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Title Date
E*TRADE throws a changeup, sizing up Icahn’s recruiting class at OXY, first Axalta update raises some questions, Bed & Bath gets bounced into single digits (ETFC, SLB, OXY, AXTA, DOV, BBBY) 2019-07-19
BJRI: BJ's Restaurants - Looking for Modest 2Q SSS & EPS Miss; Continue to See 2020E Street EPS as Aggressive with Labor Pressure Largely Ignored 2019-07-19
Miles and miles to go before Abbott deals again, frustration levels rising at Textron, an incomplete update from eBay, shot clock winding down at MGM (ABT, TXT, EBAY, MGM) 2019-07-18
DOV: Dover - Solid 2Q19; Fluids again drives upside 2019-07-18
GRUB: Grubhub Inc - Shares Still Digesting Recent Flurry of Negative Headlines - Most of Which Are Without Merit – Buying Opp. Heading into Earnings 2019-07-18
SBUX: Starbucks Corp - Looking for U.S. & China SSS Upside; Expect Reiteration of FY19 EPS Guidance on Stabilizing Margin and Tax Rate Outlooks 2019-07-18
HON: Honeywell - Caught in the China crossfire? 2019-07-17
Banks painting rosy picture for M&A, Cintas rise shines light on Aramark, totaling up the overhang at J&J (M&A, ARMK, WFC, QCOM, JNJ) 2019-07-17
2Q Home Improvement Survey - Data Reinforces View Towards (Cautiously) Positive Bias: HD + FND > LOW 2019-07-17
GWW: Grainger - Expect in-line 2Q19 against lowered expectations; 2H uncertainties 2019-07-17
Waiting for the autopsy at Symantec, Citi sees a busy 2nd half, new Martin Marietta director brings an interesting skill-set, Cardinal having trouble fielding a team (SYMC, AVGO, M&A, MLM, CAH, QEP) 2019-07-16
Retail Sales Recap - June 2019 - Ruh Roh . . . Not A Good Month with Every Category Coming in Below 3-Month Averages 2019-07-16
CMG: Chipotle - Expect Modest 2Q SSS/EPS Upside; We See Decelerating SSS Coming in September as CMG Laps Intro of Multiple SSS Initiatives 2019-07-16
MSM: MSC - Fine-tuning FY20 estimates lower; pricing pressure moving upstream 2019-07-16
An uncivil development at JNJ, Arconic doing just fine on its own, more divergence in the beer space (SYMC, JNJ, ARNC, ABI/TAP, GILD) 2019-07-15
Low & Middle Market Pricing Study - Signs of Aggressive Price Action @ Walmart as DG/FDO Gap Widens + WMT/TGT Baskets up 5.0%+ YOY = Positive for Ticket in 2Q19 2019-07-15
The Weekend Warrior (7/12) - In Focus: Prime Day Laterals, Redbook ++ For WMT/TGT in 2Q, NFIB, AMZN Price Work, & CPI Review 2019-07-12
The Weekend Warrior (7/12) - In Focus: Prime Day Laterals, Redbook ++ For WMT/TGT in 2Q, NFIB, AMZN Price Work, & CPI Review 2019-07-12
FIVE: Five Below - Earlier Summer Promo Suggests Some Potential 2Q Comp Softness 2019-07-12
New Colgate CEO gets his feet wet, dam breaks at Illumina, a sweet update from Accenture, the fever breaks at Cigna (CL, A, ILMN, ACN, NWL, CNDT, CI, AXTA) 2019-07-12

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