| M: Macy's - Lateral Winners/Losers, Key Takes, & New Estimates, Raise PT to $19 - Analyst Day - Part II
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M |
Grom, Chuck |
2020-02-05 |
5 |
| M: Macy's - Running To Stand Still? Smart Decisions . . . But Clock is Ticking - Analyst Day - Part I
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M |
Grom, Chuck |
2020-02-04 |
4 |
| COST: Costco Wholesale - January SSS Pre-Game = Modeling +4.8% Core . . . But Upside is Possible
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COST |
Grom, Chuck |
2020-02-04 |
6 |
| The Weekend Warrior (1/31/19) - Super Bowl 54 Prediction: San Francisco 49ers 41 – Kansas City Chiefs 38
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|
Grom, Chuck |
2020-01-31 |
9 |
| M: Macy's - Analyst Day Preview: 10 Questions for Management. Remain Hold-Rated
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M |
Grom, Chuck |
2020-01-31 |
4 |
| TSCO: Tractor Supply Company - Long-Term Fans . . . But Today's Stock Reaction is Perplexing, Lowering Estimates
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TSCO |
Grom, Chuck |
2020-01-30 |
6 |
| Spring 2020 Weather Outlook Call Recap - Mother Nature Should Be A Nice Tailwind in 1H20 and into the BTS Season with Parallels Back to 2012 and 2015
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|
Grom, Chuck |
2020-01-29 |
4 |
| Off-Price Retail (OPR) Initiation & Deep Dive - Ross Stores + Burlington = Accumulate-Rated; TJX = Hold-Rated
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|
Grom, Chuck |
2020-01-29 |
60 |
| December ’19 Retail Sales Recap - Digital + Home Improve Shine . . . But Most Categories Slow on 2-Year Basis as Holiday Data Points Continue to be Soft
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Grom, Chuck |
2020-01-16 |
3 |
| TGT: Target - Shorter Season + Fulfillment Mixdown = Likely Culprits Behind Holiday Miss = Buy the Weakness (like Five Below)
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TGT |
Grom, Chuck |
2020-01-15 |
5 |
| FIVE: Five Below - 4Q Miss = “One-Off” > Structural . . . Expect Recovery To Manifest in Coming Months, Post ICR Notes, Lowering Estimates/PT to $120
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FIVE |
Grom, Chuck |
2020-01-13 |
5 |
| FIVE: Five Below - What’s Wrong in Philly? First the Eagles . . . Now FIVE? Holiday SSS Way Below Expectations - Initial Thoughts
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FIVE |
Grom, Chuck |
2020-01-13 |
3 |
| Low & Middle Market Pricing Study (#19) - DG Nears Parity w/ WMT (+) . . . FDO Narrows The Gap (+); AMZN Gets Aggressive on Price; Inflation Fairly Steady Across the Board
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|
Grom, Chuck |
2020-01-10 |
6 |
| JCP: J.C. Penney - Holiday Results A Touch Better, But Uneventful; McCarthy Hire Remains the Big News In The D
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JCP |
Grom, Chuck |
2020-01-09 |
4 |
| KSS: Kohl's - Not A Great Holiday for Menomonee Falls – Lowering Estimates + Price Target to $44 = Where’s the Amazon Returns Lift?
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KSS |
Grom, Chuck |
2020-01-09 |
4 |
| COST: Costco Wholesale - Santa Galanti Delivers . . . Again; December Core SSS +7.8% vs. 6.0% Estimate = COST > BJ in Club Vertical
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COST |
Grom, Chuck |
2020-01-08 |
5 |
| Shades of Grey Portfolio - January 2020 - Tread Lightly Young Jedi Masters: Downgrading = DLTR, FIVE, BJ, & TSCO, Upgrading = JWN, Top Ideas . . . DG + TGT + WMT
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|
Grom, Chuck |
2020-01-08 |
18 |
| M: Macy's - “I Believe . . I Believe . . It’s Silly, But I Believe” – Better Holiday on 34th Street, Raising Estimates & Price Target to $18
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M |
Grom, Chuck |
2020-01-08 |
4 |
| December 2019 Macro Survey - GHRA Sentiment Index at 114.9 = Continues to Moderate . . . But Remains Elevated Y/Y, Big Ticket (ex. Home Improvement) Ticks Up
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|
Grom, Chuck |
2020-01-08 |
9 |
| COST: Costco Wholesale - December SSS Pre-Game = Raising Core Comp View to 6.0% from 5.0% Post Footfall Data Work + Consumer Survey
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COST |
Grom, Chuck |
2020-01-07 |
6 |