| ITW: ITW - 3Q19 in-line with Street on core ops
|
Inch, John |
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
|
Farmer, Jeff |
2019-10-25 |
| FND: Floor & Decor Holdings - Reading the 3Q Print: Good Model + Great Retail Vertical = Remaining Positively Postured Ahead of the Event
|
Grom, Chuck |
2019-10-25 |
| CGNX: Cognex - 3Q19 preview; acquisition cements deep learning leadership
|
Lau, Karen |
2019-10-25 |
| BJRI: BJ's Restaurants - 3Q SSS Miss Underscores BJRI’s Eroding Market Share Gains; 2020E Street EPS & EBITDA Estimates Coming Down
|
Farmer, Jeff |
2019-10-24 |
| ROK: Rockwell - Puts & takes from PTC’s F4Q19
|
Inch, John |
2019-10-24 |
| TSCO: Tractor Supply Company - Talladega = Post 3Q Takes Following Another Solid Print from the Nash
|
Grom, Chuck |
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)
|
Bilson, Don |
2019-10-24 |
| MSM: MSC - Slight F4Q19 beat on margins; sizeable F1Q20 miss not unexpected
|
Inch, John |
2019-10-24 |
| MMM: 3M - Another core growth miss and significant guide-down
|
Inch, John |
2019-10-24 |
| EAT: Brinker International - Looking for Modest SSS & EPS Upside; Compelling Risk/Reward with Early-Stage Delivery Catalyst & Low Fundamental Expectations
|
Farmer, Jeff |
2019-10-24 |
| Multi-Industry (Takeaways from Process trade show )
|
Inch, John |
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)
|
Bilson, Don |
2019-10-23 |
| GWW: Grainger - Weak gross margins drive unexpected 3Q19 miss
|
Inch, John |
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.
|
Farmer, Jeff |
2019-10-23 |
| WMT: Walmart - Boosting SSS + EPS Following Upbeat Meeting with Marc Lore in Hoboken, Stay Buy-Rated with new $135 Price Target
|
Grom, Chuck |
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
|
Farmer, Jeff |
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
|
Farmer, Jeff |
2019-10-22 |
| JWN: Nordstrom - Takes From NYSE A-Day = Glad We Covered But LT Rack/Full Line Concerns Remain; KSS > JWN + M + JCP
|
Grom, Chuck |
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)
|
Bilson, Don |
2019-10-22 |