Retail Research


Display

Title Tickers Date
TSCO: Tractor Supply Company - Reading The 2Q Print: Raising Estimates Across the Board . . . Price Target to $120, Stay Buy-Rated TSCO 2019-07-23
2Q Home Improvement Survey - Data Reinforces View Towards (Cautiously) Positive Bias: HD + FND > LOW 2019-07-17
Retail Sales Recap - June 2019 - Ruh Roh . . . Not A Good Month with Every Category Coming in Below 3-Month Averages 2019-07-16
Low & Middle Market Pricing Study - Signs of Aggressive Price Action @ Walmart as DG/FDO Gap Widens + WMT/TGT Baskets up 5.0%+ YOY = Positive for Ticket in 2Q19 2019-07-15
The Weekend Warrior (7/12) - In Focus: Prime Day Laterals, Redbook ++ For WMT/TGT in 2Q, NFIB, AMZN Price Work, & CPI Review 2019-07-12
The Weekend Warrior (7/12) - In Focus: Prime Day Laterals, Redbook ++ For WMT/TGT in 2Q, NFIB, AMZN Price Work, & CPI Review 2019-07-12
FIVE: Five Below - Earlier Summer Promo Suggests Some Potential 2Q Comp Softness FIVE 2019-07-12
COST: Costco Wholesale - No June Gloom in Issaquah . . . 5.1% Core SSS Matches Our Model COST 2019-07-10
Amazon/Whole Foods Pricing Study - Bark > Bite on Price Front . . . Again! 100+ SKU Price Work Shows Only a ~2.5% Drop in Total Basket vs. August 2017 2019-07-10
COST: Costco Wholesale - June SSS Pre-Game: We See A 5.0% Core Comp; Gas Margins Favorable During the Month; Staying Hold-Rated, But Having Some FOMO COST 2019-07-09
June 2019 Macro Survey - Consumer Readings Stay Mixed . . . But as Weather Turns + Tariff Overhang Dissipates . . . 2Q Exit Rates Could Be Solid 2019-07-09
Weekend Warrior (6/28) - TSCO, SFM, Home Sales, Home Prices, Confidence, Redbook = WMT/TGT ++ 2019-07-01
The Weekend Warrior (6/21/19) - Performance, Inflation, Weather, Tourism, Freight, Scorecard… 2019-06-21
1Q19 Retail EPS Recap - What Did We Just Learn and What Does it Portend for 2H Set-Up . . . Top Fresh Money Ideas = TGT, W, FND, WSM, FIVE, & BJ 2019-06-20
JWN: Nordstrom - Upgrade to Hold-Rated from Reduce Rated; More Balanced R/R Post ~24% Pull Back + Relative Multiple Compression JWN 2019-06-20
Digital Survey - A Look Back at Category Market Share Shifts Following 26 Months of Consecutive 500+ HH Survey Work 2019-06-18
Retail Sales Recap - May 2019 - Retail Sales Ex-Autos Accelerate on the 2-Yr. To Highest Reading Since October ’18 . . . Furniture (+) // Home Improve (-) 2019-06-14
RH: RH - IN CASE YOU MISSED IT = 10-Q Filing Suggests Outlet Sales Drives Majority of 1Q Sales Upside w/SSS Likely Up ~0.7%-1.7% RH 2019-06-13
WSM: Williams-Sonoma - Upgrade to Accumulate-Rated Post Management Meeting in NYC; Raising ‘19/’20 EPS & Price Target to $68 . . . trust trust WSM 2019-06-13
RH: RH - Sometimes It’s Better To Be Lucky . . . Than Good; Post 1Q Recap RH 2019-06-13

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