Retail Research


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Title Tickers Date Pages
The Weekend Warrior (7/10/20) - Stay Balanced in Summer Heat = Defensive (WMT, BJ, COST, DG, SFM) + Offensive (TGT, FIVE, LOW, TSCO, WSM, W) 2020-07-10 11
COST: Costco Wholesale - No Summertime Doldrums in Issaquah with Core SSS Surging 14.4%; Management C/B Takeaways; + Lateral to BJ’s & Backyard Foursome COST 2020-07-08 4
COST: Costco Wholesale - June SSS Pre-Game = Raising Core Comp Outlook to 7.0% As Trends Continue to Revert Back to the Mean COST 2020-07-06 6
M: Macy's - Slow SSS Recovery, TX Flare-Up, Less Promotional Backdrop = Key Takes Post 1Q Print, Management Call Back Notes M 2020-07-01 7
Web Traffic Data Update (6/30) - Essentials Slow but Remain Healthy on Absolute Basis; Wayfair Strengthens (+133% in Wk. 4) Despite B&M Openings; Chewy Takes 2020-06-30 4
Tracking the Consumer & COVID-19 (Week #16) - Data Shows A Degree of Moderation After Optimism Seen in Week 14; 26.4% Expect Economy to Reopen in 2021 – 10 Key Takes 2020-06-28 13
FIVE: Five Below - Somewhere in The Swamps of Jersey, Store Checks + Management Update Call Thoughts FIVE 2020-06-25 9
2Q20 Home Improvement Survey - Data Shows Strong Sequential Uptick; % Planning HI Project Hits All-Time High @ 63.2%, Home Buying Plans Surge, LOW Gains Ground 2020-06-23 11
W: Wayfair - Raising Direct Revenue & EBITDA Expectations as Data Feeds + Survey Work Suggest Staying Power; PT to $250; Bull vs Bear Case Work W 2020-06-19 9
Low & Middle Market Pricing Study (#21) - DG Narrows Its Gap to WMT to Only 1.6% . . . While FDO’s Widens to 5.6% = Lends Further Support for General > Tree Thesis 2020-06-18 6
May ’20 Retail Sales Recap - Down 8.1% YOY vs. 16.2% Drop in April; Home Improvement Shines...While S-Goods, Furniture, Apparel, CE, & Dept Stores Show Gains 2020-06-16 4
Apple Mobility Trends/INRIX Data (6/17) - U.S at 122.1 in June vs. 61.2 in April . . . With Driving Traffic Up 12% MTD; Only 12 States Remain Below Pre-COVID Levels Today 2020-06-16 6
Tracking the Consumer & COVID-19 (Week #14) - Big Inflection in Sentiment as Aversion Fears Drop and Hunker Down Behaviors Start to Unwind = 11 Key Takeaways 2020-06-14 13
FIVE: Five Below - Geno’s or Pat’s? Upgrading the Team From Philly To Buy-Rated as SSS + Store Growth Recovery Now Visible – Price Target to $135 FIVE 2020-06-10 6
Web Traffic Data Update (6/10) - Wayfair Checkout Domain Slows A Bit in Last Week of May . . . But Up ~107.1% For the Month; Essentials Solid on Absolute Basis 2020-06-10 3
M: Macy's - Tweaking Down FY20 Estimates Following 1Q20 Results; PT Stays at $7.50 M 2020-06-09 4
Department Stores & Off-Price Retail - 1Q20 Inventory Picture Comparison + Initial Macy’s Reaction Post 1Q Update 2020-06-09 2
Apple Mobility Trends/INRIX Data (6/5) - Driving Traffic Up ~52% in May While June Shows Further Gains; 29 States Now Above Pre-COVID Levels with Northeast Recovering Too 2020-06-08 6
RH: RH - Most Attractive Girl At The Dance? We Prefer W, WSM, LOW, & TSCO – Post 1Q Thoughts RH 2020-06-04 5
May 2020 Macro Survey (#38) - Consumer Sentiment Index Jumps to 64.8 . . . Well Off the March Bottom, But Still A Lot of Ground To Recover; 8 Key Takes 2020-06-04 9

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