| Retail Sales Recap - May 2019 - Retail Sales Ex-Autos Accelerate on the 2-Yr. To Highest Reading Since October ’18 . . . Furniture (+) // Home Improve (-)
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Grom, Chuck |
2019-06-14 |
| RH: RH - IN CASE YOU MISSED IT = 10-Q Filing Suggests Outlet Sales Drives Majority of 1Q Sales Upside w/SSS Likely Up ~0.7%-1.7%
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RH |
Grom, Chuck |
2019-06-13 |
| WSM: Williams-Sonoma - Upgrade to Accumulate-Rated Post Management Meeting in NYC; Raising ‘19/’20 EPS & Price Target to $68 . . .
trust
trust
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WSM |
Grom, Chuck |
2019-06-13 |
| RH: RH - Sometimes It’s Better To Be Lucky . . . Than Good; Post 1Q Recap
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RH |
Grom, Chuck |
2019-06-13 |
| Online Grocery Delivery - Survey & Digital Traffic Work Supports Higher Adoption Rates = Likely To Help SSS @ Walmart & Target Well into 2020
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Grom, Chuck |
2019-06-12 |
| May 2019 Macro Survey - Blocking Out The “Noise” – Consumer Outlook Mixed; Trade-War Rhetoric Making Consumers Think Twice
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Grom, Chuck |
2019-06-10 |
| WMT: Walmart - ALERT ( 5 Takes From Shareholder Meeting in Bentonville, Remain Accumulate-Rated as WMT Gets Ready to Break Out
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WMT |
Grom, Chuck |
2019-06-07 |
| HOME: At Home Group - No Guts, No Glory . . . Upgrade to Accumulate from Hold Post ~60% Air Pocket, 4:1 Upside/Downside Scenario
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HOME |
Grom, Chuck |
2019-06-07 |
| FIVE: Five Below - Management Call Back Alleviates Concerns on 2Q Guide & $5+ “Proof of Concept” Rollout; Underlying Drivers Intact . . . Post 1Q
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FIVE |
Grom, Chuck |
2019-06-05 |
| COST: Costco Wholesale - May Flowers without April Showers = 4.3% SSS in May, Slight Decel on Stacks . . . But Solid Print from Issaquah
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COST |
Grom, Chuck |
2019-06-05 |
| RH: RH - Bobbin’ & Weavin’ . . . Upgrading to Hold from Reduce As Stock Falls Below $88 Price Target
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RH |
Grom, Chuck |
2019-06-04 |
| COST: Costco Wholesale - May SSS Pre-Game = Expecting a Solid Month . . . Modeling a Core SSS of 4.5% + Gas Margins Improve (+ for 4Q19) + MVM Watch
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COST |
Grom, Chuck |
2019-06-04 |
| FIVE: Five Below - Reading The 1Q Print = Buyers Into Print as ‘19/’20 Self Help Drivers > 2QTD Choppiness . . . Price Target Remains $155
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FIVE |
Grom, Chuck |
2019-06-03 |
| WSM: Williams-Sonoma - Hard To Underwrite Continued Gains In This Macro Backdrop, But Impressive 1Q Print + Bear Case Extremely Stale
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WSM |
Grom, Chuck |
2019-05-31 |
| COST: Costco Wholesale - $0.08 Beat + Good Core/Core GPM + Solid RR's = Is It Enough? We Think So . . .
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COST |
Grom, Chuck |
2019-05-30 |
| DG: Dollar General - A Self-Help Story with High Terminal Value – Raising PT to $140 as Goodlettsville Continues to Dominate + Mgmt. Call-Back Notes
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DG |
Grom, Chuck |
2019-05-30 |
| DLTR: Dollar Tree - Mr. Misunderstood . . . Post 1Q Takes & Management Call Back Notes
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DLTR |
Grom, Chuck |
2019-05-30 |
| DLTR: Dollar Tree - Reading The 1Q Print: ~12.0% Pullback + Well Advertised FDO Concerns = Reasonable Set-Up & Therefore Buyers Ahead
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DLTR |
Grom, Chuck |
2019-05-29 |
| DG: Dollar General - 1Q19 Reading the Print = Sticking with The General as We Tilt Towards High Terminal Value Names
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DG |
Grom, Chuck |
2019-05-29 |
| COST: Costco Wholesale - Can We Take the Summer Off & See Other People? Downgrading to Hold = High Terminal Value . . . But R/R NT Not Compelling
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COST |
Grom, Chuck |
2019-05-29 |