Retail Research


Display

Title Tickers Date Pages
TSCO: Tractor Supply Company - Downgrade To Accumulate As Recent Comp Trends + 2020 Outlook Could Weigh On Near-Term Sentiment TSCO 2020-01-06 6
The Weekend Warrior - Happy Holidays from Team Grom . . . See You in The Next Decade 2019-12-20 10
Final 2019 Macro Survey - GHRA Sentiment Index at 124.4 = Down Slightly . . . But Remains Elevated Heading Into Key Holiday Period, Upper Income Demo ++ 2019-12-18 10
November ’19 Retail Sales Recap - Sales Weak Almost Across the Board . . . Can Be Explained Away but the Deceleration in Home Improvement Bears Monitoring 2019-12-13 3
COST: Costco Wholesale - No Special (Yet) . . . but Santa Galanti Delivers = 3 Favorable Factors To Monitor As We Turn The Corner Into 2020; Post 1Q Review COST 2019-12-12 6
HD: Home Depot - Downgrade to Accumulate-Rated from Buy-Rated; Lowering EPS & Price Target To $230 . . . Curbing Our Enthusiasm HD 2019-12-12 6
HD: Home Depot - 2020 Guide Implies EPS of ~$10.20-$10.30, Initial Thoughts HD 2019-12-11 5
RH: RH - Model Update – Raising Estimates & Price Target to $225 RH 2019-12-09 6
HOME: At Home Group - Dropping Coverage HOME 2019-12-05 3
Tractor Supply + Macy’s - Nashville's Broadway > NYC's Broadway; Quick Thoughts on Hal Lawton's Move to Tractor Supply from Macy's 2019-12-05 3
DG: Dollar General - Great Print . . . With One Exception, Post 3Q Takes - Raising EPS Estimates & Price Target to $180 DG 2019-12-05 6
FIVE: Five Below - Joel > Carson . . . Raising Estimates & Price Target to $150 - Stay Buy-Rated, Management Call Back Notes FIVE 2019-12-04 6
COST: Costco Wholesale - Pro-Forma Core SSS Rise 6.3% in November // Big Uptick on the Stacks #IssaquahStrong COST 2019-12-04 4
W: Wayfair - Direct Revenue Growth of 36% for the “Holiday 5” = Strong . . . But Softer Delta vs. QTD Than Past Years W 2019-12-04 3
FND: Floor & Decor Holdings - 5 Key Takes From Management Dinner in NYC = Remain Constructive on NT and LT Set-Up . . . Accumulate-Rated w/$50 Price Target FND 2019-12-04 5
Black Friday Shopping Survey - Traffic Slows ~400 bps YOY . . . But Spending Up ~10%; ~61% Shopped Ahead of Weekend Due to Shorter Season; WMT/KSS/AMZN (+) 2019-12-01 9
Black Friday Pricing Results 2019 - Amazon Leads on Price . . . Followed Closely by Walmart . . . While Target Lags 2019-11-29 4
DLTR: Dollar Tree - Purgatory (Again) = Lowering Estimates + PT ($106) + Rating to Accumulate (from Buy); Management Call Back Notes DLTR 2019-11-26 7
Low & Middle Market Pricing Study - DG Gap Narrows (+) . . . While FDO’s Widens (-); Amazon’s Price Action Bears Monitoring; Inflation 3.6% Higher YOY 2019-11-25 6
JWN: Nordstrom - Sleeping Better in Seattle: Rack + Inventory Discipline + GPM Gains > Continued Softness in Key Full Line Channel =Stay Hold-Rated JWN 2019-11-21 5

Contact us here for help accessing content or arranging a relationship with our firm.