Retail Research


Title Tickers Date
Costco Wholesale & Maveron Seattle Field Trip COST 2017-09-21
Kohl's Management Access - Headquarters Trip KSS 2017-09-19
Broadlines Retail - In Case You Missed It --> More Clicks & Bricks Collaboration = KSS + WMT KSS, DG, DLTR, M, WMT, JWN, AMZN 2017-09-19
The Weekend Warrior (9/15/2017): What If's: In Focus = Food CPI, Seasonality, Hard Discount Price Study, Comerica CA Index, & Productivity Gap Between FDO + DG JCP, TGT, KSS, COST, DG, DLTR, M, WMT, SFM, FIVE, W, WSM, PIR, JWN, RH 2017-09-15
August Retail Sales Recap: Headline Miss vs. Consensus . . . But Up 3.5% Year-Over-Year JCP, TGT, KSS, WSM, DG, DLTR, M, WMT, COST, FIVE, SFM, W, PIR, JWN, RH 2017-09-15
WSM: Williams-Sonoma - Notes From Brooklyn West Elm HQ Visit with CEO, CFO, & President of West Elm = Shares Remain Accumulate-Rated WSM 2017-09-14
JWN: Nordstrom - Downgrade to Hold from Accumulate: Where There's Smoke . . . There's Fire JWN 2017-09-13
Hard Discounters & Middle Market Price Study - New Hard Discount Survey = WMT 5.3% Higher + KR 31.0% Premium; Middle Market Study Suggests Tightening in Several Markets By Amazon Fresh KR, AMZN, TGT, WMT 2017-09-11
The Weekend Warrior (9/8/2017) - #FloridaStrong #HoustonStrong; In Focus = Retailer Exposure to Irma & Harvey, SNAP, Dept. Store 2Q Scorecard, Fall Weather, & W JCP, TGT, KSS, COST, DG, DLTR, M, WMT, SFM, FIVE, W, WSM, PIR, JWN, RH 2017-09-08
Broadlines Retail - Dollar Store Laterals - In Case You Missed It -> Lateral Reads From Dollarama + 99 Cents Only Stores = Positive for DG + DLTR DG, DLTR 2017-09-07
RH - Against the Grain Strategy Paying Off; Raising Estimates & PT to $72 RH 2017-09-06
W: Wayfair - Upgrade to Buy from Accumulate; 3Q Direct Revenue Looks Significantly Ahead of Plan Per Quandl E-Mail Data = Boost Price Target to $89 W 2017-09-05
Broadlines & Hardlines Retail - 2Q17 EPS Season Top 10 Awards . . . Fantasy Football Rankings = Featuring: DLTR, W, WSM, WMT, TGT, COST, M, RH, WFM, & FIVE TGT, WFM, WSM, DLTR, M, WMT, COST, FIVE, W, RH 2017-09-05
DG: Dollar General - Solid 2Q Print . . . But Not Flawless; Stay Accumulate Rated with $80 Price DG 2017-08-31
COST: Costco Wholesale - Like Two Ships Passing In The Night; Core SSS Strong - Rising 5.9% in August = Reiterate Accumulate Rating with $177 Price Target COST 2017-08-30
FIVE: Five Below - Sorry, Not Sorry! If Only The Eagles Could Step Up . . . Like This Team From Philly; Raising EPS Estimates & PT to $59, Stay Accumulate FIVE 2017-08-30
Team Gromey's Consumer Survey - July 2017 - Part III: Health of the Consumer + Macro Outlook JCP, TGT, KSS, WSM, DG, DLTR, M, WMT, COST, FIVE, LOW, W, PIR, JWN, RH 2017-08-30
Broadlines Retailing - Bark > Bite? Princeton Price Study Shows Only 1.2% Week-Over-Week Decline Across ~115 SKU's at New Amazon Whole Foods TGT, WFM, DG, DLTR, WMT, SFM, AMZN 2017-08-29
Team Gromey's Consumer Survey - July 2017 - Part II: Consumers' Online Spending Habits TGT, ORLY, EBAY, KR, SFM, AAP, AMZN, WMT 2017-08-29
WFM: Whole Foods Market - Discontinuing Coverage of Whole Foods WFM 2017-08-28

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