Retail Research


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Title Tickers Date
COST: Costco Wholesale - Momentum Begets Momentum = Core SSS Rise 5.9% in August . . . Impressive Results Indeed COST 2019-09-05
HOME: At Home Group - Post 2Q Thoughts - Patience Required. Management Call Back Notes HOME 2019-09-04
COST: Costco Wholesale - August SSS Pre-Game: We See a 4.5% Core Comp with Some Potential Upside . . . Staying Hold-Rated . . . But FOMO Persists COST 2019-09-03
Hardlines Retail - Hurricane Dorian Heads to Florida – Store Exposure = HD (13.4%), LOW (11.7%), FND (26.4%), & TSCO (15.0%) 2019-08-30
DLTR: Dollar Tree - FDO Recovery Looks Real… Patience Should be Rewarded as 2Q Likely the Bottom on EBIT Compression… Mgmt. Callback Notes DLTR 2019-08-29
DG: Dollar General - Written in the Sand = Guide Conservative + Multiple SPSF/GPM Drivers – Raising EPS & PT to $170, Mgmt. CB Notes DG 2019-08-29
DG + DLTR - Quick Take Pre-Conference Calls - Remain Buyers of The Basket (DG + DLTR + FIVE) 2019-08-29
WSM: Williams-Sonoma - Post Management Call Back Notes – Staying Accumulate-Rated with $76 Price Target Following 2Q Print WSM 2019-08-28
FIVE: Five Below - Look Forward . . . Not Back - Post 2Q Takes/Management Call Back Color FIVE 2019-08-28
WSM: Williams-Sonoma - Reading the Print: Raising 2Q SSS View to 4% from 3.5%, PT Moves to $76 - Staying Long, Enjoying “Island Life” WSM 2019-08-26
DG, DLTR, & FIVE - Reading the 2Q Prints: Tweaking up DG + DLTR estimates . . . Down on FIVE; Buyers of the Basket w/ Conviction DG > DLTR > FIVE 2019-08-23
BJ: BJ's Wholesale Club, Inc. - Learnings to Fly = Staying Buy-Rated After Solid 2Q . . . Management Call Back Notes BJ 2019-08-22
BJ: BJ's Wholesale Club, Inc. - Target 2.0? Quick Thoughts Post 2Q Print + Quality Review BJ 2019-08-22
JWN: Nordstrom - Bear Case Still Holds . . . But Stock Looks Washed Out at ~7.9x Forward EPS, Stay Hold-Rated JWN 2019-08-21
TGT: Target - See the Dollar General Playbook for Multiple Expansion Case, Stay Buy-Rated with New $120 Price Target TGT 2019-08-21
Target & Lowe's 2Q19 - Impressive Results from Minneapolis + Mooresville . . . Initial Takes 2019-08-21
HD: Home Depot - Fitting Send Off for Retiring CFO Carol Tomé; Stay Buy-Rated as the “Haves” Continue to Take Share From the “Have Nots” in Retail HD 2019-08-20
KSS: Kohl's - SSS Trends + Amazon Returns + GPM Clarity = Takes from Management Call Back; 2Q Review KSS 2019-08-20
BJ: BJ's Wholesale Club, Inc. - Reading the 2Q Print: Lowering 2Q SSS/EPS View as Geolocation Data Points to Softer Quarter BJ 2019-08-19
Home Improvement Update (2Q19) - Lowering SSS/EPS Estimates Across the Board . . . Sticking with HD > LOW Approach Until Uncertainties Dissipate 2019-08-19

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