| Date | Company Name | Action | Current Price | Price Target | Rating |
|---|
| 3/19/2026 | DBI Designer Brands | Reiterated Rating | $6.00 | $7.00 | Market Perform ➝ Market Perform |
| 3/19/2026 | SIG Signet Jewelers | Reiterated Rating | $90.00 | $96.00 | Market Perform ➝ Market Perform |
| 3/19/2026 | FIVE Five Below | Boost Price Target | $235.00 | $240.00 ➝ $260.00 | Outperform ➝ Outperform |
| 3/18/2026 | M Macy's | Reiterated Rating | $18.00 | $25.00 ➝ $20.00 | Market Perform ➝ Market Perform |
| 3/18/2026 | LULU lululemon athletica | Lower Price Target | $166.00 | $215.00 ➝ $175.00 | Market Perform ➝ Market Perform |
| 3/17/2026 | KSS Kohl's | Reiterated Rating | $13.00 | $17.00 | Market Perform ➝ Market Perform |
| 3/17/2026 | ASO Academy Sports and Outdoors | Reiterated Rating | $53.00 | $65.00 | Outperform ➝ Outperform |
| 3/17/2026 | DLTR Dollar Tree | Reiterated Rating | $106.00 | $150.00 | Outperform ➝ Outperform |
| 3/16/2026 | CURV Torrid | Reiterated Rating | $1.00 | $2.00 | Market Perform ➝ Market Perform |
| 3/16/2026 | WALD Waldencast | Lower Price Target | $1.00 | $3.00 ➝ $2.00 | Market Perform ➝ Market Perform |
| 3/12/2026 | SFIX Stitch Fix | Lower Price Target | $3.00 | $6.00 ➝ $5.00 | Market Perform ➝ Market Perform |
| 3/12/2026 | FIGS FIGS | Boost Price Target | $14.00 | $17.00 | Market Perform ➝ Market Perform |
| 3/12/2026 | RYTM Rhythm Pharmaceuticals | Set Price Target | $90.00 | $143.00 | |
| 3/12/2026 | WSM Williams-Sonoma | Reiterated Rating | $182.00 | $220.00 | Outperform ➝ Outperform |
| 3/11/2026 | ASO Academy Sports and Outdoors | Reiterated Rating | $53.00 | $65.00 | Outperform ➝ Outperform |
| 3/10/2026 | KSS Kohl's | Lower Price Target | $13.00 | $23.00 ➝ $17.00 | Market Perform ➝ Market Perform |
| 3/10/2026 | SIG Signet Jewelers | Reiterated Rating | $90.00 | $96.00 | Market Perform ➝ Market Perform |
| 3/10/2026 | DLTR Dollar Tree | Reiterated Rating | $106.00 | $150.00 | Outperform ➝ Outperform |
| 3/10/2026 | LULU lululemon athletica | Reiterated Rating | $166.00 | $215.00 | Market Perform ➝ Market Perform |
| 3/10/2026 | FIVE Five Below | Reiterated Rating | $235.00 | $240.00 | Outperform ➝ Outperform |
| 3/9/2026 | WEST Westrock Coffee | Reiterated Rating | $4.00 | $7.00 | Outperform ➝ Outperform |
| 3/9/2026 | GIII G-III Apparel Group | Reiterated Rating | $27.00 | $34.00 ➝ $29.00 | Market Perform ➝ Market Perform |
| 3/9/2026 | DG Dollar General | Boost Price Target | $123.00 | $130.00 ➝ $140.00 | Market Perform ➝ Market Perform |
| 3/9/2026 | DKS DICK'S Sporting Goods | Reiterated Rating | $193.00 | $245.00 | Outperform ➝ Outperform |
| 3/9/2026 | ULTA Ulta Beauty | Boost Price Target | $534.00 | $640.00 ➝ $715.00 | Outperform ➝ Outperform |
| 3/6/2026 | COOK Traeger | Lower Price Target | $30.00 | $75.00 ➝ $50.00 | Market Perform ➝ Market Perform |
| 3/6/2026 | COST Costco Wholesale | Boost Price Target | $975.00 | $1,100.00 ➝ $1,125.00 | Outperform ➝ Outperform |
| 3/5/2026 | HLLY Holley | Reiterated Rating | $3.00 | $5.00 | Outperform ➝ Outperform |
| 3/5/2026 | EWCZ European Wax Center | Reiterated Rating | $6.00 | $5.80 | Market Perform ➝ Market Perform |
| 3/5/2026 | GO Grocery Outlet | Downgrade | $6.00 | $15.00 ➝ $9.00 | Outperform ➝ Market Perform |
| 3/5/2026 | AEO American Eagle Outfitters | Lower Price Target | $18.00 | $28.00 ➝ $25.00 | Market Perform ➝ Market Perform |
| 3/5/2026 | BBWI Bath & Body Works | Boost Price Target | $20.00 | $23.00 ➝ $25.00 | Market Perform ➝ Market Perform |
| 3/5/2026 | KR Kroger | Boost Price Target | $74.00 | $80.00 ➝ $82.00 | Outperform ➝ Outperform |
| 3/4/2026 | SFIX Stitch Fix | Reiterated Rating | $3.00 | $6.00 | Market Perform ➝ Market Perform |
| 3/4/2026 | KSS Kohl's | Reiterated Rating | $13.00 | $23.00 ➝ $17.00 | Market Perform ➝ Market Perform |
| 3/4/2026 | BBY Best Buy | Lower Price Target | $64.00 | $95.00 ➝ $80.00 | Outperform |
| 3/4/2026 | ANF Abercrombie & Fitch | Reiterated Rating | $89.00 | $125.00 | Outperform ➝ Outperform |
| 3/4/2026 | TGT Target | Upgrade | $115.00 | $110.00 ➝ $145.00 | Market Perform ➝ Outperform |
| 3/4/2026 | ROST Ross Stores | Upgrade | $211.00 | $220.00 ➝ $240.00 | Market Perform ➝ Outperform |
| 3/3/2026 | BRCC BRC | Reiterated Rating | $1.00 | $2.50 | Outperform ➝ Outperform |
| 3/3/2026 | TDUP ThredUp | Lower Price Target | $3.00 | $12.00 ➝ $9.00 | Outperform ➝ Outperform |
| 3/3/2026 | ONON ON | Reiterated Rating | $39.00 | $65.00 | Outperform ➝ Outperform |
| 3/2/2026 | BRLT Brilliant Earth Group | Reiterated Rating | $1.00 | $2.00 | Market Perform ➝ Market Perform |
| 3/2/2026 | OLPX Olaplex | Reiterated Rating | $1.00 | $2.00 | Market Perform ➝ Market Perform |
| 3/2/2026 | GAP GAP | Boost Price Target | $24.00 | $32.00 ➝ $34.00 | Outperform ➝ Outperform |
| 3/2/2026 | VSCO Victoria's Secret & Co. | Boost Price Target | $48.00 | $66.00 ➝ $71.00 | Outperform ➝ Outperform |
| 3/2/2026 | BURL Burlington Stores | Reiterated Rating | $312.00 | $350.00 ➝ $365.00 | Outperform ➝ Outperform |
| 2/27/2026 | FIGS FIGS | Boost Price Target | $14.00 | $9.00 ➝ $15.00 | Market Perform ➝ Market Perform |
| 2/27/2026 | WWW Wolverine World Wide | Boost Price Target | $17.00 | $18.00 ➝ $22.00 | Market Perform ➝ Market Perform |
| 2/27/2026 | VITL Vital Farms | Lower Price Target | $15.00 | $50.00 ➝ $35.00 | Outperform ➝ Outperform |
| 2/27/2026 | BBWI Bath & Body Works | Boost Price Target | $20.00 | $17.00 ➝ $23.00 | Market Perform ➝ Market Perform |
| 2/26/2026 | ZVIA Zevia PBC | Lower Price Target | $1.00 | $6.00 ➝ $5.00 | Outperform ➝ Outperform |
| 2/26/2026 | HNST Honest | Reiterated Rating | $3.00 | $3.00 | Market Perform ➝ Market Perform |
| 2/26/2026 | EWCZ European Wax Center | Reiterated Rating | $6.00 | $5.80 | Market Perform ➝ Market Perform |
| 2/26/2026 | ARHS Arhaus | Boost Price Target | $7.00 | $12.00 ➝ $13.00 | Market Perform ➝ Market Perform |
| 2/26/2026 | AEO American Eagle Outfitters | Reiterated Rating | $18.00 | $28.00 ➝ $25.00 | Market Perform ➝ Market Perform |
| 2/26/2026 | SHOO Steven Madden | Reiterated Rating | $33.00 | $50.00 | Outperform ➝ Outperform |
| 2/26/2026 | YOU CLEAR Secure | Boost Price Target | $49.00 | $45.00 ➝ $55.00 | Outperform ➝ Outperform |
| 2/26/2026 | URBN Urban Outfitters | Reiterated Rating | $65.00 | $98.00 | Outperform ➝ Outperform |
| 2/26/2026 | ANF Abercrombie & Fitch | Reiterated Rating | $89.00 | $125.00 | Outperform ➝ Outperform |
| 2/26/2026 | TJX TJX Companies | Boost Price Target | $155.00 | $170.00 ➝ $175.00 | Outperform ➝ Outperform |
| 2/26/2026 | LOW Lowe's Companies | Boost Price Target | $229.00 | $285.00 ➝ $295.00 | Outperform ➝ Outperform |
| 2/25/2026 | CAVA CAVA Group | Boost Price Target | $88.00 | $85.00 ➝ $88.00 | Outperform ➝ Outperform |
| 2/25/2026 | ROST Ross Stores | Boost Price Target | $211.00 | $175.00 ➝ $220.00 | Market Perform ➝ Market Perform |
| 2/25/2026 | HD Home Depot | Boost Price Target | $328.00 | $410.00 ➝ $435.00 | Outperform ➝ Outperform |
| 2/25/2026 | DDS Dillard's | Lower Price Target | $603.00 | $700.00 ➝ $650.00 | Market Perform ➝ Market Perform |
| 2/24/2026 | HLLY Holley | Reiterated Rating | $3.00 | $5.00 | Outperform ➝ Outperform |
| 2/24/2026 | ONON ON | Reiterated Rating | $39.00 | $65.00 | Outperform ➝ Outperform |
| 2/24/2026 | BBY Best Buy | Reiterated Rating | $64.00 | $95.00 | Outperform ➝ Outperform |
| 2/20/2026 | FIGS FIGS | Reiterated Rating | $14.00 | $9.00 ➝ $15.00 | Market Perform ➝ Market Perform |
| 2/20/2026 | WWW Wolverine World Wide | Reiterated Rating | $17.00 | $18.00 | Market Perform ➝ Market Perform |
| 2/20/2026 | WRBY Warby Parker | Reiterated Rating | $24.00 | $32.00 | Outperform ➝ Outperform |
| 2/20/2026 | FND Floor & Decor | Reiterated Rating | $53.00 | $80.00 | Outperform ➝ Outperform |
| 2/20/2026 | WMT Walmart | Boost Price Target | $121.00 | $135.00 ➝ $140.00 | Outperform ➝ Outperform |
| 2/19/2026 | HNST Honest | Reiterated Rating | $3.00 | $3.00 | Market Perform ➝ Market Perform |
| 2/19/2026 | SHOO Steven Madden | Reiterated Rating | $33.00 | $50.00 | Outperform ➝ Outperform |
| 2/19/2026 | CAVA CAVA Group | Reiterated Rating | $88.00 | $85.00 | Outperform ➝ Outperform |
| 2/19/2026 | URBN Urban Outfitters | Reiterated Rating | $65.00 | $98.00 | Outperform ➝ Outperform |
| 2/18/2026 | ARHS Arhaus | Reiterated Rating | $7.00 | $12.00 | Market Perform ➝ Market Perform |
| 2/18/2026 | YOU CLEAR Secure | Reiterated Rating | $49.00 | $45.00 | Outperform ➝ Outperform |
| 2/18/2026 | TJX TJX Companies | Reiterated Rating | $155.00 | $170.00 | Outperform ➝ Outperform |
| 2/18/2026 | LOW Lowe's Companies | Reiterated Rating | $229.00 | $285.00 | Outperform ➝ Outperform |
| 2/18/2026 | HD Home Depot | Reiterated Rating | $328.00 | $410.00 | Outperform ➝ Outperform |
| 2/17/2026 | GO Grocery Outlet | Lower Price Target | $6.00 | $17.00 ➝ $15.00 | Outperform ➝ Outperform |
| 2/13/2026 | FND Floor & Decor | Reiterated Rating | $53.00 | $80.00 | Outperform ➝ Outperform |
| 2/12/2026 | DBI Designer Brands | Reiterated Rating | $6.00 | $7.00 | Market Perform ➝ Market Perform |
| 2/12/2026 | BIRK Birkenstock | Reiterated Rating | $35.00 | $60.00 | Outperform ➝ Outperform |
| 2/12/2026 | WMT Walmart | Reiterated Rating | $121.00 | $135.00 | Outperform ➝ Outperform |
| 2/11/2026 | EWCZ European Wax Center | Boost Price Target | $6.00 | $5.00 ➝ $5.80 | Market Perform ➝ Market Perform |
| 2/11/2026 | TGT Target | Reiterated Rating | $115.00 | $110.00 | Market Perform ➝ Market Perform |
| 2/10/2026 | WRBY Warby Parker | Reiterated Rating | $24.00 | $32.00 | Outperform ➝ Outperform |
| 2/9/2026 | KR Kroger | Reiterated Rating | $74.00 | $80.00 | Outperform ➝ Outperform |
| 2/6/2026 | PTON Peloton Interactive | Lower Price Target | $4.00 | $8.00 ➝ $6.00 | Market Perform ➝ Market Perform |
| 2/6/2026 | COUR Coursera | Reiterated Rating | $6.00 | $14.00 | Outperform ➝ Outperform |
| 2/6/2026 | UAA Under Armour | Reiterated Rating | $6.00 | $5.00 ➝ $6.00 | Market Perform ➝ Market Perform |
| 2/6/2026 | BIRK Birkenstock | Reiterated Rating | $35.00 | $60.00 | Outperform ➝ Outperform |
| 2/6/2026 | AMZN Amazon.com | Reiterated Rating | $209.00 | $300.00 | Outperform ➝ Outperform |
| 2/5/2026 | SHOO Steven Madden | Reiterated Rating | $33.00 | $50.00 | Outperform ➝ Outperform |
| 2/5/2026 | EL Estee Lauder Companies | Reiterated Rating | $86.00 | $105.00 | Market Perform ➝ Market Perform |
| 2/5/2026 | TPR Tapestry | Boost Price Target | $143.00 | $150.00 | Outperform ➝ Outperform |