Chuck Grom, CFA, CPA
Senior Analyst, Retail

Keyword

Tickers

Clear search
⬤
GLP-1 Survey & Retail Sector Impact - “Potential”...
GLP-1 Survey & Retail Sector Impact - “Potential” Medium-Term Risk to Retailers with Above-Averag...
10-13-2023
⬤
DG: Dollar General - Back to the Future . . . In Todd...
DG: Dollar General - Back to the Future . . . In Todd Vasos We Trust; Upgrade to Buy-Rated with 6...
10-12-2023
⬤
M: Macy's - The Game Still Sounds Tough . . . But...
M: Macy's - The Game Still Sounds Tough . . . But The Player Continues to Do the Little Things R...
10-10-2023
⬤
September 2023 Macro Survey (#76) - Sentiment Improves...
September 2023 Macro Survey (#76) - Sentiment Improves Modestly but Consumer Remains Cautious as ...
10-9-2023
⬤
COST: Costco Wholesale - September Core SSS +3.7% Led...
COST: Costco Wholesale - September Core SSS +3.7% Led by Strong Traffic + Int’l; 5 Key Takes Post...
10-4-2023
⬤
COST: Costco Wholesale - September SSS Pre-Game =...
COST: Costco Wholesale - September SSS Pre-Game = Lowering Core SSS to +2.5% as Traffic Moderates...
10-3-2023
⬤
DG: Dollar General - HQ Visit Reveals Some Answers To...
DG: Dollar General - HQ Visit Reveals Some Answers To Our Questions, But Still Too Early To Commi...
10-2-2023
⬤
August PCE Results - Discretionary Spend Slows in...
August PCE Results - Discretionary Spend Slows in August on 4-Yr. Geo-Stack, Savings Rate Decline...
9-29-2023
⬤
3Q23 Home Improvement Survey (#25) - Puts & Takes =...
3Q23 Home Improvement Survey (#25) - Puts & Takes = Home Purchase & Remodel Intent Improve, But R...
9-28-2023
⬤
September Retail Footfall Update - MTD 4-Yr Traffic...
September Retail Footfall Update - MTD 4-Yr Traffic Slows to New Low: Mounting Headwinds (Gas Pri...
9-27-2023
⬤
COST: Costco Wholesale - Solid 4Q Print from Issaquah;...
COST: Costco Wholesale - Solid 4Q Print from Issaquah; Stay Buy-Rated with $620 Price Target
9-26-2023
⬤
Weekend Warrior (9/22/23) - Supply Chain Friday Update...
Weekend Warrior (9/22/23) - Supply Chain Friday Update = 5 Indicators Reflect Moderating Supply C...
9-22-2023
⬤
WSM: Williams-Sonoma - CFO Meeting Notes = Near-Term...
WSM: Williams-Sonoma - CFO Meeting Notes = Near-Term Sounds Choppier . . . But Long-Term Sounds S...
9-21-2023
⬤
COST: Costco Wholesale - Reading the 4Q23 Print:...
COST: Costco Wholesale - Reading the 4Q23 Print: Maintaining EPS Estimate of $4.90; COST Maintain...
9-20-2023
⬤
August '23 Retail Sales Recap - Headline Beats as...
August '23 Retail Sales Recap - Headline Beats as Ex-Auto Growth Better on 4-Yr.: July Downward R...
9-14-2023
⬤
Mid-September Footfall Update - Warm Weather + Student...
Mid-September Footfall Update - Warm Weather + Student Loan Re-Payments = Double Whammy as Traffi...
9-13-2023
⬤
TSCO: Tractor Supply Company - Can’t Break Up Now . . ....
TSCO: Tractor Supply Company - Can’t Break Up Now . . . Several Positives from Nashville HQ Visit...
9-11-2023
⬤
Top 10 Fantasy Football/Retail 2Q Awards - Recipients...
Top 10 Fantasy Football/Retail 2Q Awards - Recipients Include = COST, WMT, WSM, TGT, JWN, OLLI, T...
9-8-2023
⬤
August 2023 Macro Survey - 75th Anniversary! Sentiment...
August 2023 Macro Survey - 75th Anniversary! Sentiment Index Drops Again as Discretionary Spend S...
9-7-2023
⬤
Low & Middle Market Pricing Study (#40) - Walmart’s...
Low & Middle Market Pricing Study (#40) - Walmart’s Price Advantage Widens . . . Gap vs. DG Well ...
9-6-2023

Contact us here for help accessing content or arranging a relationship with our firm.