| The Weekend Warrior (6/16/17) - Despacito! In Focus = COST, FIVE, Survey + Pricing Results, CPI/PPI
|
JCP, TGT, KSS, WFM, WSM, CAR, DLTR, M, JWN, COST, FIVE, SFM, W, DG, PIR |
Grom, Chuck |
2017-06-16 |
| WMT: Wal-Mart - In Case You Missed It: Bonobos Acquisition + Favorable Commentary On Digital Trends = Buy Rated
|
WMT |
Grom, Chuck |
2017-06-16 |
| Broadlines & Harlines Retail: Whoa! Amazon Buying Whole Foods = Initial Gut Reactions For SFM, WMT, TGT, COST, $ Stores
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TGT, WFM, COST, DG, DLTR, WMT, SFM |
Parke, John |
2017-06-16 |
| Broadlines & Hardlines Retail: Pricing Study #1 - Introducing 3-Tiered, Multi-SKU, Multi-City Proprietary Analysis
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TFM, TGT, WFM, DG, DLTR, WMT, KR, SFM, AMZN |
Grom, Chuck |
2017-06-13 |
| Team Gromey's Consumer Survey May '17: Part II - Health of the Consumer + Macro Outlook
|
JCP, TGT, KSS, WFM, COST, DG, DLTR, M, WMT, SFM, FIVE, W, WSM, PIR, JWN, RH |
Grom, Chuck |
2017-06-13 |
| The Weekend Warrior - It's Not How Hard You Fall, It's How Fast You Get Back Up
|
JCP, TGT, KSS, WFM, WSM, DG, DLTR, M, WMT, COST, FIVE, SFM, W, PIR, JWN, RH |
Grom, Chuck |
2017-06-09 |
| JWN: Nordstrom - MBO Quick Thoughts, Math, & Lateral Thoughts; JWN Days as Public Company Appear To Be Over
|
DDS, JWN |
Grom, Chuck |
2017-06-08 |
| Broadlines & Hardlines Retail - Survey Says ~80% of Low-Income HH Will NOT opt for Discounted Amazon Prime Program = Weakness in DG & DLTR Overblown
|
DG, DLTR, AMZN, WMT |
Grom, Chuck |
2017-06-07 |
| Team Gromey's Consumer Survey May '17 - Part I = Retail Traffic Barometer + Consumer Intentions
|
KSS, WFM, DG, COST, LOW, JWN, KORS, TGT, DLTR, BBBY, PIR, RH, JCP, SHW, DDS, M, WMT, FIVE, W, AMZN, TSCO, KR, SFM |
Grom, Chuck |
2017-06-07 |
| M: Macy's - Fireworks From Macy's . . . & It's Not Even July 4th; Four Key Takes Post Analyst Meeting
|
M |
Grom, Chuck |
2017-06-06 |
| RH - Too Many If's, Ands, or Buts For Us; Stay Hold Rated - Lowering EPS/PT to $45
|
RH |
Grom, Chuck |
2017-06-02 |
| 1Q17 EPS Season Top 10 Awards . . . Rolling Stones Throwback Edition = Featuring: W, M, WSM, COST, WMT, TGT, WFM, DLTR, JCP, & DG
|
JCP, TGT, WFM, DG, DLTR, M, WMT, COST, W, WSM |
Grom, Chuck |
2017-06-02 |
| FIVE: Five Below - Mo Money, Mo Problems; Even Beyond Spinner Trend, Core Biz Healthy; Stay Long, Raising Estimates & PT to $58
|
FIVE |
Grom, Chuck |
2017-06-01 |
| DG: Dollar General - Gotta Know When To Fold 'Em = Upgrade to Accumulate from Reduce; New Price Target Established at $84
|
DG |
Grom, Chuck |
2017-06-01 |
| COST: Costco Wholesale - Can I Get An "Amen"? May Core SSS Rise 4.5%+ = Strength in Traffic, Discretionary, & Food Inflation
|
COST |
Grom, Chuck |
2017-05-31 |
| COST: Costco Wholesale: May SSS Pre-Game = We See Core Up ~3.5% vs. Tough Compare
|
COST |
Grom, Chuck |
2017-05-30 |
| COST: Costco Wholesale - Sometimes . . . Boring is Good; Solid 3Q Print From Issaquah = Remain Accumulate-Rated + $191 PT
|
COST |
Grom, Chuck |
2017-05-25 |
| DLTR: Dollar Tree - It Takes Two To Tango & FDO Still Not Dancing (Yet); Stay Patient + Long
|
DLTR |
Grom, Chuck |
2017-05-25 |
| TGT: Target - 5 Sell Side Meeting Takeaways = Still Prefer WMT + COST > TGT
|
TGT |
Grom, Chuck |
2017-05-24 |
| WSM: Williams-Sonoma - Clear Eyes, Full Heart, Can't Lose; Raising EPS & PT to $62 = Accumulate
|
WSM |
Grom, Chuck |
2017-05-24 |