Retail Research


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Title Tickers Date
Broadlines & Hardlines Retail - Top 10 Takeaways From 2017 ICR Conf. = FIVE, SFM, W, KSS, & FND KSS, FND, SFM, FIVE, LOW, W, AMZN, HD 2018-01-11
JWN: Nordstrom - Holiday Update . . . But Why? Is JWN Getting Ready To Resume Its "Go Private" Discussions JWN 2018-01-09
TGT: Target - Amazon Who? Solid Holiday Print from Minneapolis, Taking Estimates & PT Up to $71 TGT 2018-01-09
SFM: Sprouts Farmers Market - Solid 4Q From The Desert with SSS + 4.6%; Quick Take on Pre-ICR Update, Remain Accumulate-Rated SFM 2018-01-08
FIVE: Five Below - Great Holiday Results . . . But We Can Poke 2 Holes; 5 Takes From Management Call, Stay Hold-Rated As Set-Up Tilts Unfavorable FIVE 2018-01-08
KSS: Kohl's - Filthy! Holiday SSS Rise 6.9% = CEO Mansell Going Out Strong, Raising EPS & PT to $66 KSS 2018-01-08
Broadlines & Hardlines Retail - Sears/K-Mart Store Closing Analysis: JCP/KSS/M @ 7-8% Store Exposure + HD/LOW @ ~6.5% . . . Market Share Opportunity in '18 HD, M, JCP, LOW, KSS 2018-01-07
Broadlines & Hardlines Retail - IN CASE YOU MISSED IT --> Potential For Less Welfare Reform = Positive for Dollar Stores, Wal-Mart, & Grocers TGT, DG, DLTR, WMT, COST, FIVE 2018-01-04
M: Macy's - Holiday Sales Rise 1.0% - Best Since '14 . . . But Lack of GPM Flow-Through A Concern, Raising EPS & PT to $25 on Lower '18 T-Rate M 2018-01-04
JCP: J.C. Penney - Solid Holiday Report out of Big D, Raising EPS & PT to $4, Six Key Takes From Management Update Call JCP 2018-01-04
COST: Costco Wholesale - 8.8% Core vs. Our 6.5% Model; Comping the Comp COST 2018-01-03
The Weekend Warrior (12/22/2017) - Merry Christmas to all & to all a Good Night; See Ya in '18 JCP, TGT, KSS, COST, DG, DLTR, M, WMT, SFM, FIVE, LOW, W, WSM, PIR, JWN, HD, RH 2017-12-22
Top 10 Retail/Consumer Predictions for 2018 - Favorite Ideas = DLTR, W, WMT, HD, COST, SFM, DG, KSS, & LOW KSS, TGT, COST, DG, DLTR, EBAY, SFM, FIVE, LOW, W, WMT, HD 2017-12-21
Consumer Optimism Remains Strong, The West is the Best - Part III of Team Grom's November Consumer Survey JCP, TGT, KSS, COST, DG, DLTR, M, WMT, SFM, FIVE, LOW, W, WSM, PIR, JWN, HD, RH 2017-12-20
Team Grom's Consumer Survey - November 2017 - Part II: Online Survey = Wal-Mart Grades Well on BOPUS & Online Grocery Delivery; Amazon Remains Top Dog vs. Digital Players JCP, TGT, KSS, COST, DG, DLTR, M, WMT, SFM, FIVE, LOW, W, WSM, AMZN, JWN, PIR, HD, RH 2017-12-19
FIVE: Five Below - The Good (4Q Comps Very Strong) + The Bad (Insider Selling Most in 3 Years) = Mid-Quarter Update . . . Raising 4Q SSS to 6.0%, PT Stays @ $63 FIVE 2017-12-19
W: Wayfair - CFO Meeting Notes + Improving Trends from Credit Card File = Raising 4Q Direct Revenue Target & Price Target to $95, Stay Buy W 2017-12-15
Low + Middle Market Pricing Study - November 2017 - The 'Loop is Back; Wal-Mart Gets Aggressive . . . Across the Board = Lead Dollar Stores by ~3.5% + Middle Market Peers by ~9.3% TGT, DG, DLTR, WMT, KR, AMZN 2017-12-15
COST: Costco Wholesale . . . And There Goes the Bear Case; Digital Efforts Next Pillar For Traffic COST 2017-12-14
November Retail Sales Wrap - 6.4% Rise YOY; Winners = Furniture, CE, Apparel, & Dept. Stores Relative to 3-Month Trend; Digital + Home Improvement Once Again Robust PIR, JCP, TGT, KSS, COST, DG, DLTR, M, WMT, SFM, FIVE, W, WSM, AMZN, JWN, FLS, HD, RH 2017-12-14

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