Retail Research


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Title Tickers Date
WMT: Wal-Mart - Analyst Day Take #1: 2018 Guidance Details Encouraging (Sales, SG&A Expense Leverage, E-Com, Buybacks) WMT 2017-10-10
The Weekend Warrior (10/6/2017) - Home Depot + Lowe's Initiation In Focus LOW, HD 2017-10-06
COST: Costco Wholesale- A Flag Has Been Raised . . . But We Think It's Yellow and Not Red; Post 4Q Thoughts, Reiterate Accumulate Rating + $177 Price Target COST 2017-10-05
WMT: Wal-Mart - Analyst Day Preview: 10 Questions for Management, Remain Buy-Rated WMT 2017-10-04
Call Today at 1:00pm EST - Home Depot (HD) & Lowe's (LOW): Initiation of Coverage LOW, HD 2017-10-03
LOW: Lowe's - Initiating Coverage with an Accumulate Rating & $88 Price Target LOW, HD 2017-10-02
HD: Home Depot - Initiating Coverage with a Buy Rating + $189 Price Target LOW, HD 2017-10-02
Broadlines & Hardlines Retail - 1 Month Later = After Initial Wave . . . No Signs of Incremental Price Investments At Whole/Amazon Foods TGT, WFM, COST, DG, DLTR, WMT, SFM, AMZN 2017-09-29
PIR: Pier 1 Imports - Tough Times Continue in Big D; Lowering EPS Below Guidance, PT Moves To $4 PIR 2017-09-27
The Weekend Warrior (9/22/2017) - The Jets at 0-2 We Expected . . . But The Giants 0-2? In Focus = Sept. Traffic, Better Redbook, DLTR, Gas Margins, NFIB, & '16 CE Review JCP, KSS, COST, DG, DLTR, M, WMT, SFM, FIVE, W, RH 2017-09-22
Costco Wholesale & Maveron Seattle Field Trip COST 2017-09-21
Kohl's Management Access - Headquarters Trip KSS 2017-09-19
Broadlines Retail - In Case You Missed It --> More Clicks & Bricks Collaboration = KSS + WMT KSS, DG, DLTR, M, WMT, JWN, AMZN 2017-09-19
The Weekend Warrior (9/15/2017): What If's: In Focus = Food CPI, Seasonality, Hard Discount Price Study, Comerica CA Index, & Productivity Gap Between FDO + DG JCP, TGT, KSS, COST, DG, DLTR, M, WMT, SFM, FIVE, W, WSM, PIR, JWN, RH 2017-09-15
August Retail Sales Recap: Headline Miss vs. Consensus . . . But Up 3.5% Year-Over-Year JCP, TGT, KSS, WSM, DG, DLTR, M, WMT, COST, FIVE, SFM, W, PIR, JWN, RH 2017-09-15
WSM: Williams-Sonoma - Notes From Brooklyn West Elm HQ Visit with CEO, CFO, & President of West Elm = Shares Remain Accumulate-Rated WSM 2017-09-14
JWN: Nordstrom - Downgrade to Hold from Accumulate: Where There's Smoke . . . There's Fire JWN 2017-09-13
Hard Discounters & Middle Market Price Study - New Hard Discount Survey = WMT 5.3% Higher + KR 31.0% Premium; Middle Market Study Suggests Tightening in Several Markets By Amazon Fresh KR, AMZN, TGT, WMT 2017-09-11
The Weekend Warrior (9/8/2017) - #FloridaStrong #HoustonStrong; In Focus = Retailer Exposure to Irma & Harvey, SNAP, Dept. Store 2Q Scorecard, Fall Weather, & W JCP, TGT, KSS, COST, DG, DLTR, M, WMT, SFM, FIVE, W, WSM, PIR, JWN, RH 2017-09-08
Broadlines Retail - Dollar Store Laterals - In Case You Missed It -> Lateral Reads From Dollarama + 99 Cents Only Stores = Positive for DG + DLTR DG, DLTR 2017-09-07

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