Retail Research


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Title Tickers Date Pages
JWN: Nordstrom - Good Enough? Heck Yeah; Raising Estimates = Stay Accumulate Rated/$54 PT JWN 2017-08-10
M: Macy's - More Asset Sales + Greater 4Q EPS Risk = Keep Us Sidelined; Price Target To $22, Stay Hold Rated M 2017-08-10
KSS: Kohl's - Time To Cover; Upgrade From Reduce To Hold Rating as EPS Downside Appears Limited (For Now), Price Target to $37 from $36 KSS 2017-08-10
SFM: Sprouts Farmers Markets - Reverse Hockey Stick Guidance in 2H + Takeout Candidate = Stay Accumulate-Rated On Heels of 2Q Print; $27 Price Target SFM 2017-08-09
Broadlines & Hardlines Retail - Fall Weather Setup Looks Favorable For BTS + Retail = Quick Takes From Call with Weather Trends' Bill Kirk DLTR, DG, RH, JCP, W, WFM, WMT, FIVE, JWN, M, WSM, KSS, SFM, TGT, AMZN 2017-08-09
Slide Deck for Back to School & Holiday Weather Outlook for US Retail - Conference Call DLTR, DG, RH, JCP, W, WFM, WMT, FIVE, JWN, M, WSM, SFM, COST, KSS, PIR, TGT 2017-08-09
Team Gromey's Consumer Survey July 2017 - Part I: Retail Traffic Softer As Expected; Early BTS Checks Look Favorable, with Wal-Mart A Top Destination FL, DLTR, DG, RH, JCP, W, WMT, FIVE, JWN, M, WSM, SFM, COST, KSS, PIR, DKS, TGT 2017-08-09
W: Wayfair - You Gotta Pay To Play; Post 2Q Takes; Raising PT to $86 = Stay Accumulate Rated W 2017-08-08
W: Wayfair - Quick Take: Solid 2Q Print + Key Metrics; Proprietary Quandl E-Mail Receipt Data Shows 3Q Off To Very Strong Start W 2017-08-08
Back to School & Holiday Weather Outlook for US Retail - Conference Call - August 9th @ 2pm EST DLTR, DG, RH, JCP, W, WFM, WMT, FIVE, JWN, M, WSM, SFM, COST, KSS, PIR, TGT 2017-08-03
COST: Costco Wholesale - Core Trends > Negative Narrative; Solid July w/Core SSS +5.3% = Remain Accumulate Rated w/$177 Price Target; RIP Mr. Brotman COST 2017-08-02
WFM: Whole Foods - Last Time For Everything, Cheers 6th Street; 3Q Print = Laterally ++ For SFM SFM, WFM 2017-07-26
FIVE: Five Below - No Reason To "Spin" This Story; 5 Takes From Store Tour With Management Team = Reiterate Accumulate Rating + $58 Price Target FIVE 2017-07-18
Team Gromey's Consumer Survey June 2017 - Part III: Health of the Consumer + Macro Outlook DLTR, DG, RH, JCP, W, WFM, WMT, FIVE, JWN, M, WSM, SFM, COST, KSS, PIR, TGT 2017-07-17
The Weekend Warrior (7/14/2017) - The Dog Days Of Summer DLTR, DG, RH, JCP, WFM, WMT, FIVE, WSM, M, SFM, COST, KSS, PIR, TGT, AMZN 2017-07-14
(RH) - ~50% of Float Retired YTD; Either Genius Or Reckless; Updating Estimates + PT to $64 RH 2017-07-14
Team Gromey's Consumer Survey June 2017 - Part II: Online Study, Prime @ Low-End Still Not Attractive, While 63% of Consumers Willing to Use WMT's BOPUS/Discount Program DLTR, DG, KR, WFM, WMT, TWTR, EBAY, FB, TGT, AMZN 2017-07-14
TGT: Target - Will This Change The Narrative? We Hope So; Raising EPS & PT, But Still Would Use TGT as Source, Prefer DG, DLTR, WMT, COST Instead DLTR, DG, WMT, COST, TGT 2017-07-13
Broadlines & Hardlines Retail = Pricing Study #2 - Multi-SKU, Multi-City Analysis = DG Leads in Dollar Arena, WMT Leads in Middle Market, While TGT + Amazon Fresh Lag DLTR, DG, KR, WFM, WMT, TGT, AMZN 2017-07-12
DLTR: Dollar Tree - Tracking the Family Dollar Turnaround: Southeast Store Work - Part IV DLTR 2017-07-11

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