Retail Research


Display

Title Tickers Date
HD: Home Depot - 2020 Guide Implies EPS of ~$10.20-$10.30, Initial Thoughts HD 2019-12-11
RH: RH - Model Update – Raising Estimates & Price Target to $225 RH 2019-12-09
HOME: At Home Group - Dropping Coverage HOME 2019-12-05
Tractor Supply + Macy’s - Nashville's Broadway > NYC's Broadway; Quick Thoughts on Hal Lawton's Move to Tractor Supply from Macy's 2019-12-05
DG: Dollar General - Great Print . . . With One Exception, Post 3Q Takes - Raising EPS Estimates & Price Target to $180 DG 2019-12-05
FIVE: Five Below - Joel > Carson . . . Raising Estimates & Price Target to $150 - Stay Buy-Rated, Management Call Back Notes FIVE 2019-12-04
COST: Costco Wholesale - Pro-Forma Core SSS Rise 6.3% in November // Big Uptick on the Stacks #IssaquahStrong COST 2019-12-04
W: Wayfair - Direct Revenue Growth of 36% for the “Holiday 5” = Strong . . . But Softer Delta vs. QTD Than Past Years W 2019-12-04
FND: Floor & Decor Holdings - 5 Key Takes From Management Dinner in NYC = Remain Constructive on NT and LT Set-Up . . . Accumulate-Rated w/$50 Price Target FND 2019-12-04
Black Friday Shopping Survey - Traffic Slows ~400 bps YOY . . . But Spending Up ~10%; ~61% Shopped Ahead of Weekend Due to Shorter Season; WMT/KSS/AMZN (+) 2019-12-01
Black Friday Pricing Results 2019 - Amazon Leads on Price . . . Followed Closely by Walmart . . . While Target Lags 2019-11-29
DLTR: Dollar Tree - Purgatory (Again) = Lowering Estimates + PT ($106) + Rating to Accumulate (from Buy); Management Call Back Notes DLTR 2019-11-26
Low & Middle Market Pricing Study - DG Gap Narrows (+) . . . While FDO’s Widens (-); Amazon’s Price Action Bears Monitoring; Inflation 3.6% Higher YOY 2019-11-25
JWN: Nordstrom - Sleeping Better in Seattle: Rack + Inventory Discipline + GPM Gains > Continued Softness in Key Full Line Channel =Stay Hold-Rated JWN 2019-11-21
WSM: Williams-Sonoma - Solid 3Q Print + Clean Inventory Levels + Mo' Heading into Holidays = Stay Accumulate Rated with $75 PT, Call Back Notes (+) WSM 2019-11-21
BJ: BJ's Wholesale Club, Inc. - Thesis Disappointing > Thesis Changing; CEO + CFO Call Back Notes Following 3Q Print, Lowering Estimates & PT to $28 BJ 2019-11-21
M: Macy's - Upside Risk > Downside Risk Through 12/31/19; Staying Sidelined . . . But We See the Trade + Management Call Back Notes M 2019-11-21
LOW: Lowe's - Mixed Bag from Charlotte - Staying Disciplined in the HI Vertical, Post 3Q Takeaways – Maintain Hold Rating and $116 Price Target LOW 2019-11-20
TGT: Target - "New Man on the Minnesota Vikings" . . . Raising PT to $150, Stay Buy-Rated; Laterally ++ for Dollar Store Bucket (DG/DLTR/FIVE) TGT 2019-11-20
HD: Home Depot - Buyers on Today’s Pullback as Underlying Comp Accelerates = Post 3Q Notes . . . Staying HD > LOW HD 2019-11-19

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