Retail Research


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Title Tickers Date Pages
Broadlines Retail - Dollar Store Laterals - In Case You Missed It -> Lateral Reads From Dollarama + 99 Cents Only Stores = Positive for DG + DLTR DLTR, DG 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 DLTR, RH, W, WFM, WMT, FIVE, WSM, M, COST, TGT 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
FIVE: Five Below - Sorry, Not Sorry! If Only The Eagles Could Step Up . . . Like This Team From Philly; Raising EPS Estimates & PT to $59, Stay Accumulate FIVE 2017-08-30
Team Gromey's Consumer Survey - July 2017 - Part III: Health of the Consumer + Macro Outlook DLTR, DG, RH, JCP, W, WMT, FIVE, JWN, M, LOW, WSM, COST, KSS, PIR, TGT 2017-08-30
Broadlines Retailing - Bark > Bite? Princeton Price Study Shows Only 1.2% Week-Over-Week Decline Across ~115 SKU's at New Amazon Whole Foods DLTR, DG, WFM, WMT, SFM, TGT, AMZN 2017-08-29
Team Gromey's Consumer Survey - July 2017 - Part II: Consumers' Online Spending Habits KR, AAP, WMT, EBAY, SFM, ORLY, TGT, AMZN 2017-08-29
WFM: Whole Foods Market - Discontinuing Coverage of Whole Foods WFM 2017-08-28
COST: Costco Wholesale - August SSS Pre-Game = We See Core SSS Up 5.0% + Gas Profits Better in August vs. July; Shares Remain Accumulate Rated COST 2017-08-28
DLTR: Dollar Tree - Back To The Future; Solid Print = Raise EPS & PT To $96 DLTR, DG 2017-08-24
WSM: Williams-Sonoma - Glass Half Full: 11x P/E+ 29% SI + Improving Trends = Buy The Dip, Stay Accumulate-Rated WSM 2017-08-23
WMT: Wal-Mart - Take That Alexa!!! - Partnership with Google Adds To Digital Ecosystem, Super Smart Move WMT, GOOG, AMZN 2017-08-23
M: Macy's - Key Hire By Macy's That Could Start To Change Narrative M 2017-08-22
Broadlines Retail: DG Widens Pricing Lead; WMT Gives Up A little Ground = Low + Middle Market Pricing Study (#3) DLTR, DG, KR, WMT, TGT 2017-08-21
WMT: Wal-Mart - To Whom Much Is Given . . . Much Is Expected; Post 2Q Print, Stay Buy-Rated w/$88 Price Target WMT 2017-08-17
TGT: Target - Giving Credit Where Credit Is Due; Upgrade to Hold From Sell; Raising Estimates & Price Target to $58 WMT, TGT 2017-08-16
JCP: J.C. Penney - Almost As Depressing As Being A NY Jets Season Ticketholder, Post 2Q Thoughts, Lower Price Target to $4, Shares Remain Hold-Rated JCP 2017-08-11

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