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Title Tickers Date
FND: Floor & Decor Holdings - HQ Visit Yields More Good Than Bad . . . But Lowering Estimates To Reflect Softer Flooring Backdrop + Higher '19 Costs; PT to $32 FND 2018-12-17
HD: Home Depot - 6 Takes From HQ Trip In Atlanta with CFO Carol Tome; Remain Buy-Rated with $210 Price Target HD 2018-12-17
November ’18 Retail Sales Wrap - November Retail Sales +4.9% YOY, With 2-Year Trends Accelerating For Most Categories (Electronics, General Merch, Dept Stores = +) 2018-12-14
COST: Costco Wholesale - When Clarity Leads To Confusion; Staying Long Issaquah . . . Remain Accumulate-Rated with $255 Price Target COST 2018-12-13
LOW: Lowe's - Post Analyst Day Takes; Raising Estimates & Price Target to $99, Still HD > LOW LOW 2018-12-12
BJ: BJ's Wholesale Club, Inc. - 5 Key Takes from Conf. Call w/CEO Chris Baldwin and CFO Bob Eddy; Opportunity Remains the "Operative" Word, Stay Accumulate-Rated BJ 2018-12-11
Toys “R” US Traffic Share Shift Analysis - Part II - Black Friday Study of ~6,700 Shoppers in ’18 vs. ’17; WMT/TGT Winners Followed by COST, KSS, & JCP 2018-12-10
November Macro Survey - Despite Increasingly Cautious Economic Sentiment, Mitigating Gas Headwind + Solid Holiday Outlook Keeping Christmas Dreams Alive 2018-12-07
COST: Costco Wholesale - Big Beat in November; Core SSS +8.5% with Stacks Moving to Unprecedented Levels; Traffic + Discretionary + E-Com Drivers COST 2018-12-06
FIVE: Five Below - If Only the Eagles Could Be This Consistent; Raising Estimates Post Solid 3Q Print, Management Call Back Notes, Stay Buy-Rated FIVE 2018-12-06
DG: Dollar General - Not A Great Quarter with Margin Outlook Remaining Opaque, Lowering Estimates and Price Target to $125 DG 2018-12-04
FIVE: Five Below - Card Data + Post Black Friday Field Work Give Us Some Caution NT. . . But LT thesis Intact; 3Q Reading the Print FIVE 2018-12-04
RH: RH - Still Taking The Under; Post 3Q Thoughts, Adjusting Estimates RH 2018-12-03
COST: Costco Wholesale - November SSS Pre-Game: Card Data Indicates ~4.5% Comp + Digital Survey Indicates Recovery For E-Com + Gas Margins Improve COST 2018-12-03
DLTR: Dollar Tree - Better Command . . . But Did We Really Learn Anything New Today? Post 3Q Thoughts; DG + FIVE > DLTR DLTR 2018-11-29
Digital Traffic Up ~7.5% Over "Holiday-6"; BF Surges, Biggest Share Gainers = AMZN, Costco, Etsy, Wayfair, Macy's TSCO, JCP, TGT, KSS, M, BJ, EBAY, W, COST, LOW, BBY, AMZN, WMT, JWN, HD 2018-11-29
M: Macy's - $600M Debt Tender = Good for '19 EPS + Good for Buyback Potential, Stay Buy-Rated M 2018-11-29
W: Wayfair - Comping the Comp, Impressive 58% DR Growth over “Holiday 5” Should Put Boston Back on Track to Exceed 4Q Guide W 2018-11-28
Black Friday Survey - Too Much Turkey? Black Friday Weekend Spending Survey Softer YOY; Winners = KSS, WMT, & AMZN 2018-11-25
LOW: Lowe's - In Marvin They Trust; Management Call Back Notes, Stay Sidelined Amidst Uncertain Macro + Housing Backdrop, Lowering EPS LOW 2018-11-23

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