| WSM – Key Conf. Call Takeaways
|
Rich, Jonathan |
2020-11-19 |
| ROST – Key Conf. Call Takeaways
|
Rich, Jonathan |
2020-11-19 |
| WSM - Reports Q320 Earnings, Q beats on EPS by 67% driven by better topline (Net SSS +24% vs. St. +11% & Demand SSS were +31%), GMs & SG&A; No Q4 guidance; reit LT targets
|
Rich, Jonathan |
2020-11-19 |
| SFIX – COO/CFO Mike Smith resigning to start a VC firm. Smith plans to remain w/SFIX until co hires and announces a new CFO (which company has been conducting a search for).
|
Rich, Jonathan |
2020-11-19 |
| ROST - Reports Q320 Earnings, Q beats on EPS driven by signif better SSS & GMs; QTD SSS tracking in line w/St. ests.
|
Rich, Jonathan |
2020-11-19 |
| Stimulus - Schumer says McConnell has agreed to resume negotiations w/Dems on a potential new COVID bill as case #s surge. CNBC
|
Rich, Jonathan |
2020-11-19 |
| JACK shrs +6% – Key Conf. Call Takeaways
|
Rich, Jonathan |
2020-11-19 |
| JACK - QTD Trends on CC – QTD/1st 7 weeks continuing to run up LDD%
|
Rich, Jonathan |
2020-11-19 |
| LB shrs +14% – Key Conf. Call Takeaways
|
Rich, Jonathan |
2020-11-19 |
| BJ shrs dn 3% – Key Conf. Call Takeaways
|
Rich, Jonathan |
2020-11-19 |
| LB - QTD Trends on CC - "it happens to be the case for both businesses that the current run rate of the business is similar to the overall Q3 total...business is running pretty consistent."
|
Rich, Jonathan |
2020-11-19 |
| LB – Asked in Q&A if VS’s Q3 Inflection Changes Mgmt’s View On It’s Value and/or Board’s View Of A Separation?
|
Rich, Jonathan |
2020-11-19 |
| Macy’s (M) – Key Conf. Call Takeaways
|
Rich, Jonathan |
2020-11-19 |
| PLCE – Key Conf. Call Takeaways
|
Rich, Jonathan |
2020-11-19 |
| BJ – QTD SSS Tracking >+20% (vs. Q3’s +18.5%)
|
Rich, Jonathan |
2020-11-19 |
| Retail/Shipping – PLCE guides to ~150bps Q4 GM headwind from shipping/freight surcharges. Recall KSS yesterday guided to freight surcharges being a 100-150bps Q4 GM headwind.
|
Rich, Jonathan |
2020-11-19 |
| Retail – Macy’s Credit Income Revs Commentary -“Q3 credit card revs of $195M was up $12M y/y & ahead of expectations. Our profit sharing from our Citibank arrangements has performed better than anticipated in recent months...Q4 credit revs outlook has improved"
|
Rich, Jonathan |
2020-11-19 |
| JR's Consumer Daily – 11.19.20
|
Rich, Jonathan |
2020-11-19 |
| PLCE - Q beats St. on OpProfit/EPS driven by better topline, GMs & SG&A; Inventories slightly better than guide; "Approaching Q4 w/heightened caution & expect both sales/profitability to be under pressure."
|
Rich, Jonathan |
2020-11-19 |
| Macys (M) - Q4 Guidance In Slide Deck Directionally In Line w/St.
|
Rich, Jonathan |
2020-11-19 |