Chuck Grom, CFA, CPA
Senior Analyst, Retail

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May 2025 Macro Survey (#95) - Sentiment Inches Higher...
May 2025 Macro Survey (#95) - Sentiment Inches Higher Off April Bottom . . . But Tariff Impacts i...
6-11-2025
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Academy Sports & Outdoors - Another Texas Two...
Academy Sports & Outdoors - Another Texas Two Step—1Q25 Miss & FY25 Outlook Lowered; Unclear If F...
6-10-2025
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Casey's General Stores, Inc. - Skoal, Chevy, and...
Casey's General Stores, Inc. - Skoal, Chevy, and Browning in Iowa; Staying Long & Strong Post Blo...
6-10-2025
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Casey's General Stores, Inc. - 4Q25 KPI Review =...
Casey's General Stores, Inc. - 4Q25 KPI Review = Margin-Driven Beat with All Eyes on CEFCO Integr...
6-9-2025
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Ollie's - Thoughts/Six Key Takes From Field Trip...
Ollie's - Thoughts/Six Key Takes From Field Trip Down the Shore with The Senior Team; CEO Erik va...
6-9-2025
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Casey's General Stores, Inc. - 4Q25 Preview:...
Casey's General Stores, Inc. - 4Q25 Preview: Staying Buy-Rated on the Hawkeye State; Checks Reaff...
6-6-2025
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2Q25 To-Date Footfall Update - MTD Winners = TJX...
2Q25 To-Date Footfall Update - MTD Winners = TJX (Marmaxx/HomeGoods), Ross Stores, Burlington, Ta...
6-5-2025
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Costco Wholesale - May SSS 6.0% > Our 4.5% Model; 6...
Costco Wholesale - May SSS 6.0% > Our 4.5% Model; 6 Key Mgmt Takes + Double Clicking on 3 Growth ...
6-4-2025
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Five Below - Ken & Winnie > Saquan & Jalen =...
Five Below - Ken & Winnie > Saquan & Jalen = Staying Long Philly as FIVE Set-Up Continues to Brig...
6-4-2025
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Dollar Tree - A Better Print than the Reaction Would...
Dollar Tree - A Better Print than the Reaction Would Suggest; Post 1Q Thoughts & CEO/CFO Callback...
6-4-2025
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Ollie's - Buyers on Pullback as SSS Set to...
Ollie's - Buyers on Pullback as SSS Set to Accelerate From 2Q25-4Q25; Seven CEO & CFO Callback No...
6-3-2025
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Dollar General - Giving Credit Where Credit is Due;...
Dollar General - Giving Credit Where Credit is Due; Double-Upgrading Goodlettsville to Accumulate...
6-3-2025
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Dollar Stores Footfall Update - May 2025 Update = DG,...
Dollar Stores Footfall Update - May 2025 Update = DG, OLLI, DLTR, & FIVE: Steady Trends Despite U...
6-2-2025
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Costco Wholesale - May SSS Pre-Game = Conservatively...
Costco Wholesale - May SSS Pre-Game = Conservatively Modeling 4.5% Core Comp Against Tough Compar...
6-2-2025
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April 2025 PCE Results - Services Spending Accelerates,...
April 2025 PCE Results - Services Spending Accelerates, But Savings Rate Rises And Excessive Savi...
5-30-2025
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Costco Wholesale - Issaquah Strong & Getting...
Costco Wholesale - Issaquah Strong & Getting Stronger: Personalization + Scan & Go + Longer Hours...
5-29-2025
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Kohl's - Post 1Q Thoughts & CFO Timm Callback...
Kohl's - Post 1Q Thoughts & CFO Timm Callback Notes; We Love Wisconsin but Not Menomonee Falls, S...
5-29-2025
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Burlington Stores, Inc. - Post 1Q25 Thoughts &...
Burlington Stores, Inc. - Post 1Q25 Thoughts & CFO/IR Callback Takes
5-29-2025
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Dick's Sporting Goods, Inc. - Strong 1Q25 Results...
Dick's Sporting Goods, Inc. - Strong 1Q25 Results In Line With Pre-Announcement & FY25 Guidance R...
5-28-2025
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Macy's - With '25 Guide De-Risked . . . R/R...
Macy's - With '25 Guide De-Risked . . . R/R Skews More Positive Post 1Q, But Staying Disciplined ...
5-28-2025

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