Retail Research


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Title Tickers Date
W: Wayfair - DATA WATCH = Way Day 2019 Looks to Have Been A Success in Year 2 Based on Site Visit + Checkout Data; no Signs of Pull Forward W 2019-04-22
PIR: Pier 1 Imports - Dropping Coverage Post Stock Achieving $0.50 Price Target PIR 2019-04-18
March ’19 Retail Sales Recap - Strong March = Not So Fast! Core Sales Rise 1.5% . . . Noticeably Below Trend . . . Easter Shift, Weather Likely Culprits 2019-04-18
COST: Costco Wholesale - March SSS Miss the Mark = 5.9% Core SSS vs. Our 6.8% Estimate COST 2019-04-10
Under Parke’s Watchful Eye: DLTR & DG Field Work - Round #8 of Georgia + Tennessee Checks = A Closer Look at New H2 FDO Remodel Format + DGTP Produce at Dollar General 2019-04-09
COST: Costco Wholesale - March SSS Pre-Game = Modeling 6.8% Core SSS . . . Card Data + Footfall Point to Better Finish as Weather Normalized COST 2019-04-08
Amazon/Whole Foods Pricing Study - Bark > Bite (Again) As Latest Round Yields Just a 1.0% Drop in Basket . . .But Produce Prices Drop 18.4%= Net Negative for Sprouts 2019-04-08
March 2019 Macro Survey - Tax Refund Tilts More Favorable Than Latest IRS Data Would Suggest + Consumer Sentiment/Big Ticket Spending Stable 2019-04-05
WSM: Williams-Sonoma - California Dreamin’ . . . HQ Trip Yields Modest NT Concerns . . . With Potential LT Opportunities WSM 2019-04-04
BJ: BJ's Wholesale Club, Inc. - 1Q Field Work + Card Data Support Near-Term Favorable Bias as CEO Chris Baldwin Continues Implement Discipline to “da club” BJ 2019-04-03
FND: Floor & Decor Holdings - Flooring Comparison: FND > HD/LOW in Breadth & Depth of Flooring In-Stock . . . And in Most Cases Prices Too FND 2019-04-02
February ’19 Retail Sales Recap - Confirming What We Already Know; Core Retail +2.2% YOY (Below Trend) . . . E-Com Strong While CE/Home Improvement Weak 2019-04-01
The Weekend Warrior (3/29) - Our Final Four = Dollar Tree, Tractor Supply, Five Below, & Target . . . We Also Like Duke, Purdue, Houston, & Gonzaga 2019-03-29
Tax Filing Season Statistics Update - Show Me The Money!!?? Total Refund Dollars Still Down 2.9% YOY . . . Still Waiting on the “Catch-Up”, See 6 Key Takeaways 2019-03-29
RH: RH - Still Taking the Under, Lowering Price Target to $100, Hold RH 2019-03-28
FIVE: Five Below - ATTN Philly Fans . . . We Hope Bryce Delivers Like Joel + Ken! Post 4Q Thoughts & Management Call Back Color, Stay Buy-Rated FIVE 2019-03-27
HOME: At Home Group - Dallas . . . We Might Have A Problem; Lowering Estimates & Price Target to $18 = Staying Hold-Rated, Management Call Back Notes HOME 2019-03-27
Home Depot & Lowe’s - Home Improvement Spring Checks, Round #1 = Charlotte Market 2019-03-25
Tax Filing Season Statistics Update - Total Refund Dollars Still Down 3.1% YOY . . . Implying Catch-Up Still On the Come, See 6 Key Takeaways 2019-03-22
WSM: Williams-Sonoma - Model Update Post 4Q18 Print; Raising Estimates & Price Target to $57 WSM 2019-03-21

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