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Title Tickers Date
Team Grom's Consumer Survey - November 2017 - Part II: Online Survey = Wal-Mart Grades Well on BOPUS & Online Grocery Delivery; Amazon Remains Top Dog vs. Digital Players JCP, TGT, KSS, COST, DG, DLTR, M, WMT, SFM, FIVE, LOW, W, WSM, AMZN, JWN, PIR, HD, RH 2017-12-19
FIVE: Five Below - The Good (4Q Comps Very Strong) + The Bad (Insider Selling Most in 3 Years) = Mid-Quarter Update . . . Raising 4Q SSS to 6.0%, PT Stays @ $63 FIVE 2017-12-19
W: Wayfair - CFO Meeting Notes + Improving Trends from Credit Card File = Raising 4Q Direct Revenue Target & Price Target to $95, Stay Buy W 2017-12-15
Low + Middle Market Pricing Study - November 2017 - The 'Loop is Back; Wal-Mart Gets Aggressive . . . Across the Board = Lead Dollar Stores by ~3.5% + Middle Market Peers by ~9.3% TGT, DG, DLTR, WMT, KR, AMZN 2017-12-15
COST: Costco Wholesale . . . And There Goes the Bear Case; Digital Efforts Next Pillar For Traffic COST 2017-12-14
November Retail Sales Wrap - 6.4% Rise YOY; Winners = Furniture, CE, Apparel, & Dept. Stores Relative to 3-Month Trend; Digital + Home Improvement Once Again Robust PIR, JCP, TGT, KSS, COST, DG, DLTR, M, WMT, SFM, FIVE, W, WSM, AMZN, JWN, FLS, HD, RH 2017-12-14
PIR: Pier 1 Imports - Downgrading To Sell with $3.50 PT; It's the Player . . . and the Game PIR 2017-12-13
TGT: Target - Getting Closer To the Bullseye with the Shipt Acquisition; Quick Take Post Management Call TGT 2017-12-13
HD: Home Depot - I Got the Need . . . the Need for Speed = 7 Analyst Day Takeaways - Adjusting EPS Estimates, Raising Price Target to $195 LOW, HD 2017-12-11
Broadlines & Hardlines Retail - Raising Estimates & Price Targets for Costco, Kohl's, and Sprouts - All Three Remain Accumulate-Rated . . . & Should Grind Higher Into Year-End COST, SFM, KSS 2017-12-08
Team Grom's Consumer Survey - November 2017 - Part I: Job Growth = Strong Consumer Spending; November Traffic Surges . . . Led By 7 More Discretionary Categories JCP, TGT, KSS, COST, DG, DLTR, M, WMT, SFM, FIVE, LOW, W, WSM, PIR, JWN, HD, RH 2017-12-08
DG: Dollar General - Once They Banned Imagine; Solid 3Q Out of the 37072 = Raising Price Target To $102, Stay Accumulate-Rated DG 2017-12-07
HD: Home Depot - 2020 Guidance Implies ~$10 EPS Power; Offensive "Investing" > Defensive Investing; Analyst Day Preview HD 2017-12-06
Broadlines & Hardlines Retail - Bark > Bite (Again) = Amazon-WFM Pricing Study; Basket RISES 1.0%; Monitoring Prime Integration + List Price Adjustments TGT, WFM, COST, DG, DLTR, WMT, SFM, AMZN 2017-12-05
DG: Dollar General - Bull > Bear Case Review; Raising Estimates & PT to $100 . . . We See A Return to Low Double-Digit EPS Algo Through 2020 DG 2017-12-04
Dallas Holiday Field Trip: AMZN/WFM + TGT + JWN + JCP + DLTR/FDO AMZN, JCP, DLTR, TGT, JWN 2017-12-04
HD: Home Depot - Analyst Day Pre-Game: We See EPS Power of $10+ by 2020; Strong Team + Great Division = Phenomenal Combination, Stay Buy-Rated HD 2017-12-01
FIVE: Five Below - Challenging Narrative > Great Fundamentals; Downgrade to Hold from Accumulate, Price Target to $63 FIVE 2017-12-01
COST: Costco Wholesale - Santa Comes Early To Issaquah; November Core SSS Rise 8.0% COST 2017-11-29
W: Wayfair - Holiday Update = 53% DR Growth on Top of 52% LY; Repeat Orders Grow 500 bps YOY, Impressive Stats . . . Stay Buy Rated w/$81 PT W 2017-11-29

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