Retail Research


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Title Tickers Date Pages
COST: Costco Wholesale - Raising August Core SSS to +13.5%, Boosting 4Q20 Estimates > Street, and Assigning New $380 Price Target, Stay Buy-Rated COST 2020-08-31 6
BURL: Burlington Stores, Inc. - Tough Times for OPR’s . . . But Model Has Shown Durability; Management C/B Confirms LT Favorable Bias; Post 2Q Notes BURL 2020-08-27 6
DG: Dollar General - There’s the General . . . And Then There Is Everyone Else; Mgmt C/B Confirms Positive Bias on 3 Fronts, Stay Buy-Rated/$230 PT DG 2020-08-27
DLTR: Dollar Tree - Not as Bad as Stock Reaction Suggests, but Tree Banner Uncertainty Now Exits; Management C/B Puts & Takes – Still Prefer DG > DLTR DLTR 2020-08-27 6
WSM: Williams-Sonoma - It’s Better To Chase Than Be Heavy; CFO Call Back Notes Post 2Q Print WSM 2020-08-27 6
Home Improvement - Cat 4 Laura & Its Impact Already on Louisiana Traffic Patterns + Store Exposure for HD & LOW 2020-08-26 5
JWN: Nordstrom - Near-Term Set-Up Opaque . . . But Long-Term Model Has Staying Power, Lower PT to $14, Hold JWN 2020-08-25 5
JWN: Nordstrom - Footfall + Web Traffic Data for Pre-Sale Period Paints a Poor Picture for JWN’s Anniversary Sale Event Ahead of 2Q Print Next Week JWN 2020-08-21 4
BJ: BJ's Wholesale Club, Inc. - 4 Key Takes Post CFO Call Back + 3 Reasons to Believe That 2021 Can Lap 2020; Raising Estimates & PT to $54, Stay Buy-Rated BJ 2020-08-21 4
Dollar Stores 2Q Earnings Preview - Raising Estimates on The General and The Tree . . . Lowering Expectations on Five; DG > FIVE > DLTR 2020-08-21 11
WSM: Williams-Sonoma - Upgrading from Accumulate-Rated to Buy-Rated; Geo Footfall Data+ Web Traffic Point to Strong 2Q; Raising SSS to 11.5% & PT to $110 WSM 2020-08-21 7
ROST: Ross Stores, Inc. - Aversion Fears Bigger-Than-Expected, Lowering Estimates and Price Target to $105, Post 2Q Thoughts ROST 2020-08-20 5
BJ: BJ's Wholesale Club, Inc. - 2Q20 Quick Take + 3 August Data Points Indicate Continued Follow Through Into 3Q20, Stay Buy-Rated BJ 2020-08-20 4
TJX: TJX Companies Inc - Traffic Recovery a Yellow Flag Near-Term . . . But OPR’s Have Earned the Benefit of the Doubt (For Now); Adjusting EPS, PT to $62 TJX 2020-08-19 6
LOW: Lowe's - Got What I Got . . . Post 2Q Notes & Management Call Back Takes= Raising Estimates ATB and Boosting Price Target to $190, Stay Buy LOW 2020-08-19 6
TGT: Target - Party Wave, Post 2Q Notes . . . Raising Estimates Across the Board – Staying Buy-Rated with Price Target Moving to $170 TGT 2020-08-19 6
TGT & LOW - Don't Use Yesterday's Playbook Today . . . Quick Thoughts on Monster Beats from Minneapolis & Charlotte – Stay Buy-Rated 2020-08-19 5
KSS: Kohl's - Downgrading to Underperform: Lack of Traffic Recovery Today Suggests Lack of Traffic Recovery Tomorrow . . . Price Target to $14 KSS 2020-08-18 7
HD: Home Depot - The Year of The Backyard Continues . . . Raising Estimates Across the Board, Looking to ’21 for Inflection in EBIT FT; PT to $310 HD 2020-08-18 6
WMT: Walmart - To Whom Much is Given . . . Much is Expected; Post 2Q Notes, Management Call Back Takes, & Lateral to BJ’s (+), Raising PT to $145 WMT 2020-08-18 6

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