Retail Research


Display

Title Tickers Date
SFM: Sprouts Farmers Markets - Fade the Strength = Low Quality Beat + SSS and GPM Both Underwhelming SFM 2019-05-02
W: Wayfair - Solid 1Q From Boston - Initial Thoughts W 2019-05-02
Home Improvement Data Science (1Q19) - Lowering LOW SSS to ~3.0%, HD Stays @ ~3.7%; Tough Qtr. + May Challenge Likely to Put Both in NT Holding Pattern; Stay HD > LOW 2019-05-01
W: Wayfair - Reading the 1Q Print: Solid 1Q + Strong Way Day in April = Sticking w/ Market Share Gainer in Furniture Vertical; Stay Accumulate W 2019-04-30
FND: Floor & Decor Holdings - Reading the 1Q Print: Raising 1Q SSS Forecast to High-End of Range; Price Target to $53 on Prospects For Cont’d Rebound in Sales FND 2019-04-30
SFM: Sprouts Farmers Markets - Reading the 1Q Print: Trimming SSS View to 2.0%, Card Data & Footfall Traffic Read Directionally Softer in 1Q/Apr; Lower PT to $19 SFM 2019-04-29
TSCO: Tractor Supply Company - Look What God Gave Her: Checking Boxes in 1Q + Card Data Solid in April = Raising EPS + PT to $115, Stay Buy-Rated TSCO 2019-04-25
KSS: Kohl's - Card Data + Geo-Location Footfall Analysis Indicate Sizeable YOY Gains Post AMZN Returns KSS 2019-04-25
FIVE: Five Below - Positive Pre/Post Easter Store Checks + Card Data “Catch-Up” = Raising 1Q19 SSS to ~4.2% . . . Bumping Price Target to $155 FIVE 2019-04-24
KSS: Kohl's - AMZN Returns Going Chain-Wide by July; Robust Traffic + Customer Acquisition Tool . . . Management Call Back Notes KSS 2019-04-23
1Q19 Home Improvement Survey - Home Remodel Spending Ticks Down Modestly . . . But Big Box Retailers Show Traffic Gains; Flooring Category Remains Strong 2019-04-23
W: Wayfair - DATA WATCH = Way Day 2019 Looks to Have Been A Success in Year 2 Based on Site Visit + Checkout Data; no Signs of Pull Forward W 2019-04-22
PIR: Pier 1 Imports - Dropping Coverage Post Stock Achieving $0.50 Price Target PIR 2019-04-18
March ’19 Retail Sales Recap - Strong March = Not So Fast! Core Sales Rise 1.5% . . . Noticeably Below Trend . . . Easter Shift, Weather Likely Culprits 2019-04-18
COST: Costco Wholesale - March SSS Miss the Mark = 5.9% Core SSS vs. Our 6.8% Estimate COST 2019-04-10
Under Parke’s Watchful Eye: DLTR & DG Field Work - Round #8 of Georgia + Tennessee Checks = A Closer Look at New H2 FDO Remodel Format + DGTP Produce at Dollar General 2019-04-09
COST: Costco Wholesale - March SSS Pre-Game = Modeling 6.8% Core SSS . . . Card Data + Footfall Point to Better Finish as Weather Normalized COST 2019-04-08
Amazon/Whole Foods Pricing Study - Bark > Bite (Again) As Latest Round Yields Just a 1.0% Drop in Basket . . .But Produce Prices Drop 18.4%= Net Negative for Sprouts 2019-04-08
March 2019 Macro Survey - Tax Refund Tilts More Favorable Than Latest IRS Data Would Suggest + Consumer Sentiment/Big Ticket Spending Stable 2019-04-05
WSM: Williams-Sonoma - California Dreamin’ . . . HQ Trip Yields Modest NT Concerns . . . With Potential LT Opportunities WSM 2019-04-04

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