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Title Date
COST: Costco Wholesale - Pro-Forma Core SSS Rise 6.3% in November // Big Uptick on the Stacks #IssaquahStrong 2019-12-04
W: Wayfair - Direct Revenue Growth of 36% for the “Holiday 5” = Strong . . . But Softer Delta vs. QTD Than Past Years 2019-12-04
FTV: Fortive Corp. - Separation remains hot topic 2019-12-04
Icahn does some sabre-rattling at HP, Diller cuts short the Okerstrom Era at Expedia, Instructure taken under, Constellation pulls the plug on craft misadventure (HPQ, EXPE, INST, BLMN, HQY, STZ) 2019-12-04
FND: Floor & Decor Holdings - 5 Key Takes From Management Dinner in NYC = Remain Constructive on NT and LT Set-Up . . . Accumulate-Rated w/$50 Price Target 2019-12-04
Strategic Alternatives Case Study Lessons for BLMN - While Precedent from 25 Strategic Alternatives Case Studies Points to a Sale – We See Divestiture of Brazil Segment as Most Likely 2019-12-04
HON: Honeywell - GTX and REZI risks appear minor 2019-12-03
Premier GPO may follow MedAssets lead, Cleveland Cliffs goes vertical, Ollie’s says goodbye to its key man, more family issues at Honeywell (PINC, CLF, OLLI, REZI, GTX) 2019-12-03
GE: General Electric Co. - RSNA highlights; spotlight on GE share losses 2019-12-03
2020 Trends: Lawsuits Take Us Back to the 1980s 2019-12-03
GE: General Electric Co. - Mixed Healthcare analyst meeting; FCF conversion pressures 2019-12-02
Icahn shooting for the moon at OxyDarko, Elliott gives up “five percent” status at Citrix, Warren sticks it to Leon at Tech Data (OXY, CTXS, TECD) 2019-12-02
GRUB: Grubhub Inc - Social Media Promo Analysis: GRUB’s Step Change in Full Effect Despite Peers Sequentially Slowing Promotional Activity 2019-12-02
GE: General Electric Co. - Focus on Healthcare Remainco; upcoming IPO? 2019-12-02
Black Friday Shopping Survey - Traffic Slows ~400 bps YOY . . . But Spending Up ~10%; ~61% Shopped Ahead of Weekend Due to Shorter Season; WMT/KSS/AMZN (+) 2019-12-01
Black Friday Pricing Results 2019 - Amazon Leads on Price . . . Followed Closely by Walmart . . . While Target Lags 2019-11-29
“Xerox, how do you like them apples,” painting the NY Knicks with a Man City brush, case for activism re-surfaces at Dollar Tree, time to celebrate an all-decade trade (HPQ, MSG, DLTR, VAR, BOX, TDG) 2019-11-27
China Industrial Land Snapshot - Frosted Land; Big Fund II and stalling industrial sales (better luck next year?) 2019-11-27
CBRL: Cracker Barrel - F1Q Shines a Light on Lackluster Trends/Investment Headaches; But We Continue to Expect a Short-Term Heat N' Serve SSS Inflection 2019-11-26
DLTR: Dollar Tree - Purgatory (Again) = Lowering Estimates + PT ($106) + Rating to Accumulate (from Buy); Management Call Back Notes 2019-11-26

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