| FND: Floor & Decor Holdings - Reading the Print = Digging In, LT Thesis Intact... But NT Set-Up Tricky; Lowering 3Q18 EPS on SSS + FY19 EPS on Tariff
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FND |
Grom, Chuck |
2018-10-29 |
| W: Wayfair - Reading the Print = Raising 3Q Direct Revenue Growth to 42.0%; October Card Data > 3Q Trend
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W |
Grom, Chuck |
2018-10-29 |
| SFM: Sprouts Farmers Markets - Reading the Print: Card Data Indicates SSS of ~1.0%-1.5%, Respectable on the Stacks; Staying Sidelined Into Print
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SFM |
Grom, Chuck |
2018-10-29 |
| The Weekend Warrior (10/26) - In Focus: TSCO Core Comp + Heating Costs + WTI + Transportation Costs + Social Security COLA + Gas Prices + Holiday Sales Forecast
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|
Grom, Chuck |
2018-10-26 |
| TSCO: Tractor Supply Company - Give Me Back My Hometown – Sticking with Brentwood; Post Management Call Takes = Accumulate/$97 PT
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TSCO |
Grom, Chuck |
2018-10-26 |
| TSCO: Tractor Supply Company - Retail Quiz Today = Will The Fundamentals Matter??? If So . . . Tractor Works. Post 3Q Thoughts After A Strong Print.
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TSCO |
Grom, Chuck |
2018-10-25 |
| JCP: J.C. Penney - HQ Trip Notes… Some Good, Some Bad = Stay Hold Rated Accordingly
|
JCP |
Grom, Chuck |
2018-10-24 |
| TSCO: Tractor Supply Company - 3Q18 Reading The Print = Card Data + Macro Indicators Support Above Consensus Estimates . . . Stay Accumulate-Rated
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TSCO |
Grom, Chuck |
2018-10-19 |
| Macro Survey Results - Big Ticket Outlook + NT Sentiment Remains Very Healthy . . . But Some Yellow Flags on Wealth Effect Emerging; Final BTS Tally
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|
Grom, Chuck |
2018-10-17 |
| WMT: Wal-Mart - Top 10 Takes From Bentonville; Impressive Story . . . But At What Price?
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WMT |
Grom, Chuck |
2018-10-16 |
| WMT: Wal-Mart - ‘19 EPS Guide Set @ ~3.5% vs. “Bar” of 5.0%; SSS/Digital > Expectations, Analyst Day Take Part I
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WMT |
Grom, Chuck |
2018-10-16 |
| September ’18 Retail Sales Wrap - September Retail Sales (Ex-Autos) The Slowest Since April 2018 . . . Results Weaker Across the Board
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|
Grom, Chuck |
2018-10-15 |
| DLTR: Dollar Tree - Thesis Creep Can Be Dangerous; Downgrade to Hold = Southeast Checks + Card Data + Footfall Work Point to No Change @ FDO
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DLTR |
Grom, Chuck |
2018-10-15 |
| WMT: Wal-Mart - Raising 3Q SSS View on Data Science Work . . . But Lowering ’19 EPS to $4.80; 10 Questions for Team Ahead of Analyst Day, Hold
|
WMT |
Grom, Chuck |
2018-10-12 |
| RH: RH - Deja Vu All Over Again . . . RH $700M Share Repurchase Authorization Implies +20% Share Reduction
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RH |
Grom, Chuck |
2018-10-11 |
| BJ: BJ's Wholesale Club, Inc. - 3 Week Re-Branding Campaign - Our Thoughts, Stay Accumulate Rated
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BJ |
Grom, Chuck |
2018-10-11 |
| SHLD Bankruptcy Market Share Study - Sizing Up the Opportunity If SHLD Were To Liquidate . . . JCPenney Looks to Be Biggest “Potential” Beneficiary
|
|
Grom, Chuck |
2018-10-11 |
| COST: Costco Wholesale - Port In A Storm; Zeptember SSS Rise 7.3% on Core, Management Call Back Notes = Stay Accumulate Rated
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COST |
Grom, Chuck |
2018-10-10 |
| HD + LOW + WMT + TGT - Alpha Hat Series: Hurricane Florence Sales = Preparation > Recovery Efforts; Modest 10-20 bps SSS Lift for 3Q18
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|
Grom, Chuck |
2018-10-09 |
| Proprietary Credit Card Data & Analysis (10/8) - September MTD Noticeably Improves with Aggregate Index Up 3.4%; 15 Consumer Sectors/300+ Company Roll-Up Herein
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|
Grom, Chuck |
2018-10-08 |