Retail Research


Display

Title Tickers Date
Broadlines & Hardlines Retail - Fall Weather Setup Looks Favorable For BTS + Retail = Quick Takes From Call with Weather Trends' Bill Kirk JCP, TGT, KSS, WFM, WSM, DG, DLTR, M, WMT, SFM, FIVE, W, AMZN, JWN, RH 2017-08-09
Slide Deck for Back to School & Holiday Weather Outlook for US Retail - Conference Call JCP, TGT, KSS, WFM, WSM, DG, DLTR, M, WMT, COST, FIVE, SFM, W, PIR, JWN, RH 2017-08-09
Team Gromey's Consumer Survey July 2017 - Part I: Retail Traffic Softer As Expected; Early BTS Checks Look Favorable, with Wal-Mart A Top Destination JCP, DKS, KSS, COST, DG, DLTR, M, WMT, SFM, JWN, W, TGT, WSM, FIVE, PIR, FL, RH 2017-08-09
W: Wayfair - You Gotta Pay To Play; Post 2Q Takes; Raising PT to $86 = Stay Accumulate Rated W 2017-08-08
W: Wayfair - Quick Take: Solid 2Q Print + Key Metrics; Proprietary Quandl E-Mail Receipt Data Shows 3Q Off To Very Strong Start W 2017-08-08
Back to School & Holiday Weather Outlook for US Retail - Conference Call - August 9th @ 2pm EST JCP, TGT, KSS, WFM, COST, DG, DLTR, M, WMT, SFM, FIVE, W, WSM, PIR, JWN, RH 2017-08-03
COST: Costco Wholesale - Core Trends > Negative Narrative; Solid July w/Core SSS +5.3% = Remain Accumulate Rated w/$177 Price Target; RIP Mr. Brotman COST 2017-08-02
WFM: Whole Foods - Last Time For Everything, Cheers 6th Street; 3Q Print = Laterally ++ For SFM SFM, WFM 2017-07-26
FIVE: Five Below - No Reason To "Spin" This Story; 5 Takes From Store Tour With Management Team = Reiterate Accumulate Rating + $58 Price Target FIVE 2017-07-18
Team Gromey's Consumer Survey June 2017 - Part III: Health of the Consumer + Macro Outlook JCP, TGT, KSS, WFM, COST, DG, DLTR, M, WMT, SFM, FIVE, W, WSM, PIR, JWN, RH 2017-07-17
The Weekend Warrior (7/14/2017) - The Dog Days Of Summer JCP, TGT, KSS, WFM, COST, DG, DLTR, M, WMT, SFM, FIVE, WSM, AMZN, RH, PIR 2017-07-14
(RH) - ~50% of Float Retired YTD; Either Genius Or Reckless; Updating Estimates + PT to $64 RH 2017-07-14
Team Gromey's Consumer Survey June 2017 - Part II: Online Study, Prime @ Low-End Still Not Attractive, While 63% of Consumers Willing to Use WMT's BOPUS/Discount Program TGT, WFM, DG, DLTR, EBAY, KR, FB, TWTR, AMZN, WMT 2017-07-14
TGT: Target - Will This Change The Narrative? We Hope So; Raising EPS & PT, But Still Would Use TGT as Source, Prefer DG, DLTR, WMT, COST Instead DG, DLTR, COST, TGT, WMT 2017-07-13
Broadlines & Hardlines Retail = Pricing Study #2 - Multi-SKU, Multi-City Analysis = DG Leads in Dollar Arena, WMT Leads in Middle Market, While TGT + Amazon Fresh Lag TGT, WFM, DG, DLTR, WMT, KR, AMZN 2017-07-12
DLTR: Dollar Tree - Tracking the Family Dollar Turnaround: Southeast Store Work - Part IV DLTR 2017-07-11
Team Gromey's Consumer Survey June 2017 - Part I = Retail Traffic, Consumer Behavior - Better Month JCP, TGT, WSM, DG, DLTR, M, WMT, COST, FIVE, LOW, BBBY, TJX, PIR, KORS 2017-07-11
The Weekend Warrior (7/7/2017) - In Focus: GHRA Sentiment Index, COST, TGT, Rent Costs, CA Index, & More JCP, TGT, KSS, WFM, COST, DG, DLTR, M, WMT, SFM, FIVE, W, WSM, PIR, JWN, RH 2017-07-07
COST: Costco Wholesale - Blocking & Tackling . . . Mic Drop = June Core SSS +6.5% COST 2017-07-05
The Weekend Warrior (6/29/2017) - Where The Streets Have No Name JCP, TGT, KSS, WFM, WSM, DG, DLTR, M, MDRX, WMT, UNFI, COST, FIVE, W, AMZN, JWN, PIR 2017-06-29

Contact us here for help accessing content or arranging a relationship with our firm.