| FIVE: Five Below - Mo Money, Mo Problems; Even Beyond Spinner Trend, Core Biz Healthy; Stay Long, Raising Estimates & PT to $58
|
FIVE |
Grom, Chuck |
2017-06-01 |
|
| DG: Dollar General - Gotta Know When To Fold 'Em = Upgrade to Accumulate from Reduce; New Price Target Established at $84
|
DG |
Grom, Chuck |
2017-06-01 |
|
| COST: Costco Wholesale - Can I Get An "Amen"? May Core SSS Rise 4.5%+ = Strength in Traffic, Discretionary, & Food Inflation
|
COST |
Grom, Chuck |
2017-05-31 |
|
| COST: Costco Wholesale: May SSS Pre-Game = We See Core Up ~3.5% vs. Tough Compare
|
COST |
Grom, Chuck |
2017-05-30 |
|
| COST: Costco Wholesale - Sometimes . . . Boring is Good; Solid 3Q Print From Issaquah = Remain Accumulate-Rated + $191 PT
|
COST |
Grom, Chuck |
2017-05-25 |
|
| DLTR: Dollar Tree - It Takes Two To Tango & FDO Still Not Dancing (Yet); Stay Patient + Long
|
DLTR |
Grom, Chuck |
2017-05-25 |
|
| TGT: Target - 5 Sell Side Meeting Takeaways = Still Prefer WMT + COST > TGT
|
TGT |
Grom, Chuck |
2017-05-24 |
|
| WSM: Williams-Sonoma - Clear Eyes, Full Heart, Can't Lose; Raising EPS & PT to $62 = Accumulate
|
WSM |
Grom, Chuck |
2017-05-24 |
|
| Broadlines Retail - Another Blow For Low-End? Unlikely...But Trump's $193B SNAP Reduction Plan Bears Monitoring
|
WMT, TGT, DG, KR, DLTR |
Grom, Chuck |
2017-05-22 |
|
| WMT: Wal-Mart - Black Hole Sun; A Near Perfect 1Q From Bentonville = Stay Long, $90 PT
|
WMT |
Grom, Chuck |
2017-05-18 |
|
| TGT: Target - Whoa . . . Big Beat out of Minneapolis, But is That a Good Thing? Stay Sell Rated
|
TGT |
Grom, Chuck |
2017-05-17 |
|
| Department Stores: The Next Shoe To Drop? Credit Income Stats & 2018 Sensitivity Analysis
|
JWN, TGT, M, JCP, DDS, KSS |
Grom, Chuck |
2017-05-15 |
|
| JCP: J.C. Penney - Some Good, Some Bad . . . But Why Leave the Comp Bar High? Lowering EPS Below Guide, PT to $4.50, Stay Reduce Rated
|
JCP |
Grom, Chuck |
2017-05-12 |
|
| JWN: Nordstrom - It's All Relative; Quick Take Post 1Q Print, Maintaining Estimates + $54 PT
|
JWN |
Grom, Chuck |
2017-05-11 |
|
| M: Macy's - It's the Game . . . Not the Player; Lowering EPS Below Guide, PT to $25 = JWN > M > KSS > JCP
|
M |
Grom, Chuck |
2017-05-11 |
|
| RH - Better Sales...Flow-Through Disappoints; Stay Hold Rated
|
RH |
Grom, Chuck |
2017-05-11 |
|
| KSS: Kohl's - Mixed Bag From Menomonee Falls in 1Q; On a Big Lift . . . We'd Reduce Positions
|
KSS |
Grom, Chuck |
2017-05-11 |
|
| WFM: Whole Foods - Quick Take Post 1Q Print: Stay Buy Rated, Story Stock with Optionality
|
WFM |
Grom, Chuck |
2017-05-10 |
|
| WMT: Wal-Mart - ALERT: FCPA Settlement Removes Overhang + Relief On Food Stamp Front
|
WMT |
Grom, Chuck |
2017-05-10 |
|
| W: Wayfair - No Guts, No Glory: Raising Estimates & PT to $70 Post Solid 1Q - Stay Long
|
W |
Grom, Chuck |
2017-05-09 |
|