Retail Research


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Title Tickers Date Pages
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
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 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 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 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 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 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 2018-05-03 6
W: Wayfair - Speakers, Bleachers, & Preachers. . . A Thesis Changing Quarter = Stay Accumulate-Rated/$89 PT W 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 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 2018-05-01 5
WMT: Wal-Mart - Walking Its Talk: Asda Sale To Sainsbury + Potential Brazil/India Move Shows Moxie of CEO McMillon WMT 2018-04-30 5
WMT: Wal-Mart - Walking Its Talk: Asda Sale To Sainsbury + Potential Brazil/India Move Shows Moxie of CEO McMillon WMT 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 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 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 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 2018-04-23 5
Pier 1 Imports (Retail Turnarounds Always Take Longer Than You Think; Stay Sell-Rated, Lowering PT to $2.25) PIR 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 2018-04-18 5

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