Retail Research


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Title Tickers Date Pages
FIVE: Five Below - Riders On The Storm . . . Channeling Our Inner Jim Morrison In These Uncertain Times . . . Post 4Q Thoughts FIVE 2020-03-18 6
COST: Costco Wholesale - Core Biz on Fire + Next Leg of Digital Growth w/Innovel Acquisition = Upgrade from Accumulate-Rated to Buy-Rated COST 2020-03-17 4
February ’20 Retail Sales Recap - Yesterday’s News But . . . Solid Growth on YOY Basis with Core Up 7.6%; 10/14 Categories Accelerate on the Stacks 2020-03-17 3
Department Stores & Off-Price Retail - Lowering EPS & SSS Estimates Across the Board: KSS, JWN, M, JCP, TJX, ROST, & BURL 2020-03-16 11
BJ’s Wholesale & Sprout’s Farmers Market - Going Food Shopping - Upgrading BJ's and Sprout's to Buy-Rated as Consumer Goes Into “Hunker-Down” Mentality 2020-03-16 5
Broadlines & Hardlines Retail - When Will Your Town Hit 77 Degrees? 90 Day Forward Look per Weather Trends International 2020-03-15 4
Tax Filing Season Statistics Update - Total Refund Dollars Down 1.3% YOY Through Week #6 –A Better Development vs. A Slow Start to The Season 2020-03-13 3
DG: Dollar General - SSS NEVER Turned Negative in 2001/2002, 2007/2008 = Port in a Storm, Post 4Q Thoughts DG 2020-03-12 5
TSCO: Tractor Supply Company - Big, Big Plans = Notes from Meeting with New CEO Hal Lawton TSCO 2020-03-10 5
DG: Dollar General - Reading the 4Q Print: Staying Long Goodlettsville DG 2020-03-09 4
February 2020 Macro Survey - GHRA Sentiment Index at 120.0 = Moves Up After 3 Months of Declines Despite Corona Fears 2020-03-06 7
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

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