| The Weekend Warrior (9/14) - FIVE Brand Awareness + CA/TX Economic Activity + CPI vs. PPI Food + Seasonality Heat Map + Hurricane Update + Beige Book Tourism
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Grom, Chuck |
2018-09-14 |
| August '18 Retail Sales Wrap - Keeping On Trend = August Retail Sales (Ex-Autos) Remain Robust . . . +12.4% On The Stacks . . . 170 bps Improvement Vs. July
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Grom, Chuck |
2018-09-14 |
| Toys R’ Us Market Share Shift Analysis - Wal-Mart, Target, & Costco Early Winners Post the TRU Closings, Alpha Hat Series
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Grom, Chuck |
2018-09-13 |
| Amazon/Whole Foods Pricing Study - What A Difference A Year Makes . . . or Not; No Signs of Price Action Despite the Noise. Basket Essentially Unchanged YOY
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Grom, Chuck |
2018-09-11 |
| Broadlines & Hardlines Retail - Hurricane Florence & Potential Impact by State/Retail For Coverage Grid
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Grom, Chuck |
2018-09-10 |
| August Back-To-School Survey - BTS Outlook Remains Up-Beat = YOY Increase in % Who Expect to Spend In-Line (Or More) vs ‘17; Stores Maintain Relevancy vs. E-Com
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Grom, Chuck |
2018-09-10 |
| FIVE: Five Below - Upgrade “Back” To Buy . . . Being Stubborn Never Gets You Anywhere = New Price Target of $150
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FIVE |
Grom, Chuck |
2018-09-07 |
| COST: Costco Wholesale - Great August with Core SSS +8.0%; 4Q Sales > Street by ~$750M / Raising Estimates and PT to $255
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COST |
Grom, Chuck |
2018-09-06 |
| BJ: BJ's Wholesale Club, Inc. - 5 Takes from Management Meeting = Stay Favorably Biased + Accumulate Rated
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BJ |
Grom, Chuck |
2018-09-06 |
| RH: RH - Defending . . . Management Callback Takes + Bridge to 2019 Sales Growth; Buyers On Weakness as Cooler Heads Prevail
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RH |
Grom, Chuck |
2018-09-05 |
| RH: RH - Sales Guide Change Looks Self-Inflicted. Post 2Q Thoughts, Raising Estimates, PT to $175
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RH |
Grom, Chuck |
2018-09-04 |
| COST: Costco Wholesale - August SSS Pre-Game = We See Core SSS Up 5.0% with Upward Bias; Coffee-Can Stock . . . Expect Consolidation in the Short-Term
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COST |
Grom, Chuck |
2018-09-04 |
| FIVE: Five Below - Field Work Takes + Reading the 2Q Print; Raising SSS to +1.5%, EPS Up, & Price Target to $110; Staying Hold Rated NT on Set-Up
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FIVE |
Grom, Chuck |
2018-09-04 |
| 2Q18 EPS Top 10 Awards - Fantasy Football Themed Post Quarter Takeaways . . . Featuring = TGT, M, BJ, DLTR, COST, DG, HD, FIVE, LOW, & PIR
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Grom, Chuck |
2018-09-03 |
| Model Clean-Up - BJ’s Wholesale Club (+, PT to $32), Dollar General (+, PT stays $120), Dollar Tree (-, PT lowered to $92)
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Grom, Chuck |
2018-08-30 |
| Dollar General & Dollar Tree - The General Delivers . . . While the Tree Does Not; Quick Takes + Quality Reviews
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Grom, Chuck |
2018-08-30 |
| Home Improvement Pricing Study – August 2018 - HD & LOW Pricing In-Line . . . AMZN Lags, But Gap With HD/LOW Narrows vs. June
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Grom, Chuck |
2018-08-29 |
| BJ: BJ's Wholesale Club, Inc. - While Confusing . . . $1.17-$1.24 FY18 Guide Suggests Street #'s Too Low in 2H; 2Q SSS Up 360 bps Sequentially, Very Solid Print
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BJ |
Grom, Chuck |
2018-08-28 |
| RH: RH - Upgrade to Accumulate = Lateral Reads Bode Well for RH + Continued Streamlining of Op’s; Raising 2Q18/FY18/FY19 EPS + PT To $172
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RH |
Grom, Chuck |
2018-08-28 |
| Hard Discounter Pricing Study - Aldi Expands Price Gap vs. Wal-Mart to 660 bps + YOY Basket Compression Indicative of Price Action Offsetting Retail Inflation
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Grom, Chuck |
2018-08-27 |