Chuck Grom, CFA, CPA
Managing Director, Retail Team

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Tax Filing Statistics (4/19/24) - Refunds Further...
Tax Filing Statistics (4/19/24) - Refunds Further Improve Above Year-Ago Levels And A Tailwind Fo...
4-26-2024
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March 2024 PCE Results - Broad-Based Acceleration...
March 2024 PCE Results - Broad-Based Acceleration Across Both Discretionary Categories & Services...
4-26-2024
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Low & Middle Market Pricing Study (#44) - Rollback...
Low & Middle Market Pricing Study (#44) - Rollback Activity Keeps Price Gaps Near Multi-Year High...
4-26-2024
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TSCO: Tractor Supply Company - Keep Plowing Away In...
TSCO: Tractor Supply Company - Keep Plowing Away In Nashville; Upward Revision Cycle Should Conti...
4-25-2024
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Tax Filing Statistics (4/12/24) - Refunds Positive...
Tax Filing Statistics (4/12/24) - Refunds Positive Year-Over-Year for a Third Straight Week, Cont...
4-19-2024
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COST: Costco Wholesale - Shades of Grey Tear Sheet =...
COST: Costco Wholesale - Shades of Grey Tear Sheet = Valuation Earned & Merited By Best-In-Class ...
4-19-2024
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TSCO: Tractor Supply Company - Reading the 1Q Print:...
TSCO: Tractor Supply Company - Reading the 1Q Print: Solid Traffic + Retrenching AUR/UPT = 1.0% S...
4-19-2024
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HD: Home Depot - Shades of Grey Tear Sheet = We Like...
HD: Home Depot - Shades of Grey Tear Sheet = We Like the Playbook . . . But Macro Uncertainty Pre...
4-18-2024
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Mid-April Traffic Update - Footfall Trends Improve Over...
Mid-April Traffic Update - Footfall Trends Improve Over Easter Holiday, With Tax Refund Catchup &...
4-17-2024
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TSCO: Tractor Supply Company - Shades of Grey Tear...
TSCO: Tractor Supply Company - Shades of Grey Tear Sheet = Durable Model Intact, But Comp Headwin...
4-17-2024
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OLLI: Ollie's - Shades of Grey Tear Sheet = Playing...
OLLI: Ollie's - Shades of Grey Tear Sheet = Playing Offense and Defense; Robust Store Growth & St...
4-16-2024
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March ’24 Retail Sales Recap - Significant Slowdown on...
March ’24 Retail Sales Recap - Significant Slowdown on 2-Year Stacks = Areas of Weakness Include ...
4-15-2024
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FIVE: Five Below - Shades of Grey Tear Sheet = Value...
FIVE: Five Below - Shades of Grey Tear Sheet = Value Proposition Intact, But Shrink & NSP Issues ...
4-15-2024
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Tax Filing Statistics (4/5/24) - Refunds Positive...
Tax Filing Statistics (4/5/24) - Refunds Positive Year-Over-Year for a Second Straight Week, Hol...
4-12-2024
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WMT: Walmart - Shades of Grey Tear Sheet = Expanding...
WMT: Walmart - Shades of Grey Tear Sheet = Expanding Core Retail Moat + Ancillary Business Upside...
4-12-2024
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ROST: Ross Stores, Inc. - Shades of Grey Tear Sheet =...
ROST: Ross Stores, Inc. - Shades of Grey Tear Sheet = Favorable Backdrop Supports Comp Momentum; ...
4-11-2024
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1Q24 Home Improvement Survey (#27) - Project Size Drops...
1Q24 Home Improvement Survey (#27) - Project Size Drops 24% YOY to $5,851 . . . While Intent Over...
4-11-2024
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COST: Costco Wholesale - March Core SSS Core of +7.0%...
COST: Costco Wholesale - March Core SSS Core of +7.0% In Line With Our Model as Traffic & Discret...
4-10-2024
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TJX: TJX Companies Inc - Shades of Grey Tear Sheet =...
TJX: TJX Companies Inc - Shades of Grey Tear Sheet = Steady Comps & Margin Expansion Support Heal...
4-10-2024
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COST: Costco Wholesale - March SSS Pre-Game = Model...
COST: Costco Wholesale - March SSS Pre-Game = Model +7.0% Core Comp on Improving Traffic; MVM & G...
4-9-2024

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