Retail Research


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Title Tickers Date
COST: Costco Wholesale - Better RR's + Strong Core GPM + February SSS up 7.7% > Slightly Higher Tax Rate; Stay Long, Adjusting EPS & PT to $224 COST 2018-03-07
DLTR: Dollar Tree - What is Howard Levine Thinking Today? Post 4Q Takes, Stay Buy-Rated . . . But Patience Required; New PT Set @ $110 DLTR 2018-03-07
TGT: Target - Analyst Day Recap Part II; Tweaking Estimates, Price Target Stays At $76 TGT 2018-03-06
TGT: Target - 4Q Quality Review + 1Q SSS Guide in Focus + Store Tour/Reception Takes = Analyst Day Part I Recap TGT 2018-03-06
Dollar Tree - IN CASE YOU MISSED IT --> The Tree Returns To Investment Grade = Buybacks Provide Another Earnings Lever DLTR 2018-03-02
JCP: J.C. Penney - There Is More To This Print Than Meets The Eye; 3 Reasons to Be More Optimistic Post 4Q Results M, JCP, KSS 2018-03-02
JWN: Nordstrom - Fuel For Both Sides . . . Margin Inflection on the Horizon (Potentially); Post 4Q Thoughts JWN 2018-03-01
KSS: Kohl's - When Confusion Creates Opportunity; Aggressive Buyers on Today's Dip KSS 2018-03-01
FND: Floor & Decor - Guidance Concerns Now In Rearview Mirror, Solid Growth Story in A World With No Growth; Adjusting Estimates, PT Stays @ $50 FND 2018-03-01
M: Macy's - No Guts, No Glory; Deja Vu Back to 2009 ==> Upgrade to Buy from Hold w/$36 Price Target M 2018-03-01
LOW: Lowe's - 5 Takes From Call with Management + 8 Takes From Print. Adjusting Estimates & Price Target to $105 LOW, HD 2018-02-28
LOW: Lowe's - 3 Quick Takes from 4Q = Solid Comp + Poor Quality + FY18 Guide Implies Just ~34% FT From Tax Benefit LOW 2018-02-28
M: Macy's - 4 Quick Takes From 4Q = January SSS Up ~3% + GPM/Inventory Better + Quality Solid + Guide Reasonable M 2018-02-27
Macy's (M) - Group Lunch M 2018-02-26
Dollar Stores: Lateral Read Through From 99 Cents Only Stores - SSS Rise 6.5%; Positive for DG, DLTR, & FIVE DG, DLTR, FIVE 2018-02-26
JWN: Nordstrom - Quick Take on Going Private Talk; At $54, Implied Takeout Multiple of ~7.0x JWN 2018-02-23
SFM: Sprouts Farmers Markets - Phoenix Checking All the Boxes = Stay Buy-Rated with $33 Price Target; Good Fundamentals + Takeout Optionality SFM 2018-02-22
W: Wayfair - "Everything Good is Harder & Takes Longer Than You Thought"; Profit Timeline Pushed Out . . . Lowering Price Target to $89 W 2018-02-22
Kohl's (KSS) - Meetings & Group Lunch KSS 2018-02-21
HD: Home Depot - Good Town, Good Block, Good House; Stay Buy-Rated, Tweaking Estimates Following Very Strong 4Q, Price Target Stays at $240 HD 2018-02-20

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