Chuck Grom, CFA, CPA
Managing Director, Retail Team

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The Weather Giveth . . . The Weather Taketh; Spring 2018...
The Weather Giveth . . . The Weather Taketh; Spring 2018 Forecast Not Favorable . . . But Balance...
2-2-2018
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Force Ranking Our Names + Rating Changes (FIVE, W, SFM)...
Force Ranking Our Names + Rating Changes (FIVE, W, SFM) + New EPS For '18/'19 Post Tax Reform + U...
1-31-2018
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Home Depot & Lowe's - Data Science Work (Credit...
Home Depot & Lowe's - Data Science Work (Credit Card Data + 4Q Survey Work + Predictive Models) ....
1-24-2018
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The Weekend Warrior (1/19/2018) - Championship Weekend...
The Weekend Warrior (1/19/2018) - Championship Weekend Predictions: Running with the Dogs . . . W...
1-19-2018
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Hard Discounters & Middle Market Price Study -...
Hard Discounters & Middle Market Price Study - Wal-Mart Extends Price Lead vs. Peers; Lidl Price ...
1-17-2018
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December Retail Sales Wrap - 4.0% Rise YOY; Winners =...
December Retail Sales Wrap - 4.0% Rise YOY; Winners = Food Serv., Food and Bev, Grocery and Elect...
1-12-2018
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COST: Costco Wholesale - Upgrade to Buy from Accumulate;...
COST: Costco Wholesale - Upgrade to Buy from Accumulate; Notes from Vegas with CFO Galanti + Sam'...
1-12-2018
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WMT: Wal-Mart - A Smart Move Out Of Bentonville = Good...
WMT: Wal-Mart - A Smart Move Out Of Bentonville = Good For Associates + Good For Its Image
1-11-2018
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Broadlines & Hardlines Retail - Top 10 Takeaways...
Broadlines & Hardlines Retail - Top 10 Takeaways From 2017 ICR Conf. = FIVE, SFM, W, KSS, & FND
1-11-2018
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JWN: Nordstrom - Holiday Update . . . But Why? Is JWN...
JWN: Nordstrom - Holiday Update . . . But Why? Is JWN Getting Ready To Resume Its "Go Private" Di...
1-9-2018
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TGT: Target - Amazon Who? Solid Holiday Print from...
TGT: Target - Amazon Who? Solid Holiday Print from Minneapolis, Taking Estimates & PT Up to $71
1-9-2018
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SFM: Sprouts Farmers Market - Solid 4Q From The Desert...
SFM: Sprouts Farmers Market - Solid 4Q From The Desert with SSS + 4.6%; Quick Take on Pre-ICR Upd...
1-8-2018
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FIVE: Five Below - Great Holiday Results . . . But We...
FIVE: Five Below - Great Holiday Results . . . But We Can Poke 2 Holes; 5 Takes From Management C...
1-8-2018
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KSS: Kohl's - Filthy! Holiday SSS Rise 6.9% = CEO...
KSS: Kohl's - Filthy! Holiday SSS Rise 6.9% = CEO Mansell Going Out Strong, Raising EPS & PT to $66
1-8-2018
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Broadlines & Hardlines Retail - Sears/K-Mart Store...
Broadlines & Hardlines Retail - Sears/K-Mart Store Closing Analysis: JCP/KSS/M @ 7-8% Store Expos...
1-7-2018
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Broadlines & Hardlines Retail - IN CASE YOU MISSED...
Broadlines & Hardlines Retail - IN CASE YOU MISSED IT --> Potential For Less Welfare Reform = Pos...
1-4-2018
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M: Macy's - Holiday Sales Rise 1.0% - Best Since...
M: Macy's - Holiday Sales Rise 1.0% - Best Since '14 . . . But Lack of GPM Flow-Through A Concern...
1-4-2018
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JCP: J.C. Penney - Solid Holiday Report out of Big D,...
JCP: J.C. Penney - Solid Holiday Report out of Big D, Raising EPS & PT to $4, Six Key Takes From ...
1-4-2018
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COST: Costco Wholesale - 8.8% Core vs. Our 6.5% Model;...
COST: Costco Wholesale - 8.8% Core vs. Our 6.5% Model; Comping the Comp
1-3-2018
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The Weekend Warrior (...
The Weekend Warrior (...
The Weekend Warrior (...
12-22-2017

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