Chuck Grom, CFA, CPA
Senior Analyst, Retail

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Weather Outlook Call With Captain Kirk - Finally Some...
Weather Outlook Call With Captain Kirk - Finally Some Help from Mother Nature = Favorable Outlook...
7-25-2025
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Dick's Sporting Goods, Inc. - Upgrading to Hold as...
Dick's Sporting Goods, Inc. - Upgrading to Hold as FL Concerns May Take Time to Materialize, and ...
7-25-2025
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Tractor Supply Company - Nashville Getting Back to...
Tractor Supply Company - Nashville Getting Back to Being Nashville with Bright 2H Outlook Ahead; ...
7-24-2025
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9th Annual Back-To-School Survey (2025) - Mixed Signals...
9th Annual Back-To-School Survey (2025) - Mixed Signals as Average Spend Per Student Drops to $46...
7-24-2025
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Mid-July Traffic Update - Footfall Slows a Bit, But...
Mid-July Traffic Update - Footfall Slows a Bit, But Stays > Trend Line; Winners = OLLI, COST, TSC...
7-23-2025
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Williams-Sonoma - Upgrading San Fran to Buy-Rated/$205...
Williams-Sonoma - Upgrading San Fran to Buy-Rated/$205 Price Target = SSS Bottoming Out + Strong ...
7-23-2025
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Ross Stores, Inc. - Hispanic vs. Non-Hispanic Traffic...
Ross Stores, Inc. - Hispanic vs. Non-Hispanic Traffic Softness Has Doubled in Jun/Jul Restricting...
7-22-2025
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Floor & Decor Holdings - Reading the 2Q Print:...
Floor & Decor Holdings - Reading the 2Q Print: Lowering SSS/EPS on Soft Industry Reads & Stagnant...
7-21-2025
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Hardlines Retail Tariff/Pricing Study - July 2025 -...
Hardlines Retail Tariff/Pricing Study - July 2025 - Prices Up Only 2.2% Since April as Full Force...
7-18-2025
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June '25 Retail Sales Recap - 2-Yr. Stack...
June '25 Retail Sales Recap - 2-Yr. Stack Decelerates to Slowest Level Since Sept ‘24; Regression...
7-17-2025
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Broadlines & Hardlines Retailing - 2025 Tax Holiday...
Broadlines & Hardlines Retailing - 2025 Tax Holiday Update: Total Days Up ~10% as FL Extends Even...
7-17-2025
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Prime Day 2025 Web Traffic Analysis - Avg. Daily Visits...
Prime Day 2025 Web Traffic Analysis - Avg. Daily Visits Decline YOY Due To Longer Event – Walmart...
7-16-2025
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Tractor Supply Company - Reading the 2Q Print: Lowering...
Tractor Supply Company - Reading the 2Q Print: Lowering SSS to 0.0% . . . but July Off To a Stron...
7-15-2025
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Costco Wholesale - 5 Key Takes from NDR With CFO Gary...
Costco Wholesale - 5 Key Takes from NDR With CFO Gary Millerchip = Long-Term Winner in the Toughe...
7-14-2025
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The Weekend Warrior (7/11/25) - In Focus: YTD...
The Weekend Warrior (7/11/25) - In Focus: YTD Performance/RSI, July ’24 Traffic Compares, Ollie’s...
7-11-2025
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Five Below & Ollie’s - Store Work + Traffic Data =...
Five Below & Ollie’s - Store Work + Traffic Data = Healthy Seasonal Sell Through with 2Q Entering...
7-10-2025
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Costco Wholesale - Issaquah & Cal Raleigh . . . The...
Costco Wholesale - Issaquah & Cal Raleigh . . . The Pacific Northwest Remains Best in Class with ...
7-9-2025
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June Wrap-Up Traffic Update - Winners = OLLI, TGT, Home...
June Wrap-Up Traffic Update - Winners = OLLI, TGT, Home Improvement; Laggards = Apparel, Five Below
7-9-2025
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June 2025 Macro Survey (#96) - Sentiment Further...
June 2025 Macro Survey (#96) - Sentiment Further Improves from April Low... But Consumers Still R...
7-8-2025
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Costco Wholesale - Raising June Core SSS to +5.0% with...
Costco Wholesale - Raising June Core SSS to +5.0% with Week 5 (Added Hours) In Focus; Remain Cons...
7-7-2025

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