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Title Tickers Date
Weekend Warrior (10/20/2017) - These Baby Bombers Remind Us of the Late 1990 NY Yanks; LGY! SFM, JCP, TGT, KSS, WSM, DG, DLTR, M, WMT, COST, FIVE, LOW, W, PIR, JWN, HD, RH 2017-10-20
Team Grom's Consumer Survey - September 2017 - Part III: Health of the Consumer + Macro Outlook SFM, JCP, TGT, KSS, WSM, DG, DLTR, M, WMT, COST, FIVE, LOW, W, PIR, JWN, HD, RH 2017-10-20
Team Grom's Consumer Survey - September 2017 - Part II: Consumers' Online Spending Habits JCP, TGT, KSS, COST, DG, DLTR, M, WMT, SFM, FIVE, LOW, W, WSM, AMZN, JWN, PIR, HD, RH 2017-10-19
COST: Costco Wholesale - What Came First - The Chicken or the Egg? HQ Visit Helps Defend Against Negative Narrative = Stay Accumulate-Rated COST 2017-10-18
FIVE: Five Below - Raising 3Q17 SSS/EPS to High-End of Range Post Late Quarter Channel Work; Stacks Suggest Favorable 4Q Set-Up, Bump PT to $60 FIVE 2017-10-17
JWN: Nordstrom - No Deal (For Now); Lowering Price Target To $40 as Risk Premium Augments Through Year-End; Stay Hold Rated M, JCP, KSS, JWN 2017-10-16
Broadlines Retail: Low + Middle Market Pricing Study - Wal-Mart Improves Positioning, Signs of EDLP at Target, & Amazon Fresh Getting More Aggressive TGT, DG, DLTR, WMT, KR, AMZN 2017-10-16
Weekend Warrior (10/13/2017) - I Won't Back Down: In Focus = Wal-Mart (2x), Costco, & Kroger; Latest Sentiment Thoughts on Group = Wayfair Top Idea Today TGT, DG, DLTR, WMT, KR, COST, LOW, W, AMZN, HD 2017-10-13
September Retail Sales Wrap - Up 4.1% YOY; Winners = Building Materials, Digital, & GM Stores JCP, TGT, KSS, COST, DG, DLTR, M, WMT, SFM, FIVE, LOW, W, WSM, AMZN, JWN, PIR, HD, RH 2017-10-13
Team Grom's Consumer Survey - September 2017 - Part I: Consumer Traffic + COST vs. AMZN + BTS Wrap JCP, TGT, KSS, COST, DG, DLTR, M, WMT, SFM, FIVE, LOW, W, WSM, AMZN, JWN, PIR, HD, RH 2017-10-12
WMT: Wal-Mart - Boy Has Bentonville Changed . . . And For The Better; Raising Price Target to $95, Analyst Day Takes - Part II DG, DLTR, COST, W, WMT 2017-10-10
WMT: Wal-Mart - Analyst Day Take #1: 2018 Guidance Details Encouraging (Sales, SG&A Expense Leverage, E-Com, Buybacks) WMT 2017-10-10
The Weekend Warrior (10/6/2017) - Home Depot + Lowe's Initiation In Focus LOW, HD 2017-10-06
COST: Costco Wholesale- A Flag Has Been Raised . . . But We Think It's Yellow and Not Red; Post 4Q Thoughts, Reiterate Accumulate Rating + $177 Price Target COST 2017-10-05
WMT: Wal-Mart - Analyst Day Preview: 10 Questions for Management, Remain Buy-Rated WMT 2017-10-04
Call Today at 1:00pm EST - Home Depot (HD) & Lowe's (LOW): Initiation of Coverage LOW, HD 2017-10-03
LOW: Lowe's - Initiating Coverage with an Accumulate Rating & $88 Price Target LOW, HD 2017-10-02
HD: Home Depot - Initiating Coverage with a Buy Rating + $189 Price Target LOW, HD 2017-10-02
Broadlines & Hardlines Retail - 1 Month Later = After Initial Wave . . . No Signs of Incremental Price Investments At Whole/Amazon Foods TGT, WFM, COST, DG, DLTR, WMT, SFM, AMZN 2017-09-29
PIR: Pier 1 Imports - Tough Times Continue in Big D; Lowering EPS Below Guidance, PT Moves To $4 PIR 2017-09-27

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