Retail Research


Display

Title Tickers Date
JCP: J.C. Penney - 3Q No Worse Than Feared . . . Still Difficult to Underwrite Comp Recovery in 2020 JCP 2019-11-15
October ’19 Retail Sales Recap - Strong Uptick Sequentially on the Stacks Across the Board 2019-11-15
TSCO: Tractor Supply Company - Catchin’ Deers . . . HQ Trip Notes; Stay Buy-Rated w/$120 Price Target TSCO 2019-11-15
WMT: Walmart - Still Bindering . . . Solid 3Q Print From Bentonville; Stay Buy-Rated/ $135 PT WMT 2019-11-14
Broadlines & Hardlines Retail 3Q Preview - The Barbell is Back = Tier 1 (WMT, TGT, COST, DG, FIVE, HD) + Tier 2 (BJ, DLTR, KSS, WSM, FND, HOME) 2019-11-12
Home Improvement Data Science Update (3Q19) - SSS Preview: HD (+4.8%) + LOW (+2.5%) . . . No Change in Preference = Atlanta > Charlotte 2019-11-08
COST: Costco Wholesale - No Special Dividend (Yet) . . . But A Pretty Special October With a 6.3% Core SSS COST 2019-11-06
KSS: Kohl's - Slicing the Alpha-Hat Data = Healthy Increases in Traffic & New Customers Since the National Rollout of Amazon Returns in July KSS 2019-11-06
COST: Costco Wholesale - October SSS Pre-Game: We See a 5.5% Core Comp . . . Could We Get the Special Dividend News? COST 2019-11-05
SFM: Sprouts Farmers Markets - ICYMI: New 10% Holiday Promo Seems Perplexing Amidst Change Back to EDLP Roots SFM 2019-11-05
FIVE: Five Below - Takes From the Field; Price Increases + Frozen II Merch Check Out; Reiterate Buy Rating with $145 Price Target FIVE 2019-11-04
FND: Floor & Decor Holdings - “Grabbing Victory from The Jaws Of Defeat” . . . Buy The Pullback = Post 3Q Notes FND 2019-11-01
W: Wayfair - Is Something Going On With the Consumer? Downgrading to Hold as Sales Drop and Pathway to Improved EBITDA Gets Cloudier W 2019-10-31
SFM: Sprouts Farmers Markets - Fading the Rally = Doing The Right Things . . . But Margins + EPS Still Exposed; Stay Reduce-Rated SFM 2019-10-30
FND: Floor & Decor Holdings - Reading the 3Q Print: Good Model + Great Retail Vertical = Remaining Positively Postured Ahead of the Event FND 2019-10-25
TSCO: Tractor Supply Company - Talladega = Post 3Q Takes Following Another Solid Print from the Nash TSCO 2019-10-24
WMT: Walmart - Boosting SSS + EPS Following Upbeat Meeting with Marc Lore in Hoboken, Stay Buy-Rated with new $135 Price Target WMT 2019-10-23
JWN: Nordstrom - Takes From NYSE A-Day = Glad We Covered But LT Rack/Full Line Concerns Remain; KSS > JWN + M + JCP JWN 2019-10-22
TSCO: Tractor Supply Company - Reading The 3Q Print: When Fear Creates Opportunity . . . Remain Buyers Ahead of Event with Concerns Well Advertised TSCO 2019-10-18
September 2019 Macro Survey - Introducing GHRA Consumer Macro Sentiment Index (CMSI) – Latest Reading at 109.5 – Up Slightly Sequentially, But Big Pick-Up YOY 2019-10-17

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