Chuck Grom, CFA, CPA
Senior Analyst, Retail

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ROST: Ross Stores, Inc. - Dublin . . . We Have A...
ROST: Ross Stores, Inc. - Dublin . . . We Have A Problem; Lowering Estimates, But 2 Concerns Stil...
5-19-2022
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KSS: Kohl's - Mixed Bag from Menomonee Falls,...
KSS: Kohl's - Mixed Bag from Menomonee Falls, Lowering Estimates & PT to $52
5-19-2022
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BJ: BJ's Wholesale Club, Inc. - Aggressive Buyers...
BJ: BJ's Wholesale Club, Inc. - Aggressive Buyers Post the 1Q Print & Our CEO/CFO Callback, Raisi...
5-19-2022
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TGT: Target - Where Were You in 1987 . . . Ugly Day For...
TGT: Target - Where Were You in 1987 . . . Ugly Day For Minneapolis, Post 1Q Thoughts Post Manage...
5-18-2022
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TJX: TJX Companies Inc - Bigger is Better in OPR Land ....
TJX: TJX Companies Inc - Bigger is Better in OPR Land . . . Post 1Q22 Notes Post Management C/B, ...
5-18-2022
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LOW: Lowe's - Impressive 1Q22 Print from Carolina...
LOW: Lowe's - Impressive 1Q22 Print from Carolina Country . . . But Stock Remains in Purgatory NT...
5-18-2022
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WMT: Walmart - Lowering Estimates Post 1Q Print, Two...
WMT: Walmart - Lowering Estimates Post 1Q Print, Two Important Laterals for Retail Space, Stay Ho...
5-17-2022
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W: Wayfair - Softer May Data Trends + 90 Day Hiring...
W: Wayfair - Softer May Data Trends + 90 Day Hiring Freeze
5-17-2022
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HD: Home Depot - NT Shares Remain in Purgatory . . ....
HD: Home Depot - NT Shares Remain in Purgatory . . . But Execution Remains Near Flawless, Post 1Q...
5-17-2022
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April '22 Retail Sales Recap - Headline +8.7% YOY =...
April '22 Retail Sales Recap - Headline +8.7% YOY = Acceleration on 3-Yr. Geo Stack; Experience a...
5-17-2022
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Weekend Warrior (5/13/22) - Freight Friday Update = 5...
Weekend Warrior (5/13/22) - Freight Friday Update = 5 Supply Chain Indicators We Track, Fuel & Li...
5-13-2022
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DLTR: Dollar Tree - Quick Thoughts: The Rick Dreiling...
DLTR: Dollar Tree - Quick Thoughts: The Rick Dreiling Band Sees Its First 2 New Additions As The ...
5-12-2022
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May ’22 Shades of Grey & 1Q22 Preview - Critical...
May ’22 Shades of Grey & 1Q22 Preview - Critical EPS Season on Deck with Bias to the Downside; Ad...
5-12-2022
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May 2022 Macro Survey (#60) - Sentiment Stable (+) . ....
May 2022 Macro Survey (#60) - Sentiment Stable (+) . . . But Rising Inflation Concerns + Slowing...
5-10-2022
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Tax Filing Statistics (Through 4/29) - Total Refund...
Tax Filing Statistics (Through 4/29) - Total Refund Dollars +19.6% As Returns Processed Reach Hig...
5-9-2022
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Low & Middle Market Pricing Study (#32) - INFLATION...
Low & Middle Market Pricing Study (#32) - INFLATION WATCH = Average Basket Surges ~12.0% Higher Y...
5-9-2022
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FND: Floor & Decor Holdings - Solid Print Out of...
FND: Floor & Decor Holdings - Solid Print Out of the ATL, Post 1Q22 Thoughts
5-6-2022
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Home Improvement/Furnishings Retail - Lowering Ratings...
Home Improvement/Furnishings Retail - Lowering Ratings as Group Goes Into Purgatory w/4 Key Conce...
5-6-2022
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W: Wayfair - A Triple Double of Trouble Up in Boston ....
W: Wayfair - A Triple Double of Trouble Up in Boston . . . Downgrade to Reduce-Rated + Lowering P...
5-5-2022
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SFM: Sprouts Farmers Markets - Not All Grocers Are...
SFM: Sprouts Farmers Markets - Not All Grocers Are Created Equally, Lowering Estimates + PT to $2...
5-4-2022

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