| TSCO: Tractor Supply Company - Downgrade To Accumulate As Recent Comp Trends + 2020 Outlook Could Weigh On Near-Term Sentiment
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TSCO |
Grom, Chuck |
2020-01-06 |
6 |
| The Weekend Warrior - Happy Holidays from Team Grom . . . See You in The Next Decade
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Grom, Chuck |
2019-12-20 |
10 |
| Final 2019 Macro Survey - GHRA Sentiment Index at 124.4 = Down Slightly . . . But Remains Elevated Heading Into Key Holiday Period, Upper Income Demo ++
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Grom, Chuck |
2019-12-18 |
10 |
| November ’19 Retail Sales Recap - Sales Weak Almost Across the Board . . . Can Be Explained Away but the Deceleration in Home Improvement Bears Monitoring
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Grom, Chuck |
2019-12-13 |
3 |
| COST: Costco Wholesale - No Special (Yet) . . . but Santa Galanti Delivers = 3 Favorable Factors To Monitor As We Turn The Corner Into 2020; Post 1Q Review
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COST |
Grom, Chuck |
2019-12-12 |
6 |
| HD: Home Depot - Downgrade to Accumulate-Rated from Buy-Rated; Lowering EPS & Price Target To $230 . . . Curbing Our Enthusiasm
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HD |
Grom, Chuck |
2019-12-12 |
6 |
| HD: Home Depot - 2020 Guide Implies EPS of ~$10.20-$10.30, Initial Thoughts
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HD |
Grom, Chuck |
2019-12-11 |
5 |
| RH: RH - Model Update – Raising Estimates & Price Target to $225
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RH |
Grom, Chuck |
2019-12-09 |
6 |
| HOME: At Home Group - Dropping Coverage
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HOME |
Grom, Chuck |
2019-12-05 |
3 |
| Tractor Supply + Macy’s - Nashville's Broadway > NYC's Broadway; Quick Thoughts on Hal Lawton's Move to Tractor Supply from Macy's
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|
Grom, Chuck |
2019-12-05 |
3 |
| DG: Dollar General - Great Print . . . With One Exception, Post 3Q Takes - Raising EPS Estimates & Price Target to $180
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DG |
Grom, Chuck |
2019-12-05 |
6 |
| FIVE: Five Below - Joel > Carson . . . Raising Estimates & Price Target to $150 - Stay Buy-Rated, Management Call Back Notes
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FIVE |
Grom, Chuck |
2019-12-04 |
6 |
| COST: Costco Wholesale - Pro-Forma Core SSS Rise 6.3% in November // Big Uptick on the Stacks #IssaquahStrong
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COST |
Grom, Chuck |
2019-12-04 |
4 |
| W: Wayfair - Direct Revenue Growth of 36% for the “Holiday 5” = Strong . . . But Softer Delta vs. QTD Than Past Years
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W |
Grom, Chuck |
2019-12-04 |
3 |
| FND: Floor & Decor Holdings - 5 Key Takes From Management Dinner in NYC = Remain Constructive on NT and LT Set-Up . . . Accumulate-Rated w/$50 Price Target
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FND |
Grom, Chuck |
2019-12-04 |
5 |
| Black Friday Shopping Survey - Traffic Slows ~400 bps YOY . . . But Spending Up ~10%; ~61% Shopped Ahead of Weekend Due to Shorter Season; WMT/KSS/AMZN (+)
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|
Grom, Chuck |
2019-12-01 |
9 |
| Black Friday Pricing Results 2019 - Amazon Leads on Price . . . Followed Closely by Walmart . . . While Target Lags
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Grom, Chuck |
2019-11-29 |
4 |
| DLTR: Dollar Tree - Purgatory (Again) = Lowering Estimates + PT ($106) + Rating to Accumulate (from Buy); Management Call Back Notes
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DLTR |
Grom, Chuck |
2019-11-26 |
7 |
| Low & Middle Market Pricing Study - DG Gap Narrows (+) . . . While FDO’s Widens (-); Amazon’s Price Action Bears Monitoring; Inflation 3.6% Higher YOY
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Grom, Chuck |
2019-11-25 |
6 |
| JWN: Nordstrom - Sleeping Better in Seattle: Rack + Inventory Discipline + GPM Gains > Continued Softness in Key Full Line Channel =Stay Hold-Rated
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JWN |
Grom, Chuck |
2019-11-21 |
5 |