Chuck Grom, CFA, CPA
Senior Analyst, Retail

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Ross Stores, Inc. - In Conroy We Trust = Meeting Notes...
Ross Stores, Inc. - In Conroy We Trust = Meeting Notes with the New Sherrif in Dublin, Remain Buy...
3-19-2025
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Mid-March Retail Traffic Update - Stacks Improve...
Mid-March Retail Traffic Update - Stacks Improve Despite NFL: Winners = OPR, Dollar Stores, DKS, ...
3-19-2025
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Traffic Update: OLLI, FIVE, ASO, TGT, & TSCO - 1Q25...
Traffic Update: OLLI, FIVE, ASO, TGT, & TSCO - 1Q25 Momentum “Mixed” But March > February for Thi...
3-17-2025
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February '25 Retail Sales Recap - Core Drops 0.9%...
February '25 Retail Sales Recap - Core Drops 0.9% For the First Time Since May 2020 (early Covid ...
3-17-2025
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Tax Filing Statistics (3/7/2025) - Holding Steady in...
Tax Filing Statistics (3/7/2025) - Holding Steady in Early March: Total Refund Dollars Up 7.0% YO...
3-14-2025
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The Weekend Warrior (3/14/2025) - COGS Tailwinds as...
The Weekend Warrior (3/14/2025) - COGS Tailwinds as Ocean Freight Costs Down to ~$2,370 Per 40 ft...
3-14-2025
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Dollar General - CFO Callback Notes + ’25 Guide Phasing...
Dollar General - CFO Callback Notes + ’25 Guide Phasing Color; We’d Fade the Rally as Price Gaps ...
3-13-2025
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Five Below - Lowering FY25 EPS Estimate to $4.20 From...
Five Below - Lowering FY25 EPS Estimate to $4.20 From $5.00 on Potential Tariffs; We Still Like O...
3-13-2025
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Casey's General Stores, Inc. - Fike Yeah! ...
Casey's General Stores, Inc. - Fike Yeah! Integration Clarity + Gas Business Inflection + Stable...
3-12-2025
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Casey's General Stores, Inc. - 3Q25 KPI Review =...
Casey's General Stores, Inc. - 3Q25 KPI Review = Mixed Bag Out of Des Moines, QTD & Margin Unpack...
3-11-2025
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Dick's Sporting Goods, Inc. - What Consumer...
Dick's Sporting Goods, Inc. - What Consumer Slowdown? Strong Across-The-Board Beat In 4Q24; FY25 ...
3-11-2025
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Kohl's - Déjà Vu to the Ron Johnson Era at...
Kohl's - Déjà Vu to the Ron Johnson Era at JCPenney; Stay Reduce-Rated on Menomonee Falls = Lower...
3-11-2025
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Tax Filing Statistics (2/28/2025) - Total Dollars...
Tax Filing Statistics (2/28/2025) - Total Dollars Elevated for Second Straight Week; Up 8.1% Thro...
3-7-2025
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The Weekend Warrior (3/7/25) - In Focus: February Foot...
The Weekend Warrior (3/7/25) - In Focus: February Foot Traffic, Weather Update, WMT/$ Store Price...
3-7-2025
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Wayfair - Workforce Reduction Takes = Proactive or...
Wayfair - Workforce Reduction Takes = Proactive or Reactive? CFO Callback Notes = Tone on Consume...
3-7-2025
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Costco Wholesale - MVM Personalization an Important...
Costco Wholesale - MVM Personalization an Important Development for Issaquah; 2Q Print Recap (-/+...
3-6-2025
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Macy's - Admittedly . . . A Reactionary Downgrade;...
Macy's - Admittedly . . . A Reactionary Downgrade; Move to Hold-Rated > Thesis Creep, Price Targe...
3-6-2025
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Burlington Stores, Inc. - South Jersey with Some Flex...
Burlington Stores, Inc. - South Jersey with Some Flex To Wrap up a Strong Holiday for the OPRs; 5...
3-6-2025
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BJ's Wholesale Club, Inc. - Takes from In da Club...
BJ's Wholesale Club, Inc. - Takes from In da Club with CEO Eddy & CFO Felice Post Strong 4Q . . ....
3-6-2025
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Foot Locker - 4Q24 Sales/Gross Margin Much Better Than...
Foot Locker - 4Q24 Sales/Gross Margin Much Better Than Feared; FY25 Guidance Below Street, But Ac...
3-5-2025

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