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Title Date Pages
CBRL: Cracker Barrel - Model Update 2020-12-17 4
Walmart+ 500 Household Survey - The Good (High Current Adoption @ ~30%) & The Bad (Amazon Prime a Key Obstacle for Future Membership) = 4 Key Takes 2020-12-17 5
ABNB: Airbnb - Highlights from the AirDNA/GHRA Short-term Rental Market Webinar 2020-12-17 8
EAT: Brinker International - EAT SSS Miss the First of Many for Casual Dining Segment as the Market Appears to Appreciate; Note from Mgmt. Follow Up Call 2020-12-16 7
November '20 Retail Sales Recap - Core Up +2.4%: Home Improvement + Digital Strong, While Clothing Areas + CE Decelerate; December Data ++ So Looking for the “U” 2020-12-16 4
Data Feed: Foot Traffic Update (Through 12/12) - 1H December Shows Big Improvement From November As Home-Related Complex + Apparel Show Mo; $ Stores = Traffic (-)/Baskets (+) 2020-12-16 8
Rising Case Counts Impacting Lodging Demand - Lodging Conversion Rates Up with Window Shoppers Stepping Back – If You’re Looking, You’re Booking 2020-12-16 6
Year-End Awards, time for Elanco to make some pars and birdies, AGCO fight losing momentum, WEX puts its 'situation' to bed with a recut (Year End Awards, ELAN, ITT, AGCO, WEX, WCC) 2020-12-16
Multi-Industry - Multi-Industry Top Picks for 2021 2020-12-15 20
Indoor Dining Suspension Impact on Sales/Traffic Through 12/12 - Visualizing the Impact of Mounting Mitigation Efforts on Casual Dining Trends in Key States & on a National Basis 2020-12-15 7
Showtime for Elanco, SolarWinds blown over by an ill-timed tornado, BioMarin and Dropbox moving up the "MLT" rankings, Eyeing Crown as a stocking stuffer (ELAN, SWI, BMRN, DBX, CCK, CATM, STT, WFC) 2020-12-14
Data Update: Web Traffic (12/14) - Most Names See Meaningful Acceleration to Kick Off December; Wayfair Checkout Data Very Strong . . . BJ, COST, HD, LOW = ++ 2020-12-14 3
Astra breaks the impasse at Alexion, Elliott looks to kick-start Public Storage, Vista buys another one of its toe-holds; Huntington now fighting as a middleweight (ALXN, Denner, INVA, PSA, PS, HBAN, PRMW, CCJ) 2020-12-14 6
P/C Insurance: ROE Dispersion Means Stock Selection Matters 2020-12-14 4
ITT: ITT - Future sale of asbestos = positive catalyst 2020-12-14 4
ABNB: Airbnb - Valuation Too Lofty & w/ Buyside Looking to Realize Gains, Shares Poised to Face Pressure in Coming Weeks; Downgrading to UP 2020-12-14 6
Succession race takes shape at Broadcom, Eyeing the SpinMaster following Airbnb’s smashing debut, Verint is a go, Heavy volume at Cameco is an attention-grabber (AVGO, EXPE, VRNT, CLGX, BG, ARNC, OXY, CCJ) 2020-12-11 5
2020 Retail Holiday Summit Recap - 5 Key Themes + Company Specific Notes From WMT, TGT, HD, FND, DG, FIVE, JWN, M, & CTRN 2020-12-11 15
PLAY: Dave & Buster's - Market Can See Light at End of Tunnel, but w/ SSS & EBITDA #s Continuing to Fall & Debt Up, The Recovery Looks to Roll into ‘23 2020-12-10 5
COST: Costco Wholesale - A Healthy Start to 2021 For the Good Guys From Issaquah; Stay Buy-Rated with $420 Price Target 2020-12-10 6

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