| Date | Company Name | Action | Current Price | Price Target | Rating |
|---|
| 5/4/2026 | ARHS Arhaus | Lower Price Target | $7.00 | $11.00 ➝ $9.00 | Market Perform |
| 5/4/2026 | EL Estee Lauder Companies | Lower Price Target | $81.00 | $105.00 ➝ $90.00 | Market Perform |
| 5/1/2026 | FND Floor & Decor | Lower Price Target | $50.00 | $80.00 ➝ $61.00 | Outperform ➝ Outperform |
| 4/30/2026 | ETD Ethan Allen Interiors | Lower Price Target | $20.00 | $27.00 ➝ $24.00 | Market Perform ➝ Market Perform |
| 4/30/2026 | AMZN Amazon.com | Boost Price Target | $273.00 | $300.00 ➝ $315.00 | Outperform ➝ Outperform |
| 4/29/2026 | YOU CLEAR Secure | Boost Price Target | $55.00 | $55.00 ➝ $62.00 | Outperform ➝ Outperform |
| 4/24/2026 | COUR Coursera | Lower Price Target | $6.00 | $14.00 ➝ $10.00 | Outperform ➝ Outperform |
| 4/22/2026 | TSCO Tractor Supply | Lower Price Target | $33.00 | $63.00 ➝ $52.00 | Outperform ➝ Outperform |
| 4/22/2026 | OXM Oxford Industries | Boost Price Target | $43.00 | $36.00 ➝ $51.00 | Market Perform ➝ Market Perform |
| 4/9/2026 | COST Costco Wholesale | Boost Price Target | $1,020.00 | $1,125.00 ➝ $1,135.00 | Outperform ➝ Outperform |
| 4/8/2026 | BROS Dutch Bros | Initiated Coverage | $56.00 | $66.00 | Outperform |
| 4/1/2026 | M Macy's | Reiterated Rating | $20.00 | $20.00 | Market Perform ➝ Market Perform |
| 4/1/2026 | LEVI Levi Strauss & Co. | Reiterated Rating | $22.00 | $27.00 | Outperform ➝ Outperform |
| 4/1/2026 | NKE NIKE | Lower Price Target | $44.00 | $65.00 ➝ $55.00 | Market Perform ➝ Market Perform |
| 4/1/2026 | PVH PVH | Reiterated Rating | $90.00 | $74.00 | Market Perform ➝ Market Perform |
| 4/1/2026 | RH RH | Lower Price Target | $125.00 | $165.00 ➝ $140.00 | Market Perform ➝ Market Perform |
| 3/31/2026 | JILL J.Jill | Reiterated Rating | $12.00 | $16.00 | Market Perform ➝ Market Perform |
| 3/31/2026 | BURL Burlington Stores | Reiterated Rating | $309.00 | $365.00 | Outperform ➝ Outperform |
| 3/31/2026 | COST Costco Wholesale | Reiterated Rating | $1,020.00 | $1,125.00 | Outperform ➝ Outperform |
| 3/27/2026 | OLPX Olaplex | Boost Price Target | $2.00 | $2.00 ➝ $2.06 | Market Perform ➝ Market Perform |
| 3/27/2026 | VITL Vital Farms | Lower Price Target | $13.00 | $35.00 ➝ $26.00 | Outperform ➝ Outperform |
| 3/27/2026 | OXM Oxford Industries | Lower Price Target | $43.00 | $40.00 ➝ $36.00 | Market Perform ➝ Market Perform |
| 3/26/2026 | DBI Designer Brands | Reiterated Rating | $7.00 | $7.00 | Market Perform ➝ Market Perform |
| 3/26/2026 | ROST Ross Stores | Reiterated Rating | $227.00 | $240.00 | Outperform ➝ Outperform |
| 3/25/2026 | ONON ON | Lower Price Target | $35.00 | $65.00 ➝ $60.00 | Outperform ➝ Outperform |
| 3/25/2026 | NKE NIKE | Lower Price Target | $44.00 | $72.00 ➝ $65.00 | Market Perform ➝ Market Perform |
| 3/25/2026 | RH RH | Lower Price Target | $125.00 | $185.00 ➝ $165.00 | Market Perform ➝ Market Perform |
| 3/25/2026 | HD Home Depot | Reiterated Rating | $318.00 | $435.00 | Outperform ➝ Outperform |
| 3/24/2026 | DG Dollar General | Reiterated Rating | $116.00 | $140.00 | Market Perform ➝ Market Perform |
| 3/24/2026 | JILL J.Jill | Reiterated Rating | $12.00 | $16.00 | Market Perform ➝ Market Perform |
| 3/24/2026 | PVH PVH | Lower Price Target | $90.00 | $82.00 ➝ $74.00 | Market Perform ➝ Market Perform |
| 3/20/2026 | OXM Oxford Industries | Reiterated Rating | $43.00 | $40.00 ➝ $36.00 | Market Perform ➝ Market Perform |
| 3/19/2026 | DBI Designer Brands | Reiterated Rating | $7.00 | $7.00 | Market Perform ➝ Market Perform |
| 3/19/2026 | SIG Signet Jewelers | Reiterated Rating | $82.00 | $96.00 | Market Perform ➝ Market Perform |
| 3/19/2026 | FIVE Five Below | Boost Price Target | $232.00 | $240.00 ➝ $260.00 | Outperform ➝ Outperform |
| 3/18/2026 | M Macy's | Reiterated Rating | $20.00 | $25.00 ➝ $20.00 | Market Perform ➝ Market Perform |
| 3/18/2026 | LULU lululemon athletica | Lower Price Target | $131.00 | $215.00 ➝ $175.00 | Market Perform ➝ Market Perform |
| 3/17/2026 | KSS Kohl's | Reiterated Rating | $15.00 | $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 | $95.00 | $150.00 | Outperform ➝ Outperform |
| 3/16/2026 | CURV Torrid | Reiterated Rating | $2.00 | $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 | $4.00 | $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 | $84.00 | $143.00 | |
| 3/12/2026 | WSM Williams-Sonoma | Reiterated Rating | $177.00 | $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 | $15.00 | $23.00 ➝ $17.00 | Market Perform ➝ Market Perform |
| 3/10/2026 | SIG Signet Jewelers | Reiterated Rating | $82.00 | $96.00 | Market Perform ➝ Market Perform |
| 3/10/2026 | DLTR Dollar Tree | Reiterated Rating | $95.00 | $150.00 | Outperform ➝ Outperform |
| 3/10/2026 | LULU lululemon athletica | Reiterated Rating | $131.00 | $215.00 | Market Perform ➝ Market Perform |
| 3/10/2026 | FIVE Five Below | Reiterated Rating | $232.00 | $240.00 | Outperform ➝ Outperform |
| 3/9/2026 | WEST Westrock Coffee | Reiterated Rating | $6.00 | $7.00 | Outperform ➝ Outperform |
| 3/9/2026 | GIII G-III Apparel Group | Reiterated Rating | $31.00 | $34.00 ➝ $29.00 | Market Perform ➝ Market Perform |
| 3/9/2026 | DG Dollar General | Boost Price Target | $116.00 | $130.00 ➝ $140.00 | Market Perform ➝ Market Perform |
| 3/9/2026 | DKS DICK'S Sporting Goods | Reiterated Rating | $220.00 | $245.00 | Outperform ➝ Outperform |
| 3/9/2026 | ULTA Ulta Beauty | Boost Price Target | $526.00 | $640.00 ➝ $715.00 | Outperform ➝ Outperform |
| 3/6/2026 | COOK Traeger | Lower Price Target | $44.00 | $75.00 ➝ $50.00 | Market Perform ➝ Market Perform |
| 3/6/2026 | COST Costco Wholesale | Boost Price Target | $1,020.00 | $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 | $8.00 | $15.00 ➝ $9.00 | Outperform ➝ Market Perform |
| 3/5/2026 | AEO American Eagle Outfitters | Lower Price Target | $17.00 | $28.00 ➝ $25.00 | Market Perform ➝ Market Perform |
| 3/5/2026 | BBWI Bath & Body Works | Boost Price Target | $19.00 | $23.00 ➝ $25.00 | Market Perform ➝ Market Perform |
| 3/5/2026 | KR Kroger | Boost Price Target | $68.00 | $80.00 ➝ $82.00 | Outperform ➝ Outperform |
| 3/4/2026 | SFIX Stitch Fix | Reiterated Rating | $4.00 | $6.00 | Market Perform ➝ Market Perform |
| 3/4/2026 | KSS Kohl's | Reiterated Rating | $15.00 | $23.00 ➝ $17.00 | Market Perform ➝ Market Perform |
| 3/4/2026 | BBY Best Buy | Lower Price Target | $59.00 | $95.00 ➝ $80.00 | Outperform |
| 3/4/2026 | ANF Abercrombie & Fitch | Reiterated Rating | $80.00 | $125.00 | Outperform ➝ Outperform |
| 3/4/2026 | TGT Target | Upgrade | $130.00 | $110.00 ➝ $145.00 | Market Perform ➝ Outperform |
| 3/4/2026 | ROST Ross Stores | Upgrade | $227.00 | $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 | $4.00 | $12.00 ➝ $9.00 | Outperform ➝ Outperform |
| 3/3/2026 | ONON ON | Reiterated Rating | $35.00 | $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 | $2.00 | $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 | $51.00 | $66.00 ➝ $71.00 | Outperform ➝ Outperform |
| 3/2/2026 | BURL Burlington Stores | Reiterated Rating | $309.00 | $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 | $16.00 | $18.00 ➝ $22.00 | Market Perform ➝ Market Perform |
| 2/27/2026 | VITL Vital Farms | Lower Price Target | $13.00 | $50.00 ➝ $35.00 | Outperform ➝ Outperform |
| 2/27/2026 | BBWI Bath & Body Works | Boost Price Target | $19.00 | $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 | $17.00 | $28.00 ➝ $25.00 | Market Perform ➝ Market Perform |
| 2/26/2026 | SHOO Steven Madden | Reiterated Rating | $37.00 | $50.00 | Outperform ➝ Outperform |
| 2/26/2026 | YOU CLEAR Secure | Boost Price Target | $55.00 | $45.00 ➝ $55.00 | Outperform ➝ Outperform |
| 2/26/2026 | URBN Urban Outfitters | Reiterated Rating | $70.00 | $98.00 | Outperform ➝ Outperform |
| 2/26/2026 | ANF Abercrombie & Fitch | Reiterated Rating | $80.00 | $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 | $91.00 | $85.00 ➝ $88.00 | Outperform ➝ Outperform |
| 2/25/2026 | ROST Ross Stores | Boost Price Target | $227.00 | $175.00 ➝ $220.00 | Market Perform ➝ Market Perform |
| 2/25/2026 | HD Home Depot | Boost Price Target | $318.00 | $410.00 ➝ $435.00 | Outperform ➝ Outperform |
| 2/25/2026 | DDS Dillard's | Lower Price Target | $563.00 | $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 | $35.00 | $65.00 | Outperform ➝ Outperform |