Chuck Grom, CFA, CPA
Senior Analyst, Retail

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Tax Filing Statistics (1/31/2025) - Initial Read on the...
Tax Filing Statistics (1/31/2025) - Initial Read on the 2025 Tax Season: Refund Dollars Up, But T...
2-10-2025
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January 2025 Macro Survey (#91) - Sentiment Improves +...
January 2025 Macro Survey (#91) - Sentiment Improves + Surge in Home Improv. = Bright Spots . . ....
2-10-2025
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The Weekend Warrior (2/7/25) - Super Bowl LIX...
The Weekend Warrior (2/7/25) - Super Bowl LIX Prediction: Philadelphia Eagles 29 > Kansas City Ch...
2-7-2025
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Costco Wholesale - Back-To-Back 9.8% SSS Out of...
Costco Wholesale - Back-To-Back 9.8% SSS Out of Issaquah Led By Traffic, GM Strength, & Some Refl...
2-5-2025
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January Retail Traffic Update - Footfall Slows To...
January Retail Traffic Update - Footfall Slows To 12-Month Low Post Strong Holiday Showing: TSCO/...
2-5-2025
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4Q24 Off-Price Retail (OPR) Store Manager Survey -...
4Q24 Off-Price Retail (OPR) Store Manager Survey - Strong Traffic + Positive Checks + Encouraging...
2-4-2025
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Tractor Supply Company - Post 4Q24 Recap & Notes...
Tractor Supply Company - Post 4Q24 Recap & Notes from Callback; Staying Constructive Although Val...
2-3-2025
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Costco Wholesale - January SSS Preview: Modeling 7.0%...
Costco Wholesale - January SSS Preview: Modeling 7.0% Core SSS . . . Los Angeles Foot Traffic Ana...
2-3-2025
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December 2024 PCE Results - Two-Year Stack Accelerates...
December 2024 PCE Results - Two-Year Stack Accelerates to +12.1%; Category Trends Mixed Within Di...
1-31-2025
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1H25/Spring Weather Outlook - 6 Key Takes From Call...
1H25/Spring Weather Outlook - 6 Key Takes From Call With Weather Trend's CEO Captain Bill Kirk – ...
1-31-2025
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Dollar General - 4Q24 Store Manager Survey + Traffic...
Dollar General - 4Q24 Store Manager Survey + Traffic Update Indicate Progress, But More Actions N...
1-28-2025
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Tractor Supply Company - Reading the 4Q Print: January...
Tractor Supply Company - Reading the 4Q Print: January Off to a Great Start for Nashville; We See...
1-24-2025
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Target - Holiday Update + Store Manager Survey +...
Target - Holiday Update + Store Manager Survey + Management Takes = Stay Buy-Rated as Minneapolis...
1-23-2025
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Mid-January Foot Traffic Update - Footfall Surges as...
Mid-January Foot Traffic Update - Footfall Surges as Sector Laps Easy Weather Compare from LY; Co...
1-22-2025
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4Q24 Home Improvement Survey (#30) - Intent Slows To...
4Q24 Home Improvement Survey (#30) - Intent Slows To 19-Quarter Low . . . While Project Size Fall...
1-21-2025
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Five Below - Model Update Post ICR Conference &...
Five Below - Model Update Post ICR Conference & Holiday Update
1-17-2025
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December '24 Retail Sales Recap - Sales Moderate...
December '24 Retail Sales Recap - Sales Moderate Sequentially, But Remain Stable; Winners: Furnit...
1-16-2025
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Ollie's - Update on Real Estate Opportunities Post...
Ollie's - Update on Real Estate Opportunities Post BIG Sale to Gordon Brothers/Variety Wholesaler...
1-16-2025
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Low & Middle Market Pricing Study (#48) - Dollar...
Low & Middle Market Pricing Study (#48) - Dollar General & Family Dollar Gaps Further Widen To 5....
1-15-2025
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Tractor Supply Company - Updating Estimates Post...
Tractor Supply Company - Updating Estimates Post 5-for-1 Stock Split; Staying Accumulate Rated Wi...
1-13-2025

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