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Title Date
ITW: ITW - 3Q19 in-line with Street on core ops 2019-10-25
BLMN: Bloomin Brands, Inc. - Expect 3Q SSS Shortfall/Downward Revision to 2019 SSS Guidance; At <7x EBITDA & Delivery Tailwind Coming, We Like Risk/Reward 2019-10-25
FND: Floor & Decor Holdings - Reading the 3Q Print: Good Model + Great Retail Vertical = Remaining Positively Postured Ahead of the Event 2019-10-25
CGNX: Cognex - 3Q19 preview; acquisition cements deep learning leadership 2019-10-25
BJRI: BJ's Restaurants - 3Q SSS Miss Underscores BJRI’s Eroding Market Share Gains; 2020E Street EPS & EBITDA Estimates Coming Down 2019-10-24
ROK: Rockwell - Puts & takes from PTC’s F4Q19 2019-10-24
TSCO: Tractor Supply Company - Talladega = Post 3Q Takes Following Another Solid Print from the Nash 2019-10-24
eBay sputters out, Fortune Brands leaves the cabinet door open, PTC breaks its slump, prayers for Ayers at IDEXX (EBAY, FBHS, PTC, IDXX, AYR, CLGX, CVI, EVR) 2019-10-24
MSM: MSC - Slight F4Q19 beat on margins; sizeable F1Q20 miss not unexpected 2019-10-24
MMM: 3M - Another core growth miss and significant guide-down 2019-10-24
EAT: Brinker International - Looking for Modest SSS & EPS Upside; Compelling Risk/Reward with Early-Stage Delivery Catalyst & Low Fundamental Expectations 2019-10-24
Multi-Industry (Takeaways from Process trade show ) 2019-10-24
Nike draft pick has a lot of upside, JetBlue holding on to the dream, UTX CFO now a free agent, Boeing produces a sacrificial lamb (NKE, NOW, JBLU, UTX, BA, SIX, REZI, CVET, CE, RF) 2019-10-23
GWW: Grainger - Weak gross margins drive unexpected 3Q19 miss 2019-10-23
WING: Wingstop - Looking for SSS & EPS Upside; Valuation Outsized – But We Expect the Company’s Long List of SSS Drivers to Keep it There. 2019-10-23
WMT: Walmart - Boosting SSS + EPS Following Upbeat Meeting with Marc Lore in Hoboken, Stay Buy-Rated with new $135 Price Target 2019-10-23
CMG: Chipotle - 3Q Impresses Across the Board; $760 PT (20x 2021E EBITDA) Reflects Skew Toward Risk vs. Reward Lapping a Monster 2019 2019-10-22
MCD: McDonald's - With Shares Now Discounting Modest NT Profit Flow Through, Focus Intensifies on U.S. SSS and We See 2020E Upside 2019-10-22
JWN: Nordstrom - Takes From NYSE A-Day = Glad We Covered But LT Rack/Full Line Concerns Remain; KSS > JWN + M + JCP 2019-10-22
Biogen becomes a “comeback of the year” nominee, Ackman’s real estate developer leaves investors wanting more, Freeport adds to its bench while AT&T may lose a key starter (BIIB, HHC, AMTD, CE, FCX, KAR, FSCT) 2019-10-22

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