Chuck Grom, CFA, CPA
Senior Analyst, Retail

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Tax Filing Statistics (3/28/2025) - Total Refund...
Tax Filing Statistics (3/28/2025) - Total Refund Dollars Remain Up Mid-Single Digits Year-Over-Year
4-4-2025
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1Q25 Home Improvement Survey (#31) - Demand Trends...
1Q25 Home Improvement Survey (#31) - Demand Trends Stable, but Wealth Effect Damage Will Likely Y...
4-4-2025
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Walmart - Isn’t Bentonville the Ultimate Trade Down...
Walmart - Isn’t Bentonville the Ultimate Trade Down Beneficiary? 10 Questions/Topics Ahead of Inv...
4-4-2025
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Sporting Goods Retailers - Evaluating Sporting Goods...
Sporting Goods Retailers - Evaluating Sporting Goods Retailers & Vendors’ Exposure To Reciprocal ...
4-3-2025
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Broadlines & Hardlines Retail - Reciprocal Tariff...
Broadlines & Hardlines Retail - Reciprocal Tariff Country-By-Country Exposure (Where Applicable);...
4-2-2025
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Kohl's - 4 Key Takes from CEO & CFO Meeting in...
Kohl's - 4 Key Takes from CEO & CFO Meeting in NYC; We Remain Skeptical + Reduce-Rated on Menomon...
4-2-2025
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Sporting Goods Retailers - FY25 Guidance Is 2H-Weighted...
Sporting Goods Retailers - FY25 Guidance Is 2H-Weighted . . . But Who’s Most At Risk? Confident I...
4-1-2025
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Off-Price Retailer (OPRs) - Store Overlap Analysis...
Off-Price Retailer (OPRs) - Store Overlap Analysis Suggests ROST the Biggest Beneficiary of M & K...
4-1-2025
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March 2025 Macro Survey (#93) - Negative Feedback Loop...
March 2025 Macro Survey (#93) - Negative Feedback Loop (NFL) Gaining Momentum as our CMSI (Consum...
3-31-2025
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Tax Filing Statistics (3/21/2025) - Modest Tailwind...
Tax Filing Statistics (3/21/2025) - Modest Tailwind Continues With Total Refund Dollars Up Mid-Si...
3-28-2025
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February 2025 PCE Results - Major Deceleration in...
February 2025 PCE Results - Major Deceleration in Services Spend to Slowest Pace Since February 2...
3-28-2025
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The Weekend Warrior (3/28/2025) - Our Final Four...
The Weekend Warrior (3/28/2025) - Our Final Four Bracket: Duke, Auburn, Tennessee, & Florida
3-28-2025
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Dollar Tree - What a Long Strange Trip It's Been...
Dollar Tree - What a Long Strange Trip It's Been for the Team That Originally Hailed from Matthew...
3-26-2025
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March Traffic Update & New Retail Screen - MTD...
March Traffic Update & New Retail Screen - MTD Footfall Roars Back Rising 5.1% on the Stacks vs. ...
3-26-2025
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Kohl's - Model Update
Kohl's - Model Update
3-25-2025
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Williams-Sonoma - 4Q24 EPS: San Fran’s Furniture Giant...
Williams-Sonoma - 4Q24 EPS: San Fran’s Furniture Giant Outslugs the Market, But Crosscurrents Rem...
3-24-2025
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BJ's Wholesale Club, Inc. - Key Takes from Store...
BJ's Wholesale Club, Inc. - Key Takes from Store Tour with CEO Bob Eddy and EVP Strategy & Develo...
3-24-2025
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Tax Filing Statistics (3/14/2025) - Total Refund...
Tax Filing Statistics (3/14/2025) - Total Refund Dollars Now Above Both 2024 and 2023 Levels; Mod...
3-23-2025
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An Irish Goodbye to 4Q24 Earnings - March Madness vs....
An Irish Goodbye to 4Q24 Earnings - March Madness vs. Retail = WMT, BJ, ROST, CASY, FND, TSCO, OL...
3-21-2025
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Academy Sports & Outdoors - 4Q24 In Line, But...
Academy Sports & Outdoors - 4Q24 In Line, But 2H-Weighted FY25 Outlook Adds Risk In Uncertain Bac...
3-20-2025

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