Chuck Grom, CFA, CPA
Senior Analyst, Retail

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February 2025 PCE Results - Major Deceleration in...
February 2025 PCE Results - Major Deceleration in Services Spend to Slowest Pace Since February 2...
3-28-2025
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The Weekend Warrior (3/28/2025) - Our Final Four...
The Weekend Warrior (3/28/2025) - Our Final Four Bracket: Duke, Auburn, Tennessee, & Florida
3-28-2025
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Dollar Tree - What a Long Strange Trip It's Been...
Dollar Tree - What a Long Strange Trip It's Been for the Team That Originally Hailed from Matthew...
3-26-2025
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March Traffic Update & New Retail Screen - MTD...
March Traffic Update & New Retail Screen - MTD Footfall Roars Back Rising 5.1% on the Stacks vs. ...
3-26-2025
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Kohl's - Model Update
Kohl's - Model Update
3-25-2025
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Williams-Sonoma - 4Q24 EPS: San Fran’s Furniture Giant...
Williams-Sonoma - 4Q24 EPS: San Fran’s Furniture Giant Outslugs the Market, But Crosscurrents Rem...
3-24-2025
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BJ's Wholesale Club, Inc. - Key Takes from Store...
BJ's Wholesale Club, Inc. - Key Takes from Store Tour with CEO Bob Eddy and EVP Strategy & Develo...
3-24-2025
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Tax Filing Statistics (3/14/2025) - Total Refund...
Tax Filing Statistics (3/14/2025) - Total Refund Dollars Now Above Both 2024 and 2023 Levels; Mod...
3-23-2025
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An Irish Goodbye to 4Q24 Earnings - March Madness vs....
An Irish Goodbye to 4Q24 Earnings - March Madness vs. Retail = WMT, BJ, ROST, CASY, FND, TSCO, OL...
3-21-2025
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Academy Sports & Outdoors - 4Q24 In Line, But...
Academy Sports & Outdoors - 4Q24 In Line, But 2H-Weighted FY25 Outlook Adds Risk In Uncertain Bac...
3-20-2025
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Ollie's - Fumbled “We Are” Chant Aside . . . A lot...
Ollie's - Fumbled “We Are” Chant Aside . . . A lot to Like About the Team From Harrisburg, PA; Po...
3-19-2025
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Five Below - A Win for Winnie . . . Post 4Q...
Five Below - A Win for Winnie . . . Post 4Q Thoughts/Callback Notes; Trough Valuation (sub 20x) =...
3-19-2025
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Ross Stores, Inc. - In Conroy We Trust = Meeting Notes...
Ross Stores, Inc. - In Conroy We Trust = Meeting Notes with the New Sherrif in Dublin, Remain Buy...
3-19-2025
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Mid-March Retail Traffic Update - Stacks Improve...
Mid-March Retail Traffic Update - Stacks Improve Despite NFL: Winners = OPR, Dollar Stores, DKS, ...
3-19-2025
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Traffic Update: OLLI, FIVE, ASO, TGT, & TSCO - 1Q25...
Traffic Update: OLLI, FIVE, ASO, TGT, & TSCO - 1Q25 Momentum “Mixed” But March > February for Thi...
3-17-2025
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February '25 Retail Sales Recap - Core Drops 0.9%...
February '25 Retail Sales Recap - Core Drops 0.9% For the First Time Since May 2020 (early Covid ...
3-17-2025
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Tax Filing Statistics (3/7/2025) - Holding Steady in...
Tax Filing Statistics (3/7/2025) - Holding Steady in Early March: Total Refund Dollars Up 7.0% YO...
3-14-2025
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The Weekend Warrior (3/14/2025) - COGS Tailwinds as...
The Weekend Warrior (3/14/2025) - COGS Tailwinds as Ocean Freight Costs Down to ~$2,370 Per 40 ft...
3-14-2025
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Dollar General - CFO Callback Notes + ’25 Guide Phasing...
Dollar General - CFO Callback Notes + ’25 Guide Phasing Color; We’d Fade the Rally as Price Gaps ...
3-13-2025
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Five Below - Lowering FY25 EPS Estimate to $4.20 From...
Five Below - Lowering FY25 EPS Estimate to $4.20 From $5.00 on Potential Tariffs; We Still Like O...
3-13-2025

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