| GPS - Q misses on EPS driven by higher SG&A while topline (better ON/Athleta) & GM beat and Tax favorable; Q4 guided ahead of St. on Revs/GMs, offset by higher OpEx.
|
Rich, Jonathan |
2020-11-24 |
| JWN - Reports Q320 Earnings, Q beats on EPS driven by better GMs, SG&A & favorable tax while topline was roughly in line w/better full-price offset by weaker off-price sales
|
Rich, Jonathan |
2020-11-24 |
| AEO - Reports Q320 Earnings, Q beats on EPS driven by slightly better GMs & slightly better revs, partially offset by higher SG&A; QTD "very pleased w/early holiday trends in Nov"; Announcing Jan 21st Investor Day
|
Rich, Jonathan |
2020-11-24 |
| HRL shrs dn 4.5% – Key Conf. Call Takeaways
|
Rich, Jonathan |
2020-11-24 |
| DLTR – C. Grom is Upgrading to Buy (from Hold); “Intersection of Operational Improvement + Stock Underperformance Creates Entry Point.” PT $140
|
Rich, Jonathan |
2020-11-24 |
| ANF shrs dn 2% – Key Conf. Call Takeaways
|
Rich, Jonathan |
2020-11-24 |
| DKS shrs dn 2% – Key Conf. Call Takeaways
|
Rich, Jonathan |
2020-11-24 |
| SJM shrs +1.4% – Key Conf. Call Takeaways
|
Rich, Jonathan |
2020-11-24 |
| DLTR shrs +10% – Key Conf. Call Takeaways
|
Rich, Jonathan |
2020-11-24 |
| BURL shrs dn 1.5% – Key Conf. Call Takeaways
|
Rich, Jonathan |
2020-11-24 |
| BBY shrs dn 5% pre-mkt - Key Conf. Call Takeaways
|
Rich, Jonathan |
2020-11-24 |
| JR's Consumer Daily – 11.24.20
|
Rich, Jonathan |
2020-11-24 |
| MKC – Cholula Acq. Conf. Call Notes
|
Rich, Jonathan |
2020-11-24 |
| ANF - Q signif beat on EPS driven by better topline, GMs & lower SG&A; encouraged by QTD results though tempered by COVID & expectation for elevated shipping, handling & freight costs
|
Rich, Jonathan |
2020-11-24 |
| DKS - Q beats St. on EPS by 83% driven by better topline, GMs & SG&A; QTD SSS up high-teens% (ahead of St.'s +8% Q4 est) w/headwind from warmer weather; President Lauren Hobart to become CEO w/Stack transitioning to Executive Chairman
|
Rich, Jonathan |
2020-11-24 |
| DLTR - Reports Q320 Earnings, Q beats on EPS driven by better topline & GMs while SG&A roughly in line; Expanding MPP to ~500 stores beg in Spring '21; No F20 guidance/QTD trends update in PR
|
Rich, Jonathan |
2020-11-24 |
| SJM - Reports F2Q21 Earnings, Q beats on OpProfit/EPS driven by better topline, GMs & SG&A; Raising F21 Revs/EPS/FCF guidance
|
Rich, Jonathan |
2020-11-24 |
| BBY - Reports Q3F21 Earnings, Q beats on EPS driven by better topline GMs & SG&A; QTD demand "remains at elevated levels"; Resuming share repurchases in Q4
|
Rich, Jonathan |
2020-11-24 |
| BURL - Q beats on EPS driven by better topline, GMs & lower SG&A; After challenging Aug. SSS improved to signif to dn 4% in Sept/Oct. however QTD "weak start" w/Nov-to-date dn LDD (tracking below St.'s Q4 dn 7% est)
|
Rich, Jonathan |
2020-11-24 |
| LVMH - TIF Reports Q320 Earnings Beat & Raises Q4 Guidance
|
Rich, Jonathan |
2020-11-24 |