Retail Research


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Title Tickers Date Pages
WSM: Williams-Sonoma - California Dreaming? No Way . . . Great Print From WSM, Raising Estimates, Price Target to $64 WSM 2018-08-22 6
Broadlines & Hardlines Retail - Model Updates: Target (Accumulate), Lowe’s (Accumulate), & Wal-Mart (Hold) 2018-08-22 7
Target & Lowe’s - Initial Takeaways + Quality Reviews + Stock Action Thoughts = Remain Accumulate-Rated on Both Names 2018-08-22 5
KSS: Kohl's - Checking Boxes as Print Lends More Credibility to Story = Raising EPS > Street; Price Target Higher to $86, Stay Accumulate-Rated KSS 2018-08-21 5
TGT: Target - Reading The Print: Bar Up a Notch Post Better Results from Wal-Mart . . . But We Think Minneapolis Will Rise Up TGT 2018-08-20 5
KSS: Kohl's - Reading the Print: Bar Down A Notch Post Softer Results From Peers, Stay Accumulate-Rated Into Print with $81 Price Target KSS 2018-08-20 5
JWN: Nordstrom - Solid Execution From Seattle In 2Q Helped by Anniversary Sale. . . Stay Hold + PT to $55 JWN 2018-08-16 6
WMT: Wal-Mart - Bindering . . . Hats Off To Team Following Very Strong 2Q Print – Adjusting Estimates Higher . . . Price Target to $99 WMT 2018-08-16 7
JCP: J.C. Penney - Somewhere With You; Strategy + Direction Remain in Flux = Significantly Lowering Estimates + Price Target to $1.25 JCP 2018-08-16 6
Model Update - Post 2Q18 Model Update: Home Depot + Macy’s = Buyer on Weakness As Cooler Heads Prevail 2018-08-15 5
KSS: Kohl's - IN CASE YOU MISSED IT --> Expanding Amazon Return Pilot Into Another 20+ Locations KSS 2018-08-15 4
July Retail Sales Wrap - Trends Healthy Overall . . . Total Retail Sales (Ex-Autos) Shows Acceleration In The 2-Year 2018-08-15 3
M: Macy's - American Kids: GPM/Inventory Complexion + FY18 SSS Raise = Quick 2Q Thoughts . . . Stay Buy Rated M 2018-08-15 4
JWN: Nordstrom - Reading The Print: Our Thoughts Ahead of 2Q EPS, Remain Hold-Rated As Valuation Seems Firm @ ~15x Forward EPS, Prefer M/KSS JWN 2018-08-14 5
JCP: J.C. Penney - Reading the Print: Our Thoughts Ahead of the 2Q Print . . . Stay Hold Rated Until New Captain is Appointed JCP 2018-08-14 5
WMT: Wal-Mart - Reading The Print: Good Quarter Expected Out of Bentonville, Stay Hold-Rated Largely On Valuation with Stock @ ~19x 2019 EPS WMT 2018-08-14 5
M: Macy's - Reading The Print: Guarded Sentiment + Reasonable Valuation + Macro/Micro SSS Drivers = Stay Buy-Rated Despite ~60% YTD Move M 2018-08-14
HD: Home Depot - No Shoes, No Shirt, No Problem: Strong 2Q Print out of the ATL = Mean Reversion Time . . . Similar to Costco in the Spring HD 2018-08-14 6
July Back-To-School Survey - BTS Outlook Solid At First Glance = ~80% Expect To Spend In-Line Or More vs 75% in ‘17: Early Winners = KSS, TGT, WMT, DLTR, & DG 2018-08-13 4
COST: Costco Wholesale - Summer Nights; SSS Rise 6.4% in July = Solid Print Despite Slowdown on Stacks // Management Call Back Notes COST 2018-08-08 4

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