| KSS: Kohl's - Notes From 1x1 w/CEO Michelle Gass. Brighter Days Ahead for Menomonee Falls, Alpha Hat Data Shows Surge in Footfall
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KSS |
Grom, Chuck |
2019-09-11 |
| Low & Middle Market Pricing Study - Family Dollar Improves at the Low End; Walmart Gives Up Some Ground in Mid Market Study; Inflation Showing Some Moderation
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Grom, Chuck |
2019-09-10 |
| August Back-To-School Survey - Meaningful Uptick in BTS Spending Intentions Suggests A Healthy Start to 3Q . . . & Bodes Well for Holiday 2019
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Grom, Chuck |
2019-09-09 |
| COST: Costco Wholesale - Momentum Begets Momentum = Core SSS Rise 5.9% in August . . . Impressive Results Indeed
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COST |
Grom, Chuck |
2019-09-05 |
| HOME: At Home Group - Post 2Q Thoughts - Patience Required. Management Call Back Notes
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HOME |
Grom, Chuck |
2019-09-04 |
| COST: Costco Wholesale - August SSS Pre-Game: We See a 4.5% Core Comp with Some Potential Upside . . . Staying Hold-Rated . . . But FOMO Persists
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COST |
Grom, Chuck |
2019-09-03 |
| Hardlines Retail - Hurricane Dorian Heads to Florida – Store Exposure = HD (13.4%), LOW (11.7%), FND (26.4%), & TSCO (15.0%)
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Grom, Chuck |
2019-08-30 |
| DLTR: Dollar Tree - FDO Recovery Looks Real… Patience Should be Rewarded as 2Q Likely the Bottom on EBIT Compression… Mgmt. Callback Notes
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DLTR |
Grom, Chuck |
2019-08-29 |
| DG: Dollar General - Written in the Sand = Guide Conservative + Multiple SPSF/GPM Drivers – Raising EPS & PT to $170, Mgmt. CB Notes
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DG |
Grom, Chuck |
2019-08-29 |
| DG + DLTR - Quick Take Pre-Conference Calls - Remain Buyers of The Basket (DG + DLTR + FIVE)
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Grom, Chuck |
2019-08-29 |
| WSM: Williams-Sonoma - Post Management Call Back Notes – Staying Accumulate-Rated with $76 Price Target Following 2Q Print
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WSM |
Grom, Chuck |
2019-08-28 |
| FIVE: Five Below - Look Forward . . . Not Back - Post 2Q Takes/Management Call Back Color
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FIVE |
Grom, Chuck |
2019-08-28 |
| WSM: Williams-Sonoma - Reading the Print: Raising 2Q SSS View to 4% from 3.5%, PT Moves to $76 - Staying Long, Enjoying “Island Life”
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WSM |
Grom, Chuck |
2019-08-26 |
| DG, DLTR, & FIVE - Reading the 2Q Prints: Tweaking up DG + DLTR estimates . . . Down on FIVE; Buyers of the Basket w/ Conviction DG > DLTR > FIVE
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Grom, Chuck |
2019-08-23 |
| BJ: BJ's Wholesale Club, Inc. - Learnings to Fly = Staying Buy-Rated After Solid 2Q . . . Management Call Back Notes
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BJ |
Grom, Chuck |
2019-08-22 |
| BJ: BJ's Wholesale Club, Inc. - Target 2.0? Quick Thoughts Post 2Q Print + Quality Review
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BJ |
Grom, Chuck |
2019-08-22 |
| JWN: Nordstrom - Bear Case Still Holds . . . But Stock Looks Washed Out at ~7.9x Forward EPS, Stay Hold-Rated
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JWN |
Grom, Chuck |
2019-08-21 |
| TGT: Target - See the Dollar General Playbook for Multiple Expansion Case, Stay Buy-Rated with New $120 Price Target
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TGT |
Grom, Chuck |
2019-08-21 |
| Target & Lowe's 2Q19 - Impressive Results from Minneapolis + Mooresville . . . Initial Takes
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Grom, Chuck |
2019-08-21 |
| HD: Home Depot - Fitting Send Off for Retiring CFO Carol Tomé; Stay Buy-Rated as the “Haves” Continue to Take Share From the “Have Nots” in Retail
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HD |
Grom, Chuck |
2019-08-20 |