Latest ideas and analyses related to retail

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AMZN , WMT , W , TGT , ULTA , BBY , DKS , BJ , COST , HD , LOW

+30 pts



JPM believes retail won't die, but ecom won't step back on reopening, and $AMZN will overtake $WMT as largest US retailer in 2022 (deep dive)

By mooreideas on June 11, 2021, 11:14 a.m.
Tagged topics: retail , home improvement , eCommerce , deep dive , pandemic spending , post-pandemic , JP Morgan , sporting goods

Views: 139, Votes: 1, Responses: 0, Attachments: 106
WMT , TWTR , IHRT , TTD

+30 pts



$WMT - BMO says Walmart is confident in developing a 'top 10 advertising platform' after hosting meetings with management

By labjordan on June 2, 2021, 11:12 a.m.
Tagged topics: retail , digital advertising , eCommerce , non deal roadshow , BMO

Views: 120, Votes: 1, Responses: 0, Attachments: 4
HNST

+30 pts



$HNST - Morgan Stanley says Honest Co. is an attractive growth story with exposure to rapidly expanding premium clean natural products category (deep dive)

By josiebe on June 1, 2021, 3:06 p.m.
Tagged topics: retail , growth stock , deep dive , Morgan Stanley , clean natural products

Views: 121, Votes: 1, Responses: 0, Attachments: 37
BBY

+30 pts



$BBY - following the beat-and-raise Q1, Raymond James believes the updated F'22 guidance still reflect 'some built-in conservatism'

By labjordan on May 27, 2021, 12:49 p.m.
Tagged topics: retail , conservative guidance , earnings results , eCommerce , beat and raise , Raymond James

Views: 112, Votes: 1, Responses: 0, Attachments: 2
LULU

+30 pts



$LULU - Lululemon's secondhand initiative could increase shopping frequency for existing customers and attract new younger GenZ customers

By puckerman17 on May 20, 2021, 4:20 p.m.
Tagged topics: retail , Piper Sandler , ESG initiatives , Gen Z , athleisure , secondhand clothes , consumer trends , Like New , Earth Day

Views: 128, Votes: 1, Responses: 0, Attachments: 11
TGT

+30 pts



$TGT - the Q1 beat-and-raise shows that supply chain, private-label, and omni-channel distribution positions Target for share gains over coming years

By josiebe on May 19, 2021, 12:04 p.m.
Tagged topics: retail , private label , earnings results , market share gains , beat and raise , Raymond James , strong growth outlook

Views: 111, Votes: 1, Responses: 0, Attachments: 3
GME

+32 pts



$GME - Telsey estimates lower interest expense to more than offset share dilution from ATM program, raises 2021 EPS estimate by 60%

By labjordan on April 27, 2021, 12:17 p.m.
Tagged topics: retail , gaming , analyst raises estimates , Telsey , share issuance , ATM program , debt reduction

Views: 105, Votes: 2, Responses: 0, Attachments: 2
GME

+32 pts



$GME - Jefferies says GameStop's balance sheet provides stable support for shift to ecommerce, sees 'value per dollar' increasing even as revenues decline

By labjordan on March 24, 2021, 1:02 p.m.
Tagged topics: retail , strong balance sheet , Jefferies , wallstreetbets , turnaround story , shift to ecommerce

Views: 114, Votes: 1, Responses: 0, Attachments: 5
GME

+30 pts



$GME - Telsey reiterates GameStop's positives from new gaming cycle, board refresh, and strong balance sheet, but says the strategic plan too 'normal' and not as 'transformational' as hoped

By josiebe on March 24, 2021, 11:07 a.m.
Tagged topics: retail , earnings results , gaming console refresh , strong balance sheet , strategic transformation , Telsey

Views: 103, Votes: 1, Responses: 0, Attachments: 3
GME

+65 pts



$GME - Jefferies says new CFO will likely have more tech (not retail) background, expects greater focus on activist agenda

By josiebe on Feb. 24, 2021, 2:36 p.m.
Tagged topics: retail , activist investor , new management , gaming , Jefferies , wallstreetbets

Views: 121, Votes: 1, Responses: 0, Attachments: 1