Retail Research


Title Tickers Date Pages
Broadlines & Harlines Retail: Whoa! Amazon Buying Whole Foods = Initial Gut Reactions For SFM, WMT, TGT, COST, $ Stores TGT, WFM, COST, DG, DLTR, WMT, SFM 2017-06-16
Broadlines & Hardlines Retail: Pricing Study #1 - Introducing 3-Tiered, Multi-SKU, Multi-City Proprietary Analysis TFM, TGT, WFM, DG, DLTR, WMT, KR, SFM, AMZN 2017-06-13
Team Gromey's Consumer Survey May '17: Part II - Health of the Consumer + Macro Outlook JCP, TGT, KSS, WFM, COST, DG, DLTR, M, WMT, SFM, FIVE, W, WSM, PIR, JWN, RH 2017-06-13
The Weekend Warrior - It's Not How Hard You Fall, It's How Fast You Get Back Up JCP, TGT, KSS, WFM, WSM, DG, DLTR, M, WMT, COST, FIVE, SFM, W, PIR, JWN, RH 2017-06-09
JWN: Nordstrom - MBO Quick Thoughts, Math, & Lateral Thoughts; JWN Days as Public Company Appear To Be Over DDS, JWN 2017-06-08
Broadlines & Hardlines Retail - Survey Says ~80% of Low-Income HH Will NOT opt for Discounted Amazon Prime Program = Weakness in DG & DLTR Overblown DG, DLTR, AMZN, WMT 2017-06-07
Team Gromey's Consumer Survey May '17 - Part I = Retail Traffic Barometer + Consumer Intentions KSS, WFM, DG, COST, LOW, JWN, KORS, TGT, DLTR, BBBY, PIR, RH, JCP, SHW, DDS, M, WMT, FIVE, W, AMZN, TSCO, KR, SFM 2017-06-07
M: Macy's - Fireworks From Macy's . . . & It's Not Even July 4th; Four Key Takes Post Analyst Meeting M 2017-06-06
RH - Too Many If's, Ands, or Buts For Us; Stay Hold Rated - Lowering EPS/PT to $45 RH 2017-06-02
1Q17 EPS Season Top 10 Awards . . . Rolling Stones Throwback Edition = Featuring: W, M, WSM, COST, WMT, TGT, WFM, DLTR, JCP, & DG JCP, TGT, WFM, DG, DLTR, M, WMT, COST, W, WSM 2017-06-02
FIVE: Five Below - Mo Money, Mo Problems; Even Beyond Spinner Trend, Core Biz Healthy; Stay Long, Raising Estimates & PT to $58 FIVE 2017-06-01
DG: Dollar General - Gotta Know When To Fold 'Em = Upgrade to Accumulate from Reduce; New Price Target Established at $84 DG 2017-06-01
COST: Costco Wholesale - Can I Get An "Amen"? May Core SSS Rise 4.5%+ = Strength in Traffic, Discretionary, & Food Inflation COST 2017-05-31
COST: Costco Wholesale: May SSS Pre-Game = We See Core Up ~3.5% vs. Tough Compare COST 2017-05-30
COST: Costco Wholesale - Sometimes . . . Boring is Good; Solid 3Q Print From Issaquah = Remain Accumulate-Rated + $191 PT COST 2017-05-25
DLTR: Dollar Tree - It Takes Two To Tango & FDO Still Not Dancing (Yet); Stay Patient + Long DLTR 2017-05-25
TGT: Target - 5 Sell Side Meeting Takeaways = Still Prefer WMT + COST > TGT TGT 2017-05-24
WSM: Williams-Sonoma - Clear Eyes, Full Heart, Can't Lose; Raising EPS & PT to $62 = Accumulate WSM 2017-05-24
Broadlines Retail - Another Blow For Low-End? Unlikely...But Trump's $193B SNAP Reduction Plan Bears Monitoring DG, DLTR, KR, TGT, WMT 2017-05-22
WMT: Wal-Mart - Black Hole Sun; A Near Perfect 1Q From Bentonville = Stay Long, $90 PT WMT 2017-05-18

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