Title Tickers Date
WSM: Williams-Sonoma - Glass Half Full: 11x P/E+ 29% SI + Improving Trends = Buy The Dip, Stay Accumulate-Rated WSM 2017-08-23
WMT: Wal-Mart - Take That Alexa!!! - Partnership with Google Adds To Digital Ecosystem, Super Smart Move GOOG, AMZN, WMT 2017-08-23
M: Macy's - Key Hire By Macy's That Could Start To Change Narrative M 2017-08-22
Broadlines Retail: DG Widens Pricing Lead; WMT Gives Up A little Ground = Low + Middle Market Pricing Study (#3) DG, DLTR, WMT, TGT, KR 2017-08-21
WMT: Wal-Mart - To Whom Much Is Given . . . Much Is Expected; Post 2Q Print, Stay Buy-Rated w/$88 Price Target WMT 2017-08-17
TGT: Target - Giving Credit Where Credit Is Due; Upgrade to Hold From Sell; Raising Estimates & Price Target to $58 TGT, WMT 2017-08-16
JCP: J.C. Penney - Almost As Depressing As Being A NY Jets Season Ticketholder, Post 2Q Thoughts, Lower Price Target to $4, Shares Remain Hold-Rated JCP 2017-08-11
JWN: Nordstrom - Good Enough? Heck Yeah; Raising Estimates = Stay Accumulate Rated/$54 PT JWN 2017-08-10
M: Macy's - More Asset Sales + Greater 4Q EPS Risk = Keep Us Sidelined; Price Target To $22, Stay Hold Rated M 2017-08-10
KSS: Kohl's - Time To Cover; Upgrade From Reduce To Hold Rating as EPS Downside Appears Limited (For Now), Price Target to $37 from $36 KSS 2017-08-10
SFM: Sprouts Farmers Markets - Reverse Hockey Stick Guidance in 2H + Takeout Candidate = Stay Accumulate-Rated On Heels of 2Q Print; $27 Price Target SFM 2017-08-09
Broadlines & Hardlines Retail - Fall Weather Setup Looks Favorable For BTS + Retail = Quick Takes From Call with Weather Trends' Bill Kirk JCP, TGT, KSS, WFM, WSM, DG, DLTR, M, WMT, SFM, FIVE, W, AMZN, JWN, RH 2017-08-09
Slide Deck for Back to School & Holiday Weather Outlook for US Retail - Conference Call JCP, TGT, KSS, WFM, WSM, DG, DLTR, M, WMT, COST, FIVE, SFM, W, PIR, JWN, RH 2017-08-09
Team Gromey's Consumer Survey July 2017 - Part I: Retail Traffic Softer As Expected; Early BTS Checks Look Favorable, with Wal-Mart A Top Destination JCP, DKS, KSS, COST, DG, DLTR, M, WMT, SFM, JWN, W, TGT, WSM, FIVE, PIR, FL, RH 2017-08-09
W: Wayfair - You Gotta Pay To Play; Post 2Q Takes; Raising PT to $86 = Stay Accumulate Rated W 2017-08-08
W: Wayfair - Quick Take: Solid 2Q Print + Key Metrics; Proprietary Quandl E-Mail Receipt Data Shows 3Q Off To Very Strong Start W 2017-08-08
Back to School & Holiday Weather Outlook for US Retail - Conference Call - August 9th @ 2pm EST JCP, TGT, KSS, WFM, COST, DG, DLTR, M, WMT, SFM, FIVE, W, WSM, PIR, JWN, RH 2017-08-03
COST: Costco Wholesale - Core Trends > Negative Narrative; Solid July w/Core SSS +5.3% = Remain Accumulate Rated w/$177 Price Target; RIP Mr. Brotman COST 2017-08-02
WFM: Whole Foods - Last Time For Everything, Cheers 6th Street; 3Q Print = Laterally ++ For SFM SFM, WFM 2017-07-26
FIVE: Five Below - No Reason To "Spin" This Story; 5 Takes From Store Tour With Management Team = Reiterate Accumulate Rating + $58 Price Target FIVE 2017-07-18

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