Retail Research


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Title Tickers Date Pages
LOW: Lowe's - Got What I Got . . . Post 2Q Notes & Management Call Back Takes= Raising Estimates ATB and Boosting Price Target to $190, Stay Buy LOW 2020-08-19 6
TGT: Target - Party Wave, Post 2Q Notes . . . Raising Estimates Across the Board – Staying Buy-Rated with Price Target Moving to $170 TGT 2020-08-19 6
TGT & LOW - Don't Use Yesterday's Playbook Today . . . Quick Thoughts on Monster Beats from Minneapolis & Charlotte – Stay Buy-Rated 2020-08-19 5
KSS: Kohl's - Downgrading to Underperform: Lack of Traffic Recovery Today Suggests Lack of Traffic Recovery Tomorrow . . . Price Target to $14 KSS 2020-08-18 7
HD: Home Depot - The Year of The Backyard Continues . . . Raising Estimates Across the Board, Looking to ’21 for Inflection in EBIT FT; PT to $310 HD 2020-08-18 6
WMT: Walmart - To Whom Much is Given . . . Much is Expected; Post 2Q Notes, Management Call Back Takes, & Lateral to BJ’s (+), Raising PT to $145 WMT 2020-08-18 6
July '20 Retail Sales Recap: July Core Sales +3.0% YOY ... June Revised to +1.7% = Digital, Sporting Goods, Grocery, & HI Lead the Gains, Apparel Lags 2020-08-14 4
Home Improvement 2Q Data Science - 8 Feeds with New Geolocation Data; 2Q Strong + August Start > July; Raising Home Depot to Accumulate // Lowe's Stays Buy-Rated LOW, HD 2020-08-12 15
Broadline Retailing State of the Union - Wave 2 EPS Preview & BTS Survey; Top Idea is Buy-Rated Target . . . Favor Off-Price > Department Stores 2020-08-11 31
COST: Costco Wholesale - The Beat Goes On; July Core SSS +15.8%, Laterals & Management Takes, Stay Buy-Rated COST 2020-08-05 4
W: Wayfair - Walking Its Talk . . . Sales Stay Strong While EBITDA Inflects in 2Q20; Stay Buy-Rated, Raising Price Target to $330 W 2020-08-05 6
COST: Costco Wholesale - July SSS Pre-Game = Increasing Core SSS View To 9.0% From 6.0% As Traffic Trends Continue to Improve COST 2020-08-03 6
Tracking the Consumer & COVID-19 (Week #21) - Channeling Our Inner Led Zeppelin as The Song Remains the Same... Home Is Where It’s At As Aversion Fears Stay Elevated; 8 Takes 2020-08-02 12
W: Wayfair - Reading the 2Q Print = Raising 3Q/4Q DR Growth to ~45% and Bumping Price Target to $300, Staying Long As “Mo” Gains Steam W 2020-07-31 6
FND: Floor & Decor Holdings - Bull Case > Bear Case for Certain . . . But Sticking with LOW, WSM, W, & TSCO in Backyard Foursome for Now; Post 2Q Takes, PT= $60 FND 2020-07-30 5
Fall 2020 Weather Outlook Call - Road Ahead Looks Rough For Apparel Space . . . While Home Improvement Tailwinds Will Likely Get Stronger; 5 Key Takes 2020-07-30 5
SFM: Sprouts Farmers Markets - Staying Long Phoenix . . . Raising EPS/SSS Estimates & Price Target to $32; CEO & CFO Call Back Notes SFM 2020-07-29 6
July 2020 Macro Survey (#39) - GHRA Sentiment Index Retreats to Near Early Covid Low’s; Initial Feedback on Walmart+ Not What Bentonville Wants to See 2020-07-28 8
FND: Floor & Decor Holdings - Reading the 2Q Print: Too Big A Move To Be Chasing . . . But We Certainly Wouldn’t Be Short – Raising Estimates & PT to $60 FND 2020-07-27 5
BJ: BJ's Wholesale Club, Inc. - Doubling Down = Key Themes, Field Work, IR Call Highlights, Gas Margin Update, & Web Traffic Details; Increasing PT to $48 BJ 2020-07-24 7

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