Noah Rohr

Featured

After Earnings, Is Target Stock a Buy, a Sell, or Fairly Valued?

Noah Rohr Mar 11, 2024

Costco Earnings: Continued Top-Line Growth Reinforces the Retailer’s Wide Moat

Noah Rohr Mar 8, 2024

Target Earnings: Margins Show Encouraging Improvement, but Sales Remain Weak

Noah Rohr Mar 5, 2024

After Earnings, Is Walmart Stock a Buy, a Sell, or Fairly Valued?

Noah Rohr Mar 1, 2024

Walmart Earnings: Low Prices Winning Over Customers, Who Are Spending More

Noah Rohr Feb 20, 2024

Company Reports

GPC

Genuine Parts Co

Resilient End Markets and Solid Competitive Standing Should Drive Continued Growth for Genuine Parts

Resilient End Markets and Solid Competitive Standing Should Drive Continued Growth for Genuine Parts

Noah Rohr Apr 22, 2024
CTC.A

Canadian Tire Corp Ltd Class A

Canadian Tire: Lack of Competitive Edge and Softening Demand Likely to Pressure Financial Results

Canadian Tire: Lack of Competitive Edge and Softening Demand Likely to Pressure Financial Results

Noah Rohr Apr 19, 2024
DLTR

Dollar Tree Inc

Dollar Tree's Turnaround Efforts Should Yield Long-Term Financial Improvement

Dollar Tree's Turnaround Efforts Should Yield Long-Term Financial Improvement

Noah Rohr Apr 5, 2024
DG

Dollar General Corp

Financial Recovery Likely to Take Time at Dollar General Amid Soft Demand From Low-Income Shoppers

Financial Recovery Likely to Take Time at Dollar General Amid Soft Demand From Low-Income Shoppers

Noah Rohr Apr 2, 2024
KR

The Kroger Co

Competitive Landscape Likely to Weigh on Kroger's Margins, Prompts No-Moat Rating

Competitive Landscape Likely to Weigh on Kroger's Margins, Prompts No-Moat Rating

Noah Rohr Mar 26, 2024
ACI

Albertsons Companies Inc Class A

Albertsons: Intense Competition Likely to Pressure Margins, but Operational Improvement Encouraging

Albertsons: Intense Competition Likely to Pressure Margins, but Operational Improvement Encouraging

Noah Rohr Mar 26, 2024
TGT

Target Corp

Soft Discretionary Spending and Ongoing Digital Investments Likely to Weigh on Target's Margins

Soft Discretionary Spending and Ongoing Digital Investments Likely to Weigh on Target's Margins

Noah Rohr Mar 26, 2024
COST

Costco Wholesale Corp

Low Prices and Compelling Product Assortment Should Yield Further Traffic Gains for Costco

Low Prices and Compelling Product Assortment Should Yield Further Traffic Gains for Costco

Noah Rohr Mar 26, 2024
ROST

Ross Stores Inc

Ross' Scale and Procurement Model Prompt a Durable Edge Amid a Crowded Retail Landscape

Ross' Scale and Procurement Model Prompt a Durable Edge Amid a Crowded Retail Landscape

Noah Rohr Mar 12, 2024
TJX

TJX Companies Inc

TJX's Assortment of Cheap Branded Merchandise Should Drive Traffic to Its Stores

TJX's Assortment of Cheap Branded Merchandise Should Drive Traffic to Its Stores

Noah Rohr Mar 11, 2024
WMT

Walmart Inc

Walmart's Low Prices Should Continue to Attract Value-Conscious Consumers

Walmart's Low Prices Should Continue to Attract Value-Conscious Consumers

Noah Rohr Feb 29, 2024
AZO

AutoZone Inc

AutoZone's Vast Scale and Product Availability Should Drive Continued Commercial Growth

AutoZone's Vast Scale and Product Availability Should Drive Continued Commercial Growth

Noah Rohr Feb 28, 2024
ORLY

O'Reilly Automotive Inc

O’Reilly’s Unmatched Distribution and Product Availability Should Yield Professional Share Gains

O’Reilly’s Unmatched Distribution and Product Availability Should Yield Professional Share Gains

Noah Rohr Feb 13, 2024

More About Noah Rohr

Noah Rohr is an equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He is responsible for coverage of stocks in the consumer sector.

Rohr joined Morningstar in 2022 after graduating with a bachelor's degree in finance and accounting from the University of Illinois at Urbana-Champaign.

Noah Rohr

Featured

After Earnings, Is Target Stock a Buy, a Sell, or Fairly Valued?

Costco Earnings: Continued Top-Line Growth Reinforces the Retailer’s Wide Moat

Target Earnings: Margins Show Encouraging Improvement, but Sales Remain Weak

After Earnings, Is Walmart Stock a Buy, a Sell, or Fairly Valued?

Walmart Earnings: Low Prices Winning Over Customers, Who Are Spending More

Company Reports

Resilient End Markets and Solid Competitive Standing Should Drive Continued Growth for Genuine Parts

Canadian Tire: Lack of Competitive Edge and Softening Demand Likely to Pressure Financial Results

Dollar Tree's Turnaround Efforts Should Yield Long-Term Financial Improvement

Financial Recovery Likely to Take Time at Dollar General Amid Soft Demand From Low-Income Shoppers

Competitive Landscape Likely to Weigh on Kroger's Margins, Prompts No-Moat Rating

Albertsons: Intense Competition Likely to Pressure Margins, but Operational Improvement Encouraging

Soft Discretionary Spending and Ongoing Digital Investments Likely to Weigh on Target's Margins

Low Prices and Compelling Product Assortment Should Yield Further Traffic Gains for Costco

Ross' Scale and Procurement Model Prompt a Durable Edge Amid a Crowded Retail Landscape

TJX's Assortment of Cheap Branded Merchandise Should Drive Traffic to Its Stores

Walmart's Low Prices Should Continue to Attract Value-Conscious Consumers

AutoZone's Vast Scale and Product Availability Should Drive Continued Commercial Growth

O’Reilly’s Unmatched Distribution and Product Availability Should Yield Professional Share Gains

More From Noah Rohr

Walmart’s Stock Split and Earnings Are Coming Up. Here’s What to Expect.

After Earnings, Is Target Stock a Buy, a Sell, or Fairly Valued?

After Earnings, Is Walmart Stock a Buy, a Sell, or Fairly Valued?

Walmart Earnings: Top Line Expands as Consumers Seek Value Amid Tighter Economic Conditions

Target Earnings: Strong Gross Margin Recovery Helps Offset Softening Consumer Demand

Dollar Tree: Financial Results Should Improve Amid Strategic Reset but Turnaround Will Take Time

Dollar General: While Headwinds Could Pressure Profits, We Still See Value in the Shares

Costco: Our Outlook and Ratings Are Unchanged as Ron Vachris to Succeed Craig Jelinek as CEO

Costco: Despite an Enviable Industry Position and Favorable Growth Runway, Shares Look Expensive

After Earnings, Is Walmart Stock a Buy, a Sell, or Fairly Valued?

Target Earnings: Margins Improve, but Sales Suffer From Discretionary Declines

Target: Without Durable Edge, We Think No-Moat Firm Will Struggle To Unlock Robust Margin Gains

Walmart: Despite Competitive Prowess, Shares Are Far From a Bargain; Fair Value Estimate Lowered

More About Noah Rohr

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