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Title Date
KSS: Kohl's - SSS Trends + Amazon Returns + GPM Clarity = Takes from Management Call Back; 2Q Review 2019-08-20
Apollo making vacation plans at Hilton Grand; animal health is down to its fearsome foursome, another delay at the Garden (HGV, ELAN, MSG, CNHI, FLIR) 2019-08-20
BJ: BJ's Wholesale Club, Inc. - Reading the 2Q Print: Lowering 2Q SSS/EPS View as Geolocation Data Points to Softer Quarter 2019-08-19
Aramark prepares for the Battle of Mantle Ridge, DaVita's tender gets swallowed, a sappy ending to the Citrix M&A story?, two questions still need answering at Tegna (ARMK, DVA, CTXS, NYCB, CONE, TGNA, PRGO, NLSN) 2019-08-19
Home Improvement Update (2Q19) - Lowering SSS/EPS Estimates Across the Board . . . Sticking with HD > LOW Approach Until Uncertainties Dissipate 2019-08-19
KSS: Kohl's - Reading The 2Q Print: Tough Block . . . But Still the Best House; AH Data Indicates Strong July Traffic Post AMZN Return Rollout 2019-08-19
EAT: Brinker International - FY20 Fundamental/Stock Prospects Heavily Levered to Delivery Success: We See A Benefit Coming, But Magnitude is Up for Debate 2019-08-16
WMT: Walmart - In Case You Missed It - Few Anecdotes from Walmart's Media Call: We Remain Buyers Post 2Q Results 2019-08-16
TGT: Target - Reading The 2Q Print: Similar to its Peer in Bentonville . . . We Think Minneapolis Steps Up = Buyers Ahead of the Event 2019-08-16
Tapestry shredded, buying tickets for another Icahn-Dell fight, Alliance Data tender underwhelms, Starboard now has $1bn riding on Symantec (TPR, PVTL, ADS, SYMC, THC, IFF) 2019-08-16
WMT: Walmart - Upgrade to Buy from Accumulate; Top NT Pick Given Backdrop + EBIT/EPS Inflection; New Price Target Set at $125 2019-08-15
JCP: J.C. Penney - Not Everything Is About You; Good > Bad Developments from Plano; Post 2Q Takes & Management Call Back Notes 2019-08-15
E*TRADE swaps out another head coach, Madison Square Garden calls a timeout, Dividend questions at Macy’s (ETFC, MSG, M, DD, IAA, CHNG, UNVR) 2019-08-15
July ’19 Retail Sales Recap - Retail Sales Show Some Life . . . Finally; Digital + Furniture + Building Supplies Bounce 2019-08-15
13-F Analysis (ARMK, LKQ, BRK.B, HGV, SRCL, CLGX, GE, SRE, CVLT, DXC, MPC, TSGI, AXTA, OC, VVV, PLAY, MRVL) 2019-08-15
M: Macy's - Tough Times for Herald Sq. . . . But Down 14% Seems Too Harsh; Lowering EPS Estimates/PT to $18, Mgmt. Call Back Notes 2019-08-14
Shari finishes off her marathon, Occidental has "quagmire" written all over it, searching for a bottom at CDK; time for Dolan to find himself a Tsai (VIAB, CBS, OXY, CNDT, CDK, MSG, REZI, CVET) 2019-08-14
EAT: Brinker International - Management Follow Up Call Quick Hits: EAT Points to Confidence in Delivery – We Agree on Opportunity, but View as Smaller Scale 2019-08-13
Advance Auto struggling at halftime, a round of applause for YUM’s outgoing CEO; Jazz deal lacks a heavy drumbeat (AAP, YUM, CVET, ELAN, JAZZ, SEE, CBRL) 2019-08-13
EAT: Brinker International - F4Q19 1st Look: Aggressive FY20 Guidance Intro Will Be Analyst Focus on Call – Especially 1.75-2.5% SSS Guidance (Street at 1.5%) 2019-08-13

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