| 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
|
Rich, Jonathan |
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
|
Rich, Jonathan |
2020-11-24 |
| MKC - Acquiring Cholula Hot Sauce from L. Catterton for $800M in cash
|
Rich, Jonathan |
2020-11-24 |
| URBN - Key Conf. Call Takeaways
|
Rich, Jonathan |
2020-11-23 |
| URBN - QTD Trends/Q4 Guidance on CC
|
Rich, Jonathan |
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
|
Rich, Jonathan |
2020-11-23 |
| BJ – Comments from C. Grom; “Clearing The Air on Membership.” We remain bullish on the BJ's story
|
Rich, Jonathan |
2020-11-23 |
| Retail – Quick Thoughts On The Squeeze/Rally
|
Rich, Jonathan |
2020-11-23 |
| SYY – Comments from D. Bilson (Event-Driven)
|
Rich, Jonathan |
2020-11-23 |
| JR's Consumer Daily – 11.23.20
|
Rich, Jonathan |
2020-11-23 |
| COVID/Vaccines - Vaccination timeline, AstraZeneca efficacy (~90%, similar to PFE's 95% & MRNA's 94.5%) & UK regulatory approval
|
Rich, Jonathan |
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)
|
Rich, Jonathan |
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
|
Rich, Jonathan |
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
|
Rich, Jonathan |
2020-11-21 |
| WISH – Quick Takeaways from WISH’s S-1 Filing
|
Rich, Jonathan |
2020-11-21 |
| EPC – Incremental Investor Day Takeaways From Webcast
|
Rich, Jonathan |
2020-11-20 |
| FL shrs dn 2% - Key Conf. Call Takeaways
|
Rich, Jonathan |
2020-11-20 |
| EPC - Announcing LT Financial Algo, Capital Allocation Priorities & Initiating a Dividend ahead of 9amET Investor Day
|
Rich, Jonathan |
2020-11-20 |
| JR's Consumer Daily – 11.20.20
|
Rich, Jonathan |
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
|
Rich, Jonathan |
2020-11-20 |