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Tiburon Research Group, Inc. (TRG) is the premier independent equity research boutique specializing in the retail/consumer sector. We are industry veterans, whose unbiased earnings analytics & store-level research yields a sharper understanding of a company’s earnings quality and/or potential.
Recent Research Highlights
04.03.2015 view pdf
Our current listing of Material Disconnects (forward consensus EPS expectations) includes AEO, JCP, TGT, URBN, and WSM.
02.13.2015 view pdf
AEO is finally experiencing a material improvement in its women’s knit tops category. Also, notes on COH, JCP, JWN, TGT, ULTA, URBN, and WSM.
02.02.2015 view pdf
Check out our updated company Data Packet for Starbucks (SBUX – $44.50) following the company’s recent 10-Q filing.
09.30.2013 view pdf
The financial divide between LOW & HD continues to widen. We’re forecasting EPS downside vs. consensus beginning in Q4 2013 & continuing into next year.