Consumer

Title Date
WMT – Launching same-day delivery test w/Instacart in 4 CA/OK markets; Recall WMT recently delayed WMT+ launch per re/Code & C. Grom survey found same-day delivery most attractive element of potential WMT+ 2020-08-11
SYY shrs dn 1% – Key Conf. Call Comments 2020-08-11
Restaurants – Read-through from SYY Jun-Q/QTD Trends Commentary 2020-08-11
SYY - Reports FQ420 Earnings, Q beats on OpProfit/EPS driven by better Int'l & Corp OpLoss while US Foodservice missed on topline & OpProfit 2020-08-11
JR's Consumer Daily – 8.11.20 2020-08-11
Retail – C. Grom Previews Q2 July-Q Earnings; Top Pick TGT & Continues To Favor Off Price > Dept. Stores; Raising ests TGT; Lowering ests KSS; BTS Survey Takeaways 2020-08-11
Zalando shrs +3% - Q2 Earnings Recap 2020-08-11
SPG – Key Conf. Call Comments 2020-08-10
GO – Key Conf. Call Comments/2H20 Guidance Details 2020-08-10
Retail - BBBY July Revs turn positive; Ares exiting FND 2020-08-10
MAC/SPG - Q2 Earnings Takeaways 2020-08-10
GO - Reports Q Earnings, Q beats on Adj. EBITDA/EPS driven by better topline; QTD SSS tracking ahead of St. Q3 ests (though decel from Q2's pace) 2020-08-10
CGC shrs +8% – Key Conf. Call Comments 2020-08-10
RCL shrs +8.5% – Key Conf. Call Comments 2020-08-10
JR's Consumer Daily – 8.10.20 2020-08-10
RCL - Reports Q220 Earnings, '21 bookings 'trending well'; tweaks up cash burn due to recent capital raise 2020-08-10
Mall REITs – AMZN/SPG discussing turning vacated Sears & JCP stores into AMZN fulfillment centers, according to WSJ 2020-08-10
STZ read-through - Canopy Growth Reports FQ121  Earnings, Q beats on Adj. EBITDA driven by better topline & signif OpEx reductions while GMs miss 2020-08-10
Stimulus – Quick Thoughts On Stimulus Talks Breakdown & Trump’s Sat. Announcement; Likely Doesn’t Forestall The Aug Spending Pullback But Could Delay The Sept/Oct. Rebound. 2020-08-10
FL - Preannouncing Q2 SSS/EPS well ahead of St. 2020-08-10

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