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RetailSuite of Hospitality Earnings: Brinker and Aramark beat as expected, VSTS missed as expected
Thomas Paulson
·
August 14, 2026
RetailLeslie’s Pool Supplies & Pentair: Distressed customers, drastic measures
Thomas Paulson
·
August 14, 2026

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Featured

RetailStarbucks FQ3 The growing 3rd Place
Thomas Paulson
·
July 30, 2026
RetailKitchen Noise Results from YUM, CMG, and CAKE; the slowdown was less than reported
Thomas Paulson
·
July 30, 2026
RetailWireless Q2 Sub Trends: Largely as previewed. Apple now in focus
Thomas Paulson
·
July 24, 2026

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Targets Fq4 Results Looking For More Tarjay
Thomas Paulson
·
March 5, 2026
Tesla Operations Is Hitting The Breaks Hard
Thomas Paulson
·
March 5, 2026
Walmarts Fq4 A Different Business Now And A New Sheriff
Thomas Paulson
·
March 5, 2026
Sprouts And Chipotle In The Us Consumer Cracking
Thomas Paulson
·
March 5, 2026
K Pop Demon Hunters A Back To Basics Success Story
Thomas Paulson
·
March 5, 2026
Rost Burl Strong Fq4 Results Benefiting From Cyclical Secular And Idiosyncratic Tailwinds
Thomas Paulson
·
March 5, 2026
Fq4 Results From Dg And Olli Olli Benefiting From Disruption In The Food Retail Sector
Thomas Paulson
·
March 5, 2026
Grocery Outlets Fq4 And Outlook Painful Growth
Thomas Paulson
·
March 5, 2026
Advan BuysiderThe Advan Buysider Issue 8
Thomas Paulson
·
March 5, 2026
Quarterly Results From Costco And Kroger New Ish Ceos But No New Strategies
Thomas Paulson
·
March 5, 2026
InsightsVoid Analysis How The Smartest Cre Teams Find The Right Tenants Fast
Valantis Aristides
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March 5, 2026
United Parks Resorts Q4 Results 2026 Outlook Investing In More Thrill Delight And Differentiation
Thomas Paulson
·
March 5, 2026
Speaking EngagementsUbs Insights Into Foot Traffic Across Limited Service Restaurants 1
Thomas Paulson
·
March 5, 2026
Ubs Insights Into Foot Traffic Across Limited Service Restaurants 2
Thomas Paulson
·
March 5, 2026
Floor And Decor Macro Policy Leading To Fewer Store Openings
Thomas Paulson
·
March 5, 2026
Amazon Warehouses
·
March 5, 2026
New York Recovery
·
March 5, 2026
Travel Update
·
March 5, 2026
Advan BuysiderAdvan Buysider Mdt S Fq3 Driven Again By Cardiac Ablation However Other Parts Of The Portfolio Had Slower Qoq Osg
Thomas Paulson
·
March 5, 2026
InsightsMiles Driven
Yiannis Tsiounis
·
March 5, 2026
InsightsTarget
Yiannis Tsiounis
·
March 5, 2026
Black Friday
·
March 5, 2026
T-Mobile’s Q4 Result: Increased Competitive Intensity Narrowing TMUS’ Outperformance
Valantis Aristides
·
February 11, 2026
O’Reilly Automotive: A Smooth-Running Machine and Driving Up the East Coast
Thomas Paulson
·
February 10, 2026
BDX FQ1 Underlying OSG Results Stronger Than Expected or Realized (for FQ2)
Thomas Paulson
·
February 10, 2026

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