| W: Wayfair - DATA WATCH = Way Day 2019 Looks to Have Been A Success in Year 2 Based on Site Visit + Checkout Data; no Signs of Pull Forward
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W |
Grom, Chuck |
2019-04-22 |
| PIR: Pier 1 Imports - Dropping Coverage Post Stock Achieving $0.50 Price Target
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PIR |
Grom, Chuck |
2019-04-18 |
| March ’19 Retail Sales Recap - Strong March = Not So Fast! Core Sales Rise 1.5% . . . Noticeably Below Trend . . . Easter Shift, Weather Likely Culprits
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Grom, Chuck |
2019-04-18 |
| COST: Costco Wholesale - March SSS Miss the Mark = 5.9% Core SSS vs. Our 6.8% Estimate
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COST |
Grom, Chuck |
2019-04-10 |
| Under Parke’s Watchful Eye: DLTR & DG Field Work - Round #8 of Georgia + Tennessee Checks = A Closer Look at New H2 FDO Remodel Format + DGTP Produce at Dollar General
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Parke, John |
2019-04-09 |
| COST: Costco Wholesale - March SSS Pre-Game = Modeling 6.8% Core SSS . . . Card Data + Footfall Point to Better Finish as Weather Normalized
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COST |
Grom, Chuck |
2019-04-08 |
| Amazon/Whole Foods Pricing Study - Bark > Bite (Again) As Latest Round Yields Just a 1.0% Drop in Basket . . .But Produce Prices Drop 18.4%= Net Negative for Sprouts
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Grom, Chuck |
2019-04-08 |
| March 2019 Macro Survey - Tax Refund Tilts More Favorable Than Latest IRS Data Would Suggest + Consumer Sentiment/Big Ticket Spending Stable
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Grom, Chuck |
2019-04-05 |
| WSM: Williams-Sonoma - California Dreamin’ . . . HQ Trip Yields Modest NT Concerns . . . With Potential LT Opportunities
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WSM |
Grom, Chuck |
2019-04-04 |
| BJ: BJ's Wholesale Club, Inc. - 1Q Field Work + Card Data Support Near-Term Favorable Bias as CEO Chris Baldwin Continues Implement Discipline to “da club”
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BJ |
Grom, Chuck |
2019-04-03 |
| FND: Floor & Decor Holdings - Flooring Comparison: FND > HD/LOW in Breadth & Depth of Flooring In-Stock . . . And in Most Cases Prices Too
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FND |
Grom, Chuck |
2019-04-02 |
| February ’19 Retail Sales Recap - Confirming What We Already Know; Core Retail +2.2% YOY (Below Trend) . . . E-Com Strong While CE/Home Improvement Weak
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Grom, Chuck |
2019-04-01 |
| The Weekend Warrior (3/29) - Our Final Four = Dollar Tree, Tractor Supply, Five Below, & Target . . . We Also Like Duke, Purdue, Houston, & Gonzaga
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Grom, Chuck |
2019-03-29 |
| Tax Filing Season Statistics Update - Show Me The Money!!?? Total Refund Dollars Still Down 2.9% YOY . . . Still Waiting on the “Catch-Up”, See 6 Key Takeaways
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Grom, Chuck |
2019-03-29 |
| RH: RH - Still Taking the Under, Lowering Price Target to $100, Hold
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RH |
Grom, Chuck |
2019-03-28 |
| FIVE: Five Below - ATTN Philly Fans . . . We Hope Bryce Delivers Like Joel + Ken! Post 4Q Thoughts & Management Call Back Color, Stay Buy-Rated
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FIVE |
Grom, Chuck |
2019-03-27 |
| HOME: At Home Group - Dallas . . . We Might Have A Problem; Lowering Estimates & Price Target to $18 = Staying Hold-Rated, Management Call Back Notes
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HOME |
Grom, Chuck |
2019-03-27 |
| Home Depot & Lowe’s - Home Improvement Spring Checks, Round #1 = Charlotte Market
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Grom, Chuck |
2019-03-25 |
| Tax Filing Season Statistics Update - Total Refund Dollars Still Down 3.1% YOY . . . Implying Catch-Up Still On the Come, See 6 Key Takeaways
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Grom, Chuck |
2019-03-22 |
| WSM: Williams-Sonoma - Model Update Post 4Q18 Print; Raising Estimates & Price Target to $57
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WSM |
Grom, Chuck |
2019-03-21 |