| Date | Company Name | Action | Current
Price | Price
Target | Rating |
|---|
| 2/17/2026 | GO Grocery Outlet | Lower Price Target | $10.00 | $17.00 ➝ $15.00 | Outperform ➝ Outperform |
| 2/13/2026 | FND Floor & Decor | Reiterated Rating | $67.00 | $80.00 | Outperform ➝ Outperform |
| 2/12/2026 | WMT Walmart | Reiterated Rating | $131.00 | $135.00 | Outperform ➝ Outperform |
| 2/12/2026 | DBI Designer Brands | Reiterated Rating | $7.00 | $7.00 | Market Perform ➝ Market Perform |
| 2/12/2026 | BIRK Birkenstock | Reiterated Rating | $40.00 | $60.00 | Outperform ➝ Outperform |
| 2/11/2026 | TGT Target | Reiterated Rating | $115.00 | $110.00 | Market Perform ➝ Market Perform |
| 2/11/2026 | EWCZ European Wax Center | Boost Price Target | $6.00 | $5.00 ➝ $5.80 | Market Perform ➝ Market Perform |
| 2/10/2026 | WRBY Warby Parker | Reiterated Rating | $22.00 | $32.00 | Outperform ➝ Outperform |
| 2/9/2026 | KR Kroger | Reiterated Rating | $70.00 | $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 | BIRK Birkenstock | Reiterated Rating | $40.00 | $60.00 | Outperform ➝ Outperform |
| 2/6/2026 | COUR Coursera | Reiterated Rating | $6.00 | $14.00 | Outperform ➝ Outperform |
| 2/6/2026 | AMZN Amazon.com | Reiterated Rating | $200.00 | $300.00 | Outperform ➝ Outperform |
| 2/6/2026 | UAA Under Armour | Reiterated Rating | $7.00 | $5.00 ➝ $6.00 | Market Perform ➝ Market Perform |
| 2/5/2026 | SHOO Steven Madden | Reiterated Rating | $39.00 | $50.00 | Outperform ➝ Outperform |
| 2/5/2026 | RL Ralph Lauren | Reiterated Rating | $366.00 | $435.00 | Outperform ➝ Outperform |
| 2/5/2026 | EL Estee Lauder Companies | Reiterated Rating | $109.00 | $105.00 | Market Perform ➝ Market Perform |
| 2/5/2026 | TPR Tapestry | Boost Price Target | $153.00 | $150.00 | Outperform ➝ Outperform |
| 2/4/2026 | CMG Chipotle Mexican Grill | Lower Price Target | $37.00 | $50.00 ➝ $48.00 | Outperform ➝ Outperform |
| 2/3/2026 | CPRI Capri | Reiterated Rating | $20.00 | $23.00 | Market Perform ➝ Market Perform |
| 2/2/2026 | COST Costco Wholesale | Reiterated Rating | $1,013.00 | $1,100.00 | Outperform ➝ Outperform |
| 1/30/2026 | EL Estee Lauder Companies | Reiterated Rating | $109.00 | $105.00 | Market Perform ➝ Market Perform |
| 1/30/2026 | COUR Coursera | Reiterated Rating | $6.00 | $14.00 | Outperform ➝ Outperform |
| 1/30/2026 | UAA Under Armour | Reiterated Rating | $7.00 | $5.00 | Market Perform ➝ Market Perform |
| 1/30/2026 | RL Ralph Lauren | Reiterated Rating | $366.00 | $435.00 | Outperform ➝ Outperform |
| 1/30/2026 | AMZN Amazon.com | Reiterated Rating | $200.00 | $300.00 | Outperform ➝ Outperform |
| 1/30/2026 | TPR Tapestry | Reiterated Rating | $153.00 | $150.00 | Outperform ➝ Outperform |
| 1/29/2026 | VFC V.F. | Set Price Target | $20.00 | $20.00 | |
| 1/29/2026 | ETD Ethan Allen Interiors | Lower Price Target | $23.00 | $28.00 ➝ $27.00 | Market Perform ➝ Market Perform |
| 1/29/2026 | BIRK Birkenstock | Reiterated Rating | $40.00 | $60.00 | Outperform ➝ Outperform |
| 1/29/2026 | PTON Peloton Interactive | Reiterated Rating | $4.00 | $8.00 | Market Perform ➝ Market Perform |
| 1/29/2026 | TSCO Tractor Supply | Lower Price Target | $52.00 | $70.00 ➝ $63.00 | Outperform ➝ Outperform |
| 1/28/2026 | ONON ON | Reiterated Rating | $46.00 | $65.00 | Outperform ➝ Outperform |
| 1/28/2026 | VFC V.F. | Reiterated Rating | $20.00 | $16.00 | Market Perform ➝ Market Perform |
| 1/27/2026 | CPRI Capri | Reiterated Rating | $20.00 | $23.00 | Market Perform ➝ Market Perform |
| 1/26/2026 | DECK Deckers Outdoor | Reiterated Rating | $115.00 | $105.00 ➝ $120.00 | Market Perform ➝ Market Perform |
| 1/26/2026 | LULU lululemon athletica | Reiterated Rating | $173.00 | $215.00 | Market Perform ➝ Market Perform |
| 1/26/2026 | GES Guess? | Reiterated Rating | $17.00 | $16.75 | Market Perform ➝ Market Perform |
| 1/23/2026 | TSCO Tractor Supply | Reiterated Rating | $52.00 | $70.00 ➝ $63.00 | Outperform ➝ Outperform |
| 1/22/2026 | VFC V.F. | Reiterated Rating | $20.00 | $16.00 | Market Perform ➝ Market Perform |
| 1/22/2026 | ETD Ethan Allen Interiors | Reiterated Rating | $23.00 | $28.00 ➝ $27.00 | Market Perform ➝ Market Perform |
| 1/21/2026 | LEVI Levi Strauss & Co. | Reiterated Rating | $22.00 | $27.00 | Outperform ➝ Outperform |
| 1/14/2026 | BRCC BRC | Reiterated Rating | $1.00 | $2.50 | Outperform ➝ Outperform |
| 1/14/2026 | ONON ON | Reiterated Rating | $46.00 | $65.00 | Outperform ➝ Outperform |
| 1/14/2026 | ZVIA Zevia PBC | Reiterated Rating | $2.00 | $6.00 | Outperform ➝ Outperform |
| 1/14/2026 | WMT Walmart | Reiterated Rating | $131.00 | $135.00 | Outperform ➝ Outperform |
| 1/13/2026 | JILL J.Jill | Reiterated Rating | $17.00 | $16.00 | Market Perform ➝ Market Perform |
| 1/13/2026 | AEO American Eagle Outfitters | Boost Price Target | $24.00 | $25.00 ➝ $28.00 | Market Perform ➝ Market Perform |
| 1/13/2026 | FIVE Five Below | Boost Price Target | $206.00 | $195.00 ➝ $240.00 | Outperform ➝ Outperform |
| 1/13/2026 | OXM Oxford Industries | Boost Price Target | $38.00 | $35.00 ➝ $40.00 | Market Perform ➝ Market Perform |
| 1/13/2026 | BIRK Birkenstock | Reiterated Rating | $40.00 | $60.00 | Outperform ➝ Outperform |
| 1/13/2026 | VITL Vital Farms | Reiterated Rating | $28.00 | $50.00 | Outperform ➝ Outperform |
| 1/13/2026 | URBN Urban Outfitters | Reiterated Rating | $69.00 | $98.00 | Outperform ➝ Outperform |
| 1/13/2026 | LULU lululemon athletica | Reiterated Rating | $173.00 | $215.00 | Market Perform ➝ Market Perform |
| 1/13/2026 | ANF Abercrombie & Fitch | Reiterated Rating | $93.00 | $125.00 | Outperform ➝ Outperform |
| 1/13/2026 | EWCZ European Wax Center | Reiterated Rating | $6.00 | $5.00 | Market Perform ➝ Market Perform |
| 1/9/2026 | CAVA CAVA Group | Initiated Coverage | $62.00 | $85.00 | Outperform |
| 1/9/2026 | CMG Chipotle Mexican Grill | Initiated Coverage | $37.00 | $50.00 | Outperform ➝ Outperform |
| 1/9/2026 | CAVA CAVA Group | Initiated Coverage | $62.00 | $85.00 | Outperform |
| 1/8/2026 | ACI Albertsons Companies | Lower Price Target | $18.00 | $24.00 ➝ $22.00 | Outperform ➝ Outperform |
| 1/8/2026 | COST Costco Wholesale | Reiterated Rating | $1,013.00 | $1,100.00 | Outperform ➝ Outperform |
| 1/2/2026 | COST Costco Wholesale | Reiterated Rating | $1,013.00 | $1,100.00 | Outperform ➝ Outperform |
| 12/31/2025 | ACI Albertsons Companies | Reiterated Rating | $18.00 | $24.00 | Outperform ➝ Outperform |
| 12/19/2025 | BIRK Birkenstock | Set Price Target | $40.00 | $60.00 | Outperform ➝ Outperform |
| 12/19/2025 | NKE NIKE | Lower Price Target | $63.00 | $75.00 ➝ $72.00 | Market Perform ➝ Market Perform |
| 12/18/2025 | BIRK Birkenstock | Reiterated Rating | $40.00 | $70.00 | Outperform ➝ Outperform |
| 12/17/2025 | WMT Walmart | Reiterated Rating | $131.00 | $135.00 | Outperform ➝ Outperform |
| 12/17/2025 | YOU CLEAR Secure | Reiterated Rating | $32.00 | $45.00 | Outperform ➝ Outperform |
| 12/17/2025 | FND Floor & Decor | Reiterated Rating | $67.00 | $80.00 | Outperform ➝ Outperform |
| 12/17/2025 | DLTR Dollar Tree | Set Price Target | $127.00 | $150.00 | |
| 12/17/2025 | WRBY Warby Parker | Reiterated Rating | $22.00 | $32.00 | Outperform ➝ Outperform |
| 12/17/2025 | TPR Tapestry | Reiterated Rating | $153.00 | $150.00 | Outperform ➝ Outperform |
| 12/17/2025 | SHOO Steven Madden | Reiterated Rating | $39.00 | $50.00 | Outperform ➝ Outperform |
| 12/17/2025 | RL Ralph Lauren | Reiterated Rating | $366.00 | $435.00 | Outperform ➝ Outperform |
| 12/17/2025 | VSCO Victoria's Secret & Co. | Upgrade | $60.00 | $50.00 ➝ $66.00 | Market Perform ➝ Outperform |
| 12/17/2025 | URBN Urban Outfitters | Upgrade | $69.00 | $85.00 ➝ $98.00 | Market Perform ➝ Outperform |
| 12/17/2025 | GAP GAP | Upgrade | $27.00 | $26.00 ➝ $32.00 | Market Perform ➝ Outperform |
| 12/17/2025 | VITL Vital Farms | Reiterated Rating | $28.00 | $50.00 | Outperform ➝ Outperform |
| 12/17/2025 | COUR Coursera | Reiterated Rating | $6.00 | $14.00 | Outperform ➝ Outperform |
| 12/12/2025 | RH RH | Lower Price Target | $193.00 | $220.00 ➝ $185.00 | Market Perform ➝ Market Perform |
| 12/12/2025 | BIRK Birkenstock | Reiterated Rating | $40.00 | $70.00 | Outperform ➝ Outperform |
| 12/12/2025 | COST Costco Wholesale | Reiterated Rating | $1,013.00 | $1,100.00 | Outperform ➝ Outperform |
| 12/11/2025 | OXM Oxford Industries | Lower Price Target | $38.00 | $52.00 ➝ $35.00 | Market Perform ➝ Market Perform |
| 12/10/2025 | GIII G-III Apparel Group | Set Price Target | $30.00 | $34.00 | |
| 12/10/2025 | DBI Designer Brands | Set Price Target | $7.00 | $7.00 | |
| 12/10/2025 | JILL J.Jill | Lower Price Target | $17.00 | $17.00 ➝ $16.00 | Market Perform ➝ Market Perform |
| 12/10/2025 | HD Home Depot | Lower Price Target | $381.00 | $430.00 ➝ $410.00 | Outperform ➝ Outperform |
| 12/10/2025 | NKE NIKE | Reiterated Rating | $63.00 | $75.00 | Market Perform ➝ Market Perform |
| 12/9/2025 | TDUP ThredUp | Reiterated Rating | $5.00 | $12.00 | Outperform ➝ Outperform |
| 12/9/2025 | DBI Designer Brands | Reiterated Rating | $7.00 | $5.00 | Market Perform ➝ Market Perform |
| 12/9/2025 | GIII G-III Apparel Group | Reiterated Rating | $30.00 | $30.00 ➝ $34.00 | Market Perform ➝ Market Perform |
| 12/9/2025 | ASO Academy Sports and Outdoors | Reiterated Rating | $59.00 | $65.00 | Outperform ➝ Outperform |
| 12/8/2025 | LULU lululemon athletica | Boost Price Target | $173.00 | $200.00 ➝ $215.00 | Market Perform ➝ Market Perform |
| 12/8/2025 | VSCO Victoria's Secret & Co. | Boost Price Target | $60.00 | $45.00 ➝ $50.00 | Market Perform ➝ Market Perform |
| 12/5/2025 | OXM Oxford Industries | Reiterated Rating | $38.00 | $52.00 ➝ $35.00 | Market Perform ➝ Market Perform |
| 12/4/2025 | PVH PVH | Reiterated Rating | $68.00 | $95.00 | Outperform ➝ Outperform |
| 12/4/2025 | FIVE Five Below | Boost Price Target | $206.00 | $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 | $154.00 | $170.00 | Outperform ➝ Outperform |
| 12/4/2025 | M Macy's | Boost Price Target | $22.00 | $22.00 ➝ $25.00 | Market Perform ➝ Market Perform |
