Retail Research


Display

Title Tickers Date
DLTR: Dollar Tree - Family Dollar Checks, Round 6; Downside Risk to 1Q SSS @ FDO, but Upside Bias @ The Tree. Raise EPS/PT on Debt Refi DLTR 2018-04-26
Home Depot & Lowe’s - Data Science Work + CC Data = Softer 1Q; Lowering SSS/EPS Accordingly. . . But Raising Outlook on Survey + Shift in Demand to 2Q 2018-04-25
Hard Discounter Pricing Study - Wal-Mart Prices Now Lower Than Aldi - First Time Since We Started Study Last Summer; Continue to See Bentonville Getting Sharper 2018-04-23
Pier 1 Imports (Retail Turnarounds Always Take Longer Than You Think; Stay Sell-Rated, Lowering PT to $2.25) PIR 2018-04-20
Kohl's (Notes From The Road w/CEO Mansell + CFO Besanko; "Good Things Happen To Good People"= Reiterate Accumulate Rating/$75 PT) KSS 2018-04-18
March Retail Sales Wrap - Up 5.1% YOY or 10.0% on Stacks = Better Than Trend; Uptick in Apparel Sales (Easter) + Downtick in Building Materials (Weather) SFM, JCP, TGT, KSS, WSM, DG, DLTR, M, WMT, FND, COST, FIVE, LOW, W, PIR, JWN, HD, RH 2018-04-16
RH: RH Chicago Visit = RH Hospitality + A Comparison Between Oak Brook Legacy Gallery and 3 Arts Cafe New Design Gallery + Design Atelier RH 2018-04-16
Team Grom's Consumer Survey - March '18: Consumer A Touch More Guarded. . . But Positive Spending Indicators For Both Apparel/ Furniture Emerge SFM, JCP, TGT, KSS, WSM, DG, DLTR, M, WMT, FND, COST, FIVE, LOW, W, PIR, JWN, HD, RH 2018-04-13
FIVE: Five Below - HQ Trip Notes & Key Themes: Philly Strong . . . And We Aren't Referring to the Eagles, 76ers, or 'Nova Nation. Stay Accumulate FIVE 2018-04-12
COST: Costco Wholesale - So Good; Core SSS +5.8% in March // 7.3% Ex. Easter Shift; Traffic + U.S. + Digital Lead The Way COST 2018-04-11
KSS: Kohl's - Amazon Returns + Smart Home Experience. . . A 2nd Look At Chicago Stores = Joint Venture Looks Scalable As Traffic Uptick Is Impressive KSS 2018-04-11
Team Grom's Traffic Survey - March 2018: Mother Nature > Easter Bunny; Traffic Lighter Than Expected Both YOY and Relative To Recent Trend JCP, TGT, KSS, COST, DG, DLTR, M, WMT, FND, SFM, FIVE, LOW, W, WSM, PIR, JWN, HD, RH 2018-04-10
COST: Costco Wholesale - March SSS Pre-Game = We See Core SSS Up ~2.5%; Healthy Trends Excluding Drag From Easter Shift COST 2018-04-09
DLTR: Dollar Tree - Debt Refi ~3.4% Accretive To Our FY19 EPS Estimates = Quick Math + Details; Stay Buy Rated DLTR 2018-04-06
The Weekend Warrior (3/29/18) - In Focus: Prodco Traffic Index Shows Uptick + Easter Weather Update + Short Interest + Notes From Macy's Meeting + Wayfair SFM, JCP, TGT, KSS, WSM, DG, DLTR, M, WMT, FND, COST, FIVE, LOW, W, PIR, JWN, HD, RH 2018-03-29
AMZN/WFM Pricing Study + Data AMZN, SFM, WFM 2018-03-29
RH: Hard To Underwrite Friedman's Optimism In Today's Macro Backdrop, Stay Hold-Rated RH 2018-03-28
M: Macy's - Meeting with Macy's CFO Karen Hoguet + Woodbridge/Growth 50; There's Always Going To Be Chocolate and Vanilla Ice Cream M 2018-03-27
The Weekend Warrior (3/23/18) - In Focus: Shoptalk Recap + April Weather Outlook + Five Below 4Q Takes + Updated Look @ Key Housing Statistics GOOG, JCP, TGT, KSS, COST, DG, DLTR, M, WMT, FND, SFM, FIVE, LOW, W, WSM, PIR, JWN, HD, RH 2018-03-23
TGT: Target - Partnership > Merger: Quick Thought on Kroger Speculation; JV Could Benefit MSP For 2 Reasons KR, TGT, WMT 2018-03-23

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