Consumer

Title Date
HRL - Reports F4Q20 Earnings, Q penny miss on EPS despite favorable tax as Revs, GM & SG&A misses drove ~10% weaker OpProfit; co "optimistic" can generate sales/earnings growth in F21 2020-11-24
TWNK - Entered into a Securities Purchase Agreement w/C. Dean Metropoulos on 11/19 which resulted in TWNK repurchasing $444K shrs & 2M warrants yesterday from CDM 2020-11-24
MKC - Acquiring Cholula Hot Sauce from L. Catterton for $800M in cash 2020-11-24
URBN - Key Conf. Call Takeaways 2020-11-23
URBN - QTD Trends/Q4 Guidance on CC 2020-11-23
URBN - Reports Q3F21 Earnings, Q beats St. on OpProfit/EPS driven by better topline, GMs & SG&A; focus on QTD trends on CC 2020-11-23
BJ – Comments from C. Grom; “Clearing The Air on Membership.” We remain bullish on the BJ's story 2020-11-23
Retail – Quick Thoughts On The Squeeze/Rally 2020-11-23
SYY – Comments from D. Bilson (Event-Driven) 2020-11-23
JR's Consumer Daily – 11.23.20 2020-11-23
COVID/Vaccines - Vaccination timeline, AstraZeneca efficacy (~90%, similar to PFE's 95% & MRNA's 94.5%) & UK regulatory approval 2020-11-23
Consumer – Sunday Afternoon News (Cruise Lines, Fiscal Cliff, Retail, SPG, COVID LA/Germany/Tourism) + Sat. Re-Send (News, WMT's WFHT, Wish S-1 Takeaways) 2020-11-22
Consumer – Weekend News: NPD Gen Merch Tracker Rebounds, J. Farmer Notes Increasing Suspension of Indoor Dining, Blackbox Weekly SSS Weak, COVID, Signs of Pantry-Loading/Stock-Up Wave Building, SHOP’s Commentary, STZ’s Canopy Equity Income, Santa’s COVID Immunity  2020-11-21
WMT – A Quick Refresher On The Walton Family Holdings Trust (WFHT) Which After Reloading Earlier This Year Has Resumed Selling Again (11/20 & 9/25); Looking Back, A ~50% Buy/Sell Ratio Did In Fact Hold 2020-11-21
WISH – Quick Takeaways from WISH’s S-1 Filing  2020-11-21
EPC – Incremental Investor Day Takeaways From Webcast 2020-11-20
FL shrs dn 2% - Key Conf. Call Takeaways 2020-11-20
EPC - Announcing LT Financial Algo, Capital Allocation Priorities & Initiating a Dividend ahead of 9amET Investor Day 2020-11-20
JR's Consumer Daily – 11.20.20 2020-11-20
FL - Q beats on EPS driven by better SSS (built as Q progressed), GM & SG&A; Inventories clean; >10% of store fleet temp closed  2020-11-20

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