| SHLD Bankruptcy Market Share Study - Sizing Up the Opportunity If SHLD Were To Liquidate . . . JCPenney Looks to Be Biggest “Potential” Beneficiary
|
|
Grom, Chuck |
2018-10-11 |
| COST: Costco Wholesale - Port In A Storm; Zeptember SSS Rise 7.3% on Core, Management Call Back Notes = Stay Accumulate Rated
|
COST |
Grom, Chuck |
2018-10-10 |
| HD + LOW + WMT + TGT - Alpha Hat Series: Hurricane Florence Sales = Preparation > Recovery Efforts; Modest 10-20 bps SSS Lift for 3Q18
|
|
Grom, Chuck |
2018-10-09 |
| Proprietary Credit Card Data & Analysis (10/8) - September MTD Noticeably Improves with Aggregate Index Up 3.4%; 15 Consumer Sectors/300+ Company Roll-Up Herein
|
|
Grom, Chuck |
2018-10-08 |
| COST: Costco Wholesale - September SSS Pre-Game = We See Core SSS Up ~6.0%; Gas Margins Under Some Duress + Price Backdrop Heats Up
|
COST |
Grom, Chuck |
2018-10-08 |
| COST: Costco Wholesale - Sometimes It Pays to Double Down; 10 Takes Post 4Q Print, Stay Accumulate-Rated, Coffee Can
|
COST |
Grom, Chuck |
2018-10-04 |
| PIR: Pier 1 Imports - Post 2Q Thoughts, Stay Underperform Rated with $1 Price Target
|
PIR |
Grom, Chuck |
2018-10-04 |
| JCP: J.C. Penney - New CEO Checks Many “Boxes” = We Like the Hire . . . But Road Ahead Won’t Be Easy
|
JCP |
Grom, Chuck |
2018-10-03 |
| Home Improvement (HI) Survey (3Q18) - We Are Good For Today . . . But Tomorrow? HI Projects Up YOY, But Down from 2Q; Some Signs That Buyer Fatigue Could Be Setting In
|
|
Grom, Chuck |
2018-10-03 |
| Amazon Strikes Again - This Time From a Different Angle – Comparing the $15 Minimum Wage Increase Against Our Coverage Group; Another Headwind?
|
|
Grom, Chuck |
2018-10-02 |
| COST: Costco Wholesale - EPS Pre-Game: Tweaking Up 4Q . . . But Still Below Street By $0.06; Gas Mix/Rate to Weigh On GPM // MFI $ Growth Should Look Solid
|
COST |
Grom, Chuck |
2018-10-02 |
| Proprietary Credit Card Data & Analysis (10/1) - 15 Consumer Sectors/300+ Company Roll-Up = September MTD Pace Is Slow Versus August, 2Q18, and 12-Month Rolling Average
|
|
Grom, Chuck |
2018-10-01 |
| The Weekend Warrior (9/28) - In Focus: Annual Expenditures, LOW Recap, BJ’s Benefit From Sam’s Closings, Confidence, Cali Index, Home Prices & Survey Work
|
|
Grom, Chuck |
2018-09-29 |
| LOW: Lowe's - Going To Carolina In My Mind; Field Work Part I = 6 Key Takeaways As the Ellison Regime Takes Hold
|
LOW |
Grom, Chuck |
2018-09-27 |
| LOW: Lowe's - 4 Strategic Impressions + 4 Financial Observations Post Sell-Side Meeting with CEO Marvin Ellison – Stay Accumulate-Rated
|
LOW |
Grom, Chuck |
2018-09-27 |
| Macro Survey Results - Consumer Sentiment Remains Positive . . . Data Implies Consumers More Likely to Open Their Wallets in the Near-Term
|
|
Grom, Chuck |
2018-09-25 |
| The Weekend Warrior (9/21) - In Focus: Redbook Best Since ’05 + BJ Field Work + DG Pricing Lead vs FDO/WMT + Closer Look at Tractor + Housing Affordability
|
|
Grom, Chuck |
2018-09-21 |
| PIR: Pier 1 Imports - Retail Turnarounds Always Harder Than They Look, Lowering EPS Estimates and Price Target to $0.50 = Stay Underperform Rated
|
PIR |
Grom, Chuck |
2018-09-20 |
| Low & Middle Market Pricing Study - DG Leads WMT By 2.2%, Highest in Years . . . While FDO Appears to Be Moving in Wrong Direction; WMT/TGT Baskets Down YOY
|
|
Grom, Chuck |
2018-09-18 |
| TSCO: Tractor Supply Company - Raising 2H18 SSS/EPS Estimates On Credit Card Data + Macro + Ramping Internal Drivers = PT to $97, Reiterate Accumulate Rating
|
TSCO |
Grom, Chuck |
2018-09-17 |