Title Date
JR's Consumer Daily – 8.12.20 2020-08-12
HD/LOW – C. Grom is Upgrading HD to Accumulate (from Hold) & Raising PT on LOW to $185 2020-08-12
PFGC - Q misses on Adj. EBITDA/EPS driven by higher OpEx while Revs (inc. volumes) beat & GM comes in line (rate in line while $s better); No guidance or QTD update in release 2020-08-12
EAT - Q beats on EPS driven by better ROM & Tax; July SSS improve (Chili's SSS w/dine-in SSS dn 4%); FQ1 EPS guided ahead of St. 2020-08-12
MAC - Key Conf. Call Comments 2020-08-11
Macy's (M) - Announces Weds 9/2 earnings date & notes "mgmt team will also provide an update on co's Polaris strategy that was originally shared on 2/5/20. Webcast will be 90 minutes" (vs. usual 60 mins). 2020-08-11
WMT – Launching same-day delivery test w/Instacart in 4 CA/OK markets; Recall WMT recently delayed WMT+ launch per re/Code & C. Grom survey found same-day delivery most attractive element of potential WMT+ 2020-08-11
SYY shrs dn 1% – Key Conf. Call Comments 2020-08-11
Restaurants – Read-through from SYY Jun-Q/QTD Trends Commentary 2020-08-11
SYY - Reports FQ420 Earnings, Q beats on OpProfit/EPS driven by better Int'l & Corp OpLoss while US Foodservice missed on topline & OpProfit 2020-08-11
JR's Consumer Daily – 8.11.20 2020-08-11
Retail – C. Grom Previews Q2 July-Q Earnings; Top Pick TGT & Continues To Favor Off Price > Dept. Stores; Raising ests TGT; Lowering ests KSS; BTS Survey Takeaways 2020-08-11
Zalando shrs +3% - Q2 Earnings Recap 2020-08-11
SPG – Key Conf. Call Comments 2020-08-10
GO – Key Conf. Call Comments/2H20 Guidance Details 2020-08-10
Retail - BBBY July Revs turn positive; Ares exiting FND 2020-08-10
MAC/SPG - Q2 Earnings Takeaways 2020-08-10
GO - Reports Q Earnings, Q beats on Adj. EBITDA/EPS driven by better topline; QTD SSS tracking ahead of St. Q3 ests (though decel from Q2's pace) 2020-08-10
CGC shrs +8% – Key Conf. Call Comments 2020-08-10
RCL shrs +8.5% – Key Conf. Call Comments 2020-08-10

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