| HOME: At Home Group - Dropping Coverage
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HOME |
Grom, Chuck |
2019-12-05 |
| Tractor Supply + Macy’s - Nashville's Broadway > NYC's Broadway; Quick Thoughts on Hal Lawton's Move to Tractor Supply from Macy's
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Grom, Chuck |
2019-12-05 |
| DG: Dollar General - Great Print . . . With One Exception, Post 3Q Takes - Raising EPS Estimates & Price Target to $180
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DG |
Grom, Chuck |
2019-12-05 |
| FIVE: Five Below - Joel > Carson . . . Raising Estimates & Price Target to $150 - Stay Buy-Rated, Management Call Back Notes
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FIVE |
Grom, Chuck |
2019-12-04 |
| COST: Costco Wholesale - Pro-Forma Core SSS Rise 6.3% in November // Big Uptick on the Stacks #IssaquahStrong
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COST |
Grom, Chuck |
2019-12-04 |
| W: Wayfair - Direct Revenue Growth of 36% for the “Holiday 5” = Strong . . . But Softer Delta vs. QTD Than Past Years
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W |
Grom, Chuck |
2019-12-04 |
| FND: Floor & Decor Holdings - 5 Key Takes From Management Dinner in NYC = Remain Constructive on NT and LT Set-Up . . . Accumulate-Rated w/$50 Price Target
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FND |
Grom, Chuck |
2019-12-04 |
| Black Friday Shopping Survey - Traffic Slows ~400 bps YOY . . . But Spending Up ~10%; ~61% Shopped Ahead of Weekend Due to Shorter Season; WMT/KSS/AMZN (+)
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Grom, Chuck |
2019-12-01 |
| Black Friday Pricing Results 2019 - Amazon Leads on Price . . . Followed Closely by Walmart . . . While Target Lags
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Grom, Chuck |
2019-11-29 |
| DLTR: Dollar Tree - Purgatory (Again) = Lowering Estimates + PT ($106) + Rating to Accumulate (from Buy); Management Call Back Notes
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DLTR |
Grom, Chuck |
2019-11-26 |
| Low & Middle Market Pricing Study - DG Gap Narrows (+) . . . While FDO’s Widens (-); Amazon’s Price Action Bears Monitoring; Inflation 3.6% Higher YOY
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Grom, Chuck |
2019-11-25 |
| JWN: Nordstrom - Sleeping Better in Seattle: Rack + Inventory Discipline + GPM Gains > Continued Softness in Key Full Line Channel =Stay Hold-Rated
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JWN |
Grom, Chuck |
2019-11-21 |
| WSM: Williams-Sonoma - Solid 3Q Print + Clean Inventory Levels + Mo' Heading into Holidays = Stay Accumulate Rated with $75 PT, Call Back Notes (+)
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WSM |
Grom, Chuck |
2019-11-21 |
| BJ: BJ's Wholesale Club, Inc. - Thesis Disappointing > Thesis Changing; CEO + CFO Call Back Notes Following 3Q Print, Lowering Estimates & PT to $28
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BJ |
Grom, Chuck |
2019-11-21 |
| M: Macy's - Upside Risk > Downside Risk Through 12/31/19; Staying Sidelined . . . But We See the Trade + Management Call Back Notes
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M |
Grom, Chuck |
2019-11-21 |
| LOW: Lowe's - Mixed Bag from Charlotte - Staying Disciplined in the HI Vertical, Post 3Q Takeaways – Maintain Hold Rating and $116 Price Target
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LOW |
Grom, Chuck |
2019-11-20 |
| TGT: Target - "New Man on the Minnesota Vikings" . . . Raising PT to $150, Stay Buy-Rated; Laterally ++ for Dollar Store Bucket (DG/DLTR/FIVE)
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TGT |
Grom, Chuck |
2019-11-20 |
| HD: Home Depot - Buyers on Today’s Pullback as Underlying Comp Accelerates = Post 3Q Notes . . . Staying HD > LOW
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HD |
Grom, Chuck |
2019-11-19 |
| KSS: Kohl's - Breaking Up Is Hard To Do . . . But Sometimes Necessary; Downgrade to Hold-Rated – Management Call Back Notes
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KSS |
Grom, Chuck |
2019-11-19 |
| FIVE: Five Below - Hard To Ignore The Gram; Seeing Some Potential Consumer Pushback to Price Increases . . . Not A Very Good Development for Philly
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FIVE |
Grom, Chuck |
2019-11-15 |