Chuck Grom, CFA, CPA
Senior Analyst, Retail

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2Q23 Home Improvement Data Science - 3-Factor (Macro +...
2Q23 Home Improvement Data Science - 3-Factor (Macro + Supplier + Traffic) Model = Mixed Results;...
8-3-2023
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COST: Costco Wholesale - July Core SSS +5.0% Driven by...
COST: Costco Wholesale - July Core SSS +5.0% Driven by Improving Traffic, IR Callback Notes; Rais...
8-2-2023
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2Q23 Store Manager Survey - ROST (+), TJX (=/+), FIVE...
2Q23 Store Manager Survey - ROST (+), TJX (=/+), FIVE (=), TGT (=/-): Model Implications and Foot...
8-2-2023
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W: Wayfair - Reading The 2Q23 Print: Raising 2Q23...
W: Wayfair - Reading The 2Q23 Print: Raising 2Q23 Estimates on Improving Data Trends; Tempted to ...
8-2-2023
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7th Annual Back-To-School Survey - BTS Spending...
7th Annual Back-To-School Survey - BTS Spending Intentions Improve with Avg. Spend Up 4.0% YOY to...
8-1-2023
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COST: Costco Wholesale - July SSS Pregame = Raising...
COST: Costco Wholesale - July SSS Pregame = Raising Core SSS Estimate to +7.0% on Improving Footf...
7-31-2023
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June PCE Results - Consumer Spending Accelerates on...
June PCE Results - Consumer Spending Accelerates on 4-Yr. Geo Stack, With Nice Improvement in Dis...
7-28-2023
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Weather Outlook Call with Captain Kirk - Unfavorable...
Weather Outlook Call with Captain Kirk - Unfavorable 2Q23 Weather to Largely Persist into 3Q23, T...
7-28-2023
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TSCO: Tractor Supply Company - Tennessee Orange: Choppy...
TSCO: Tractor Supply Company - Tennessee Orange: Choppy 2Q23 But Factors Transitory as Traffic Re...
7-27-2023
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Broadlines & Hardlines Retail - Tax Holiday Update:...
Broadlines & Hardlines Retail - Tax Holiday Update: Total Days Decrease ~14% YOY as Some States (...
7-27-2023
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TGT: Target - Lowering 2Q23 SSS to Down 5.0% on Traffic...
TGT: Target - Lowering 2Q23 SSS to Down 5.0% on Traffic Deceleration; However, Survey Work + Blue...
7-26-2023
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July Week 3 Retail Footfall Update - Traffic Trends...
July Week 3 Retail Footfall Update - Traffic Trends > June, BTS On Deck w/July Week 4 Hottest in ...
7-26-2023
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FND: Floor & Decor Holdings - Reading the 2Q Print:...
FND: Floor & Decor Holdings - Reading the 2Q Print: Anticipating Guide Down To ~$2.40-$2.60 as Da...
7-25-2023
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FIVE: Five Below - Summer Promotion "Could"...
FIVE: Five Below - Summer Promotion "Could" Reflect Slowing Discretionary Sales Trend; Moderating...
7-24-2023
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M: Macy's - Takes From "On-34th" Private...
M: Macy's - Takes From "On-34th" Private Brand Launch with Key Hire From Target Spearheading Cate...
7-19-2023
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TSCO: Tractor Supply Company - Reading the 2Q Print =...
TSCO: Tractor Supply Company - Reading the 2Q Print = Lowering SSS Estimate to 3.5% on Softer Inf...
7-19-2023
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June '23 Retail Sales Recap - As Expected, June...
June '23 Retail Sales Recap - As Expected, June Improves on 4-Year Stacks As All Categories Gain;...
7-18-2023
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Prime Day 2023 Web Traffic Analysis - Qualified Visits...
Prime Day 2023 Web Traffic Analysis - Qualified Visits Decline YOY: WMT (-0.8%) > COST (-1.1%) > ...
7-17-2023
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Early July Retail Footfall Update - Traffic Improves...
Early July Retail Footfall Update - Traffic Improves over July 4th Holiday; In Focus: OLLI (+), B...
7-12-2023
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2Q23 Home Improvement Survey (#24) - Puts & Takes =...
2Q23 Home Improvement Survey (#24) - Puts & Takes = Home Purchase & Remodel Intent Surges YOY . ....
7-11-2023

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