| Date | Company Name | Action | Current
Price | Price
Target | Rating |
|---|
| 12/4/2025 | PVH PVH | Reiterated Rating | $77.00 | $95.00 | Outperform ➝ Outperform |
| 12/4/2025 | FIVE Five Below | Boost Price Target | $168.00 | $170.00 ➝ $195.00 | Outperform ➝ Outperform |
| 12/4/2025 | CURV Torrid | Lower Price Target | $1.00 | $3.00 ➝ $2.00 | Market Perform ➝ Market Perform |
| 12/4/2025 | TJX TJX Companies | Reiterated Rating | $150.00 | $170.00 | Outperform ➝ Outperform |
| 12/4/2025 | M Macy's | Boost Price Target | $22.00 | $22.00 ➝ $25.00 | Market Perform ➝ Market Perform |
| 12/4/2025 | DG Dollar General | Reiterated Rating | $125.00 | $123.00 | Market Perform ➝ Market Perform |
| 12/4/2025 | JILL J.Jill | Reiterated Rating | $16.00 | $17.00 | Market Perform ➝ Market Perform |
| 12/3/2025 | DBI Designer Brands | Reiterated Rating | $5.00 | $5.00 | Market Perform ➝ Market Perform |
| 12/3/2025 | AEO American Eagle Outfitters | Boost Price Target | $24.00 | $18.00 ➝ $25.00 | Market Perform ➝ Market Perform |
| 12/3/2025 | GIII G-III Apparel Group | Reiterated Rating | $29.00 | $30.00 | Market Perform ➝ Market Perform |
| 12/3/2025 | ASO Academy Sports and Outdoors | Reiterated Rating | $49.00 | $65.00 | Outperform ➝ Outperform |
| 12/3/2025 | DLTR Dollar Tree | Reiterated Rating | $116.00 | $130.00 ➝ $135.00 | Outperform ➝ Outperform |
| 12/3/2025 | GO Grocery Outlet | Reiterated Rating | $11.00 | $17.00 | Outperform ➝ Outperform |
| 12/2/2025 | VSCO Victoria's Secret & Co. | Boost Price Target | $41.00 | $29.00 ➝ $45.00 | Market Perform ➝ Market Perform |
| 12/2/2025 | SIG Signet Jewelers | Reiterated Rating | $85.00 | $92.00 ➝ $96.00 | Market Perform ➝ Market Perform |
| 12/1/2025 | KR Kroger | Reiterated Rating | $63.00 | $82.00 | Outperform ➝ Outperform |
| 12/1/2025 | ULTA Ulta Beauty | Reiterated Rating | $534.00 | $610.00 | Outperform ➝ Outperform |
| 12/1/2025 | COST Costco Wholesale | Reiterated Rating | $896.00 | $1,100.00 | Outperform ➝ Outperform |
| 12/1/2025 | SFIX Stitch Fix | Reiterated Rating | $5.00 | $6.00 | Market Perform ➝ Market Perform |
| 11/28/2025 | LESL Leslie's | Reiterated Rating | $3.00 | $3.00 ➝ $3.00 | Market Perform ➝ Market Perform |
| 11/28/2025 | M Macy's | Boost Price Target | $22.00 | $17.00 ➝ $22.00 | Market Perform ➝ Market Perform |
| 11/26/2025 | BBY Best Buy | Boost Price Target | $74.00 | $90.00 ➝ $95.00 | Outperform ➝ Outperform |
| 11/26/2025 | DKS DICK'S Sporting Goods | Lower Price Target | $226.00 | $255.00 ➝ $245.00 | Outperform ➝ Outperform |
| 11/26/2025 | URBN Urban Outfitters | Boost Price Target | $76.00 | $80.00 ➝ $85.00 | Market Perform ➝ Market Perform |
| 11/26/2025 | CURV Torrid | Reiterated Rating | $1.00 | $3.00 | Market Perform ➝ Market Perform |
| 11/26/2025 | GES Guess? | Reiterated Rating | $17.00 | $16.75 | Market Perform ➝ Market Perform |
| 11/26/2025 | DG Dollar General | Reiterated Rating | $125.00 | $123.00 | Market Perform ➝ Market Perform |
| 11/25/2025 | WALD Waldencast | Downgrade | $2.00 | $3.00 | Outperform ➝ Market Perform |
| 11/25/2025 | SIG Signet Jewelers | Reiterated Rating | $85.00 | $92.00 | Market Perform ➝ Market Perform |
| 11/25/2025 | AEO American Eagle Outfitters | Reiterated Rating | $24.00 | $18.00 | Market Perform ➝ Market Perform |
| 11/25/2025 | BURL Burlington Stores | Reiterated Rating | $257.00 | $350.00 | Outperform ➝ Outperform |
| 11/25/2025 | KSS Kohl's | Reiterated Rating | $23.00 | $16.00 ➝ $23.00 | Market Perform ➝ Market Perform |
| 11/25/2025 | ANF Abercrombie & Fitch | Reiterated Rating | $96.00 | $125.00 | Outperform ➝ Outperform |
| 11/21/2025 | BBWI Bath & Body Works | Downgrade | $19.00 | $38.00 ➝ $17.00 | Outperform ➝ Market Perform |
| 11/21/2025 | ROST Ross Stores | Boost Price Target | $177.00 | $160.00 ➝ $175.00 | Market Perform ➝ Market Perform |
| 11/21/2025 | WMT Walmart | Boost Price Target | $115.00 | $118.00 ➝ $130.00 | Outperform ➝ Outperform |
| 11/21/2025 | GAP GAP | Boost Price Target | $26.00 | $24.00 ➝ $26.00 | Market Perform ➝ Market Perform |
| 11/20/2025 | DKS DICK'S Sporting Goods | Reiterated Rating | $226.00 | $255.00 | Outperform ➝ Outperform |
| 11/20/2025 | GES Guess? | Reiterated Rating | $17.00 | $16.75 | Market Perform ➝ Market Perform |
| 11/20/2025 | LOW Lowe's Companies | Lower Price Target | $246.00 | $305.00 ➝ $285.00 | Outperform ➝ Outperform |
| 11/20/2025 | WSM Williams-Sonoma | Lower Price Target | $177.00 | $225.00 ➝ $220.00 | Outperform ➝ Outperform |
| 11/20/2025 | BBWI Bath & Body Works | Reiterated Rating | $19.00 | $38.00 ➝ $17.00 | Outperform ➝ Market Perform |
| 11/19/2025 | PVH PVH | Reiterated Rating | $77.00 | $95.00 | Outperform ➝ Outperform |
| 11/19/2025 | URBN Urban Outfitters | Reiterated Rating | $76.00 | $80.00 | Market Perform ➝ Market Perform |
| 11/19/2025 | HD Home Depot | Lower Price Target | $351.00 | $455.00 ➝ $430.00 | Outperform ➝ Outperform |
| 11/19/2025 | TJX TJX Companies | Reiterated Rating | $150.00 | $155.00 ➝ $170.00 | Outperform ➝ Outperform |
| 11/18/2025 | ANF Abercrombie & Fitch | Reiterated Rating | $96.00 | $125.00 | Outperform ➝ Outperform |
| 11/18/2025 | BURL Burlington Stores | Reiterated Rating | $257.00 | $350.00 | Outperform ➝ Outperform |
| 11/18/2025 | BBY Best Buy | Reiterated Rating | $74.00 | $90.00 | Outperform ➝ Outperform |
| 11/18/2025 | WRBY Warby Parker | Reiterated Rating | $18.00 | $24.00 | Outperform ➝ Outperform |
| 11/18/2025 | KSS Kohl's | Reiterated Rating | $23.00 | $16.00 | Market Perform ➝ Market Perform |
| 11/14/2025 | UAA Under Armour | Set Price Target | $5.00 | $5.00 | |
| 11/14/2025 | WMT Walmart | Reiterated Rating | $115.00 | $118.00 | Outperform ➝ Outperform |
| 11/14/2025 | TGT Target | Reiterated Rating | $92.00 | $110.00 | Market Perform ➝ Market Perform |
| 11/14/2025 | WSM Williams-Sonoma | Boost Price Target | $177.00 | $215.00 ➝ $220.00 | Outperform ➝ Outperform |
| 11/13/2025 | ONON ON | Reiterated Rating | $47.00 | $65.00 | Outperform ➝ Outperform |
| 11/13/2025 | LOW Lowe's Companies | Reiterated Rating | $246.00 | $305.00 ➝ $285.00 | Outperform ➝ Outperform |
| 11/13/2025 | ROST Ross Stores | Reiterated Rating | $177.00 | $160.00 | Market Perform ➝ Market Perform |
| 11/13/2025 | GAP GAP | Reiterated Rating | $26.00 | $24.00 | Market Perform ➝ Market Perform |
| 11/13/2025 | BBWI Bath & Body Works | Reiterated Rating | $19.00 | $38.00 | Outperform ➝ Outperform |
| 11/13/2025 | HD Home Depot | Reiterated Rating | $351.00 | $455.00 ➝ $430.00 | Outperform ➝ Outperform |
| 11/12/2025 | TJX TJX Companies | Reiterated Rating | $150.00 | $155.00 | Outperform ➝ Outperform |
| 11/12/2025 | SHOO Steven Madden | Reiterated Rating | $43.00 | $45.00 | Outperform ➝ Outperform |
| 11/12/2025 | EWCZ European Wax Center | Reiterated Rating | $4.00 | $5.00 | Market Perform ➝ Market Perform |
| 11/7/2025 | RL Ralph Lauren | Boost Price Target | $357.00 | $350.00 ➝ $365.00 | Outperform ➝ Outperform |
| 11/7/2025 | WEST Westrock Coffee | Lower Price Target | $4.00 | $10.00 ➝ $7.00 | Outperform ➝ Outperform |
| 11/7/2025 | WRBY Warby Parker | Lower Price Target | $18.00 | $28.00 ➝ $24.00 | Outperform ➝ Outperform |
| 11/7/2025 | UAA Under Armour | Reiterated Rating | $5.00 | $5.00 | Market Perform ➝ Market Perform |
| 11/7/2025 | OLPX Olaplex | Reiterated Rating | $1.00 | $2.00 | Market Perform ➝ Market Perform |
| 11/7/2025 | YOU CLEAR Secure | Boost Price Target | $33.00 | $37.00 ➝ $38.00 | Outperform ➝ Outperform |
| 11/7/2025 | TPR Tapestry | Reiterated Rating | $115.00 | $125.00 | Outperform ➝ Outperform |
| 11/7/2025 | HLLY Holley | Boost Price Target | $4.00 | $3.50 ➝ $5.00 | Outperform ➝ Outperform |
| 11/6/2025 | SHOO Steven Madden | Set Price Target | $43.00 | $45.00 | Outperform ➝ Outperform |
| 11/6/2025 | ARHS Arhaus | Reiterated Rating | $11.00 | $12.00 | Market Perform ➝ Market Perform |
| 11/6/2025 | COOK Traeger | Lower Price Target | $1.00 | $1.75 ➝ $1.50 | Market Perform ➝ Market Perform |
| 11/6/2025 | HNST Honest | Lower Price Target | $3.00 | $6.00 ➝ $3.00 | Market Perform ➝ Market Perform |
| 11/6/2025 | ZVIA Zevia PBC | Reiterated Rating | $3.00 | $6.00 | Outperform ➝ Outperform |
| 11/6/2025 | AKA a.k.a. Brands | Reiterated Rating | $11.00 | $13.00 | Market Perform ➝ Market Perform |
| 11/6/2025 | EWCZ European Wax Center | Reiterated Rating | $4.00 | $5.00 | Market Perform ➝ Market Perform |
| 11/5/2025 | GO Grocery Outlet | Downgrade | $11.00 | | Outperform ➝ Market Perform |
| 11/5/2025 | CPRI Capri | Boost Price Target | $28.00 | $22.00 ➝ $23.00 | Market Perform ➝ Market Perform |
| 11/5/2025 | SHOO Steven Madden | Reiterated Rating | $43.00 | $43.00 ➝ $45.00 | Outperform ➝ Outperform |
| 11/5/2025 | BRLT Brilliant Earth Group | Reiterated Rating | $2.00 | $2.00 | Market Perform ➝ Market Perform |
| 11/5/2025 | WWW Wolverine World Wide | Reiterated Rating | $17.00 | $29.00 ➝ $18.00 | Market Perform ➝ Market Perform |
| 11/5/2025 | VITL Vital Farms | Reiterated Rating | $31.00 | $50.00 | Outperform ➝ Outperform |
| 11/5/2025 | ONON ON | Reiterated Rating | $47.00 | $65.00 | Outperform ➝ Outperform |
| 11/5/2025 | GO Grocery Outlet | Lower Price Target | $11.00 | $20.00 ➝ $17.00 | Outperform ➝ Outperform |
| 11/4/2025 | TDUP ThredUp | Reiterated Rating | $8.00 | $12.00 | Outperform ➝ Outperform |
| 11/4/2025 | BRCC BRC | Reiterated Rating | $1.00 | $2.50 | Outperform ➝ Outperform |
| 11/4/2025 | COST Costco Wholesale | Reiterated Rating | $896.00 | $1,100.00 | Outperform ➝ Outperform |
| 11/3/2025 | FIGS FIGS | Reiterated Rating | $11.00 | $7.00 ➝ $9.00 | Market Perform ➝ Market Perform |
| 11/3/2025 | PTON Peloton Interactive | Reiterated Rating | $7.00 | $9.00 | Market Perform ➝ Market Perform |
| 10/31/2025 | HLLY Holley | Reiterated Rating | $4.00 | $3.50 | Outperform ➝ Outperform |
| 10/31/2025 | UAA Under Armour | Reiterated Rating | $5.00 | $5.00 | Market Perform ➝ Market Perform |
| 10/31/2025 | EL Estee Lauder Companies | Boost Price Target | $104.00 | $99.00 ➝ $105.00 | Market Perform ➝ Market Perform |
| 10/31/2025 | WRBY Warby Parker | Reiterated Rating | $18.00 | $28.00 ➝ $24.00 | Outperform ➝ Outperform |
| 10/31/2025 | FND Floor & Decor | Reiterated Rating | $65.00 | $92.00 | Outperform ➝ Outperform |
| 10/31/2025 | COOK Traeger | Reiterated Rating | $1.00 | $1.75 ➝ $1.50 | Market Perform ➝ Market Perform |
| 10/31/2025 | ARHS Arhaus | Reiterated Rating | $11.00 | $12.00 | Market Perform ➝ Market Perform |
| 10/31/2025 | TPR Tapestry | Reiterated Rating | $115.00 | $125.00 | Outperform ➝ Outperform |
