| Low + Middle Market Pricing Study - June 2018 - The General in Charge @ Low-End . . . While Family Dollar Falls Further Back; Wal-Mart Expand Middle Market Lead
|
|
Grom, Chuck |
2018-07-17 |
| June Retail Sales Wrap - May Steals From June As Stack Deceleration is Noteworthy; Overall Sales Remain on Firm Ground
|
|
Grom, Chuck |
2018-07-16 |
| Weekend Warrior – Friday the 13th Edition (7/13) - In Focus: COST SSS Recap + CPI/PPI + BJ + TSCO + 1H18 Survey Highlights + LOW Management Changes
|
|
Grom, Chuck |
2018-07-13 |
| June ’18 Macro Survey Results - Consumer Remains Positively Postured . . . But Some Negatives on The Horizon That Bear Monitoring
|
|
Grom, Chuck |
2018-07-12 |
| COST: Costco Wholesale - Goalllllll!!! For Issaquah in June = 6.9% Core SSS Against Stiffest Compare Till November; Stay Buy-Rated
|
COST |
Grom, Chuck |
2018-07-11 |
| JWN: Nordstrom - 2022 Margin Guide Looks Conservative in Isolation... But Out Year SSS View of 3-4% Does Not; 5 Key Takeaways from LA; AD Part II
|
JWN |
Grom, Chuck |
2018-07-11 |
| JWN: Nordstrom - Analyst Day Part I - LT Guide A Touch Back-End Weighted, Implies EPS of ~$5.00 By 2022
|
JWN |
Grom, Chuck |
2018-07-10 |
| RH: RH - Updating Model Post New Convert Transaction; Staying Patient Given Massive Move In Stock YTD
|
RH |
Grom, Chuck |
2018-07-10 |
| COST: Costco Wholesale - June SSS Pre-Game = We See Core SSS of 4.0%; Tougher Compare + 7 Fewer MVM Days YOY
|
COST |
Grom, Chuck |
2018-07-09 |
| Home Improvement Pricing Study – June 2018 - Initial Home Improvement Pricing Study = HD Prices Slightly Below LOW . . . and Both Meaningfully Below AMZN
|
|
Grom, Chuck |
2018-06-29 |
| BJ: BJ's Wholesale Club, Inc. - Initiating Coverage with a Buy Rating and $22-$26 Price Target Range; Come Clubbin’ With Chuck – Part II
|
BJ |
Grom, Chuck |
2018-06-28 |
| PIR: Pier 1 Imports - A Hockey Stick That Even Gordie Howe Would Appreciate . . . Stay Sell-Rated, Lowering Estimates Below Guide/Price Target to $2
|
PIR |
Grom, Chuck |
2018-06-27 |
| SFM: Sprouts Farmers Markets - Takes From CC w/CFO Brad Lukow - Instacart Partnership > Expectations . . . While Produce Deflation in 2Q > 1Q
|
SFM |
Grom, Chuck |
2018-06-27 |
| M: Macy's - A Closer Look At The 5%+ Cumulative Traffic Boost From Macy’s Backstage; Alpha Hat Geo-Location Series
|
M |
Grom, Chuck |
2018-06-26 |
| Hard Discounter Pricing Study - Reversing Course . . . Hard Discounters (Aldi + Lidl) Back on the Offensive Heading Into Summer
|
|
Grom, Chuck |
2018-06-25 |
| TSCO: Tractor Supply Company - Initiating Coverage with an Accumulate Rating + $86 Price Target – Sunrise, Sunburn, Sunset
|
TSCO |
Grom, Chuck |
2018-06-20 |
| The Weekend Warrior (6/15/2018) - Sleepless in Seattle... A Recap of COST/JWN HQ Visits + CPI/PPI Food + NFIB Index + SI Update + BBG Heat Map + YTD Winners/Losers
|
|
Grom, Chuck |
2018-06-15 |
| May Retail Sales Wrap - 2-Year Stack Rises 11.6% - Best Trend Since 2012
|
|
Grom, Chuck |
2018-06-14 |
| JWN: Nordstrom - HQ Trip Takes = Guarded Tone @ The Top . . . But Rack Issues Appear to be In Rearview Mirror + EBIT Inflection in the Works
|
JWN |
Grom, Chuck |
2018-06-13 |
| COST: Costco Wholesale - Six Takes From HQ Visit in Issaquah, Boosting 4Q EPS Estimate As Recent Momentum Looks Poised to Continue, Stay Buy Rated
|
COST |
Grom, Chuck |
2018-06-13 |