Retail Research


Display

Title Tickers Date Pages
Broadlines & Hardlines Retail - EPS Recaps: Wayfair and Sprouts = Key Takes + Model Updates 2018-08-02 7
W: Wayfair - Reading the 2Q Print: Expecting A Great Quarter From Boston . . . But Will It Be Good Enough? W 2018-07-27 5
SFM: Sprouts Farmers Markets - Reading the 2Q Print: Card Data + Alpha Hat Traffic Point to Soft Finish to Quarter . . . But Concerns Seem Well Advertised SFM 2018-07-27 5
FND: Floor & Decor Holdings - Reading the 2Q Print: Sentiment Mixed, Which Is A Good Thing; Survey Work Shows Home Improvement Space on Firm Ground FND 2018-07-27 5
Broadlines & Hardlines Retail - Key Takes From Weather Call With WTI’s Captain Kirk; Bullish Set-Up Bodes Well For Retail, Particularly Kohl’s, Target, Macy’s 2018-07-26 4
TSCO: Tractor Supply Company - Solid 2Q From the TSCO; Raising Estimates & PT to $87; Stay Accumulate-Rated TSCO 2018-07-26 5
Shades of Grey Portfolio = July 2018 - Downgrading = WMT, BJ, COST, FIVE, & W; Upgrading = TGT; Sticking with Barbell . . . But Staying Prudent Given Big Moves 2018-07-25
Home Depot + Lowe’s - Data Science Work + CC Data + 2Q Home Improvement Survey = Raising 2Q SSS for HD // Lowering 2Q SSS for LOW; Stay Constructive 2018-07-25 12
Weekend Warrior (7/20) - In Focus: Alpha Hat (KSS/AMZN) + DG/FDO Price Gap Widens + China Tariffs + Housing Update + Beige Book Tourism + Retail Sale Recap 2018-07-20
TSCO: Tractor Supply Company - Raising 2Q SSS Estimate to 4.0% As Card Data Looks Firm; Expecting 2Q Beat + FY18 Guide Up = Stay Accumulate-Rated/$86 PT TSCO 2018-07-18 5
Low + Middle Market Pricing Study - June 2018 - The General in Charge @ Low-End . . . While Family Dollar Falls Further Back; Wal-Mart Expand Middle Market Lead 2018-07-17 7
June Retail Sales Wrap - May Steals From June As Stack Deceleration is Noteworthy; Overall Sales Remain on Firm Ground 2018-07-16 4
Weekend Warrior – Friday the 13th Edition (7/13) - In Focus: COST SSS Recap + CPI/PPI + BJ + TSCO + 1H18 Survey Highlights + LOW Management Changes 2018-07-13 11
June ’18 Macro Survey Results - Consumer Remains Positively Postured . . . But Some Negatives on The Horizon That Bear Monitoring 2018-07-12 11
COST: Costco Wholesale - Goalllllll!!! For Issaquah in June = 6.9% Core SSS Against Stiffest Compare Till November; Stay Buy-Rated COST 2018-07-11 4
JWN: Nordstrom - 2022 Margin Guide Looks Conservative in Isolation... But Out Year SSS View of 3-4% Does Not; 5 Key Takeaways from LA; AD Part II JWN 2018-07-11 9
JWN: Nordstrom - Analyst Day Part I - LT Guide A Touch Back-End Weighted, Implies EPS of ~$5.00 By 2022 JWN 2018-07-10 5
RH: RH - Updating Model Post New Convert Transaction; Staying Patient Given Massive Move In Stock YTD RH 2018-07-10 5
COST: Costco Wholesale - June SSS Pre-Game = We See Core SSS of 4.0%; Tougher Compare + 7 Fewer MVM Days YOY COST 2018-07-09 5
Home Improvement Pricing Study – June 2018 - Initial Home Improvement Pricing Study = HD Prices Slightly Below LOW . . . and Both Meaningfully Below AMZN 2018-06-29 4

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