| BJ: BJ's Wholesale Club, Inc. - Reading the 2Q Print: Lowering 2Q SSS/EPS View as Geolocation Data Points to Softer Quarter
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BJ |
Grom, Chuck |
2019-08-19 |
| Home Improvement Update (2Q19) - Lowering SSS/EPS Estimates Across the Board . . . Sticking with HD > LOW Approach Until Uncertainties Dissipate
|
|
Grom, Chuck |
2019-08-19 |
| KSS: Kohl's - Reading The 2Q Print: Tough Block . . . But Still the Best House; AH Data Indicates Strong July Traffic Post AMZN Return Rollout
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KSS |
Grom, Chuck |
2019-08-19 |
| WMT: Walmart - In Case You Missed It - Few Anecdotes from Walmart's Media Call: We Remain Buyers Post 2Q Results
|
WMT |
Grom, Chuck |
2019-08-16 |
| TGT: Target - Reading The 2Q Print: Similar to its Peer in Bentonville . . . We Think Minneapolis Steps Up = Buyers Ahead of the Event
|
TGT |
Grom, Chuck |
2019-08-16 |
| WMT: Walmart - Upgrade to Buy from Accumulate; Top NT Pick Given Backdrop + EBIT/EPS Inflection; New Price Target Set at $125
|
WMT |
Grom, Chuck |
2019-08-15 |
| JCP: J.C. Penney - Not Everything Is About You; Good > Bad Developments from Plano; Post 2Q Takes & Management Call Back Notes
|
JCP |
Grom, Chuck |
2019-08-15 |
| July ’19 Retail Sales Recap - Retail Sales Show Some Life . . . Finally; Digital + Furniture + Building Supplies Bounce
|
|
Grom, Chuck |
2019-08-15 |
| M: Macy's - Tough Times for Herald Sq. . . . But Down 14% Seems Too Harsh; Lowering EPS Estimates/PT to $18, Mgmt. Call Back Notes
|
M |
Grom, Chuck |
2019-08-14 |
| WMT: Walmart - Reading the 2Q Print: Solid Top Line + U.S. GPM Inflection Continues
|
WMT |
Grom, Chuck |
2019-08-13 |
| FND: Floor & Decor Holdings - Brighter Days Ahead for the Team from the A-T-L; Post 2Q Thoughts, Reiterate Accumulate Rating/$50 Price Target
|
FND |
Grom, Chuck |
2019-08-01 |
| W: Wayfair - Model Clean Up = Tweaking Down Estimates on 3Q Guide; Stay Accumulate-Rated; PT to $175
|
W |
Grom, Chuck |
2019-08-01 |
| SFM: Sprouts Farmers Markets - Fading Today's Strength = New CEO Holds Promise . . . but Changes Cost $ + Take Time
|
SFM |
Grom, Chuck |
2019-08-01 |
| W: Wayfair - Another Solid Print from the Back Bay = DR Growth (+), GPM/Ad Spend/EBITDA (+), KPI’s (+), & Headcount (-)
|
W |
Grom, Chuck |
2019-08-01 |
| JWN: Nordstrom - More Smoke Above the Space Needle in Seattle – 3 Observations from Today’s News
|
JWN |
Grom, Chuck |
2019-07-31 |
| Broadlines & Hardlines Retail - Prime Day Improvement Seen at Both TGT & WMT in 2019
|
|
Grom, Chuck |
2019-07-30 |
| RH: RH - RH Continues to Defy Logic = Post 2Q Sales/EPS Update Thoughts . . . New PT to $128
|
RH |
Grom, Chuck |
2019-07-29 |
| BTS + Fall Weather Outlook - Looking For Some Help? Don’t Ask Mother Nature . . . Rough Weather Stretch Looks Poised to Continue For Most
|
|
Grom, Chuck |
2019-07-26 |
| TSCO: Tractor Supply Company - I'd Be Jealous Too . . . Post 2Q Review; Remain Buy-Rated with $120 Price Target
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TSCO |
Grom, Chuck |
2019-07-25 |
| SFM: Sprouts Farmers Markets - Reading the 2Q Print: Lowering Estimates for ‘19/’20 & Reducing Price Target to $15, Stay Reduce-Rated
|
SFM |
Grom, Chuck |
2019-07-24 |