Retail Research


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Title Tickers Date
Team Grom's Traffic Survey - March 2018: Mother Nature > Easter Bunny; Traffic Lighter Than Expected Both YOY and Relative To Recent Trend JCP, TGT, KSS, COST, DG, DLTR, M, WMT, FND, SFM, FIVE, LOW, W, WSM, PIR, JWN, HD, RH 2018-04-10
COST: Costco Wholesale - March SSS Pre-Game = We See Core SSS Up ~2.5%; Healthy Trends Excluding Drag From Easter Shift COST 2018-04-09
DLTR: Dollar Tree - Debt Refi ~3.4% Accretive To Our FY19 EPS Estimates = Quick Math + Details; Stay Buy Rated DLTR 2018-04-06
The Weekend Warrior (3/29/18) - In Focus: Prodco Traffic Index Shows Uptick + Easter Weather Update + Short Interest + Notes From Macy's Meeting + Wayfair SFM, JCP, TGT, KSS, WSM, DG, DLTR, M, WMT, FND, COST, FIVE, LOW, W, PIR, JWN, HD, RH 2018-03-29
AMZN/WFM Pricing Study + Data AMZN, SFM, WFM 2018-03-29
RH: Hard To Underwrite Friedman's Optimism In Today's Macro Backdrop, Stay Hold-Rated RH 2018-03-28
M: Macy's - Meeting with Macy's CFO Karen Hoguet + Woodbridge/Growth 50; There's Always Going To Be Chocolate and Vanilla Ice Cream M 2018-03-27
The Weekend Warrior (3/23/18) - In Focus: Shoptalk Recap + April Weather Outlook + Five Below 4Q Takes + Updated Look @ Key Housing Statistics GOOG, JCP, TGT, KSS, COST, DG, DLTR, M, WMT, FND, SFM, FIVE, LOW, W, WSM, PIR, JWN, HD, RH 2018-03-23
TGT: Target - Partnership > Merger: Quick Thought on Kroger Speculation; JV Could Benefit MSP For 2 Reasons KR, TGT, WMT 2018-03-23
FIVE: Five Below - Management Call Back Highlights; Raising PT to $80 = Stay Accumulate-Rated as "Set-Up" Changes Hands in Coming Months FIVE 2018-03-21
JWN: Nordstrom - No Deal . . . . So What's Next? With $1.1B of Cash + Adj. Debt-to-EBITDAR Ratio of 2.6x = ASR Could Be on Table, Math Sensitivity JWN 2018-03-21
Broadlines & Hardlines Retail - Shoptalk Key Note Highlights = Macy's & Target M, TGT 2018-03-19
Broadlines & Hardlines Retail - Incomparable Compares = Explaining The Calendar Shift in 2018 and Which Retailers it Impacts JCP, TGT, KSS, WSM, DG, DLTR, M, WMT, FND, SFM, FIVE, LOW, W, PIR, JWN, HD 2018-03-19
The Weekend Warrior (3/16/18) - Final Four Predictions: East = Villanova, Midwest = Seton Hall, South = Tennessee, West = Michigan SFM, JCP, TGT, KSS, WSM, DG, DLTR, M, WMT, FND, COST, FIVE, LOW, W, PIR, JWN, HD, RH 2018-03-16
Top 10 Retail Awards For 4Q18 EPS Season: March Madness Theme = Awards To COST, KSS, DLTR, M, TGT, HD, SFM, W, LOW, & WMT KSS, TGT, DLTR, M, WMT, COST, LOW, W, SFM, HD 2018-03-16
DG: Dollar General - Finally A Print With No Drama! Post 4Q Takes, Guide the Surprise - Math Pencils Out on Our Bridge, Raising EPS, Stay Accumulate-Rated DG 2018-03-15
WSM: Williams-Sonoma - Bear Case in Weak Hands, Upgrade To Hold, New Price Target Set @ $55 WSM 2018-03-14
February Retail Sales Wrap: February Slows A Touch (+4.1% YOY) Consistent w/Survey Work; Surprise Gains in Clothing, Sporting Goods Lead the Way SFM, JCP, TGT, KSS, WSM, DG, DLTR, M, WMT, FND, COST, FIVE, LOW, W, PIR, JWN, HD, RH 2018-03-14
Team Grom's Consumer Survey - February '18 - Early Post Tax Refund Results + Macro Backdrop Still Healthy + Costco vs. Amazon Observations SFM, JCP, TGT, KSS, WSM, DG, DLTR, M, WMT, FND, COST, FIVE, LOW, W, AMZN, JWN, PIR, HD, RH 2018-03-13
Low + Middle Market Pricing Study - February 2018 - Family Dollar Invests More in Price + Target Gains Ground on Wal-Mart + Promo Tracker Suggests Benign Pricing Backdrop TGT, DG, DLTR, WMT, KR, AMZN 2018-03-12

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