| Broadline & Hardline Retail - Burlington (+/-) & Dollar Tree (++) . . . Initial Reactions Post 3Q20 Prints
|
|
Grom, CFA, CPA, Chuck |
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
|
|
Grom, CFA, CPA, Chuck |
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 |
Grom, CFA, CPA, Chuck |
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
|
|
Grom, CFA, CPA, Chuck |
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 |
Grom, CFA, CPA, Chuck |
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 |
Grom, CFA, CPA, Chuck |
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 |
Grom, CFA, CPA, Chuck |
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 |
Grom, CFA, CPA, Chuck |
2020-11-19 |
6 |
| Broadline & Hardline Retail - BJ’s (+) & Macy’s (-) . . . Initial Reactions Post 3Q20 Prints
|
|
Grom, CFA, CPA, Chuck |
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 |
Grom, CFA, CPA, Chuck |
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 |
Grom, CFA, CPA, Chuck |
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 |
Grom, CFA, CPA, Chuck |
2020-11-18 |
6 |
| Broadline & Hardline Retail - Target (++) & Lowe’s (=) . . . Initial Reactions Post 3Q20 Prints
|
|
Grom, CFA, CPA, Chuck |
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 |
Grom, CFA, CPA, Chuck |
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 |
Grom, CFA, CPA, Chuck |
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 |
Grom, CFA, CPA, Chuck |
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
|
|
Grom, CFA, CPA, Chuck |
2020-11-17 |
4 |
| Broadline & Hardline Retail - Walmart (++), Home Depot (+), & Kohl’s (+/-) . . . Initial Reactions Post 3Q20 Prints
|
|
Grom, CFA, CPA, Chuck |
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 |
Grom, CFA, CPA, Chuck |
2020-11-16 |
5 |
| HD: Home Depot - Coming Full Circle - HD Supply Deal Looks ~3.0% Accretive, Quick Thoughts
|
HD |
Grom, CFA, CPA, Chuck |
2020-11-16 |
4 |