Retail Research


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Title Tickers Date
The Weekend Warrior (6/15/2018) - Sleepless in Seattle... A Recap of COST/JWN HQ Visits + CPI/PPI Food + NFIB Index + SI Update + BBG Heat Map + YTD Winners/Losers 2018-06-15
May Retail Sales Wrap - 2-Year Stack Rises 11.6% - Best Trend Since 2012 2018-06-14
JWN: Nordstrom - HQ Trip Takes = Guarded Tone @ The Top . . . But Rack Issues Appear to be In Rearview Mirror + EBIT Inflection in the Works JWN 2018-06-13
COST: Costco Wholesale - Six Takes From HQ Visit in Issaquah, Boosting 4Q EPS Estimate As Recent Momentum Looks Poised to Continue, Stay Buy Rated COST 2018-06-13
RH: RH - Walking Their Talk, Impressive Turnaround Continues to Unfold; Raising Estimates & PT to $135 RH 2018-06-12
May ’18 Macro Survey Results - Discretionary Spend (Apparel/Furniture/Home Improve) Upticks . . . While Higher Gas Prices May Be Reaching A Level of Concern 2018-06-10
COST: Costco Wholesale - Mean Reversion Time = May SSS Rise 8.1% Led By 5.9% Traffic = Stay Buy-Rated with $221 Price Target COST 2018-06-06
FIVE: Five Below - Lesson To Be Learned = Good Retailers Comp the Comp, Clarifying QTD Confusion, Raising EPS & PT to $105 = Stay Accumulate-Rated FIVE 2018-06-06
KSS: Kohl's - Written In The Sand = 10 Takes From SS Meeting, Stay Accumulate-Rated KSS 2018-06-06
W: Wayfair - Raising 2Q Direct Revenue Forecast to +47%, Trends Post Way-Day Normalizing . . . But Remain Strong; Boosting PT to $110 from $89 W 2018-06-06
WSM: Williams-Sonoma - Model Update Post 1Q Print; Raising Estimates & Boosting Price Target to $60 From $55 WSM 2018-06-05
FIVE: Five Below - Card Data + HQ Trip + Field Work = Strong 1Q . . . But Expect Conservative 2Q Guide; 1Q Pre-Game FIVE 2018-06-05
TGT: Target - Upbeat Sell-Side Meeting; Target Seems To Have its MoJo Back TGT 2018-06-04
Dollar General & Dollar Tree - Dollar Store Shuffle = Upgrade DG to Buy . . . Downgrade DLTR to Accumulate Post 1Q Prints + Survey Suggests Value Still in Vogue 2018-06-04
COST: Costco Wholesale - JOSH!!! . . . Coffee Can Stock; Quality Review + 10 Takes Post 3Q Print, Stay-Buy Rated COST 2018-05-31
DLTR: Dollar Tree - Thesis Changer = Maybe, Disappointing Comp = Yes; Quality Review/Quick Take Post 1Q Print DLTR 2018-05-31
DG: Dollar General - Thesis Changer = No, Disappointing Comp = Yes; Quality Review/Quick Take Post 1Q Print DG 2018-05-31
The Weekend Warrior (5/25/2018) - In Focus: KSS/AMZN Update, 1Q Department Store Scorecard, Gas vs. Consumer Spending, M EPS Recap, XLP Multiple Update, & FND 2018-05-25
WSM: Williams-Sonoma - Accelerating Comps At Legacy Brands; Quick Take/Quality Review Post 1Q Print WSM 2018-05-23
Lowe’s + Target + JCPenney - Model/Estimate Update: Raising EPS/PT for LOW + Lowering EPS/PT for TGT & JCP 2018-05-23

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