Retail Research


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Title Tickers Date Pages
Broadline & Hardline Retail - Burlington (+/-) & Dollar Tree (++) . . . Initial Reactions Post 3Q20 Prints 2020-11-24 6
Data Update: Web Traffic (11/23) - Big Uptick for Most Names in Most Recent Week; Williams Sonoma’s Strong Pace Continues + Upside to Wayfair Direct Revenue Targets 2020-11-23 3
BJ: BJ's Wholesale Club, Inc. - Clearing the Air On Membership & Latest November (Through 11/21) Footfall + Basket Data Signal Acceleration From October Levels BJ 2020-11-23 3
November 2020 Macro Survey (#43) - GHRA Sentiment Index Falls To 68.1 vs. 4 Year Avg. of 91.8; Costco Trip Frequency Moves Higher + Home Improve Spend Still Elevated 2020-11-23 10
WSM: Williams-Sonoma - Impressive Print From The West Coast as the Short Case Takes Another Blow, Post CFO C/B Notes –Raising Ests Materially, PT to $120 WSM 2020-11-19 6
ROST: Ross Stores, Inc. - In Barbara We Trust, Post 3Q20 Thoughts . . . Stay Buy-Rated with an Eye on '21/'22 Recovery ROST 2020-11-19 6
M: Macy's - Not Your Father’s Macy’s Anymore; CFO C/B Notes & Post 3Q Review . . . Stay Hold-Rated with $10 Price Target M 2020-11-19 6
BJ: BJ's Wholesale Club, Inc. - TE1 on “Team Compound” . . . Consistency is Travis Kelce Like; Post CFO C/B Notes, Buyer on Today’s Pullback BJ 2020-11-19 6
Broadline & Hardline Retail - BJ’s (+) & Macy’s (-) . . . Initial Reactions Post 3Q20 Prints 2020-11-19 6
LOW: Lowe's - No Flow Bro? EBIT FT Softer in 3Q & 4Q Guide . . . But LOW Needs to “Pay-to-Play” vs. HD; Post 3Q Thoughts & Mgmt. Callback Notes LOW 2020-11-18 6
TJX: TJX Companies Inc - Seeing the Forest Through the Trees; Post 3Q Thoughts, Raising Estimates and PT to $76, Team Comeback Side of the ’21 Barbell TJX 2020-11-18 6
TGT: Target - QB1 on Team “Compound” Puts Up P. Mahomes Type Numbers . . . Boosting Estimates & Price Target to $200; TGT Remains Top Pick TGT 2020-11-18 6
Broadline & Hardline Retail - Target (++) & Lowe’s (=) . . . Initial Reactions Post 3Q20 Prints 2020-11-18 6
KSS: Kohl's - Vaccine Tailwinds + Activist Presence + Solid Turnaround Game Plan + High SI = Move to Hold-Rated Post C/B With Mgmt., New $28 PT KSS 2020-11-17 6
HD: Home Depot - A Retailer That Could Hit our 2022 EPS Estimate in 2021 . . . Stay Buy-Rated Post 3Q Print – Callback Notes + Raising Estimates HD 2020-11-17 6
WMT: Walmart - Raising Estimates & PT to $160; Callback Notes, Lateral to BJ's (+), & 4 Reasons to Buy the Pullback . . . Stay Accumulate-Rated WMT 2020-11-17 7
October ’20 Retail Sales Recap - Core +4.7% YoY...Home Improvement, Food & Beverages, and Online Continue to be Strongest Gainers…Clothing/Dept. Stores Lag 2020-11-17 4
Broadline & Hardline Retail - Walmart (++), Home Depot (+), & Kohl’s (+/-) . . . Initial Reactions Post 3Q20 Prints 2020-11-17 7
COST: Costco Wholesale - What’s 1,301 Days Between Friends . . . Patience Remains A Virtue with Buy-Rated COST Announcing a $10 Special Dividend COST 2020-11-16 5
HD: Home Depot - Coming Full Circle - HD Supply Deal Looks ~3.0% Accretive, Quick Thoughts HD 2020-11-16 4

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