|
Title
|
Date
|
|
Lowe's: Charging Ahead, Leveraging Up
|
Dec 13, 2018
|
|
CarMax FY3Q Preview: Value Gap Inverting; Don’t Rush In
|
Dec 13, 2018
|
|
3Q Earnings Wrap: Positioning for a Multichannel Holiday, and Beyond
|
Dec 10, 2018
|
|
Lowe's: Analyst Day Preview, Refocusing on the Core
|
Dec 10, 2018
|
|
Kroger: Turning the Cost Control Dial
|
Dec 7, 2018
|
|
Home Depot: Execution Matters
|
Dec 7, 2018
|
|
AutoZone: Commercial Kicker Gains Traction
|
Dec 6, 2018
|
|
Dollar General: Margin Gravity Taking Hold
|
Dec 6, 2018
|
|
RH: Cleaning the Windshield, Visibility Still Limited
|
Dec 4, 2018
|
|
Dollar Tree: In the Eye of the Tariff Hurricane
|
Dec 3, 2018
|
|
HILI Drops Again, Cutting Numbers, Running to the Exits?
|
Nov 29, 2018
|
|
Food Survey: Channel Shift Pressures Profit
|
Nov 28, 2018
|
|
Best Buy: 3Q18 Prepping For the Future, Proactive on the Tariffs
|
Nov 21, 2018
|
|
Target: Traffic Bullseye, Margins Miss the Mark…
|
Nov 21, 2018
|
|
Lowe’s: The Kitchen Sink or Tear Down?
|
Nov 21, 2018
|
|
Walmart: Traffic Matters, and So Does the Multiple
|
Nov 19, 2018
|
|
October Retail Sales: Trying to Hold Near 4.5% to 5%
|
Nov 15, 2018
|
|
Home Depot: Fear Creates Opportunity
|
Nov 14, 2018
|
|
Advance Auto Parts: Is the Turnaround in the Stock?
|
Nov 14, 2018
|
|
3Q18 Earnings Preview: Sales, Tariffs, and Margins... The 2019 Battle Begins
|
Nov 12, 2018
|
|
HILI Drops to 2.4%. Tariffs and Demand Are Two Key Risks for 2019
|
Nov 12, 2018
|
|
Amazon International Survey: Will International Ever Make Money?
|
Nov 8, 2018
|
|
Costco: It’s Still a Great Time to Be Costco
|
Nov 8, 2018
|
|
Sherwin-Williams: Respect the Pricing Power
|
Nov 7, 2018
|
|
Lowe's: Keeping up the Pace, Rationalizing Capacity
|
Nov 6, 2018
|
|
Wayfair: Earning the Right to Spend?
|
Nov 2, 2018
|
|
Grocery Shop Conference: Five Mega Trends to Chew On
|
Nov 2, 2018
|
|
Kroger: Driving the Grocery Autobahn with Two Hands on the Wheel
|
Oct 31, 2018
|
|
AutoZone: Meeting Takeaways
|
Oct 30, 2018
|
|
O’Reilly: Doing it Their Way
|
Oct 26, 2018
|
|
Tractor Supply: Approaching the Margin Trough?
|
Oct 26, 2018
|
|
Amazon: Play it Again… Margins Take the Sales Baton
|
Oct 26, 2018
|
|
Kroger: Analyst Day Preview Swimming Up An Alternative Revenue Stream
|
Oct 25, 2018
|
|
Sears: Dropping Coverage
|
Oct 24, 2018
|
|
Auto Part Price Study: How Much Could Margins Fall?
|
Oct 23, 2018
|
|
Genuine Parts Co: Sustainability is Key
|
Oct 19, 2018
|
|
Sears: The Final Chapter?
|
Oct 19, 2018
|
|
Walmart: Sales Over Margins
|
Oct 17, 2018
|
|
September Retail Sales: Reflate and… Wait for the Holidays
|
Oct 15, 2018
|
|
Walmart: Analyst Day Preview – Focused on a Long Game in a Multichannel Retail World
|
Oct 12, 2018
|
|
RSLI: Uptick to 5%, Raising 4Q Estimates
|
Oct 9, 2018
|
|
Costco: Loyalty + Traffic = Upside in a Reflationary World
|
Oct 9, 2018
|
|
Amazon Joins the Wage Party: What Does it Mean?
|
Oct 8, 2018
|
|
Lowe's: Retail's Turnaround Story, Three Months In
|
Oct 1, 2018
|
|
HILI Drops to 3%. Is Affordability the Problem?
|
Oct 1, 2018
|
|
Bed Bath & Beyond: The Melting Ice Cube is Getting Smaller
|
Sep 28, 2018
|
|
CarMax: Have it Your (Multichannel) Way
|
Sep 27, 2018
|
|
AutoZone: Dialing up the Multichannel Battle
|
Sep 24, 2018
|
|
Sears: What Does a $12bn Share Donation Mean?
|
Sep 21, 2018
|
|
AutoNation: Larson’s Choice
|
Sep 20, 2018
|
|
Home Depot: Roundtable Visit Takeaways
|
Sep 18, 2018
|
|
August Retail Sales: 5% is Enough. For Now.
|
Sep 14, 2018
|
|
Kroger: The Food Fight Rages On
|
Sep 14, 2018
|
|
2Q Earnings Wrap: Is the Amazon Threat Over?
|
Sep 12, 2018
|
|
RSLI: Jobs and the Wealth Effect Driving the Model Higher
|
Sep 7, 2018
|
|
Best Buy: Prepping For the Future, Proactive on the Tariffs
|
Sep 5, 2018
|
|
Amazon: AWS Upside and the $1 Trillion Market Cap
|
Aug 30, 2018
|
|
HILI Recovers in July - Trend Stabilizing Between 3-4%
|
Aug 29, 2018
|
|
Lowe’s: Hitting the Ground Running. $6+ EPS in 2019 Believable
|
Aug 29, 2018
|
|
Target: What About the Next 13 Years?
|
Aug 24, 2018
|
|
Home Depot: Can it Get Any Better Than This?
|
Aug 20, 2018
|
|
Walmart Go Big or Go Home
|
Aug 17, 2018
|
|
July Retail Sales: Party Like It’s 7/11
|
Aug 16, 2018
|
|
Best Buy: GreatCall, a Lifeline for Services? - August 16, 2018
|
Aug 16, 2018
|
|
Sales Sizzle, but Tariffs Add Spice
|
Aug 10, 2018
|
|
RSLI: Midsummer Dreaming; With an Eye on the Risks
|
Aug 9, 2018
|
|
O’Reilly: A Little Rocket Science, and a Whole Lot of Culture
|
Aug 8, 2018
|
|
Wayfair: Giving the Benefit of the Doubt
|
Aug 3, 2018
|
|
Trumponomics Part II: The Risk of Protectionism for Retailers
|
Aug 1, 2018
|
|
Lumber Liquidators: 2Q Comps a Cut Above, Margins Against the Grain
|
Jul 31, 2018
|
|
O’Reilly: 4.6% Comp, but Margins Still Pressured
|
Jul 27, 2018
|
|
Amazon: 2Q Shows Us the Money...
|
Jul 27, 2018
|
|
HILI Snaps Down-Streak in June, Still Not Out of the Woods...
|
Jul 26, 2018
|
|
Sherwin-Williams: Owning Pricing Power in a Reflationary World
|
Jul 26, 2018
|
|
Amazon: What to Watch for in Q2 Results
|
Jul 23, 2018
|
|
Genuine Parts Co: Comps Back to 3%, Yet What about the Margins?
|
Jul 20, 2018
|
|
Prime Day 2018: What You Need to Know
|
Jul 16, 2018
|
|
June Retail Sales: 5% Growth… Spells R-E-L-I-E-F for Retail
|
Jul 16, 2018
|
|
Amazon: Prime Day 2018: What You Need to Know
|
Jul 16, 2018
|
|
RSLI: Retail Sales Sizzling; Decelerating Trend a Risk
|
Jul 10, 2018
|
|
Best Buy: Looking to Succeed, Not Just Survive
|
Jul 8, 2018
|
|
HILI Drops Again, Growing Risk to 2H Sales
|
Jul 2, 2018
|
|
Auto Dealer Forum Nuggets, CarMax, AutoNation and More
|
Jun 29, 2018
|
|
Bed Bath & Bygone
|
Jun 28, 2018
|
|
CarMax: Delivering Profits; Now Time to Comp
|
Jun 25, 2018
|
|
O’Reilly: Tapping the Brakes; Downgrade to Neutral
|
Jun 25, 2018
|
|
Retail Comp Sheet 06-25-2018
|
Jun 25, 2018
|
|
Growth Slows, Capacity Grows… Ouch!
|
Jun 25, 2018
|
|
Kroger: Reinventing Themselves for a Multichannel Future
|
Jun 22, 2018
|
|
WSJ Article on Amazon & Washington - June 21, 2018
|
Jun 21, 2018
|
|
BJs is Coming Back
|
Jun 19, 2018
|
|
Blaming it on Weather, Reinvesting Tax Cuts
|
Jun 15, 2018
|
|
May Retail Sales: April Showers Brought May Flowers
|
Jun 14, 2018
|
|
RSLI: Downtick to 4.8% on Energy Costs, Less Good Employment & Confidence
|
Jun 12, 2018
|
|
Target: Driving Traffic, Will EBIT Follow?
|
Jun 4, 2018
|
|
Walmart Shareholders Day Lesson: The East India Company Was A Long Game Too
|
Jun 4, 2018
|
|
Costco: Growing Through the Amazon Effect
|
Jun 4, 2018
|
|
Lowe’s: What Can Marvin Ellison Do To Help Lowe’s?
|
May 31, 2018
|
|
Dollar Stores 1Q Miss: More Weather/Food Fight than Amazon. For Now...
|
May 31, 2018
|
|
April Home Improvement Lead Indicator: Will April Showers Bring May Comps?
|
May 30, 2018
|
|
Retail Comp Sheet 05-29-2018
|
May 29, 2018
|
|
Target: The Human Touch Matters in a Digital World
|
May 25, 2018
|
|
Walmart: Flipping Through the Portfolio
|
May 22, 2018
|
|
Lowe’s Flash Note: Lucky Penney? Marvin Ellison Named New President & CEO
|
May 22, 2018
|
|
Retail Comp Sheet 05-21-2018
|
May 21, 2018
|
|
Home Depot: Multichannel Nears 8%, Macro Remains Supportive
|
May 17, 2018
|
|
Retail Sales: Is 4% Good Enough for 18% EPS Growth?
|
May 16, 2018
|
|
Retail Comp Sheet 05-14-2018
|
May 14, 2018
|
|
1Q Earnings Preview: Now the Empires Strike Back
|
May 14, 2018
|
|
Is Maturing Prime Membership a Problem?
|
May 10, 2018
|
|
Dollar General, Dollar Tree, Kroger: It’s Not You…It’s Alexa
|
May 10, 2018
|
|
Walmart & Amazon: Flipping Out? - May 8, 2018
|
May 8, 2018
|
|
Retail Comp Sheet 05-07-2018
|
May 7, 2018
|
|
RSLI Suggests Modest Reacceleration in 2H
|
May 7, 2018
|
|
Wayfair: Way Day, Way Day! Time to Get Onboard?
|
May 3, 2018
|
|
Walmart: Battle of the Ages Goes British. God Save the Stores!
|
Apr 30, 2018
|
|
Retail Comp Sheet 04-30-2018
|
Apr 30, 2018
|
|
Tractor Supply: Time to Get Behind the Tractor?
|
Apr 27, 2018
|
|
Amazon: 1Q18: Driving Towards $1 Trillion
|
Apr 27, 2018
|
|
Sherwin-Williams: Pricing Power Matters
|
Apr 26, 2018
|
|
Amazon: What to Watch for in Q1 Results
|
Apr 25, 2018
|
|
Auto Aftermarket: Blame it On The Weather (50bps Hit in April)
|
Apr 24, 2018
|
|
HILI: Deceleration to 4.9% Doesn’t Look Like 2007. Yet.
|
Apr 24, 2018
|
|
Lowe’s: Deep Dive Meeting Takeaways
|
Apr 24, 2018
|
|
Retail Comp Sheet 04-23-2018
|
Apr 23, 2018
|
|
Genuine Parts Co. Sluggish Auto Demand: Cyclical or Secular?
|
Apr 20, 2018
|
|
CarMax: Analyst Day Learnings; Trimming Comps for the Value Gap
|
Apr 19, 2018
|
|
Genuine Parts Co 1Q Earnings Flash
|
Apr 19, 2018
|
|
Amazon Letter to Shareholders, Setting a New Standard - April 19, 2018
|
Apr 19, 2018
|
|
Inaugural MoffettNathanson Retail Summit: The More Things Change, The Faster They Change
|
Apr 17, 2018
|
|
Genuine Parts Co.: SPR Divestiture - Addition by Subtraction
|
Apr 16, 2018
|
|
Bed Bath & Beyond: Walking up a Down Escalator
|
Apr 16, 2018
|
|
March Retail Sales: Out Like a Lamb
|
Apr 16, 2018
|
|
Retail Comp Sheet 04-16-2018
|
Apr 16, 2018
|
|
Amazon & Trump: Neither Rain, Nor Heat, Nor Postal Tweet
|
Apr 10, 2018
|
|
Retail Comp Sheet 04-09-2018
|
Apr 9, 2018
|
|
2018 eCommerce Survey: Ready or Not – Here Comes Voice Shopping
|
Apr 5, 2018
|
|
CarMax: Mind the Value Gap
|
Apr 5, 2018
|
|
RSLI: Consumer Looks Strong, If the Market & Tariffs Don’t Screw It Up
|
Apr 3, 2018
|
|
Advance Auto Parts: CFO Change Another Step on a Transformative Journey
|
Apr 3, 2018
|
|
Retail Comp Sheet 04-02-2018
|
Apr 2, 2018
|
|
Lowe’s: The Waiting is the Hardest Part
|
Apr 2, 2018
|
|
Wayfair: A Unique Take on Home Goods
|
Apr 2, 2018
|
|
RH: Trading Growth for Profits in 2018
|
Mar 29, 2018
|
|
CarMax: 4Q Rocky, March Comp/ Inventory Spell Relief
|
Mar 29, 2018
|
|
Retail Comp Sheet 03-26-2018
|
Mar 26, 2018
|
|
HILI Healthy: EHS and Confidence Bounced Back, but so did Rates
|
Mar 23, 2018
|
|
Amazon, Walmart, and Kroger: Food Fight at Your Doorstep
|
Mar 22, 2018
|
|
Retail Comp Sheet 03-19-2018
|
Mar 19, 2018
|
|
Dollar General: Greater Retention Bumps Outlook; Sustainability Key
|
Mar 16, 2018
|
|
Williams Sonoma: Setting the Table for Multichannel Growth
|
Mar 16, 2018
|
|
Lumber Liquidators Deep Dive Notes
|
Mar 16, 2018
|
|
Dollar General 4Q Earnings Flash: Defying Gravity
|
Mar 15, 2018
|
|
February Retail Sales: If the Shoe Fits… 4.5% Growth Still On Track
|
Mar 14, 2018
|
|
Retail Earnings Wrap: Do Investments Make Sense?
|
Mar 14, 2018
|
|
Retail Comp Sheet 03-12-2018
|
Mar 12, 2018
|
|
Kroger: More To Spend, But Is There More (Share) To Gain?
|
Mar 9, 2018
|
|
Costco: Riding Loyalty in a Multichannel Retail Storm
|
Mar 9, 2018
|
|
Dollar Tree: Detoured, But Not Derailed
|
Mar 8, 2018
|
|
KR 4Q Earnings Flash: Playing for Long Term Growth; Paying for it Today
|
Mar 8, 2018
|
|
Target: Knowing What You Don’t Know
|
Mar 7, 2018
|
|
Dollar Tree Earnings Flash: Investment Year Meets High Expectations
|
Mar 7, 2018
|
|
AN: Trimming 1Q Sales & EBIT; NVLI Says Don’t Expect Much 2H18 Relief
|
Mar 6, 2018
|
|
Target 4Q Earnings Flash: Traffic Mojo at a Cost
|
Mar 6, 2018
|
|
NVLI Forecast Holds Steady Despite a Softer Start to ‘18 - March 6, 2018
|
Mar 6, 2018
|
|
Tractor Supply: Backup the Tractor, Upgrade to Buy
|
Mar 5, 2018
|
|
Retail Sales Lead Indicator Moves Higher; Tax Cut Cavalry Should Start to Help
|
Mar 5, 2018
|
|
Retail Comp Sheet 03-05-2018
|
Mar 5, 2018
|
|
BBY: Raising the Bar
|
Mar 2, 2018
|
|
LOW: Will Bad News Be Good News?
|
Mar 1, 2018
|
|
BBY 4Q Earnings Flash
|
Mar 1, 2018
|
|
TGT: Pricing Out Multichannel Future. Could Late to the Party Mean Better Returns?
|
Feb 28, 2018
|
|
AZO: Walking (not Running) in Memphis
|
Feb 28, 2018
|
|
LOW: 4Q Earnings Flash
|
Feb 28, 2018
|
|
LL: From ICU to Rehab
|
Feb 28, 2018
|
|
AZO 2Q18 Earnings Flash
|
Feb 27, 2018
|
|
Retail Comp Sheet 02-26-2018
|
Feb 26, 2018
|
|
W: Icarus?...
|
Feb 23, 2018
|
|
AAP: Turnaround Potential Tantalizing; Execution Risk Remains
|
Feb 23, 2018
|
|
Wayfair Flash Note
|
Feb 22, 2018
|
|
HILI Ticks Back to Good Following Hurricane Boost
|
Feb 22, 2018
|
|
HD Playing for Keeps
|
Feb 22, 2018
|
|
GPC: Modest Growth Finding Its Price
|
Feb 21, 2018
|
|
WMT: Growing Pains, Heightened Expectations, or Both?
|
Feb 21, 2018
|
|
WMT 4Q Earnings Flash: Questions Ahead of Walmart’s First Live Investor Call
|
Feb 20, 2018
|
|
HD 4Q Earnings Flash
|
Feb 20, 2018
|
|
Home Earnings Preview: Rate Fears Provide Opportunity
|
Feb 15, 2018
|
|
4Q17 EPS Preview: What to do with the Cash? What Does it Mean for the Stocks?
|
Feb 15, 2018
|
|
Shot Through the Heart? More Confirmation of 4.5% growth in 2018.
|
Feb 14, 2018
|
|
AMZN: Earth is a Big Market, Part II.
|
Feb 13, 2018
|
|
Is Amazon’s 93% Renewal Rate Pressuring Club Memberships?
|
Feb 13, 2018
|
|
Retail Comp Sheet 02-12-2018
|
Feb 12, 2018
|
|
ORLY 4Q17: Pole Position to Reinvest
|
Feb 9, 2018
|
|
NVLI Forecast Flashes Red for 2H18 - February 9, 2018
|
Feb 9, 2018
|
|
COST Barking Up the Right Tree; Year of the Dog Starting off Strong - February 8, 2018
|
Feb 8, 2018
|
|
ORLY 4Q Earnings Flash: New CEO, Retaining 70% of Tax Cuts in Year 1
|
Feb 7, 2018
|
|
Retail Sales Lead Indicator (RSLI): To the Moon … And Back
|
Feb 6, 2018
|
|
GOOGL & AMZN: What Happens When Giants Collide?
|
Feb 5, 2018
|
|
Retail Comp Sheet 02-05-2018
|
Feb 5, 2018
|
|
KR: C-Stores Sold. Don’t Box(ed) KR in - February 5, 2018
|
Feb 5, 2018
|
|
TSCO: Mud on the Tires: Can Tractor Pull Out of Investment Cycle?
|
Feb 1, 2018
|
|
AN: Florida Trumps Switzerland
|
Feb 1, 2018
|
|
First Take: AMZN Not Slowing Down; 30% of U.S. Retail Growth
|
Feb 1, 2018
|
|
Not a Kids Game: Toys R Us Pain is WMT/TGT & AMZN’s Gain
|
Jan 31, 2018
|
|
HILI: No Slowdown in Home Improvement
|
Jan 30, 2018
|
|
Retail Comp Sheet 01-30-2018
|
Jan 30, 2018
|
|
AMZN: Alexa, Test My Blood? - January 30, 2018
|
Jan 30, 2018
|
|
AMZN Q4 Preview: Prime Seasoning + Voice Shopping + Ad Revenues = More Growth
|
Jan 29, 2018
|
|
LOW: Activism Matters…
|
Jan 26, 2018
|
|
SHW: Paint Straight, Base Case $456
|
Jan 25, 2018
|
|
SHW: Flash Note 4Q17
|
Jan 25, 2018
|
|
Auto Aftermarket Stocks are Flying, but are the Fundamentals?
|
Jan 22, 2018
|
|
Detroit Auto Show: The More Things Change…
|
Jan 22, 2018
|
|
WMT: Sam’s Closures: A $4bn Ante. Is BJ’s the Next Game?
|
Jan 19, 2018
|
|
COST Sam’s Closures - Addition by Subtraction - January 19, 2018
|
Jan 19, 2018
|
|
AN: Tax Reform Boost On Track; Retention Debate Remains
|
Jan 16, 2018
|
|
NVLI Forecast Shows Steady Ship in 1H18 - January 16, 2018
|
Jan 16, 2018
|
|
December Retail Sales: Strongest in Over a Decade
|
Jan 12, 2018
|
|
WMT: Bentonville’s Reinvestment Strategy Taking Shape
|
Jan 11, 2018
|
|
CES 2018–Key Takeaways - January 11, 2018
|
Jan 11, 2018
|
|
What, Me Worry? The 2018 Season Kicks Off - January 11, 2018
|
Jan 11, 2018
|
|
TGT: Recapturing the Mojo
|
Jan 9, 2018
|
|
WSJ is Off-Base on Tax Reform Impact - January 8, 2018
|
Jan 8, 2018
|
|
HILI Continues to Build—Highest Reading Since June ‘15
|
Jan 4, 2018
|
|
MN Retail 2018 Outlook: Crunch Time (to Spend the Tax Cuts)
|
Jan 4, 2018
|
|
COST December Sales: A Shovel Full of Share - January 4, 2018
|
Jan 4, 2018
|
|
KMX: Narrowing Used to New Car Spread Hurts; but Tax Reform Bumps EPS
|
Dec 22, 2017
|
|
Trumponomics: Lowest U.S. Corp Tax Rates Since the 1930s. Now What?
|
Dec 21, 2017
|
|
We Checked the List: BBBY More Naughty Than Nice
|
Dec 20, 2017
|
|
2017 Holiday Survey: Is Santa a Prime Member?
|
Dec 17, 2017
|
|
COST: Learning How To Sell You Stuff
|
Dec 14, 2017
|
|
November Retail Sales: Christmas Came Early
|
Dec 14, 2017
|
|
Last Mile Battle: TGT Shipts to Offense
|
Dec 13, 2017
|
|
Cost: Survey Says: Keep Scalin’ the AMZN Wall of Worry
|
Dec 13, 2017
|
|
Home Depot to Amazon: Game-On
|
Dec 12, 2017
|
|
Dollar General Corp: DG
|
Dec 8, 2017
|
|
DG 3Q17 Quick Comment
|
Dec 7, 2017
|
|
RH 3Q17 Earnings Report: Imagining the Math
|
Dec 6, 2017
|
|
HD: 2017 Analyst Day Quick Comment
|
Dec 6, 2017
|
|
AutoZone 1Q18: Still in the FriendZone
|
Dec 6, 2017
|
|
AZO: AutoZone 1Q18 Quick Comment
|
Dec 5, 2017
|
|
HD 2017 Analyst Day Preview
|
Dec 5, 2017
|
|
HD Initiation: Best House on the Block… Expanding the Neighborhood
|
Dec 4, 2017
|
|
KR Initiation: Stocking Our Shelves with KR at 13x
|
Dec 4, 2017
|
|
LL Initiation: After a Visit to the School of Hard Knocks, Can LL Reclaim Hardwood?
|
Dec 4, 2017
|
|
TGT Initiation: The Cost of Relevance
|
Dec 4, 2017
|
|
TSCO Initiation: Back to Back Warm Winters – Can Tractor Pull Out of the Mud?
|
Dec 4, 2017
|
|
W Initiation: Online Pure-Play in Home Furnishing – With Way-Big Growth Potential
|
Dec 4, 2017
|
|
RH Initiation: After Heavenly Guidance is Faith Restored?
|
Dec 4, 2017
|
|
WMT Initiation: Not Going Away. With a Vengeance
|
Dec 4, 2017
|
|
AAP Initiation: Revenue Challenge Constrains Risk-Reward
|
Dec 4, 2017
|
|
AMZN Initiation: $1 Trillion? Earth is a Pretty Big Market.
|
Dec 4, 2017
|
|
AZO Initiation: TREF Supported, Comp Constrained
|
Dec 4, 2017
|
|
BBBY Initiation: A Survivor on the Street, Trouble in the Sheets?
|
Dec 4, 2017
|
|
ORLY Initiation: Cinderella Man
|
Dec 4, 2017
|
|
DG Initiation: TREF Intriguing, Entry Point Elusive
|
Dec 4, 2017
|
|
SHLD Initiation: Requiem for the American Retailing Dream
|
Dec 4, 2017
|
|
AN Initiation: Retail Turnaround Adds Risk, Reward
|
Dec 4, 2017
|
|
DLTR Initiation: Dip into the Dollar Bin for Growth
|
Dec 4, 2017
|
|
LOW Initiation: Perfect is not the Enemy of Good
|
Dec 4, 2017
|
|
Home Initiation: In Retail, Home is Where the Heart (and Profit) is…
|
Dec 4, 2017
|
|
Retail Revolution: Profiting from Turmoil
|
Dec 4, 2017
|
|
WSM Initiation: Setting the Table for Multichannel Growth
|
Dec 4, 2017
|
|
Auto Parts & Auto Dealers Initiation: Oversupply or Lack of Demand?
|
Dec 4, 2017
|
|
GPC Initiation: Margin Pressure Tips Risk Reward, Initiate Sell
|
Dec 4, 2017
|
|
BBY Initiation: Taking the Service Road, But Will They Run Into Traffic?
|
Dec 4, 2017
|
|
COST Initiation: Membership and Retail Done Right
|
Dec 4, 2017
|
|
General Merchandise Initiation: Amazon vs Walmart. Battle of the Ages is About Getting Closer to Your Customer. Now.
|
Dec 4, 2017
|
|
KMX Initiation: Omnichannel Posterchild Capped by Comp Moderation
|
Dec 4, 2017
|
|
SHW Initiation: Paint it Green, Base Case $420
|
Dec 4, 2017
|