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Title Date Pages
WEN: Wendy's - Global SSS Back in Positive Territory Exiting May: Investors Looking for Greater US Detail, but SSS Recovery Continues to Impress 2020-06-08 5
AstraZeneca has Gilead on its mind, ON Semi thinks it may have a Koch problem, Rockwell rings the $225 bell, Icahn storms back at OxyDarko (AZN, ON, ROK, GRUB, VG, OXY) 2020-06-08
CAKE: Cheesecake Factory - Model Update 2020-06-08 4
Apple Mobility Trends/INRIX Data (6/5) - Driving Traffic Up ~52% in May While June Shows Further Gains; 29 States Now Above Pre-COVID Levels with Northeast Recovering Too 2020-06-08 6
Sales Recovery Has Continued Through June 3rd - 23,000+ Restaurant Data Set Shows Improving Sales Trends; States That Reopened 4-5 Weeks Ago Seeing Some of the Biggest Gains 2020-06-05 5
Prominent termite fighter weighing its options, eBay finds its way to half a hundred, Mednax ready to sever another head, VW proposal still alive at Navistar (ROL, EBAY, MD, SJM, NAV, MIC) 2020-06-05
RH: RH - Most Attractive Girl At The Dance? We Prefer W, WSM, LOW, & TSCO – Post 1Q Thoughts 2020-06-04 5
CAKE: Cheesecake Factory - Cheesecake’s Early Recovery is Meeting/Beating Peers, per Foot Traffic Data in OH, AZ, GA & TN 2020-06-04 7
Protest at Oxy underwhelms, Hexcel trips a warning wire, Amgen loss is Moderna’s gain, does Tiffany sell diamond ear plugs? (OXY, HXL, MRNA, TIF, CLDR, BOX) 2020-06-04 4
May 2020 Macro Survey (#38) - Consumer Sentiment Index Jumps to 64.8 . . . Well Off the March Bottom, But Still A Lot of Ground To Recover; 8 Key Takes 2020-06-04 9
COST: Costco Wholesale - May Core SSS +9.7% . . . Issaquah Appears Be Back as March/April Headwinds Abating Quickly; Laterals for BJ + “Backyard” Stocks 2020-06-03 4
IR: Ingersoll Rand - Line of sight to 25% Industrial margins 2020-06-03 4
MMM: 3M - Unexpected CFO transition 2020-06-03 3
Big day for Perrigo, Twitter board swaps in one googler for another, circling back to Syneos, trucking legend turns the page (PRGO, TWTR, SYNH, GRUB, TIF, WERN) 2020-06-03
CBRL: Cracker Barrel - Aggressive Cost Control Will Push Street EBITDA & EPS Higher; But Sales Recovery Progress at a Premium & we See CBRL Lagging 2020-06-02 6
ITT: ITT - Positioning for future upside 2020-06-02 3
Time for Fidelity National to wake up, Western Union gives MoneyGram another try, time for Lowe’s to close the gap, Goodbye Kent Thiry (FNF, WU, LOW, DVA, VAR, MDLA) 2020-06-02 4
CBRL: Cracker Barrel - F3Q20 First Look: SSS Recovery Stronger Than Expected with Week Ended 5/29 Restaurant SSS Down 45% (vs. Our Down 50%-55%) 2020-06-02 5
P/C Pricing Cycle: Disrupted Diagonals Will Accelerate Pricing 2020-06-02 5
LOW: Lowe's - Upgrade to Buy-Rated = Inviting Marvin & Team to the Backyard Party, New Price Target Set at $151 2020-06-02 8

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