Chuck Grom, CFA, CPA
Senior Analyst, Retail

Keyword

Tickers

Clear search
⬤
Mid-June Footfall Update - MTD Performance Hanging in...
Mid-June Footfall Update - MTD Performance Hanging in Despite Tough Compare, Weather Headwinds; W...
6-18-2025
⬤
Williams-Sonoma - West Coast to the West Village;...
Williams-Sonoma - West Coast to the West Village; Executive Team Dinner Re-Affirms Health of the ...
6-17-2025
⬤
May '25 Retail Sales Recap - Sales Growth Slows As...
May '25 Retail Sales Recap - Sales Growth Slows As Expected, But Trend Remains Healthy
6-17-2025
⬤
The Weekend Warrior (6/13/2025) - Happy Father’s Day:...
The Weekend Warrior (6/13/2025) - Happy Father’s Day: For Once, Your Dad Isn’t Complaining About ...
6-13-2025
⬤
Hardlines Retail Tariff/Pricing Study – June 2025 -...
Hardlines Retail Tariff/Pricing Study – June 2025 - Prices Up ~2.6% Since April as Tariff Pressur...
6-12-2025
⬤
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
⬤
Academy Sports & Outdoors - Another Texas Two...
Academy Sports & Outdoors - Another Texas Two Step—1Q25 Miss & FY25 Outlook Lowered; Unclear If F...
6-10-2025
⬤
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
⬤
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
⬤
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
⬤
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
⬤
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
⬤
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
⬤
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
⬤
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
⬤
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
⬤
Dollar General - Giving Credit Where Credit is Due;...
Dollar General - Giving Credit Where Credit is Due; Double-Upgrading Goodlettsville to Accumulate...
6-3-2025
⬤
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
⬤
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
⬤
April 2025 PCE Results - Services Spending Accelerates,...
April 2025 PCE Results - Services Spending Accelerates, But Savings Rate Rises And Excessive Savi...
5-30-2025

Contact us here for help accessing content or arranging a relationship with our firm.