| JR's Consumer Daily – 9.11.20
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Rich, Jonathan |
2020-09-11 |
| Consumer – AMC News: Unemployment Benefits, WMT/TikTok, NPD Gen Weekly Merch Tracker, NPD BTS Tracker, JCP, Staples/SPLS
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Rich, Jonathan |
2020-09-10 |
| PTON – Key Conf. Call Comments
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Rich, Jonathan |
2020-09-10 |
| CHWY – Key Conf. Call Comments
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Rich, Jonathan |
2020-09-10 |
| MDLZ/KDP - MDLZ sold 12.51M shrs of KDP on 9/9 for $29.00/shr ($363M). MDLZ's remaining stake in KDP is 158.2M/11.2%. "The Share Sale was an opportunistic sale transaction based on market conditions."
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Rich, Jonathan |
2020-09-10 |
| CHWY - Reports Q220 Earnings, Q beats on EBITDA driven by better topline & GMs; Q3 Revs guided ahead of St., Raising F20 Revs guide while reit EBITDA margin range
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Rich, Jonathan |
2020-09-10 |
| PTON - Q beats on Adj. EBITDA driven by better topline & GMs; Both FQ1 & F21 Revs/EBITDA guided ahead of St. though GMs guided light. QTD continue to surpass expectations w/Bike backlog that's not expected to reach a normalized order-to-delivery window in US prior to FQ2-end
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Rich, Jonathan |
2020-09-10 |
| PM – BarCap Conf. Presentation Comments
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Rich, Jonathan |
2020-09-10 |
| FTCH – GS Retail Conf. Presentation
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Rich, Jonathan |
2020-09-10 |
| Consumer – JWN QTD Comments, SYY BarCap Comments, WMT/TikTok, TIF/LVMH, Century21
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Rich, Jonathan |
2020-09-10 |
| SYY – BarCap Conf. Presentation Comments. QTD Trends – In Aug, we returned to healthy consistent sequential week on week improvement. The most recent week was the strongest since COVID began.
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Rich, Jonathan |
2020-09-10 |
| CPRI - QTD @ GS Conf. - QTD are ahead of own internal projections at this point w/sequential improvement through Aug & SSS dn 15%. Versace running positive while MK/JC are dn mid-teens%.
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Rich, Jonathan |
2020-09-10 |
| URBN – GS Retail Conf. Comments (this AM)
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Rich, Jonathan |
2020-09-10 |
| HAS – BofA Conf. Presentation Comments
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Rich, Jonathan |
2020-09-10 |
| TAP – BarCap Conf. Presentation (last night)
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Rich, Jonathan |
2020-09-10 |
| KO – BarCap Conf. Presentation Comments
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Rich, Jonathan |
2020-09-10 |
| KO – BarCap Conf. Presentation. QTD Trends/Pace of Volume Recovery – “So far over last couple of months that’s continue to improve to dn MSD% globally for July/Aug (vs. July dn MSD% on Q2 CC)
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Rich, Jonathan |
2020-09-10 |
| PG – BarCap Conf. Presentation Comments; Positive tone re QTD
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Rich, Jonathan |
2020-09-10 |
| PM – Raising low-end of F20 EPS guidance ahead of BarCap Conf. driven by stronger Q3 (though notes an inventory timing benefit in Q3 that will reverse in Q4) while duty free recovery & Indonesia min retail price enforcement now seen in Q4 (vs. prev. Q3) & tax rate at low-end of prior range
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Rich, Jonathan |
2020-09-10 |
| ARMK – GS Retail Conf. Comments
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Rich, Jonathan |
2020-09-10 |