Retail Research


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Title Tickers Date
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 W 2019-02-12
BJ: BJ's Wholesale Club, Inc. - Shelf Filing Gives Shareholders Flexibility in Case of a Government Shutdown BJ 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 SFM 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 FND 2019-02-11
January 2019 Macro Survey - Consumers Enter 2019 With More Optimism vs. December, Setting the Stage for Potentially Strong 1Q Sales 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 JCP 2019-02-07
COST: Costco Wholesale - January Core SSS +7.4% > 6.0% Forecast; Stacks Accelerate Sequentially, Management Call Back Notes COST 2019-02-06
COST: Costco Wholesale - January SSS Pre-Game = Modeling 6.0% Core SSS; Chinese New Year Helps . . . While Polar Vortex Hurts COST 2019-02-05
The Super Bowl LIII Weekend Warrior (2/1) - Our Prediction: Patriots 41, Rams 31 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 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 TSCO 2019-01-31
HOME: At Home Group - Initiating Coverage with a Hold-Rating & $22 Price Target; Good Concept . . . But Street Estimates Too High HOME 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 2019-01-23
Post Holiday Model Clean-Up - RAISING ESTIMATES = Kohl’s . . . LOWERING ESTIMATES = JCPenney, Nordstrom, and Sprouts 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 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 M 2019-01-17
Broadlines & Hardlines Retail - ICR 2019 Takeaways = Five Below, BJ’s, Floor & Decor 2019-01-16
FND: Floor & Decor Holdings - No Update From ICR, But That Might Not Be A Bad Thing FND 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 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 DG 2019-01-11

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