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Title Date
ROK: Rockwell - Sensia enhances Rockwell’s upstream O&G access 2019-02-25
Proprietary data - Industrial products channel pricing – MSC price increases match GWW’s; metalworking lags 2019-02-25
GE: General Electric Co. - New executive additions signal no quick fix 2019-02-22
W: Wayfair - Narrative Changing . . . But Staying Disciplined Given YTD Move, Post 4Q Takes; Raising PT to $140 2019-02-22
February 19 - February 22 2019-02-22
The 3G premium evaporates at Kraft, uptick in Pioneer’s M&A story as Sheffield returns, A new Action Jackson at AutoNation, clock is ticking at Sprouts (KHC, PXD, AN, SFM, RF, KAR, NWL) 2019-02-22
ITT: ITT - Core 4Q18 miss; 2019 guidance more favorable 2019-02-22
BJRI: BJ's Restaurants - Slowing SSS, Wage Inflation & Accounting Headwinds Drive Downward Revisions: We Remain Underperform W/ More to Come 2019-02-21
JACK: Jack in the Box - F1Q19 Quick Hits from the Earnings Call: Tug of War Persists. Weak Fundamentals vs. Potential Acquisition 2019-02-21
WEN: Wendy's - 4Q Results and 2019 Guidance Intro Underwhelm as Expected; We Continue to Be Fans of WEN’s Accelerating FCF Growth Prospects 2019-02-21
SFM: Sprouts Farmers Markets - Market More Forgiving Than We Would Be . . . Lowering Estimates & Price Target to $23 Post Guide Down 2019-02-21
FND: Floor & Decor Holdings - Relief Rally as Gross Profit Margin Concerns Alleviated . . . Post 4Q Takes; Stay Hold-Rated . . . But Tweaking PT to $35 2019-02-21
KAR Auction breakup stuck in traffic, no bar is too low for Bunge, 40 North puts its own banker into Grace's boardroom, hostilities at PG&E may be easing (KAR, BG, GRA, PCG, NUVA, BMY, MGLN, QEP) 2019-02-21
CBRL: Cracker Barrel - Expect Modest Holiday Sales-Driven SSS Upside & FY19 Guidance Reiteration – Healthy Valuation Premium Unmerited 2019-02-21
JACK: Jack in the Box - First Look: Market Share Losses Persist; But Value Push Proves Effective in Narrowing Performance Gap Late in The Quarter 2019-02-20
CAKE: Cheesecake Factory - Quick Hits from the Earnings Call: 4Q SSS Solid, but Margin Pressures Persist and EPS Estimates Coming Down 2019-02-20
FTV: Fortive Corp. - Attractive financing for ASP creates further EPS buffer 2019-02-20
Devon uncorks a gusher, CVS stumbles out of the gate, silly times at Allergan, Bunge loosening up for tomorrow (DVN, CVS, AGN, BG, DLTR) 2019-02-20
KSS: Kohl's - Reading The 4Q Print + FY19 Set-Up = Good Story with a Good Set-Up . . . Once We Get Past M/JCP/JWN Prints Next Week 2019-02-20
JCP: J.C. Penney - Reading The 4Q18 Print + FY19 Setup = Inflection in Narrative as Focus Tilts to GPM/EBITDA > SSS in ’19; Raising PT to $1.50 2019-02-20

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