| Tax Filing Season Statistics Update - Total Refund Dollars Down 3.4% YOY Through Week #4 – Not A Great Development to February Comps
|
|
Grom, Chuck |
2020-02-28 |
3 |
| BJ: BJ's Wholesale Club, Inc. - Reading The 4Q Print: Bottom’s Likely In, But SKU Rat Program Could Create Heightened SSS Vol in ’20 . . . COST > BJ
|
BJ |
Grom, Chuck |
2020-02-28 |
5 |
| DLTR: Dollar Tree - Reading the 4Q Print: Some Optimism Plausible . . . But We Remain Bearish on Family’s NT & LT Prospects, DG > DLTR
|
DLTR |
Grom, Chuck |
2020-02-28 |
5 |
| KSS: Kohl's - Reading the 4Q Print: Easy Comps + Weather + Analyst-Day < LT Strategic Positioning + AMZN Cycle
|
KSS |
Grom, Chuck |
2020-02-28 |
5 |
| COST: Costco Wholesale - Reading the 2Q Print + February SSS Preview: Waving a "Yellow" Flag on 2Q Print, See Feb Core SSS +7.5%
|
COST |
Grom, Chuck |
2020-02-28 |
6 |
| TGT: Target - Reading the 4Q Print: Staying Constructive as Recipe for 2019 Success Should Still Work in 2020
|
TGT |
Grom, Chuck |
2020-02-28 |
5 |
| JWN: Nordstrom - Reading the 4Q Print: We See EPS > Street + Guide In-Line = More Than Enough at Current Levels
|
JWN |
Grom, Chuck |
2020-02-28 |
5 |
| JCP: J.C. Penney - Controlling What It Can Control . . . But the Clock is Ticking – Post 4Q Thoughts
|
JCP |
Grom, Chuck |
2020-02-27 |
5 |
| TJX: TJX Companies Inc - Upgrading to Buy-Rated with $75 Price Target = Tier 1 Name In a Tier 1 Retail Vertical
|
TJX |
Grom, Chuck |
2020-02-27 |
6 |
| Broadlines & Hardlines Retail - EPS Updates: Sprouts + Lowe's
|
|
Grom, Chuck |
2020-02-26 |
5 |
| LOW: Lowe's - GPM Better . . . But SSS Light; Still Prefer Atlanta > Charlotte - Updated Quality Review
|
LOW |
Grom, Chuck |
2020-02-26 |
5 |
| HD: Home Depot - Set-Up Remains Compelling as Housing + Weather Should Buoy Sales > 3.5%-4.0% SSS Guide; Post 4Q Notes; IR Call Back Notes
|
HD |
Grom, Chuck |
2020-02-25 |
6 |
| M: Macy's - CFO Call Back Notes + Post 4Q Takes = 1Q Commentary Takes Center Stage, Adjusting Estimates, PT Stays at $19
|
M |
Grom, Chuck |
2020-02-25 |
6 |
| W: Wayfair - Reading the 4Q Print = 4 Reasons to Be Concerned, But Job Cuts Could Signal A Slowdown in Hiring (+ For EBITDA Stabilization)
|
W |
Grom, Chuck |
2020-02-21 |
5 |
| FND: Floor & Decor Holdings - Solid Print from the ATL - Set-Up in '20/'21 Remains Attractive - Raising Estimates & PT to $63
|
FND |
Grom, Chuck |
2020-02-20 |
6 |
| SFM: Sprouts Farmers Markets - Bottom Is Likely In: Refined Promo Strategy = GPM “Source” . . . Plus Addition of Ex. Trader Joe’s Vet to Board is + News
|
SFM |
Grom, Chuck |
2020-02-20 |
5 |
| Home Improvement Data Science Update (4Q19) - Lowering 4Q SSS Estimates = HD to 4.0% + LOW to 3.5% . . . But Anticipating Very Strong Upcoming 1H20 Trends
|
|
Grom, Chuck |
2020-02-19 |
13 |
| WMT: Walmart - Buyers For 3 Reasons Post 4Q Print, Laterals for DG/DLTR/BJ/AMZN, Analyst Day Part II Takes, Stay Buy-Rated//$130 Price Target
|
WMT |
Grom, Chuck |
2020-02-18 |
6 |
| WMT: Walmart - The Good (Look Ahead) > The Bad (Look Back); 4 Quick Takes Post 4Q Print
|
WMT |
Grom, Chuck |
2020-02-18 |
5 |
| January ’20 Retail Sales Recap - Core Up 4.3% YOY; 9/14 Categories Accelerate on Stacks with Sporting Goods + Discounters (WMT/TGT) + Home Improve Leading the Way
|
|
Grom, Chuck |
2020-02-14 |
3 |