| COST: Costco Wholesale - April Core SSS Rise ~7.4% vs. Our 7.3% Model; God's Plan
|
COST |
Grom, Chuck |
2018-05-09 |
3 |
| WMT: Wal-Mart - We Like This Deal . . . Team Continues To Look Ahead . . . Not Behind; Flipkart Deal Quick Thoughts
|
WMT |
Grom, Chuck |
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 |
Grom, Chuck |
2018-05-09 |
6 |
| Department Store Heat Map (KSS, M, JCP, & JWN) - Lowering 1Q SSS/EPS Estimates To Reflect Traffic Survey + Proprietary Card Data Results + Weather; M + KSS > JWN + JCP
|
|
Grom, Chuck |
2018-05-08 |
12 |
| COST: Costco Wholesale - April SSS Pre-Game: We See Core SSS Up ~7.3%; Survey Work = Favorable Trend in Renewals (+), But Gas Margins Compress (-)
|
COST |
Grom, Chuck |
2018-05-07 |
6 |
| April ‘18 Macro Survey Results - April Showers = May Spenders? We Think So Based on Rebound in Sentiment + Improvement in Big Ticket Outlook Post March Lull
|
|
Grom, Chuck |
2018-05-06 |
12 |
| April 2018 = Team Grom's Consumer Traffic Survey - Significant Deceleration in Trend . . . As Expected; "MAPRIL" Down YOY by ~400 bps . . . But There Are Some Winners
|
|
Grom, Chuck |
2018-05-04 |
|
| FND: Floor & Decor Holdings - When A Bad Set-up Becomes a Good Set-Up; Stay Accumulate-Rated Post 1Q Print . . . Raising EPS Estimates + Price Target to $53
|
FND |
Grom, Chuck |
2018-05-03 |
6 |
| SFM: Sprouts Farmers Markets - Win Some . . . Lose Some; Downgrade to Hold as Thesis Not Playing Out As Expected; Price Target To $23
|
SFM |
Grom, Chuck |
2018-05-03 |
6 |
| W: Wayfair - Speakers, Bleachers, & Preachers. . . A Thesis Changing Quarter = Stay Accumulate-Rated/$89 PT
|
W |
Grom, Chuck |
2018-05-02 |
6 |
| W: Wayfair - 1Q18 Set-Up; Our Thoughts Ahead of the Print = Card Data Suggests Slowdown as Quarter Unfolded, But This Seems Well Advertised
|
W |
Grom, Chuck |
2018-05-01 |
5 |
| SFM: Sprouts Farmers Markets - 1Q18 Set-Up: Our Thoughts Ahead of the Print. Card Data Suggests Upside Bias to 1Q18 Forecast
|
SFM |
Grom, Chuck |
2018-05-01 |
5 |
| WMT: Wal-Mart - Walking Its Talk: Asda Sale To Sainsbury + Potential Brazil/India Move Shows Moxie of CEO McMillon
|
WMT |
Grom, Chuck |
2018-04-30 |
5 |
| WMT: Wal-Mart - Walking Its Talk: Asda Sale To Sainsbury + Potential Brazil/India Move Shows Moxie of CEO McMillon
|
WMT |
Grom, Chuck |
2018-04-30 |
|
| KSS: Kohl's - Alpha Hat Series: Closer Look at AMZN Returns in Chicago = 8.5% Traffic Lift + New Customer Acquisition Tool Since October Launch
|
KSS |
Grom, Chuck |
2018-04-30 |
6 |
| DLTR: Dollar Tree - Family Dollar Checks, Round 6; Downside Risk to 1Q SSS @ FDO, but Upside Bias @ The Tree. Raise EPS/PT on Debt Refi
|
DLTR |
Grom, Chuck |
2018-04-26 |
13 |
| Home Depot & Lowe’s - Data Science Work + CC Data = Softer 1Q; Lowering SSS/EPS Accordingly. . . But Raising Outlook on Survey + Shift in Demand to 2Q
|
|
Grom, Chuck |
2018-04-25 |
21 |
| Hard Discounter Pricing Study - Wal-Mart Prices Now Lower Than Aldi - First Time Since We Started Study Last Summer; Continue to See Bentonville Getting Sharper
|
|
Grom, Chuck |
2018-04-23 |
5 |
| Pier 1 Imports (Retail Turnarounds Always Take Longer Than You Think; Stay Sell-Rated, Lowering PT to $2.25)
|
PIR |
Grom, Chuck |
2018-04-20 |
8 |
| Kohl's (Notes From The Road w/CEO Mansell + CFO Besanko; "Good Things Happen To Good People"= Reiterate Accumulate Rating/$75 PT)
|
KSS |
Grom, Chuck |
2018-04-18 |
5 |