Chuck Grom, CFA, CPA
Senior Analyst, Retail

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Hardlines Retail Tariff/Pricing Study - July 2025 -...
Hardlines Retail Tariff/Pricing Study - July 2025 - Prices Up Only 2.2% Since April as Full Force...
7-18-2025
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June '25 Retail Sales Recap - 2-Yr. Stack...
June '25 Retail Sales Recap - 2-Yr. Stack Decelerates to Slowest Level Since Sept ‘24; Regression...
7-17-2025
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Broadlines & Hardlines Retailing - 2025 Tax Holiday...
Broadlines & Hardlines Retailing - 2025 Tax Holiday Update: Total Days Up ~10% as FL Extends Even...
7-17-2025
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Prime Day 2025 Web Traffic Analysis - Avg. Daily Visits...
Prime Day 2025 Web Traffic Analysis - Avg. Daily Visits Decline YOY Due To Longer Event – Walmart...
7-16-2025
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Tractor Supply Company - Reading the 2Q Print: Lowering...
Tractor Supply Company - Reading the 2Q Print: Lowering SSS to 0.0% . . . but July Off To a Stron...
7-15-2025
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Costco Wholesale - 5 Key Takes from NDR With CFO Gary...
Costco Wholesale - 5 Key Takes from NDR With CFO Gary Millerchip = Long-Term Winner in the Toughe...
7-14-2025
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The Weekend Warrior (7/11/25) - In Focus: YTD...
The Weekend Warrior (7/11/25) - In Focus: YTD Performance/RSI, July ’24 Traffic Compares, Ollie’s...
7-11-2025
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Five Below & Ollie’s - Store Work + Traffic Data =...
Five Below & Ollie’s - Store Work + Traffic Data = Healthy Seasonal Sell Through with 2Q Entering...
7-10-2025
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Costco Wholesale - Issaquah & Cal Raleigh . . . The...
Costco Wholesale - Issaquah & Cal Raleigh . . . The Pacific Northwest Remains Best in Class with ...
7-9-2025
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June Wrap-Up Traffic Update - Winners = OLLI, TGT, Home...
June Wrap-Up Traffic Update - Winners = OLLI, TGT, Home Improvement; Laggards = Apparel, Five Below
7-9-2025
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June 2025 Macro Survey (#96) - Sentiment Further...
June 2025 Macro Survey (#96) - Sentiment Further Improves from April Low... But Consumers Still R...
7-8-2025
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Costco Wholesale - Raising June Core SSS to +5.0% with...
Costco Wholesale - Raising June Core SSS to +5.0% with Week 5 (Added Hours) In Focus; Remain Cons...
7-7-2025
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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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