| W: Wayfair - Comping the Comp, Impressive 58% DR Growth over “Holiday 5” Should Put Boston Back on Track to Exceed 4Q Guide
|
W |
Grom, Chuck |
2018-11-28 |
5 |
| Black Friday Survey - Too Much Turkey? Black Friday Weekend Spending Survey Softer YOY; Winners = KSS, WMT, & AMZN
|
|
Grom, Chuck |
2018-11-25 |
9 |
| LOW: Lowe's - In Marvin They Trust; Management Call Back Notes, Stay Sidelined Amidst Uncertain Macro + Housing Backdrop, Lowering EPS
|
LOW |
Grom, Chuck |
2018-11-23 |
6 |
| KSS: Kohl's - Penalty Box > Purgatory; Post Management Call Back Notes = Buyers on Pullback as Thesis Remains Intact
|
KSS |
Grom, Chuck |
2018-11-23 |
6 |
| BJ: BJ's Wholesale Club, Inc. - Good Enough? Heck Yeah, Post 3Q Thoughts, Reiterate Accumulate Rating + $26 Price Target
|
BJ |
Grom, Chuck |
2018-11-23 |
6 |
| TGT: Target - One Step Forward . . . Two Steps Back; Disappointing Print from Minneapolis, Mgmt Call Back Notes, Lowering Estimates & PT to $77
|
TGT |
Grom, Chuck |
2018-11-23 |
6 |
| JWN: Nordstrom - Upgrading to Hold-Rated from Reduce-Rated; Staying Nimble Post ~25% Pullback + Appropriate Re-Rate + Retail Sentiment Re-Base
|
JWN |
Grom, Chuck |
2018-11-19 |
6 |
| WSM: Williams-Sonoma - It's Hard To Bet The "Over" Right Now; Bear > Bull, Lowering PT to $53
|
WSM |
Grom, Chuck |
2018-11-16 |
6 |
| WMT: Walmart - To Whom Much is Given . . . Much Is Expected; Stay Hold-Rated on Bentonville, Valuation Keeps Us Sidelined
|
WMT |
Grom, Chuck |
2018-11-15 |
6 |
| JCP: J.C. Penney - The Bottom? Maybe, Maybe Not - Post 3Q Thoughts; Stay Hold-Rated with $1.25 Price Target, Management Call Back Notes Herein
|
JCP |
Grom, Chuck |
2018-11-15 |
6 |
| October ’18 Retail Sales Wrap - October Retail Sales (Ex-Autos) Recovered Rising 6.7% YOY; 170bps Acceleration On The 2-Yr. . . Results Stronger Across the Board
|
|
Grom, Chuck |
2018-11-15 |
3 |
| M: Macy's - Haters Gonna Hate, Hate, Hate . . . But We'll Fade, Fade, Fade =Stay Long Post Solid Print as 3 Key Sales Drivers Begin to Kick-In
|
M |
Grom, Chuck |
2018-11-14 |
5 |
| HD: Home Depot - Quick Takes & Quality Review Post 3Q Print From the ATL
|
HD |
Grom, Chuck |
2018-11-13 |
5 |
| Proprietary Credit Card Data & Analysis (11/12) - Prop CC Data/Analysis for October: Winners = Apparel/Off Price/Dept Store, Losers = Furniture/Home Improve
|
|
Grom, Chuck |
2018-11-12 |
6 |
| Low & Middle Market Pricing Study - WMT Gets Back to Parity with the General . . . While FDO Also Shows Some Improvement; WMT Expands Middle Market Lead Modestly
|
|
Grom, Chuck |
2018-11-12 |
6 |
| Shades of Grey Portfolio = Nov 2018; D/G = LOW, RH, & JWN - Sticking With The Barbell = Defensive (DG, HD, TSCO, COST, BJ) + Offensive (FIVE, M, KSS, TGT, FND)
|
|
Grom, Chuck |
2018-11-08 |
17 |
| Home Improvement Deep Dive - HD = Stay Buy / LOW = Downgrading to Hold; 3Q Data Science Work + Housing Barometer + Survey; “Transitional Period” Likely in ‘19
|
|
Grom, Chuck |
2018-11-08 |
21 |
| COST: Costco Wholesale - October Core SSS +6.6%; Management Call Back Notes, Stay Accumulate Rated
|
COST |
Grom, Chuck |
2018-11-07 |
4 |
| October Macro Survey Results - General Sentiment Looks Fine . . . But Market Volatility + Housing Concerns Could Be Emerging on The Big Ticket Front
|
|
Grom, Chuck |
2018-11-07 |
8 |
| FIVE: Five Below - Momentum Continuing with Strong Halloween Sell-Through; New 10 Below Test + Other Field Work Takes; Stay Buy-Rated with $150 PT
|
FIVE |
Grom, Chuck |
2018-11-06 |
10 |