Retail Research


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Title Tickers Date Pages
Tax Filing Season Statistics Update - Total Refund Dollars Down 1.3% YOY Through Week #6 –A Better Development vs. A Slow Start to The Season 2020-03-13 3
DG: Dollar General - SSS NEVER Turned Negative in 2001/2002, 2007/2008 = Port in a Storm, Post 4Q Thoughts DG 2020-03-12 5
TSCO: Tractor Supply Company - Big, Big Plans = Notes from Meeting with New CEO Hal Lawton TSCO 2020-03-10 5
DG: Dollar General - Reading the 4Q Print: Staying Long Goodlettsville DG 2020-03-09 4
February 2020 Macro Survey - GHRA Sentiment Index at 120.0 = Moves Up After 3 Months of Declines Despite Corona Fears 2020-03-06 7
COST: Costco Wholesale - When the Going Gets Tough . . . The Tough Should Be Long Costco; Post 2Q Takes COST 2020-03-05 6
BJ: BJ's Wholesale Club, Inc. - 1st Inning or 9th Inning? Post 4Q Thoughts & Management Call Back Notes BJ 2020-03-05 6
BJ's & Burlington - Drive By Thoughts = BJ's (Hold-Rated) + Burlington (Accumulate-Rated) 2020-03-05 5
DLTR: Dollar Tree - We Sound Like A Broken Record . . . But DG > DLTR; 3 Incremental Takes Leave Us Reduce-Rated, Lowering Estimates/PT to $76 DLTR 2020-03-04 7
ROST: Ross Stores, Inc. - The Good (SSS) < The Bad (GPM + Guide) . . . For Now = To Whom Much is Given . . . Much Is Expected. Buyers on the Dip ROST 2020-03-03 7
JWN: Nordstrom - Sales + Inventory Position + Margin “Bend” > 4Q EPS Miss, Stay Accumulate-Rated JWN 2020-03-03 6
Kohl’s & Target - Model Update 2020-03-03 6
Target & Kohls - Drive By Thoughts = Target (Buy-Rated) + Kohl's (Hold-Rated) 2020-03-03 5
W: Wayfair - Slowing Sales, Rising CAC’s, & Lack of Profit Urgency Not Favorable Developments = Stay Hold-Rated, Lower P-Target to $60 W 2020-02-28 6
Tax Filing Season Statistics Update - Total Refund Dollars Down 3.4% YOY Through Week #4 – Not A Great Development to February Comps 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 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 2020-02-28 5
KSS: Kohl's - Reading the 4Q Print: Easy Comps + Weather + Analyst-Day < LT Strategic Positioning + AMZN Cycle KSS 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 2020-02-28 6
TGT: Target - Reading the 4Q Print: Staying Constructive as Recipe for 2019 Success Should Still Work in 2020 TGT 2020-02-28 5

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