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Title Date Pages
PLAY: Dave & Buster's - Peak Liquidity Concerns in Rear View Mirror, but Minimal Visibility into Pace/Magnitude of Sales & EBITDA Recovery into 2021 2020-06-11 6
BLMN: Bloomin Brands, Inc. - Full Portfolio of BLMN Concepts Posting Steady W/W SSS Improvement; Notes from Management Follow Up Call 2020-06-11 6
GRUB: Grubhub Inc - Conference Call Quick Hits: Transaction Makes Sense for JET; Uber Now Out of the Picture 2020-06-11 5
GrubHub delivery includes a green shoot, Unilever whips off its handcuffs, LBO scuttlebutt at Teradata feels soggy (GRUB, ULVR, TDC, PRSP, CCH) 2020-06-11 4
RRGB: Red Robin - Sales Recovery Hurdles Higher Than Casual Dining Peers - Shares Reflecting That Reality Down 65% Since Late February 2020-06-11 5
ITW: ITW - Growth pivot 2020-06-11 12
GRUB: Grubhub Inc - Whoomp There It Is - The News We've All Been Waiting For 2020-06-10 5
JACK: Jack in the Box - JACK Has Quickly Moved Through Recovery Phase - Joining Small List of Cos That Have Seen Competitive Position Strengthen 2020-06-10 5
YUM: Yum! Brands - Pizza Hut & Taco Bell SSS Recoveries Outpacing Street; Recent QSR Peer SSS Updates Have Pointed to Segment Momentum 2020-06-10 6
SBUX: Starbucks Corp - U.S. Recovery Sees Smaller-than-Expected Boost from Reopened Stores; EBITDA/EPS Estimates Still Looking for Stable Footing 2020-06-10 6
HDS: HD Supply - Raising forecast to reflect more rapid near-term recovery 2020-06-10 4
Weak signal coming out of Amerisource, Alexion boss does his best GHRA impression, sellers waiting in line outside PNC, Second Act begins at Cloudera (ABC, ALXN, PNC, MDT, WU, CLDR, M, ELY, NLOK, DNB) 2020-06-10
FIVE: Five Below - Geno’s or Pat’s? Upgrading the Team From Philly To Buy-Rated as SSS + Store Growth Recovery Now Visible – Price Target to $135 2020-06-10 6
Web Traffic Data Update (6/10) - Wayfair Checkout Domain Slows A Bit in Last Week of May . . . But Up ~107.1% For the Month; Essentials Solid on Absolute Basis 2020-06-10 3
EAT: Brinker International - Recovery Has Legs: First Reopened Chili’s Continue to Build, Off-Premise Holding & Several Units Seeing “+” SSS at 50% Capacity 2020-06-09 6
M: Macy's - Tweaking Down FY20 Estimates Following 1Q20 Results; PT Stays at $7.50 2020-06-09 4
Eighty bucks and XPO is still a no, Nuance SpinCo is flourishing, keeping tabs on a BoSox loss, another Walmart alum gets tapped (XPO, HDS, Spin Talk, BSX, HBI, TIF, HTZ) 2020-06-09
Department Stores & Off-Price Retail - 1Q20 Inventory Picture Comparison + Initial Macy’s Reaction Post 1Q Update 2020-06-09 2
HDS: HD Supply - F1Q20 matches consensus EBITDA; sequential May improvement 2020-06-09 3
Property Catastrophe: Hardening Market Likely to Accelerate 2020-06-09 4

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