Chuck Grom, CFA, CPA
Senior Analyst, Retail

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Mid-May Traffic Update - Footfall Slows from...
Mid-May Traffic Update - Footfall Slows from Easter/April, But Remains > 1Q25; Winners = OPRs, CO...
5-20-2025
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Home Depot - Stay Hold Rated Post 1Q Print = ‘25 SSS...
Home Depot - Stay Hold Rated Post 1Q Print = ‘25 SSS Guide Not Bulletproof (Weather + Stacks) Whi...
5-20-2025
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Footfall Update For Retail Week #2 Prints - MTD Traffic...
Footfall Update For Retail Week #2 Prints - MTD Traffic Updates Ahead of 1Q25 EPS: OPR’s TJX & RO...
5-19-2025
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1Q25 Off-Price/Department Store EPS Pre-Game - With...
1Q25 Off-Price/Department Store EPS Pre-Game - With Inventory Availability Concerns Now Alleviate...
5-16-2025
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Sporting Goods Retail - Lowering DKS To Reduce-Rated...
Sporting Goods Retail - Lowering DKS To Reduce-Rated and FL to Hold-Rated Post Merger News; Horiz...
5-15-2025
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Walmart - Buyers of Bentonville Post 1Q Solid Print;...
Walmart - Buyers of Bentonville Post 1Q Solid Print; Laterals, RIM Accounting Take, & Management ...
5-15-2025
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April '25 Retail Sales Recap - April > March...
April '25 Retail Sales Recap - April > March > Feb, As Expected; Strength in Furniture, Home Impr...
5-15-2025
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Dick's Sporting Goods, Inc. - 4 Reasons Why We...
Dick's Sporting Goods, Inc. - 4 Reasons Why We Question a Pittsburgh/NYC Marriage – Quick Take Po...
5-14-2025
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Five Below - Model, Thesis & Traffic Update Post 1Q...
Five Below - Model, Thesis & Traffic Update Post 1Q Pre & + Tariff Reset; Moving EPS to $5.15/$5....
5-14-2025
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Dollar General - 1Q25 Store Manager Survey: Modestly...
Dollar General - 1Q25 Store Manager Survey: Modestly Raising SSS/EPS on NT Reads . . . But Stayin...
5-13-2025
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Discount Stores & Warehouse Clubs - Reading the...
Discount Stores & Warehouse Clubs - Reading the 1Q25 Prints = Remain Buy-Rated on WMT, BJ, & COST...
5-12-2025
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Tax Filing Statistics (5/2/2025) - Tax Return Season...
Tax Filing Statistics (5/2/2025) - Tax Return Season Wraps Up with Total Refund Dollars a Low-Sin...
5-9-2025
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1Q25 Off-Price Retail (OPR) Store Manager Survey -...
1Q25 Off-Price Retail (OPR) Store Manager Survey - Maintaining SSS/EPS Estimates at TJX & ROST In...
5-9-2025
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1Q25 Home Improvement Data Science -...
1Q25 Home Improvement Data Science - Traffic/Macro/Supplier 3-Factor Model Update; Lowering HD/LO...
5-8-2025
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Costco Wholesale - No News Is Good News; Another...
Costco Wholesale - No News Is Good News; Another Monthly SSS Beat (+6.7% Core, +8.5% Adjusted) of...
5-7-2025
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1Q25 Traffic Recap - April Wraps Up with Solid...
1Q25 Traffic Recap - April Wraps Up with Solid Follow-Through in Week #13; Monthly Winners = WMT,...
5-6-2025
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Costco Wholesale - April SSS Pre-Game: Modeling 5.8%...
Costco Wholesale - April SSS Pre-Game: Modeling 5.8% Core Comp; Drop in Fuel Prices Leads to Stro...
5-6-2025
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Floor & Decor Holdings - When > If Debate Stays...
Floor & Decor Holdings - When > If Debate Stays in a Holding Pattern . . . but Cost Controls & Di...
5-2-2025
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Five Below - Back to the Future in the Streets of...
Five Below - Back to the Future in the Streets of Philadelphia; Positive 1Q Update Suggests Mater...
5-2-2025
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Tax Filing Statistics (4/25/2025) - Spread Narrows as...
Tax Filing Statistics (4/25/2025) - Spread Narrows as Refund Dollars Moderate Closer to 2024 Leve...
5-2-2025

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