Retail Research


Display

Title Tickers Date Pages
The Weekend Warrior (5/25/2018) - In Focus: KSS/AMZN Update, 1Q Department Store Scorecard, Gas vs. Consumer Spending, M EPS Recap, XLP Multiple Update, & FND 2018-05-25 11
WSM: Williams-Sonoma - Accelerating Comps At Legacy Brands; Quick Take/Quality Review Post 1Q Print WSM 2018-05-23 5
Lowe’s + Target + JCPenney - Model/Estimate Update: Raising EPS/PT for LOW + Lowering EPS/PT for TGT & JCP 2018-05-23 6
TGT: Target - Mixed Bag Out Of Minneapolis, Quick Take/Quality Review Post 1Q Print TGT 2018-05-23 4
LOW: Lowe's - Soft Comp . . . As Expected; Quick Take/Quality Review Post 1Q Print LOW 2018-05-23 4
KSS: Kohl's - Oh Shift!! Why 1Q SSS Was Better on the Core . . . Raising Estimates & PT to $77, Post Call Notes KSS 2018-05-22 5
Lowe’s and JCPenney CEO Update - Marvin Ellison Going From Cowboys Country to Panthers Country – Does This Benefit Both Retailers? Dreiling Chairman @ LOW = +++ 2018-05-22 3
KSS: Kohl's - 3.6% SSS Clears Bar + GPM/Inventory Complexion Looks Great + FY18 Guidance Raised . . . But Appears Conservative, 1Q Quick Take KSS 2018-05-22 4
JWN: Nordstrom - 1Q SSS Misses "Bar" . . . But Long-Term EBIT Margin Set-Up Is "Potentially" Intriguing; Stay Sidelined For Now JWN 2018-05-17 5
JCP: J.C. Penney - When It Rains . . . It Pours; Quick Take Post 1Q Print; Estimates Under Review Pending 8-K JCP 2018-05-17 5
WMT: Wal-Mart - Downgrading to Accumulate-Rated from Buy-Rated on EPS Dilution From Flipkart + Less Robust Traffic Trends; 1Q Review WMT 2018-05-17 7
Macy’s + Home Depot - Model Clean-Up: Raising EPS Estimates & Price Targets = M (from $36 to $40) + HD (from $217 to $218) 2018-05-16 5
M: Macy's - Island Life; Strong 1Q Comp + Clean Inventory Position + 5.6% FY18 Guide Raise = Stay Buy-Rated w/$36 PT M 2018-05-16 3
M: Macy's - Friends & Family Traffic up ~7.7% YOY; Strong Finish with Store Frequency up 1.3% in 1Q18, Alpha Hat Series M 2018-05-15 4
April Retail Sales Wrap - Retail Sales Increase 3.8% YOY = Generally Softer as Expected . . . But Combined “MAPRIL” Period A Touch Above 12-Month Averages 2018-05-15 4
HD: Home Depot - 4.2% SSS > Latest Bar; Trend Line Good ( Look Forward; Initial 1Q Thoughts HD 2018-05-15 4
Low + Middle Market Pricing Study - April 2018 - DG/FDO Appear To Be Investing More In Price @ Low-End . . . While Wal-Mart Maintains Lead Over TGT/KR/AMZN Fresh/Regionals 2018-05-11 5
COST: Costco Wholesale - April Core SSS Rise ~7.4% vs. Our 7.3% Model; God's Plan COST 2018-05-09 3
WMT: Wal-Mart - We Like This Deal . . . Team Continues To Look Ahead . . . Not Behind; Flipkart Deal Quick Thoughts WMT 2018-05-09 4
COST: Costco Wholesale - Where Do Customers Go After a Sam’s Club Closes? 9% Capture Rate by Costco Based on GPS Geolocation Data; Alpha Hat Series COST 2018-05-09 6

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