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MCK & COR: $270M Baltimore Opioid Jury Verdict...
MCK & COR: $270M Baltimore Opioid Jury Verdict Reduced to $52M & Judge Gives Pro-Defendant Guidan...
6-12-2025 Legal & Regulatory - Thomas Claps
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Bayer – High Risk PCB Trial (22 Plaintiffs) Finishing...
Bayer – High Risk PCB Trial (22 Plaintiffs) Finishing Next Week
6-12-2025 Legal & Regulatory - Thomas Claps
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Event-Driven Research (CAH, DAN, FWRD, FTRE, GTLB, TLN,...
Event-Driven Research (CAH, DAN, FWRD, FTRE, GTLB, TLN, LMT, BAH)
6-12-2025 Event-Driven Research - Don Bilson
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Hardlines Retail Tariff/Pricing Study – June 2025 -...
Hardlines Retail Tariff/Pricing Study – June 2025 - Prices Up ~2.6% Since April as Tariff Pressur...
6-12-2025 Retail - Chuck Grom, CFA, CPA
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ABT/RKT - Takeaways from Today's Infant...
ABT/RKT - Takeaways from Today's Infant Formula/NEC MDL Hearing
6-11-2025 Legal & Regulatory - Thomas Claps
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Event-Driven Research (LW, VSCO, AAON, QXO, CASY)
Event-Driven Research (LW, VSCO, AAON, QXO, CASY)
6-11-2025 Event-Driven Research - Don Bilson
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Closer Look at 2Q Street SSS Ests. Vs. Card Sales &...
Closer Look at 2Q Street SSS Ests. Vs. Card Sales & Traffic Growth - Data Through First 9 Weeks o...
6-11-2025 Restaurants - Jeff Farmer
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May 2025 Macro Survey (#95) - Sentiment Inches Higher...
May 2025 Macro Survey (#95) - Sentiment Inches Higher Off April Bottom . . . But Tariff Impacts i...
6-11-2025 Retail - Chuck Grom, CFA, CPA
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Dave & Buster's - Forgettable Q1, but Recent...
Dave & Buster's - Forgettable Q1, but Recent SSS Decline Moderation Solid. We See FY25 Street SSS...
6-10-2025 Restaurants - Jeff Farmer
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Academy Sports & Outdoors - Another Texas Two...
Academy Sports & Outdoors - Another Texas Two Step—1Q25 Miss & FY25 Outlook Lowered; Unclear If F...
6-10-2025 Retail - Eric Cohen
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Casey's General Stores, Inc. - Skoal, Chevy, and...
Casey's General Stores, Inc. - Skoal, Chevy, and Browning in Iowa; Staying Long & Strong Post Blo...
6-10-2025 Retail - Chuck Grom, CFA, CPA
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Zillow Group - Zillow Gaining Digital Engagement Share...
Zillow Group - Zillow Gaining Digital Engagement Share Relative to Peers in the 2Q, but Macro Pre...
6-10-2025 Internet - Robert Mollins
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Event-Driven Research (OMC, IPG, GPC, FTV, BRO, CCJ,...
Event-Driven Research (OMC, IPG, GPC, FTV, BRO, CCJ, SJM)
6-10-2025 Event-Driven Research - Don Bilson
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Bayer's Durnell Appeal (Roundup) Fast-Tracked to...
Bayer's Durnell Appeal (Roundup) Fast-Tracked to SCOTUS's June 26 Conference
6-9-2025 Legal & Regulatory - Thomas Claps
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Casey's General Stores, Inc. - 4Q25 KPI Review =...
Casey's General Stores, Inc. - 4Q25 KPI Review = Margin-Driven Beat with All Eyes on CEFCO Integr...
6-9-2025 Retail - Chuck Grom, CFA, CPA
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Event-Driven Research (WBD, CR, PKI, PENN, S&P 500,...
Event-Driven Research (WBD, CR, PKI, PENN, S&P 500, SGRY)
6-9-2025 Event-Driven Research - Don Bilson
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The Heat Check (6/1): Sales Growth Heat Map for 65...
The Heat Check (6/1): Sales Growth Heat Map for 65 Concepts - Sector Growth Slows vs. Prior Week,...
6-9-2025 Restaurants - Jeff Farmer
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Ollie's - Thoughts/Six Key Takes From Field Trip...
Ollie's - Thoughts/Six Key Takes From Field Trip Down the Shore with The Senior Team; CEO Erik va...
6-9-2025 Retail - Chuck Grom
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May Jobs: The State of the U.S. Restaurant Sector Labor...
May Jobs: The State of the U.S. Restaurant Sector Labor Market - A Solid Jobs Report for Sector w...
6-6-2025 Restaurants - Jeff Farmer
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Event-Driven Research (MTN, HOLX, OSK, BF.B)
Event-Driven Research (MTN, HOLX, OSK, BF.B)
6-6-2025 Event-Driven Research - Don Bilson

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