RESEARCH

Title Date
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
AutoZone 1Q18: Still in the FriendZone Dec 6, 2017
RH 3Q17 Earnings Report: Imagining the Math Dec 6, 2017
HD: 2017 Analyst Day Quick Comment Dec 6, 2017
HD 2017 Analyst Day Preview Dec 5, 2017
AZO: AutoZone 1Q18 Quick Comment Dec 5, 2017
Auto Parts & Auto Dealers Initiation: Oversupply or Lack of Demand? Dec 4, 2017
AZO Initiation: TREF Supported, Comp Constrained Dec 4, 2017
GPC Initiation: Margin Pressure Tips Risk Reward, Initiate Sell 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
SHLD Initiation: Requiem for the American Retailing Dream Dec 4, 2017
AN Initiation: Retail Turnaround Adds Risk, Reward Dec 4, 2017
BBBY Initiation: A Survivor on the Street, Trouble in the Sheets? Dec 4, 2017
BBY Initiation: Taking the Service Road, But Will They Run Into Traffic? Dec 4, 2017
General Merchandise Initiation: Amazon vs Walmart. Battle of the Ages is About Getting Closer to Your Customer. Now. Dec 4, 2017
W Initiation: Online Pure-Play in Home Furnishing – With Way-Big Growth Potential Dec 4, 2017
WMT Initiation: Not Going Away. With a Vengeance Dec 4, 2017
ORLY Initiation: Cinderella Man Dec 4, 2017
RH Initiation: After Heavenly Guidance is Faith Restored? Dec 4, 2017
TSCO Initiation: Back to Back Warm Winters – Can Tractor Pull Out of the Mud? Dec 4, 2017
AAP Initiation: Revenue Challenge Constrains Risk-Reward Dec 4, 2017
COST Initiation: Membership and Retail Done Right Dec 4, 2017
DG Initiation: TREF Intriguing, Entry Point Elusive Dec 4, 2017
DLTR Initiation: Dip into the Dollar Bin for Growth Dec 4, 2017
HD Initiation: Best House on the Block… Expanding the Neighborhood Dec 4, 2017
KMX Initiation: Omnichannel Posterchild Capped by Comp Moderation Dec 4, 2017
LOW Initiation: Perfect is not the Enemy of Good Dec 4, 2017
AMZN Initiation: $1 Trillion? Earth is a Pretty Big Market. Dec 4, 2017
KR Initiation: Stocking Our Shelves with KR at 13x Dec 4, 2017
Retail Revolution: Profiting from Turmoil Dec 4, 2017
Home Initiation: In Retail, Home is Where the Heart (and Profit) is… Dec 4, 2017
SHW Initiation: Paint it Green, Base Case $420 Dec 4, 2017
WSM Initiation: Setting the Table for Multichannel Growth Dec 4, 2017