| SFM: Sprouts Farmers Markets - Fade the Strength = Low Quality Beat + SSS and GPM Both Underwhelming
|
SFM |
Grom, Chuck |
2019-05-02 |
| W: Wayfair - Solid 1Q From Boston - Initial Thoughts
|
W |
Grom, Chuck |
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
|
|
Grom, Chuck |
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 |
Grom, Chuck |
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 |
Grom, Chuck |
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 |
Grom, Chuck |
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 |
Grom, Chuck |
2019-04-25 |
| KSS: Kohl's - Card Data + Geo-Location Footfall Analysis Indicate Sizeable YOY Gains Post AMZN Returns
|
KSS |
Grom, Chuck |
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 |
Grom, Chuck |
2019-04-24 |
| KSS: Kohl's - AMZN Returns Going Chain-Wide by July; Robust Traffic + Customer Acquisition Tool . . . Management Call Back Notes
|
KSS |
Grom, Chuck |
2019-04-23 |
| 1Q19 Home Improvement Survey - Home Remodel Spending Ticks Down Modestly . . . But Big Box Retailers Show Traffic Gains; Flooring Category Remains Strong
|
|
Grom, Chuck |
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 |
Grom, Chuck |
2019-04-22 |
| PIR: Pier 1 Imports - Dropping Coverage Post Stock Achieving $0.50 Price Target
|
PIR |
Grom, Chuck |
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
|
|
Grom, Chuck |
2019-04-18 |
| COST: Costco Wholesale - March SSS Miss the Mark = 5.9% Core SSS vs. Our 6.8% Estimate
|
COST |
Grom, Chuck |
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
|
|
Parke, John |
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 |
Grom, Chuck |
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
|
|
Grom, Chuck |
2019-04-08 |
| March 2019 Macro Survey - Tax Refund Tilts More Favorable Than Latest IRS Data Would Suggest + Consumer Sentiment/Big Ticket Spending Stable
|
|
Grom, Chuck |
2019-04-05 |
| WSM: Williams-Sonoma - California Dreamin’ . . . HQ Trip Yields Modest NT Concerns . . . With Potential LT Opportunities
|
WSM |
Grom, Chuck |
2019-04-04 |