Retail Research


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Title Tickers Date Pages
COST: Costco Wholesale - When the Going Gets Tough . . . The Tough Should Be Long Costco; Post 2Q Takes COST 2020-03-05 6
BJ: BJ's Wholesale Club, Inc. - 1st Inning or 9th Inning? Post 4Q Thoughts & Management Call Back Notes BJ 2020-03-05 6
BJ's & Burlington - Drive By Thoughts = BJ's (Hold-Rated) + Burlington (Accumulate-Rated) 2020-03-05 5
DLTR: Dollar Tree - We Sound Like A Broken Record . . . But DG > DLTR; 3 Incremental Takes Leave Us Reduce-Rated, Lowering Estimates/PT to $76 DLTR 2020-03-04 7
ROST: Ross Stores, Inc. - The Good (SSS) < The Bad (GPM + Guide) . . . For Now = To Whom Much is Given . . . Much Is Expected. Buyers on the Dip ROST 2020-03-03 7
JWN: Nordstrom - Sales + Inventory Position + Margin “Bend” > 4Q EPS Miss, Stay Accumulate-Rated JWN 2020-03-03 6
Kohl’s & Target - Model Update 2020-03-03 6
Target & Kohls - Drive By Thoughts = Target (Buy-Rated) + Kohl's (Hold-Rated) 2020-03-03 5
W: Wayfair - Slowing Sales, Rising CAC’s, & Lack of Profit Urgency Not Favorable Developments = Stay Hold-Rated, Lower P-Target to $60 W 2020-02-28 6
Tax Filing Season Statistics Update - Total Refund Dollars Down 3.4% YOY Through Week #4 – Not A Great Development to February Comps 2020-02-28 3
BJ: BJ's Wholesale Club, Inc. - Reading The 4Q Print: Bottom’s Likely In, But SKU Rat Program Could Create Heightened SSS Vol in ’20 . . . COST > BJ BJ 2020-02-28 5
DLTR: Dollar Tree - Reading the 4Q Print: Some Optimism Plausible . . . But We Remain Bearish on Family’s NT & LT Prospects, DG > DLTR DLTR 2020-02-28 5
KSS: Kohl's - Reading the 4Q Print: Easy Comps + Weather + Analyst-Day < LT Strategic Positioning + AMZN Cycle KSS 2020-02-28 5
COST: Costco Wholesale - Reading the 2Q Print + February SSS Preview: Waving a "Yellow" Flag on 2Q Print, See Feb Core SSS +7.5% COST 2020-02-28 6
TGT: Target - Reading the 4Q Print: Staying Constructive as Recipe for 2019 Success Should Still Work in 2020 TGT 2020-02-28 5
JWN: Nordstrom - Reading the 4Q Print: We See EPS > Street + Guide In-Line = More Than Enough at Current Levels JWN 2020-02-28 5
JCP: J.C. Penney - Controlling What It Can Control . . . But the Clock is Ticking – Post 4Q Thoughts JCP 2020-02-27 5
TJX: TJX Companies Inc - Upgrading to Buy-Rated with $75 Price Target = Tier 1 Name In a Tier 1 Retail Vertical TJX 2020-02-27 6
Broadlines & Hardlines Retail - EPS Updates: Sprouts + Lowe's 2020-02-26 5
LOW: Lowe's - GPM Better . . . But SSS Light; Still Prefer Atlanta > Charlotte - Updated Quality Review LOW 2020-02-26 5

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