Retail Research


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Title Tickers Date Pages
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
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 WSM, JWN, AMZN, FIVE, WMT, RH, TGT, WFM, M, SFM, JCP, W, DG, DLTR, KSS 2017-08-09
Slide Deck for Back to School & Holiday Weather Outlook for US Retail - Conference Call WSM, JWN, RH, FIVE, WMT, TGT, COST, WFM, M, SFM, JCP, W, DG, PIR, DLTR, KSS 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 WSM, FL, JWN, FIVE, WMT, RH, TGT, COST, DKS, M, JCP, SFM, W, DG, PIR, DLTR, KSS 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 WSM, JWN, RH, FIVE, WMT, TGT, COST, WFM, M, SFM, JCP, W, DG, PIR, DLTR, KSS 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 WFM, SFM 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 WSM, JWN, RH, FIVE, WMT, TGT, COST, WFM, M, SFM, JCP, W, DG, PIR, DLTR, KSS 2017-07-17
The Weekend Warrior (7/14/2017) - The Dog Days Of Summer WSM, RH, AMZN, FIVE, WMT, TGT, COST, WFM, M, SFM, JCP, DG, PIR, DLTR, KSS 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 AMZN, WMT, TGT, WFM, TWTR, DG, KR, DLTR, FB, EBAY 2017-07-14

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