| W: Wayfair - Reading The 4Q Print + FY19 Setup = Card Data Suggests 4Q DR Growth @ 34%-37% Guide; Street EBITDA for ‘19/’20 Still Too High
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W |
Grom, Chuck |
2019-02-12 |
| BJ: BJ's Wholesale Club, Inc. - Shelf Filing Gives Shareholders Flexibility in Case of a Government Shutdown
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BJ |
Grom, Chuck |
2019-02-11 |
| SFM: Sprouts Farmers Markets - Reading The 4Q Print + FY19 Set-Up = Staying Hold-Rated, Raising Price Target to $25 as We Roll to 2020
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SFM |
Grom, Chuck |
2019-02-11 |
| FND: Floor & Decor Holdings - Reading The 4Q Print + FY19 Set-Up = Downgrading to Hold Post YTD Lift in Stock . . . Coupled with Micro/Macro Uncertainties
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FND |
Grom, Chuck |
2019-02-11 |
| January 2019 Macro Survey - Consumers Enter 2019 With More Optimism vs. December, Setting the Stage for Potentially Strong 1Q Sales
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|
Grom, Chuck |
2019-02-07 |
| JCP: J.C. Penney - Decision to Exit Appliances & Furniture – Astute Move by New CEO Jill Soltau; Management Call Back Notes + Math on ’18 Margins
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JCP |
Grom, Chuck |
2019-02-07 |
| COST: Costco Wholesale - January Core SSS +7.4% > 6.0% Forecast; Stacks Accelerate Sequentially, Management Call Back Notes
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COST |
Grom, Chuck |
2019-02-06 |
| COST: Costco Wholesale - January SSS Pre-Game = Modeling 6.0% Core SSS; Chinese New Year Helps . . . While Polar Vortex Hurts
|
COST |
Grom, Chuck |
2019-02-05 |
| The Super Bowl LIII Weekend Warrior (2/1) - Our Prediction: Patriots 41, Rams 31
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|
Grom, Chuck |
2019-02-01 |
| Spring Weather Call with Captain Kirk - 1Q19 = Good, Not Great; Favorable For HD, LOW, TSCO, KSS, M, JCP, & JWN + The 80%/20% Rule + More Snow For I-95 Corridor
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|
Grom, Chuck |
2019-02-01 |
| TSCO: Tractor Supply Company - Don’t Over Think It = Buyers on Post 4Q Print Pullback, Stay Accumulate-Rated with $104 PT; Management Call Back Notes
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TSCO |
Grom, Chuck |
2019-01-31 |
| HOME: At Home Group - Initiating Coverage with a Hold-Rating & $22 Price Target; Good Concept . . . But Street Estimates Too High
|
HOME |
Minora, Andrew |
2019-01-30 |
| TSCO: Tractor Supply Company - Reading the Print = Raising 4Q SSS View to +4.0% . . . But Tweaking Down ’19 Outlook; Remain Constructive/Boosting PT to $104
|
TSCO |
Grom, Chuck |
2019-01-23 |
| Post Holiday Model Clean-Up - RAISING ESTIMATES = Kohl’s . . . LOWERING ESTIMATES = JCPenney, Nordstrom, and Sprouts
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|
Grom, Chuck |
2019-01-22 |
| Low & Middle Market Pricing Study - WMT Widens Lead vs. The General . . . While FDO Also Shows Some Improvement; Importantly, Baskets Moving ~2.2% Higher YOY
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|
Grom, Chuck |
2019-01-22 |
| M: Macy's - 1x1 Meeting Notes with New CFO Paula Price = Big Shoes to Fill . . . But We Expect Financial Discipline to Continue
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M |
Grom, Chuck |
2019-01-17 |
| Broadlines & Hardlines Retail - ICR 2019 Takeaways = Five Below, BJ’s, Floor & Decor
|
|
Grom, Chuck |
2019-01-16 |
| FND: Floor & Decor Holdings - No Update From ICR, But That Might Not Be A Bad Thing
|
FND |
Grom, Chuck |
2019-01-15 |
| FIVE: Five Below - Good Start Like the Eagles, But We Expect FIVE to Finish Strong; Raising 4Q Estimates; PT Stays at $140
|
FIVE |
Grom, Chuck |
2019-01-14 |
| DG: Dollar General - 6 Key Takes from Conference Call w/CEO Todd Vasos and CFO John Garrett; Stay Buy-Rated with $125 Price Target
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DG |
Grom, Chuck |
2019-01-11 |