Chuck Grom, CFA, CPA
Senior Analyst, Retail

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COST: Costco Wholesale - Management Call-Back Notes...
COST: Costco Wholesale - Management Call-Back Notes Post April Core SSS +8.7% . . . Stay Buy-Rate...
5-4-2022
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1Q22 Retail Data Science Update - Will February,...
1Q22 Retail Data Science Update - Will February, March, & April Showers . . . Bring May Flowers?...
5-4-2022
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COST: Costco Wholesale - April SSS Pre-Game = Modeling...
COST: Costco Wholesale - April SSS Pre-Game = Modeling Negative 4.0% Core Comp Against Tough Comp...
5-3-2022
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Tax Filing Statistics (Through 4/22) - Total Refund...
Tax Filing Statistics (Through 4/22) - Total Refund Dollars +19.8% as Filings Continue to Surge +...
5-2-2022
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W: Wayfair - Reading The 1Q22 Print: Way Day '22...
W: Wayfair - Reading The 1Q22 Print: Way Day '22 > Way Day '21 . . . But April Trends Soften, Low...
5-2-2022
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FND: Floor & Decor Holdings - 1Q22 Reading the...
FND: Floor & Decor Holdings - 1Q22 Reading the Print: Great LT Story < Tough NT Narrative; Mainta...
4-29-2022
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FND: Floor & Decor Holdings - 1Q22 Reading the...
FND: Floor & Decor Holdings - 1Q22 Reading the Print: Great LT Story < Tough NT Narrative; Mainta...
4-29-2022
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March PCE Results - Consumer Spending Steady on 3-Year...
March PCE Results - Consumer Spending Steady on 3-Year Basis . . . But Discretionary Softer as Ex...
4-29-2022
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Tax Filing Statistics (Through 4/15) - Total Refund...
Tax Filing Statistics (Through 4/15) - Total Refund Dollars +15.2% As Filings Surge Before Tax De...
4-26-2022
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TSCO: Tractor Supply Company - Blame The Weather . . . ...
TSCO: Tractor Supply Company - Blame The Weather . . . North Underperforming The South As Spring...
4-22-2022
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TSCO: Tractor Supply Company - Warning = Don't Over...
TSCO: Tractor Supply Company - Warning = Don't Over Think Things . . . Staying Long Nashville Pos...
4-21-2022
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Retail Data Science: Mid-April Update - Traffic Holds...
Retail Data Science: Mid-April Update - Traffic Holds Steady on the 3-Yr-Geo . . . But did the Ea...
4-20-2022
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Tax Filing Statistics Update (Through 4/8) - Total...
Tax Filing Statistics Update (Through 4/8) - Total Refund Dollars +13.7% + Average Refund +9.9% Y...
4-18-2022
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March '22 Retail Sales Recap - Headline Miss . . ....
March '22 Retail Sales Recap - Headline Miss . . . But Acceleration on 3-Yr. Geo Stack; Gas Sales...
4-14-2022
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TSCO: Tractor Supply Company - Reading the 1Q Print =...
TSCO: Tractor Supply Company - Reading the 1Q Print = Raising SSS to +5.0%; Macro Tailwinds + Str...
4-13-2022
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Tax Filing Statistics Update (Through 4/1) - Total...
Tax Filing Statistics Update (Through 4/1) - Total Refund Dollars +13.4% + Average Refund +11.5% ...
4-11-2022
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April 2022 Macro Survey (#59) - Sentiment Index Rises...
April 2022 Macro Survey (#59) - Sentiment Index Rises 26 Points to 96.0: Home Spend Intent Up + S...
4-8-2022
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TGT: Target - Upgrade to Buy-Rated from Hold-Rated;...
TGT: Target - Upgrade to Buy-Rated from Hold-Rated; Sentiment Too Negative on Retail and the Team...
4-8-2022
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COST: Costco Wholesale - Some FOMO Tonight . . ....
COST: Costco Wholesale - Some FOMO Tonight . . . Wishing We Could Own COST Stock . . . Management...
4-6-2022
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Retail Data Science: March Recap - Traffic Continues to...
Retail Data Science: March Recap - Traffic Continues to Moderate . . . Easter Shift Partially to ...
4-6-2022

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