Retail Research


Title Tickers Date Pages
LOW: Lowe's - Initiating Coverage with an Accumulate Rating & $88 Price Target LOW, HD 2017-10-02
HD: Home Depot - Initiating Coverage with a Buy Rating + $189 Price Target LOW, HD 2017-10-02
Broadlines & Hardlines Retail - 1 Month Later = After Initial Wave . . . No Signs of Incremental Price Investments At Whole/Amazon Foods TGT, WFM, COST, DG, DLTR, WMT, SFM, AMZN 2017-09-29
PIR: Pier 1 Imports - Tough Times Continue in Big D; Lowering EPS Below Guidance, PT Moves To $4 PIR 2017-09-27
The Weekend Warrior (9/22/2017) - The Jets at 0-2 We Expected . . . But The Giants 0-2? In Focus = Sept. Traffic, Better Redbook, DLTR, Gas Margins, NFIB, & '16 CE Review JCP, KSS, COST, DG, DLTR, M, WMT, SFM, FIVE, W, RH 2017-09-22
Costco Wholesale & Maveron Seattle Field Trip COST 2017-09-21
Kohl's Management Access - Headquarters Trip KSS 2017-09-19
Broadlines Retail - In Case You Missed It --> More Clicks & Bricks Collaboration = KSS + WMT KSS, DG, DLTR, M, WMT, JWN, AMZN 2017-09-19
The Weekend Warrior (9/15/2017): What If's: In Focus = Food CPI, Seasonality, Hard Discount Price Study, Comerica CA Index, & Productivity Gap Between FDO + DG JCP, TGT, KSS, COST, DG, DLTR, M, WMT, SFM, FIVE, W, WSM, PIR, JWN, RH 2017-09-15
August Retail Sales Recap: Headline Miss vs. Consensus . . . But Up 3.5% Year-Over-Year JCP, TGT, KSS, WSM, DG, DLTR, M, WMT, COST, FIVE, SFM, W, PIR, JWN, RH 2017-09-15
WSM: Williams-Sonoma - Notes From Brooklyn West Elm HQ Visit with CEO, CFO, & President of West Elm = Shares Remain Accumulate-Rated WSM 2017-09-14
JWN: Nordstrom - Downgrade to Hold from Accumulate: Where There's Smoke . . . There's Fire JWN 2017-09-13
Hard Discounters & Middle Market Price Study - New Hard Discount Survey = WMT 5.3% Higher + KR 31.0% Premium; Middle Market Study Suggests Tightening in Several Markets By Amazon Fresh KR, AMZN, TGT, WMT 2017-09-11
The Weekend Warrior (9/8/2017) - #FloridaStrong #HoustonStrong; In Focus = Retailer Exposure to Irma & Harvey, SNAP, Dept. Store 2Q Scorecard, Fall Weather, & W JCP, TGT, KSS, COST, DG, DLTR, M, WMT, SFM, FIVE, W, WSM, PIR, JWN, RH 2017-09-08
Broadlines Retail - Dollar Store Laterals - In Case You Missed It -> Lateral Reads From Dollarama + 99 Cents Only Stores = Positive for DG + DLTR DG, DLTR 2017-09-07
RH - Against the Grain Strategy Paying Off; Raising Estimates & PT to $72 RH 2017-09-06
W: Wayfair - Upgrade to Buy from Accumulate; 3Q Direct Revenue Looks Significantly Ahead of Plan Per Quandl E-Mail Data = Boost Price Target to $89 W 2017-09-05
Broadlines & Hardlines Retail - 2Q17 EPS Season Top 10 Awards . . . Fantasy Football Rankings = Featuring: DLTR, W, WSM, WMT, TGT, COST, M, RH, WFM, & FIVE TGT, WFM, WSM, DLTR, M, WMT, COST, FIVE, W, RH 2017-09-05
DG: Dollar General - Solid 2Q Print . . . But Not Flawless; Stay Accumulate Rated with $80 Price DG 2017-08-31
COST: Costco Wholesale - Like Two Ships Passing In The Night; Core SSS Strong - Rising 5.9% in August = Reiterate Accumulate Rating with $177 Price Target COST 2017-08-30

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