 Min Wage: What Is Impact on Restaurants? - Based on Business Model/State Exposure – Most Impacted: CHUY, CBRL, BLMN, TXRH - Least Impacted: DNKN, QSR, YUM, DPZ 2020-10-19 8
September '20 Retail Sales Recap - Core +5.3% > Pre-Covid Levels; Usual Suspects (Home, HI, Digital, S-Goods) + Non-Usual Suspects (Dept Stores/Clothing) Strong 2020-10-16 4
CIT Group finally finds its way to the finish line, Kansas City LBO story leaves the station, AMD taking its sweet time, Covetrus doing wonderful things for CDR (CIT, KSU, NAV, VRTX, AMD, XLNX, CVET, PRMW) 2020-10-16
Turnaround types getting on the Sutton train at Olin, a whiff of excitement at Grace, Walgreens ignores the buyback trend, Where does the NY Times go from here? (OLN, GRA, WBA, NYT, AMCX, Trian, NAV) 2020-10-15 5
Unique Travel Data - Deep Dive   - Continue to Favor Leisure-focused, Drive-to Lodging Names 2020-10-15 23

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