Consumer

Title Date
JR's Consumer Daily – 8.10.20 2020-08-10
RCL - Reports Q220 Earnings, '21 bookings 'trending well'; tweaks up cash burn due to recent capital raise 2020-08-10
Mall REITs – AMZN/SPG discussing turning vacated Sears & JCP stores into AMZN fulfillment centers, according to WSJ 2020-08-10
STZ read-through - Canopy Growth Reports FQ121  Earnings, Q beats on Adj. EBITDA driven by better topline & signif OpEx reductions while GMs miss 2020-08-10
Stimulus – Quick Thoughts On Stimulus Talks Breakdown & Trump’s Sat. Announcement; Likely Doesn’t Forestall The Aug Spending Pullback But Could Delay The Sept/Oct. Rebound. 2020-08-10
FL - Preannouncing Q2 SSS/EPS well ahead of St. 2020-08-10
Consumer - NPD Gen Merch Tracker Slows, Berkshire Q2 Earnings, Food Stamps/SNAP 2020-08-08
Consumer – Is Consumer Spending Actually Plateauing? Takeaways From Earnings Season To-Date + Roadmap For The Coming 4 Weeks (Aug. Pullback Before The Sept./Oct. Surge) 2020-08-08
Consumer - KIM CC Comments, Add'l Shipping Surcharge Details, BlackBox Restaurant Sales Plateauing, NYC extending Restaurant delivery fee cap 2020-08-07
Retail/Shipping Costs IMPORTANT – Carol TOLD YOU! UPS To Announce Signif Surcharge On Large Shippers (i.e. Retailers) For Holiday 2020-08-07
Retail/Rent - KIM's Q2 Rent Collections 70% w/Jun 76% & July/QTD 82% 2020-08-07
JR's Consumer Daily – 8.7.20 2020-08-07
SKT – Key Conf. Call Comments (this AM) 2020-08-06
ELY – Key Conf. Call Comments 2020-08-06
REAL – Key Conf. Call Comments 2020-08-06
UBER – Key Conf. Call Comments 2020-08-06
Consumer - UBER QTD Trends, Tourism/BKNG, Home Improvement/MHK 2020-08-06
REAL - Investor Letter/Slides Takeaways (CC @ 5pmET) 2020-08-06
ELY - Q beats on EBITDAS/EPS driven by better topline & SG&A, partially offset by weaker topline; QTD notes golf equipment/soft goods recovery continuing into Q3 2020-08-06
REAL - Q misses on Adj. EBITDA/EPS despite better topline & GM;  GMV improved to Jun dn 8% & July dn 2% prompting REAL to begin reinvesting in growth earlier than prev. expected; Orders better while AOV & take rate were both light 2020-08-06

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