Retail Research


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Title Tickers Date Pages
2021 Weather Outlook Call - Upcoming Weather Looks Very Favorable for Retailers with Mild Winter Leading Into Warm/Dry Spring; 4 Key Takes 2021-01-25 4
Comparing/Contrasting Stimulus Spend - Consumers Spending Faster (~53% vs. ~44% Last Spring) . . . While Discretionary Categories > HH Essentials; Survey Work = 4 Takes 2021-01-22 4
PTON: Peloton Interactive - Expanding Marketing Prowess, Recent Developments & Views on NT Sales Upside PTON 2021-01-21 6
TSCO: Tractor Supply Company - Reading the 4Q Print: Raising SSS View to 22%, How We See the ’21 Guide, and Why December’s Footfall Spike is So Important TSCO 2021-01-19 7
Broadlines & Hardlines Retail - An Inevitable Move at The Right Time as Lore Exits Bentonville; We’d Look Ahead as This Negative Catalyst Is Now in the Rearview 2021-01-15 3
December '20 Retail Sales Recap - Core up +3.0%, Better Than the Headline; Winners = Home Improvement + Digital + Sporting Goods; Losers = CE + Apparel 2021-01-15 4
Data Update: Broadlines & Hardlines Retail - The Group is Hot - Does It Deserve to Be? Our Data Sources Say So . . . We Remain Committed to Barbell Strategy Out of the Gate 2021-01-14 8
TGT: Target - Solid Results From Minneapolis; January Data Points Signal Acceleration MTD; Raising Estimates & PT to $220/Stay Buy-Rated TGT 2021-01-13 5
FIVE: Five Below - If Only the Philadelphia Eagles Could Be This Good . . . Strong Holiday Update with SSS +10.1% = Raising PT to $206/Stay Buy-Rated FIVE 2021-01-12 5
Low & Middle Market Pricing Study (#24) - The General on Par with Walmart (+) While FDO’s Gap Still Too High (-) . . . Less Inflation in Basket at Discounters 2021-01-11 6
PTON: Peloton Interactive - Initiating Coverage with a Buy Rating + $190 PT – Moving From Cult to the Mainstream PTON 2021-01-08 28
4Q20 Home Improvement Survey (#14) - Super Bullish Results with Big Uptick in Home Purchase Intent + Project Activity; Raising FND 4Q SSS To 20.0%, PT to $107 2021-01-07
COST: Costco Wholesale - December Core SSS Rise 10.9% - Management Call Back Notes COST 2021-01-06 4
Data Feed: Foot Traffic Update (Through 1/2/21) - December > November With Very Strong Finish in Weeks 4/5; T.J. Maxx Turns Positive + Home Related Names Still Strong + FIVE Solid 2021-01-06 9
Data Update: Web Traffic (1/5) - 2H December Sees Some Slowdown vs. 1H But Most Names Enjoy Acceleration vs. November . . . FND + TSCO Winners; W = Strong 2021-01-05 4
COST: Costco Wholesale - December SSS Pre-Game = We See a ~10.0% Core Comp as Traffic + Basket Data Moderate COST 2021-01-04 6
Off-Price Retailers (OPR’s) - Lateral Read Through From Citi Trends + Footfall Data Update 2020-12-22 3
FIVE: Five Below - One Step Back Last Week . . . But We Suspect Strong Finish On The Come; Field Work/Data Update FIVE 2020-12-21 4
The Weekend Warrior (12/18/20) - Happy Holidays From Team Grom . . . 6 Topics In Focus Ahead Of The New Year 2020-12-18 10
Walmart+ 500 Household Survey - The Good (High Current Adoption @ ~30%) & The Bad (Amazon Prime a Key Obstacle for Future Membership) = 4 Key Takes 2020-12-17 5

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