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John Zolidis
  • John Zolidis
EUR 351.27
WMT WALMART INC.

Bear Case for WMT Shares

This report outlines our view on the stock

11/16/20 November 16, 2020 7 EN
John Zolidis
  • John Zolidis
EUR 117.09
FL Foot Locker In...

Thoughts Ahead of 3QFY20

In this report we review consensus and give our opinion on the stock.

FL FOOT LOCKER INC.
11/16/20 November 16, 2020 5 EN
John Zolidis
  • John Zolidis
EUR 351.27

Cracks in the Model?

In this report we analyze key fundamental metrics, consensus estimates, valuation vs peer group, and give our opinion on what's behind the trends.

11/11/20 November 11, 2020 10 EN
John Zolidis
  • John Zolidis
EUR 234.18
SBUX Starbucks Corpo...

We Discuss Outlook for FY21

This report charts key fundamentals and gives our view.

SBUX STARBUCKS CORPORATION
10/30/20 October 30, 2020 8 EN
John Zolidis
  • John Zolidis
SHAK SHAKE SHACK INC. CLASS A
10/30/20 October 30, 2020 11 EN
John Zolidis
  • John Zolidis
EUR 117.09
YUMC Yum China Holdi...

Expectations for 3Q20

In this report, we chart consensus estimates, key trends, and give our opinion on the outlook and the stock.

YUMC YUM CHINA HOLDINGS INC.
10/26/20 October 26, 2020 13 EN
John Zolidis
  • John Zolidis
EUR 117.09
SBUX Starbucks Corpo...

What's Most Important Coming from Results?

In this report, we chart consensus estimates, discuss trends, and give our view on SBUX.

SBUX STARBUCKS CORPORATION
10/26/20 October 26, 2020 9 EN
John Zolidis
  • John Zolidis
EUR 117.09
TSCO Tractor Supply ...

How Much is Left for this Covid Winner?

In this report we discuss our view on TSCO shares and evaluate consensus estimates.

TSCO TRACTOR SUPPLY COMPANY
10/20/20 October 20, 2020 6 EN
John Zolidis
  • John Zolidis
EUR 468.36

Adding Academy Sports (ASO) to Coverage

In this report, we publish a model, charts of key metrics, and give our opinion on shares of Academy Sports (ASO).

10/19/20 October 19, 2020 9 EN
John Zolidis
  • John Zolidis
EUR 468.36
SHAK Shake Shack In...

What do Recovery Earnings Look Like?

In this report, we evaluate trends in the business and evaluate forecasts. We give our view on the stock.

SHAK SHAKE SHACK INC. CLASS A
10/06/20 October 6, 2020 7 EN
John Zolidis
  • John Zolidis
EUR 585.45
FL Foot Locker In...
WMT WALMART INC.

BEST IDEAS TO START 4Q20

This report is a summary of our views on the stocks of 28 companies in the retail and restaurant space.

FL FOOT LOCKER INC.
WMT WALMART INC.
10/01/20 October 1, 2020 9 EN
John Zolidis
  • John Zolidis
EUR 351.27
ULTA ULTA BEAUTY INC
FL Foot Locker In... ... (+6)

Which Retailers Will Beat or Miss 2H20 Estimates

In this report, we evaluate ROIC trends at new store, average store and for the total company for 15 retailers. We rank each company and store-level returns. We also evaluate consensus estimates and rank order companies that we expect to beat 2H20 Street estimates and those we think will miss.

ULTA ULTA BEAUTY INC
FL FOOT LOCKER INC.
FIVE FIVE BELOW INC.
DLTR DOLLAR TREE INC.
DG DOLLAR GENERAL CORPORATION
LULU LULULEMON ATHLETICA INC
09/25/20 September 25, 2020 14 EN
John Zolidis
  • John Zolidis
EUR 585.45
ULTA ULTA BEAUTY INC

What's the Real Reason for Abandoning Canada?

In this report, we discuss the dynamics in ULTA's business from a channel and margin standpoint and the implications for earnings and growth. We give an opinion on the stock.

09/24/20 September 24, 2020 4 EN
John Zolidis
  • John Zolidis
EUR 117.09
CBRL Cracker Barrel ...

Can Both Sides of this Business Make a Full Recovery?

In this report we evaluate consensus forecasts and give our opinion on the stock ahead of results.

CBRL CRACKER BARREL OLD COUNTRY STORE INC.
09/14/20 September 14, 2020 6 EN
John Zolidis
  • John Zolidis
EUR 117.09
LULU Lululemon Athle...

Where do Estimates go Now?

In this report we updated fundamental charts on key metrics and give our view on the equity.

LULU LULULEMON ATHLETICA INC
09/09/20 September 9, 2020 11 EN
John Zolidis
  • John Zolidis
EUR 117.09
LULU Lululemon Athle...

What is the Structural Benefit of Margin Shift?

In this report, we review and chart revenue and EBIT by channel and compare to consensus forecasts. We give our opinion on potential for estimates to vary with estimates.

LULU LULULEMON ATHLETICA INC
09/08/20 September 8, 2020 8 EN
John Zolidis
  • John Zolidis
EUR 117.09
FIVE Five Below Inc...

Does Growth and Margin Outlook Change Post Covid?

In this report we chart key fundamental metrics and discuss the investment case for FIVE.

FIVE FIVE BELOW INC.
09/03/20 September 3, 2020 8 EN
John Zolidis
  • John Zolidis
EUR 468.36
LKNCY Luckin Coffee I...

Luckin Coffee (LKNCY) Publishing Estimates

This report publishes our estimates for LKNCY. We give our opinion on liquidity and the value of the equity.

LKNCY LUCKIN COFFEE INC SPONSORED ADR CLASS A
09/01/20 September 1, 2020 4 EN
John Zolidis
  • John Zolidis
EUR 117.09
DOL. DOLLARAMA INC.

Evaluation of Consensus Forecasts

In this report review recent performance vs. consensus, the current Street outlook and discuss the outcome that we believe is most likely. We give our opinion on the shares.

08/31/20 August 31, 2020 6 EN
John Zolidis
  • John Zolidis
EUR 234.18
ULTA ULTA BEAUTY INC

Is the August Trend Real?

This report charts key metrics, discusses the NT and LT impact of Covid19 and gives our outlook for ULTA shares.

08/28/20 August 28, 2020 8 EN
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