Retail Research


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Title Tickers Date
HD: Home Depot - I Got the Need . . . the Need for Speed = 7 Analyst Day Takeaways - Adjusting EPS Estimates, Raising Price Target to $195 LOW, HD 2017-12-11
Broadlines & Hardlines Retail - Raising Estimates & Price Targets for Costco, Kohl's, and Sprouts - All Three Remain Accumulate-Rated . . . & Should Grind Higher Into Year-End COST, SFM, KSS 2017-12-08
Team Grom's Consumer Survey - November 2017 - Part I: Job Growth = Strong Consumer Spending; November Traffic Surges . . . Led By 7 More Discretionary Categories JCP, TGT, KSS, COST, DG, DLTR, M, WMT, SFM, FIVE, LOW, W, WSM, PIR, JWN, HD, RH 2017-12-08
DG: Dollar General - Once They Banned Imagine; Solid 3Q Out of the 37072 = Raising Price Target To $102, Stay Accumulate-Rated DG 2017-12-07
HD: Home Depot - 2020 Guidance Implies ~$10 EPS Power; Offensive "Investing" > Defensive Investing; Analyst Day Preview HD 2017-12-06
Broadlines & Hardlines Retail - Bark > Bite (Again) = Amazon-WFM Pricing Study; Basket RISES 1.0%; Monitoring Prime Integration + List Price Adjustments TGT, WFM, COST, DG, DLTR, WMT, SFM, AMZN 2017-12-05
DG: Dollar General - Bull > Bear Case Review; Raising Estimates & PT to $100 . . . We See A Return to Low Double-Digit EPS Algo Through 2020 DG 2017-12-04
Dallas Holiday Field Trip: AMZN/WFM + TGT + JWN + JCP + DLTR/FDO AMZN, JCP, DLTR, TGT, JWN 2017-12-04
HD: Home Depot - Analyst Day Pre-Game: We See EPS Power of $10+ by 2020; Strong Team + Great Division = Phenomenal Combination, Stay Buy-Rated HD 2017-12-01
FIVE: Five Below - Challenging Narrative > Great Fundamentals; Downgrade to Hold from Accumulate, Price Target to $63 FIVE 2017-12-01
COST: Costco Wholesale - Santa Comes Early To Issaquah; November Core SSS Rise 8.0% COST 2017-11-29
W: Wayfair - Holiday Update = 53% DR Growth on Top of 52% LY; Repeat Orders Grow 500 bps YOY, Impressive Stats . . . Stay Buy Rated w/$81 PT W 2017-11-29
COST: Costco Wholesale - November SSS Pre-Game = We See Core SSS Up 5.5% COST 2017-11-28
Black Friday Weekend Spending Survey - ~65% Shopped, ~53% Spent More YOY with Average Spend of $420; Winners = Wal-Mart, Kohl's, Amazon, and Dollar Tree JCP, TGT, KSS, COST, DG, DLTR, M, WMT, SFM, FIVE, LOW, W, WSM, AMZN, JWN, PIR, HD, RH 2017-11-26
Weekend Warrior (11/22/2017) - Happy Thanksgiving from Our Team to Your Team JCP, TGT, KSS, WFM, WSM, DG, DLTR, M, WMT, COST, FIVE, LOW, W, AMZN, JWN, PIR, HD, RH 2017-11-22
Broadlines & Hardlines Retail - 3Q EPS Season Top 10 Awards - In Honor of the late Tom Petty = DLTR/KSS/WSM/HD/RH/WMT/SFM/M/JWN/JCP JCP, KSS, WSM, DLTR, M, WMT, SFM, JWN, RH, HD 2017-11-22
LOW: Lowe's - It's Tough When You Are Always Being Compared to the Patriots; Solid 3Q From Charlotte - Remain Accumulate Rated with $88 PT LOW 2017-11-21
DLTR: Dollar Tree - QB1 3Q Recap = 4 TD's > 1 INT; Strong Print From The Tree --> Raising EPS + Price Target to $120 DLTR 2017-11-21
RH: Giving Credit Where Credit Is Due; Raising Estimates & PT to $105 RH 2017-11-20
WSM: Williams-Sonoma - Downgrading To Reduce, Price Target to $44; Opaque Margin Outlook . . . Lowering EPS Below Street in 2018 + 2019 WSM 2017-11-17

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