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The Retail Tracker — Tellvest
Firms
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The Retail Tracker
The Retail Tracker
Consumer Cyclical (11)
1
Analysts
2
Companies
11
Questions
Trends
up to 8 quarters
Questions per Quarter
1
Q4'24: 1
Q4'24
2
Q1'25: 2
1
Q2'25: 1
Q2'25
2
Q3'25: 2
1
Q4'25: 1
Q4'25
1
Q1'26: 1
1
Q2'26: 1
Q2'26
2
Q3'26: 2
Q3'26
Questions
Challenging
Active Analysts
1
Q4'24: 1
Q4'24
1
Q1'25: 1
1
Q2'25: 1
Q2'25
1
Q3'25: 1
1
Q4'25: 1
Q4'25
1
Q1'26: 1
1
Q2'26: 1
Q2'26
1
Q3'26: 1
Q3'26
Companies Covered
1
Q4'24: 1
Q4'24
2
Q1'25: 2
1
Q2'25: 1
Q2'25
2
Q3'25: 2
1
Q4'25: 1
Q4'25
1
Q1'26: 1
1
Q2'26: 1
Q2'26
2
Q3'26: 2
Q3'26
Analysts
1
Analyst
Coverage
Questions
Challenge
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Marni Shapiro
ROST
TJX
11
—
Marni Shapiro
2 companies
11
Focus Areas
8 topics
Demand
5
Competitive Dynamics
5
Product Launch
2
Capex Investment
2
Pricing
2
Inventory
2
Capital Allocation
1
Supply Chain
1
Company Coverage
2 companies
ROST
Ross Stores
8q
TJX
TJX Companies
3q
Questions