Chuck Grom, CFA, CPA
Senior Analyst, Retail

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Casey's General Stores, Inc. - Fike Yeah! ...
Casey's General Stores, Inc. - Fike Yeah! Integration Clarity + Gas Business Inflection + Stable...
3-12-2025
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Casey's General Stores, Inc. - 3Q25 KPI Review =...
Casey's General Stores, Inc. - 3Q25 KPI Review = Mixed Bag Out of Des Moines, QTD & Margin Unpack...
3-11-2025
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Dick's Sporting Goods, Inc. - What Consumer...
Dick's Sporting Goods, Inc. - What Consumer Slowdown? Strong Across-The-Board Beat In 4Q24; FY25 ...
3-11-2025
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Kohl's - Déjà Vu to the Ron Johnson Era at...
Kohl's - Déjà Vu to the Ron Johnson Era at JCPenney; Stay Reduce-Rated on Menomonee Falls = Lower...
3-11-2025
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Tax Filing Statistics (2/28/2025) - Total Dollars...
Tax Filing Statistics (2/28/2025) - Total Dollars Elevated for Second Straight Week; Up 8.1% Thro...
3-7-2025
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The Weekend Warrior (3/7/25) - In Focus: February Foot...
The Weekend Warrior (3/7/25) - In Focus: February Foot Traffic, Weather Update, WMT/$ Store Price...
3-7-2025
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Wayfair - Workforce Reduction Takes = Proactive or...
Wayfair - Workforce Reduction Takes = Proactive or Reactive? CFO Callback Notes = Tone on Consume...
3-7-2025
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Costco Wholesale - MVM Personalization an Important...
Costco Wholesale - MVM Personalization an Important Development for Issaquah; 2Q Print Recap (-/+...
3-6-2025
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Macy's - Admittedly . . . A Reactionary Downgrade;...
Macy's - Admittedly . . . A Reactionary Downgrade; Move to Hold-Rated > Thesis Creep, Price Targe...
3-6-2025
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Burlington Stores, Inc. - South Jersey with Some Flex...
Burlington Stores, Inc. - South Jersey with Some Flex To Wrap up a Strong Holiday for the OPRs; 5...
3-6-2025
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BJ's Wholesale Club, Inc. - Takes from In da Club...
BJ's Wholesale Club, Inc. - Takes from In da Club with CEO Eddy & CFO Felice Post Strong 4Q . . ....
3-6-2025
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Foot Locker - 4Q24 Sales/Gross Margin Much Better Than...
Foot Locker - 4Q24 Sales/Gross Margin Much Better Than Feared; FY25 Guidance Below Street, But Ac...
3-5-2025
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February Traffic Wrap-Up - Goods News Alert = Week #4...
February Traffic Wrap-Up - Goods News Alert = Week #4 Sees Traffic Finally Move Higher; Winners =...
3-5-2025
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Ross Stores, Inc. - All the leaves are brown . . . and...
Ross Stores, Inc. - All the leaves are brown . . . and the sky is gray . . . is the time to be bu...
3-4-2025
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Target - Running Out the Clock, Post Investor Day + 4Q...
Target - Running Out the Clock, Post Investor Day + 4Q Thoughts = Remain Sidelined as Line of Sig...
3-4-2025
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Kohl's - History Suggests Dividend Cut Could Be in...
Kohl's - History Suggests Dividend Cut Could Be in the Cards = Current ~18% Yield Exposed, Stay R...
3-4-2025
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Traffic Update: TGT, ROST, M, BJ, BURL, COST - Club...
Traffic Update: TGT, ROST, M, BJ, BURL, COST - Club Stores Consistency Stands Out While Traffic R...
3-3-2025
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Costco Wholesale - February SSS Pre-Game: Modeling 7.0%...
Costco Wholesale - February SSS Pre-Game: Modeling 7.0% Core SSS, Data Checks Indicate Issaquah L...
3-3-2025
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February 2025 Macro Survey #92 - Consumer Sentiment...
February 2025 Macro Survey #92 - Consumer Sentiment Retreat Not Surprising & Likely Discounted; A...
3-3-2025
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Tax Filing Statistics (2/21/2025) - Total Dollars Up...
Tax Filing Statistics (2/21/2025) - Total Dollars Up 10% as Comparisons Normalize
2-28-2025

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