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Title Date
GWW: Grainger - Cutting EPS and price target; tariff and international risks 2019-08-13
WMT: Walmart - Reading the 2Q Print: Solid Top Line + U.S. GPM Inflection Continues 2019-08-13
Proprietary data (MRO distribution web traffic report – relatively steady sequential traffic in July) 2019-08-13
Proprietary data (Industrial products pricing – net pricing activities slightly negative in August) 2019-08-13
Circling back to Hilton Grand after its inglorious hat trick, a busy week for the Schein Family, clear skies at Cloudera, Nothing wrong with HealthEquity's spidey sense (HGV, HSIC, CVET, CLDR, ELY, HQY, MAT) 2019-08-12
Workers Comp: Rate Headwinds Tempered by New Opioid Data 2019-08-12
White flags seen in the trenches at DXC, nice save for Symantec, Perrigo’s generic exit is stuck in the mud, making room for U-Haul on the August calendar (DXC, SYMC, PRGO, ICUI, COMM, CNDT, UHAL) 2019-08-09
JACK: Jack in the Box - The $4.99 Combo Meal Intro (and add-on purchases) Is Hitting the Right Spot with Core Jack Customers – and Appears to Have Legs 2019-08-08
The SpinMaster ready to lay down some beats at IAC, busy day for the Huntsman Family, go-private talk pops up again at NRG, Broadcom still flirting with Symantec (IAC, HUN, CAH, NRG, SYMC, PRGO, AAP, CARS, CNDT, CLDR, KAR, BECN) 2019-08-08
GE: General Electric Co. - Dissecting cash flow; larger core cash declines ex factoring 2019-08-08
JACK: Jack in the Box - F3Q First Look: Healthy SSS Upside with Momentum Carrying into F4Q – Delayed Repo Announcement Proved to Signal Nothing 2019-08-07
WEN: Wendy's - Expect Continued Multiple Expansion with WEN Poised to be One of Few Restaurants Delivering Accelerating SSS Growth in 2H19 2019-08-07
International Flavors no longer smells good, Extended Stay review ends in tears, big day ahead at Cardinal, options for livening up Emerson’s 2021 retirement party? (IFF, STAY, QEP, NUAN, CAH, EMR, TDG) 2019-08-07
WEN: Wendy's - 2Q First Look: Upside Across SSS, EPS & EBITDA to Further Bolster Investor Confidence That WEN Can Deliver on 2020 Guidance 2019-08-07
PH: Parker Hannifin - F2020 expectations likely to still reset lower 2019-08-07
Chick-fil-A Competitive Encroachment Analysis - Proprietary Geolocation Case Studies & Geographic Development Trends Across the Concept’s Last 400 Openings 2019-08-07
Aramark LBO story at risk of a downgrade, AECOM spices up its defense, Textron slowly becoming less complicated, is Boeing the next Chipotle? (ARMK, ACM, TXT, UTX, Pershing Square, GWRE, WPX) 2019-08-06
EMR: Emerson - F3Q19 operating miss; below-the-line F20 EPS headwinds 2019-08-06
GRUB: Grubhub Inc - SHAK Partnership is a Win that Demonstrates Grubhub’s Ability to Deliver More than Just Food 2019-08-05
Dentsply off to a quick start, AECOM owes an answer, another setback for a Starboard small cap, the road ahead at Legg Mason (XRAY, ACM, CARS, LM, ARNC, CVX) 2019-08-05

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