Retail Research


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Title Tickers Date Pages
2020 Holiday Survey – Part I - 56 Days & Counting . . . We Lean Bullish Despite Status Quo Survey for 2 Reasons; Earlier Shopping & Online Surge As Expected 2020-10-30 6
FIVE: Five Below - Scenes From the Swamps of Jersey: End of Quarter Field Work + Data Update + Promo Tracker = Stick with 5% Comp Over/Under FIVE 2020-10-29 9
SFM: Sprouts Farmers Markets - Covid Giveth, Covid Taketh . . . Comp Slowdown + Retention Uncertainty > Margins; Post 3Q Thoughts SFM 2020-10-28
Covid Hotspot Traffic Assessment - Despite Rising Cases, October Traffic Improves vs. Sept. in 6 COVID Hot Spots (IL, TX, MI, FL, CA, WI) for 10 Large Cap Retailers 2020-10-28 5
FND: Floor & Decor Holdings - Reading the 3Q Print: Raising 3Q SSS Estimate to 20.0% . . . October Foot Traffic Data Accelerates FND 2020-10-28 5
October 2020 Macro Survey (#42) - GHRA Sentiment Index Inches Up To 75.3 as Recovery Slowly Materializes with Job Uncertainty Weighing on Results 2020-10-27 9
COST: Costco Wholesale - Wrapping Up The “Come-Clubbing” 2020 Tour; 6 Key Takes from COST Call with CFO Richard Galanti COST 2020-10-23 5
TSCO: Tractor Supply Company - Deja Vu to Dollar General and March 2019; 10 Takes From 3Q Print & Investor Call, Raising Estimates . . . Buy The Pullback TSCO 2020-10-22 6
TSCO: Tractor Supply Company - Quick Thoughts on Tractor’s Strong 3Q Print; October Trends Stay Strong . . . Don’t Over Think It TSCO 2020-10-22 5
W: Wayfair - Downgrade to Accumulate from Buy; Strong DR Trends But Supplier Constraints + Rising Abandonment Rates Near-Term Headwinds W 2020-10-22 6
Data Update: Foot Traffic Analysis (Through 10/17) - 1H October Noticeably Stronger Than September with Broad Gains; Raising 3Q20 SSS Estimates for TGT, BJ, HD, LOW, TJX, & ROST 2020-10-21 11
WMT: Walmart - Not Your Father’s Sam’s Club = 4 Key Takes from Call with Entire Senior Team; Laterals Positive for Vertical, Including BJ/COST WMT 2020-10-20 4
SFM: Sprouts Farmers Markets - Downgrading to Hold-Rated from Buy-Rated, Price Target to $24; Time To Identify Which Covid Winners in 2020 Will Repeat in 2021 SFM 2020-10-20 5
TSCO: Tractor Supply Company - Data + CC with CEO/CFO Support Near-Term and Medium-Term Bullish Stance; Raising Estimates & Price Target to $166 TSCO 2020-10-19 8
September '20 Retail Sales Recap - Core +5.3% > Pre-Covid Levels; Usual Suspects (Home, HI, Digital, S-Goods) + Non-Usual Suspects (Dept Stores/Clothing) Strong 2020-10-16 4
Data Update: Web Traffic (10/13) - October Slower to Start, But Still Healthy on Absolute Level for BJ, FND, LOW, TSCO, HD, TGT, & COST; Wayfair Finished 3Q Strong 2020-10-13 3
FIVE: Five Below - FIVE Remains the Best Team in Philly . . . 5 Key Takes From Zoom Conference Call; CFO Bull > QB Wentz FIVE 2020-10-12 5
The Weekend Warrior (10/9/20) - COST, TGT, LOW in Focus; High-End vs. Low-End Spend Spread Narrows; Recap of New Footfall Data Report 2020-10-09 9
DG: Dollar General - Top Shelf Thinking with New “popshelf” Concept Store; Lateral Thoughts + Pictures + 5 Key Management Takeaways DG 2020-10-08 5
COST: Costco Wholesale - Best of Both Worlds = 16.7% Core SSS as Traffic Trends Continue to Recover – Stay Long with $400 Price Target COST 2020-10-07 4

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