Title Date
JR's Consumer Daily – 9.11.20 2020-09-11
Consumer – AMC News: Unemployment Benefits, WMT/TikTok, NPD Gen Weekly Merch Tracker, NPD BTS Tracker, JCP, Staples/SPLS 2020-09-10
PTON – Key Conf. Call Comments 2020-09-10
CHWY – Key Conf. Call Comments 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."  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 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 2020-09-10
PM – BarCap Conf. Presentation Comments 2020-09-10
FTCH – GS Retail Conf. Presentation 2020-09-10
Consumer – JWN QTD Comments, SYY BarCap Comments, WMT/TikTok, TIF/LVMH, Century21 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. 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%. 2020-09-10
URBN – GS Retail Conf. Comments (this AM) 2020-09-10
HAS – BofA Conf. Presentation Comments 2020-09-10
TAP – BarCap Conf. Presentation (last night) 2020-09-10
KO – BarCap Conf. Presentation Comments 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) 2020-09-10
PG – BarCap Conf. Presentation Comments; Positive tone re QTD 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 2020-09-10
ARMK – GS Retail Conf. Comments 2020-09-10

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