Chuck Grom, CFA, CPA
Senior Analyst, Retail

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Ollie's - Store Traffic Modestly Slows Over Ollie...
Ollie's - Store Traffic Modestly Slows Over Ollie Days Event . . . But QTD Trend Has Accelerated,...
7-2-2025
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Home Depot - Atlanta Continues to Deepen its Complex...
Home Depot - Atlanta Continues to Deepen its Complex PRO Penetration with GMS Deal; ~11x EBITDA P...
6-30-2025
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May 2025 PCE Results - Services Spending Slows to...
May 2025 PCE Results - Services Spending Slows to Multi-Year Low, While Excess Savings Fall Furth...
6-27-2025
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The Weekend Warrior (6/27/25) - In Focus: Ocean...
The Weekend Warrior (6/27/25) - In Focus: Ocean Freight, Tariff Pricing, Stock Price Seasonality,...
6-27-2025
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Ollie's - Inaugural June Ollie’s Army Night Traffic...
Ollie's - Inaugural June Ollie’s Army Night Traffic Underwhelms . . . But Strengthening 2Q25 To-D...
6-25-2025
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Late June Traffic Update - Winners = Discounters,...
Late June Traffic Update - Winners = Discounters, Clubs, & Home Improvement; We See Strong Finish...
6-25-2025
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2Q25 Home Improvement Survey (#32) - Demand Intent Hits...
2Q25 Home Improvement Survey (#32) - Demand Intent Hits 8-Year Low Adding to Uncertain 2H25/1H26 ...
6-24-2025
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June Low & Middle Market Pricing Study (#51) - DG...
June Low & Middle Market Pricing Study (#51) - DG Price Premium vs. WMT Narrows to Best Level Sin...
6-23-2025
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Mid-June Footfall Update - MTD Performance Hanging in...
Mid-June Footfall Update - MTD Performance Hanging in Despite Tough Compare, Weather Headwinds; W...
6-18-2025
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Williams-Sonoma - West Coast to the West Village;...
Williams-Sonoma - West Coast to the West Village; Executive Team Dinner Re-Affirms Health of the ...
6-17-2025
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May '25 Retail Sales Recap - Sales Growth Slows As...
May '25 Retail Sales Recap - Sales Growth Slows As Expected, But Trend Remains Healthy
6-17-2025
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The Weekend Warrior (6/13/2025) - Happy Father’s Day:...
The Weekend Warrior (6/13/2025) - Happy Father’s Day: For Once, Your Dad Isn’t Complaining About ...
6-13-2025
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Hardlines Retail Tariff/Pricing Study – June 2025 -...
Hardlines Retail Tariff/Pricing Study – June 2025 - Prices Up ~2.6% Since April as Tariff Pressur...
6-12-2025
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May 2025 Macro Survey (#95) - Sentiment Inches Higher...
May 2025 Macro Survey (#95) - Sentiment Inches Higher Off April Bottom . . . But Tariff Impacts i...
6-11-2025
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Academy Sports & Outdoors - Another Texas Two...
Academy Sports & Outdoors - Another Texas Two Step—1Q25 Miss & FY25 Outlook Lowered; Unclear If F...
6-10-2025
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Casey's General Stores, Inc. - Skoal, Chevy, and...
Casey's General Stores, Inc. - Skoal, Chevy, and Browning in Iowa; Staying Long & Strong Post Blo...
6-10-2025
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Casey's General Stores, Inc. - 4Q25 KPI Review =...
Casey's General Stores, Inc. - 4Q25 KPI Review = Margin-Driven Beat with All Eyes on CEFCO Integr...
6-9-2025
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Ollie's - Thoughts/Six Key Takes From Field Trip...
Ollie's - Thoughts/Six Key Takes From Field Trip Down the Shore with The Senior Team; CEO Erik va...
6-9-2025
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Casey's General Stores, Inc. - 4Q25 Preview:...
Casey's General Stores, Inc. - 4Q25 Preview: Staying Buy-Rated on the Hawkeye State; Checks Reaff...
6-6-2025
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2Q25 To-Date Footfall Update - MTD Winners = TJX...
2Q25 To-Date Footfall Update - MTD Winners = TJX (Marmaxx/HomeGoods), Ross Stores, Burlington, Ta...
6-5-2025

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