Chuck Grom, CFA, CPA
Senior Analyst, Retail

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Five Below - Model, Thesis & Traffic Update Post 1Q...
Five Below - Model, Thesis & Traffic Update Post 1Q Pre & + Tariff Reset; Moving EPS to $5.15/$5....
5-14-2025
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Dollar General - 1Q25 Store Manager Survey: Modestly...
Dollar General - 1Q25 Store Manager Survey: Modestly Raising SSS/EPS on NT Reads . . . But Stayin...
5-13-2025
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Discount Stores & Warehouse Clubs - Reading the...
Discount Stores & Warehouse Clubs - Reading the 1Q25 Prints = Remain Buy-Rated on WMT, BJ, & COST...
5-12-2025
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Tax Filing Statistics (5/2/2025) - Tax Return Season...
Tax Filing Statistics (5/2/2025) - Tax Return Season Wraps Up with Total Refund Dollars a Low-Sin...
5-9-2025
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1Q25 Off-Price Retail (OPR) Store Manager Survey -...
1Q25 Off-Price Retail (OPR) Store Manager Survey - Maintaining SSS/EPS Estimates at TJX & ROST In...
5-9-2025
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1Q25 Home Improvement Data Science -...
1Q25 Home Improvement Data Science - Traffic/Macro/Supplier 3-Factor Model Update; Lowering HD/LO...
5-8-2025
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Costco Wholesale - No News Is Good News; Another...
Costco Wholesale - No News Is Good News; Another Monthly SSS Beat (+6.7% Core, +8.5% Adjusted) of...
5-7-2025
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1Q25 Traffic Recap - April Wraps Up with Solid...
1Q25 Traffic Recap - April Wraps Up with Solid Follow-Through in Week #13; Monthly Winners = WMT,...
5-6-2025
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Costco Wholesale - April SSS Pre-Game: Modeling 5.8%...
Costco Wholesale - April SSS Pre-Game: Modeling 5.8% Core Comp; Drop in Fuel Prices Leads to Stro...
5-6-2025
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Floor & Decor Holdings - When > If Debate Stays...
Floor & Decor Holdings - When > If Debate Stays in a Holding Pattern . . . but Cost Controls & Di...
5-2-2025
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Five Below - Back to the Future in the Streets of...
Five Below - Back to the Future in the Streets of Philadelphia; Positive 1Q Update Suggests Mater...
5-2-2025
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Tax Filing Statistics (4/25/2025) - Spread Narrows as...
Tax Filing Statistics (4/25/2025) - Spread Narrows as Refund Dollars Moderate Closer to 2024 Leve...
5-2-2025
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The Weekend Warrior (5/2/2025) - In Focus: CMSI...
The Weekend Warrior (5/2/2025) - In Focus: CMSI Bottoms, Low-End Price Gaps, Summer Weather, Base...
5-1-2025
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Wayfair - Stay Sidelined Post 1Q Print with 30% YOY...
Wayfair - Stay Sidelined Post 1Q Print with 30% YOY Decline in Way Day Visits A Concern on Demand...
5-1-2025
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Kohl's - Never a Dull Moment in Menomonee Falls;...
Kohl's - Never a Dull Moment in Menomonee Falls; Slightly Better 1Q Update, But CEO Transition Pu...
5-1-2025
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March 2025 PCE Results - Big Acceleration In Two-Year...
March 2025 PCE Results - Big Acceleration In Two-Year Stack Led By Goods Spending; Post-COVID Exc...
4-30-2025
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Late April Traffic Update - Apr > Mar > Feb with...
Late April Traffic Update - Apr > Mar > Feb with Easter Shift in the Rear-View; Winners = DLTR, F...
4-30-2025
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Wayfair - Spring 2025 Way Day Extension Suggests Demand...
Wayfair - Spring 2025 Way Day Extension Suggests Demand Trends Remain Under Pressure
4-29-2025
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April 2025 Macro Survey (#94) - CMSI Nears All-Time...
April 2025 Macro Survey (#94) - CMSI Nears All-Time Nadir as Tariff Overhang Weights on Sentiment...
4-29-2025
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Tax Filing Statistics (4/18/2025) - With Season Winding...
Tax Filing Statistics (4/18/2025) - With Season Winding Down . . . Refunds Have Been a Modest Tai...
4-28-2025

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