Chuck Grom, CFA, CPA
Senior Analyst, Retail

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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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Floor & Decor Holdings - Reading the 1Q25 Print:...
Floor & Decor Holdings - Reading the 1Q25 Print: Great LT Story From the ATL . . . But NT Uncerta...
4-25-2025
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April Consumer Sentiment Index - CMSI Hits Near Record...
April Consumer Sentiment Index - CMSI Hits Near Record Low of 26.5 . . . But History Suggests Tha...
4-25-2025
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Tractor Supply Company - Mixed Bag from Nashville . . ....
Tractor Supply Company - Mixed Bag from Nashville . . . But We Remain Constructive on LT Case, Lo...
4-24-2025
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Wayfair - Reading the 1Q25 Print: Data Reads Improve,...
Wayfair - Reading the 1Q25 Print: Data Reads Improve, But Tariffs/Macro Uncertainty Hamper Catego...
4-23-2025
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Easter Build Up Traffic Update - The Easter Bunny for...
Easter Build Up Traffic Update - The Easter Bunny for the Win as Footfall Looks Robust YOY: Winne...
4-22-2025
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Tax Filing Statistics (4/11/25) - Pace of Total Refund...
Tax Filing Statistics (4/11/25) - Pace of Total Refund Dollars Slows But Remains Up Roughly Mid-S...
4-21-2025
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Tractor Supply Company - Reading the 1Q Print: Lowering...
Tractor Supply Company - Reading the 1Q Print: Lowering SSS to Down 1.0% & EPS to $0.35; April QT...
4-17-2025
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March '25 Retail Sales Recap - Stacks Stable, But...
March '25 Retail Sales Recap - Stacks Stable, But Movement Under the Hood as HI & GM Stores Impro...
4-16-2025
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Low & Middle Market Pricing Study #50 - Dollar...
Low & Middle Market Pricing Study #50 - Dollar General & Family Dollar Price Gaps vs. Walmart Nar...
4-15-2025
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Tax Filing Statistics (4/4/2025) - Total Refund Dollars...
Tax Filing Statistics (4/4/2025) - Total Refund Dollars Remain Sustainably Elevated Mid-Single Di...
4-11-2025
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Costco Wholesale - 9.1% Core SSS in March: Impressive...
Costco Wholesale - 9.1% Core SSS in March: Impressive Results with Majors/CE Uptick an Interestin...
4-9-2025
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Walmart - Takes & Laterals from Cowboys Country,...
Walmart - Takes & Laterals from Cowboys Country, Stay Buy-Rated on Bentonville & Downgrading Doll...
4-9-2025

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