Chuck Grom, CFA, CPA
Senior Analyst, Retail

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ASO: Academy Sports & Outdoors - 1Q23 Results Miss...
ASO: Academy Sports & Outdoors - 1Q23 Results Miss and FY23 Guidance Reduced, As Expected; Has Ba...
6-6-2023
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WMT: Walmart - Key Takes from Shareholders’ Meeting:...
WMT: Walmart - Key Takes from Shareholders’ Meeting: Macro Backdrop + Idiosyncratic Margin Driver...
6-4-2023
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FIVE: Five Below - Seeing the Forest Through the Trees:...
FIVE: Five Below - Seeing the Forest Through the Trees: Improving Traffic + AUV Optionality + Val...
6-1-2023
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COST: Costco Wholesale - 3.3% Core SSS in May with...
COST: Costco Wholesale - 3.3% Core SSS in May with 4-Yr. Geo Stack Rising ~500 bps From April as ...
6-1-2023
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DG: Dollar General - Choppy Times Not Seen in...
DG: Dollar General - Choppy Times Not Seen in Goodlettsville Since ‘06; Lowering Estimates Below ...
6-1-2023
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M: Macy's - No Guts, No Glory; Upgrade to Buy-Rated...
M: Macy's - No Guts, No Glory; Upgrade to Buy-Rated from Hold-Rated Post 1Q Print + ~25% Guidance...
6-1-2023
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CHWY: Chewy - Upgrading to Buy-Rated Post Strong 1Q23...
CHWY: Chewy - Upgrading to Buy-Rated Post Strong 1Q23 Print with Upside to EBITDA Guide More Visi...
6-1-2023
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JWN: Nordstrom - Raising EPS Estimates & Price...
JWN: Nordstrom - Raising EPS Estimates & Price Target to $18 Post Respectable 1Q Print From Seatt...
5-31-2023
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COST: Costco Wholesale - May SSS Pregame = Raising Core...
COST: Costco Wholesale - May SSS Pregame = Raising Core SSS to Flat with Improving Footfall/Digit...
5-31-2023
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May Retail Footfall Update (5/27) - Traffic Moderates...
May Retail Footfall Update (5/27) - Traffic Moderates Further with May Down 5.1% on 4-Yr Geo Stac...
5-31-2023
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April PCE Results - Consumer Spending Accelerates on...
April PCE Results - Consumer Spending Accelerates on 4-Yr. Geo Stack; Savings Rate Moderates to 4...
5-26-2023
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COST: Costco Wholesale - Steady as She Goes; Issaquah...
COST: Costco Wholesale - Steady as She Goes; Issaquah Navigating a Tough Environment Extremely We...
5-26-2023
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DLTR: Dollar Tree - One Step Forward . . . Two Steps...
DLTR: Dollar Tree - One Step Forward . . . Two Steps Back; Post 1Q Thoughts, CFO Callback, Loweri...
5-25-2023
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BURL: Burlington Stores, Inc. - 1Q23 Not Pretty. . ....
BURL: Burlington Stores, Inc. - 1Q23 Not Pretty. . . But Issues Look Transitory > Structural with...
5-25-2023
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WOOF: Petco - The Good, The Bad, The Ugly . . ....
WOOF: Petco - The Good, The Bad, The Ugly . . . Margins/Discretionary Weigh Despite Services Stre...
5-24-2023
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KSS: Kohl's - Notes Post 1Q23 Callback with CEO...
KSS: Kohl's - Notes Post 1Q23 Callback with CEO Kingsbury & CFO Timm; Sound Strategy but Macro He...
5-24-2023
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DKS: Dick's Sporting Goods, Inc. - The House of...
DKS: Dick's Sporting Goods, Inc. - The House of “Beats” Continues; Dick’s Remains Share Gainer in...
5-24-2023
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WSM: Williams-Sonoma - Expense Control (+) vs. Slowing...
WSM: Williams-Sonoma - Expense Control (+) vs. Slowing Demand (-) . . . Staying Hold-Rated Post 1...
5-23-2023
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CTRN: Citi Trends - Low End Pressures + Still...
CTRN: Citi Trends - Low End Pressures + Still Optimistic 2H23 Guide = Sidelines. Lowering Estimat...
5-23-2023
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LOW: Lowe's - Lowering Estimates to Bottom-End of...
LOW: Lowe's - Lowering Estimates to Bottom-End of FY23 Guide Band; Post 1Q Thoughts & Management ...
5-23-2023

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