Retail Research


Title Tickers Date Pages
Team Gromey's Consumer Survey June 2017 - Part II: Online Study, Prime @ Low-End Still Not Attractive, While 63% of Consumers Willing to Use WMT's BOPUS/Discount Program TGT, WFM, DG, DLTR, EBAY, KR, FB, TWTR, AMZN, WMT 2017-07-14
TGT: Target - Will This Change The Narrative? We Hope So; Raising EPS & PT, But Still Would Use TGT as Source, Prefer DG, DLTR, WMT, COST Instead DG, DLTR, COST, TGT, WMT 2017-07-13
Broadlines & Hardlines Retail = Pricing Study #2 - Multi-SKU, Multi-City Analysis = DG Leads in Dollar Arena, WMT Leads in Middle Market, While TGT + Amazon Fresh Lag TGT, WFM, DG, DLTR, WMT, KR, AMZN 2017-07-12
DLTR: Dollar Tree - Tracking the Family Dollar Turnaround: Southeast Store Work - Part IV DLTR 2017-07-11
Team Gromey's Consumer Survey June 2017 - Part I = Retail Traffic, Consumer Behavior - Better Month JCP, TGT, WSM, DG, DLTR, M, WMT, COST, FIVE, LOW, BBBY, TJX, PIR, KORS 2017-07-11
The Weekend Warrior (7/7/2017) - In Focus: GHRA Sentiment Index, COST, TGT, Rent Costs, CA Index, & More JCP, TGT, KSS, WFM, COST, DG, DLTR, M, WMT, SFM, FIVE, W, WSM, PIR, JWN, RH 2017-07-07
COST: Costco Wholesale - Blocking & Tackling . . . Mic Drop = June Core SSS +6.5% COST 2017-07-05
The Weekend Warrior (6/29/2017) - Where The Streets Have No Name JCP, TGT, KSS, WFM, WSM, DG, DLTR, M, MDRX, WMT, UNFI, COST, FIVE, W, AMZN, JWN, PIR 2017-06-29
PIR: Pier 1 Imports - Still Haven't Found What I'm Looking For; Lower Estimates & Price Target to $5 PIR 2017-06-29
COST: Costco Wholesale - June SSS Pre-Game = We See Core SSS Up 4.0% = Buyer Into Print COST 2017-06-29
GH Shades of Grey Portfolio = June 2017 - Inaugural Edition: Ranking Coverage Group - Top to Bottom JCP, TGT, KSS, WFM, WSM, DG, DLTR, M, WMT, SFM, FIVE, W, PIR, JWN, RH 2017-06-27
JCP: J.C. Penney - Upgrade to Hold from Reduce = More Balanced Risk/Reward Post 20% Slide; Modestly Adjusting 2Q SSS + EPS; PT Stays At $4.50 JCP 2017-06-26
PIR: Pier 1 Imports - Big Pullback + New CEO + Negative Bias = Short Squeeze Candidate? Upgrade To Hold Rating From Reduce PIR 2017-06-26
Broadlines & Hardlines Retail - It's Always Darkest Before Dawn; Recalibrating PT's Post KR/AMZN Double-Whammy; WMT + DLTR + COST + DG > TGT DG, DLTR, COST, TGT, WMT 2017-06-26
W: Wayfair - Email Data Suggests Very Solid 2Q Sales . . . But We are Staying Disciplined Given Run, Downgrading to Accumulate from Buy = $85 PT W 2017-06-26
WFM: Whole Foods Market - Austin - It's Been Real, But Time To Say Good-Bye; Downgrade To Hold From Buy = Net, We Don't See Another Bid Emerging KR, WMT, SFM, TGT, WFM 2017-06-26
The Weekend Warrior (6/23/17) - Lax For The Cure 2017 AKRX, TGT, WFM, COST, DG, DLTR, WMT, UNFI, SFM, AMZN 2017-06-23
Broadlines & Hardlines Retail - More "Potential" Bad News For Departments Stores: Nike To Sell Direct on Amazon M, JCP, JWN, KSS 2017-06-21
Team Gromey's Consumer Survey May '17 : Part III - A Closer Look At Online Spending Habits TGT, DG, DLTR, EBAY, FB, TWTR, AMZN, WMT 2017-06-20
The Weekend Warrior (6/16/17) - Despacito! In Focus = COST, FIVE, Survey + Pricing Results, CPI/PPI JCP, TGT, KSS, WFM, WSM, CAR, DLTR, M, JWN, COST, FIVE, SFM, W, DG, PIR 2017-06-16

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