| September ’19 Retail Sales Recap - September Retail Sales Slow Meaningfully . . . Counter Intuitive to Multiple Different Touch Points We’ve Gathered in Recent Weeks
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Grom, Chuck |
2019-10-16 |
| 3Q19 Home Improvement Survey - ~61% Plan a HI Project and ~76% Are Set to Use a Pro; Home Depot + Amazon Gain Share
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Grom, Chuck |
2019-10-16 |
| 3Q19 Home Improvement Survey - ~61% Plan a HI Project and ~76% Are Set to Use a Pro; Home Depot + Amazon Gain Share
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Grom, Chuck |
2019-10-15 |
| The Weekend Warrior (10/11) - In Focus: Target w/TRU, Nordstrom w/Boll & Branch, CPI/PPI Recap, Costco Delivers (Again) in September, & COLA Recap
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Grom, Chuck |
2019-10-11 |
| Broadlines & Hardlines Retail - The Only Constant is Change = Quick Thoughts on Executive Seat Shuffles @ TGT, WMT, & KSS
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Grom, Chuck |
2019-10-11 |
| HOME: At Home Group - Humble Team + New Strategy on EDLP/SKU Rat Front = Sticking with the 2nd Best Team in Dallas . . . HQ Trip Notes with CEO/CFO
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HOME |
Grom, Chuck |
2019-10-10 |
| Warehouse Clubs - Come Clubbin' With Chuck 2.0 = Takes from Costco, BJ's, & Sam's Club Field Trip
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Grom, Chuck |
2019-10-10 |
| COST: Costco Wholesale - Core SSS Rise 5.6% vs 5.3% Model. . . Californication as SD, LA, & Bay Area Strong; Reiterate Favorable Bias/Accumulate Rating
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COST |
Grom, Chuck |
2019-10-09 |
| COST: Costco Wholesale - September SSS Pre-Game: We See a 5.3% Core Comp; Tweaking Up Estimates Post 4Q Print
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COST |
Grom, Chuck |
2019-10-08 |
| COST: Costco Wholesale - Steady 4Q Print from Issaquah = Strong RR’s + Solid Core GPM Trends Lead The Way
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COST |
Grom, Chuck |
2019-10-03 |
| KSS: Kohl's - Notes from NDR in Toronto With CFO Bruce Besanko . . . We Remain Constructive on NT and LT Opportunities
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KSS |
Grom, Chuck |
2019-10-01 |
| The Weekend Warrior (9/27) - In Focus: Existing Home Sales Turn +, HOME Insider Buys, W Update, WMT Online Grocery Survey, & Gas/Freight Indices Turn for the B
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Grom, Chuck |
2019-09-27 |
| TSCO: Tractor Supply Company - Clarifying Tractor's Late Quarter Promo - Remain Buyers on Pullback
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TSCO |
Grom, Chuck |
2019-09-27 |
| DLTR: Dollar Tree - Notes From Broncos Country w/CFO Wampler: Raising 3Q SSS + EPS Estimates, Stay Buy-Rated with New $130 PT
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DLTR |
Grom, Chuck |
2019-09-26 |
| HD: Home Depot - 5 Key Takes from CFO Meeting at NYSE = NT Sound Bites (+) + LT Opportunity (+) . . . Stay Buy-Rated
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HD |
Parke, John |
2019-09-24 |
| COST: Costco Wholesale - Summer's Over - Can We Get Back Together? Upgrading to Accumulate Post Vegas Meetings w/CFO Galanti, New PT $330
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COST |
Grom, Chuck |
2019-09-20 |
| Model Update - Adjusting EPS Estimates on Convertible Issuance For RH + Wayfair
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Grom, Chuck |
2019-09-19 |
| August 2019 Macro Survey - The Consumer’s Outlook on the Macro Looks Favorable Heading into the Fall . . . Home Improve Sentiment > Furniture Sentiment
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Grom, Chuck |
2019-09-16 |
| August ’19 Retail Sales Recap - Core Retail Sales Rise 3.6% YOY; BTS Segments Demonstrate Strength on the Stacks
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Grom, Chuck |
2019-09-13 |
| RH: RH - Better Core Comp in 2Q vs. 1Q + Dissecting Change in FY19 EPS Guidance . . . Stay Hold Rated // WSM + HOME + W > RH
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RH |
Grom, Chuck |
2019-09-11 |