| Tax Filing Season Statistics Update - Total Refund Dollars Down 1.3% YOY Through Week #6 –A Better Development vs. A Slow Start to The Season
|
|
Grom, Chuck |
2020-03-13 |
3 |
| DG: Dollar General - SSS NEVER Turned Negative in 2001/2002, 2007/2008 = Port in a Storm, Post 4Q Thoughts
|
DG |
Grom, Chuck |
2020-03-12 |
5 |
| TSCO: Tractor Supply Company - Big, Big Plans = Notes from Meeting with New CEO Hal Lawton
|
TSCO |
Grom, Chuck |
2020-03-10 |
5 |
| DG: Dollar General - Reading the 4Q Print: Staying Long Goodlettsville
|
DG |
Grom, Chuck |
2020-03-09 |
4 |
| February 2020 Macro Survey - GHRA Sentiment Index at 120.0 = Moves Up After 3 Months of Declines Despite Corona Fears
|
|
Grom, Chuck |
2020-03-06 |
7 |
| COST: Costco Wholesale - When the Going Gets Tough . . . The Tough Should Be Long Costco; Post 2Q Takes
|
COST |
Grom, Chuck |
2020-03-05 |
6 |
| BJ: BJ's Wholesale Club, Inc. - 1st Inning or 9th Inning? Post 4Q Thoughts & Management Call Back Notes
|
BJ |
Grom, Chuck |
2020-03-05 |
6 |
| BJ's & Burlington - Drive By Thoughts = BJ's (Hold-Rated) + Burlington (Accumulate-Rated)
|
|
Grom, Chuck |
2020-03-05 |
5 |
| DLTR: Dollar Tree - We Sound Like A Broken Record . . . But DG > DLTR; 3 Incremental Takes Leave Us Reduce-Rated, Lowering Estimates/PT to $76
|
DLTR |
Grom, Chuck |
2020-03-04 |
7 |
| ROST: Ross Stores, Inc. - The Good (SSS) < The Bad (GPM + Guide) . . . For Now = To Whom Much is Given . . . Much Is Expected. Buyers on the Dip
|
ROST |
Grom, Chuck |
2020-03-03 |
7 |
| JWN: Nordstrom - Sales + Inventory Position + Margin “Bend” > 4Q EPS Miss, Stay Accumulate-Rated
|
JWN |
Grom, Chuck |
2020-03-03 |
6 |
| Kohl’s & Target - Model Update
|
|
Grom, Chuck |
2020-03-03 |
6 |
| Target & Kohls - Drive By Thoughts = Target (Buy-Rated) + Kohl's (Hold-Rated)
|
|
Grom, Chuck |
2020-03-03 |
5 |
| W: Wayfair - Slowing Sales, Rising CAC’s, & Lack of Profit Urgency Not Favorable Developments = Stay Hold-Rated, Lower P-Target to $60
|
W |
Grom, Chuck |
2020-02-28 |
6 |
| Tax Filing Season Statistics Update - Total Refund Dollars Down 3.4% YOY Through Week #4 – Not A Great Development to February Comps
|
|
Grom, Chuck |
2020-02-28 |
3 |
| BJ: BJ's Wholesale Club, Inc. - Reading The 4Q Print: Bottom’s Likely In, But SKU Rat Program Could Create Heightened SSS Vol in ’20 . . . COST > BJ
|
BJ |
Grom, Chuck |
2020-02-28 |
5 |
| DLTR: Dollar Tree - Reading the 4Q Print: Some Optimism Plausible . . . But We Remain Bearish on Family’s NT & LT Prospects, DG > DLTR
|
DLTR |
Grom, Chuck |
2020-02-28 |
5 |
| KSS: Kohl's - Reading the 4Q Print: Easy Comps + Weather + Analyst-Day < LT Strategic Positioning + AMZN Cycle
|
KSS |
Grom, Chuck |
2020-02-28 |
5 |
| COST: Costco Wholesale - Reading the 2Q Print + February SSS Preview: Waving a "Yellow" Flag on 2Q Print, See Feb Core SSS +7.5%
|
COST |
Grom, Chuck |
2020-02-28 |
6 |
| TGT: Target - Reading the 4Q Print: Staying Constructive as Recipe for 2019 Success Should Still Work in 2020
|
TGT |
Grom, Chuck |
2020-02-28 |
5 |