We’re Raising Our Price Target for This Retail Holding
Stellar comp sales underscore the company’s position amid renewed inflation pressures.
Stellar comp sales underscore the company’s position amid renewed inflation pressures.
Which retailer is blazing ahead with April comp sales? It’s not Target
Our core thesis remains focused on rising average card fees and the number of cards in force.
Target’s beat, Lowe’s reiteration, Fed minutes, SpaceX’s underwriters, and other headlines are moving stocks this morning.
Where we might consider revisiting our current Two rating
Uncertainty remains in play and that is likely to spur our portfolio discipline.
Iran stalemate, Home Depot’s cautious words, Google & Blackstone, AI layoffs, and other headlines moving stocks this morning.
The three things to focus on a retailer earnings heat up this week
Renewed inflation concerns and lingering tariff pressure play well for this company.