| Date | Company Name | Action | Current Price | Price Target | Rating |
|---|
| 7/31/2026 | ADDYY Adidas | Reiterated Rating | $92.00 | | Outperform ➝ Outperform |
| 7/31/2026 | BROS Dutch Bros | Boost Price Target | $66.00 | $66.00 ➝ $74.00 | Outperform ➝ Outperform |
| 7/31/2026 | FND Floor & Decor | Boost Price Target | $58.00 | $61.00 ➝ $68.00 | Outperform ➝ Outperform |
| 7/31/2026 | RDDT Reddit | Set Price Target | $141.00 | $240.00 | |
| 7/31/2026 | AMZN Amazon.com | Set Price Target | $272.00 | $315.00 ➝ $335.00 | Outperform ➝ Outperform |
| 7/31/2026 | SHOO Steven Madden | Boost Price Target | $46.00 | $50.00 ➝ $55.00 | Outperform |
| 7/30/2026 | VFC V.F. | Lower Price Target | $14.00 | $20.00 ➝ $17.00 | Market Perform ➝ Market Perform |
| 7/30/2026 | ETD Ethan Allen Interiors | Lower Price Target | $22.00 | $24.00 ➝ $22.00 | Market Perform |
| 7/24/2026 | PYPL PayPal | Downgrade | $57.00 | | Market Perform |
| 7/24/2026 | ACI Albertsons Companies | Reiterated Rating | $12.00 | $22.00 ➝ $13.00 | Outperform ➝ Market Perform |
| 7/24/2026 | TSCO Tractor Supply | Lower Price Target | $31.00 | $40.00 ➝ $38.00 | Outperform ➝ Outperform |
| 7/24/2026 | DECK Deckers Outdoor | Lower Price Target | $97.00 | $113.00 ➝ $105.00 | Market Perform ➝ Market Perform |
| 7/14/2026 | TSCO Tractor Supply | Lower Price Target | $31.00 | $52.00 ➝ $40.00 | Outperform ➝ Outperform |
| 7/2/2026 | LEVI Levi Strauss & Co. | Boost Price Target | $25.00 | $27.00 ➝ $30.00 | Outperform ➝ Outperform |
| 7/1/2026 | NKE NIKE | Set Price Target | $42.00 | $55.00 ➝ $47.00 | Market Perform ➝ Market Perform |
| 6/23/2026 | RL Ralph Lauren | Boost Price Target | $381.00 | $435.00 ➝ $460.00 | Outperform ➝ Outperform |
| 6/22/2026 | KR Kroger | Set Price Target | $58.00 | $82.00 ➝ $78.00 | Outperform ➝ Outperform |
| 6/11/2026 | JILL J.Jill | Reiterated Rating | $18.00 | $13.00 ➝ $14.00 | Market Perform ➝ Market Perform |
| 6/11/2026 | OXM Oxford Industries | Lower Price Target | $38.00 | $51.00 ➝ $44.00 | Market Perform ➝ Market Perform |
| 6/10/2026 | DBI Designer Brands | Boost Price Target | $6.00 | $7.00 ➝ $8.00 | Market Perform ➝ Market Perform |
| 6/8/2026 | GIII G-III Apparel Group | Reiterated Rating | $36.00 | $29.00 ➝ $38.00 | Market Perform ➝ Market Perform |
| 6/5/2026 | LULU lululemon athletica | Lower Price Target | $119.00 | $175.00 ➝ $122.00 | Market Perform ➝ Market Perform |
| 6/4/2026 | M Macy's | Boost Price Target | $25.00 | $20.00 ➝ $23.00 | Market Perform ➝ Market Perform |
| 6/3/2026 | VSXY Victoria's Secret & Co. | Boost Price Target | $89.00 | $71.00 ➝ $90.00 | Outperform ➝ Outperform |
| 6/3/2026 | DG Dollar General | Lower Price Target | $127.00 | $140.00 ➝ $125.00 | Market Perform ➝ Market Perform |
| 5/29/2026 | BBY Best Buy | Set Price Target | $86.00 | $80.00 ➝ $90.00 | Outperform ➝ Outperform |
| 5/29/2026 | AEO American Eagle Outfitters | Lower Price Target | $17.00 | $25.00 ➝ $20.00 | Market Perform |
| 5/28/2026 | CPRI Capri | Lower Price Target | $16.00 | $23.00 ➝ $21.00 | Market Perform ➝ Market Perform |
| 5/28/2026 | BBWI Bath & Body Works | Lower Price Target | $20.00 | $25.00 ➝ $22.00 | Market Perform ➝ Market Perform |
| 5/28/2026 | ANF Abercrombie & Fitch | Lower Price Target | $99.00 | $125.00 ➝ $115.00 | Outperform ➝ Outperform |
| 5/27/2026 | PTON Peloton Interactive | Reiterated Rating | $6.00 | | Market Perform ➝ Market Perform |
| 5/22/2026 | WSM Williams-Sonoma | Reiterated Rating | $229.00 | $220.00 ➝ $225.00 | Outperform ➝ Outperform |
| 5/22/2026 | DECK Deckers Outdoor | Set Price Target | $97.00 | $113.00 | |
| 5/22/2026 | ROST Ross Stores | Boost Price Target | $251.00 | $240.00 ➝ $265.00 | Outperform ➝ Outperform |
| 5/22/2026 | WSM Williams-Sonoma | Set Price Target | $229.00 | $220.00 ➝ $225.00 | Outperform ➝ Outperform |
| 5/21/2026 | TGT Target | Boost Price Target | $145.00 | $148.00 ➝ $150.00 | Outperform ➝ Outperform |
| 5/21/2026 | TJX TJX Companies | Boost Price Target | $157.00 | $175.00 ➝ $185.00 | Outperform ➝ Outperform |
| 5/21/2026 | LOW Lowe's Companies | Lower Price Target | $209.00 | $295.00 ➝ $280.00 | Outperform ➝ Outperform |
| 5/20/2026 | CAVA CAVA Group | Boost Price Target | $65.00 | $92.00 ➝ $95.00 | Outperform ➝ Outperform |
| 5/20/2026 | CAVA CAVA Group | Boost Price Target | $65.00 | $92.00 ➝ $95.00 | Outperform ➝ Outperform |
| 5/20/2026 | DKS DICK'S Sporting Goods | Boost Price Target | $196.00 | $240.00 ➝ $255.00 | Outperform ➝ Outperform |
| 5/20/2026 | HD Home Depot | Lower Price Target | $333.00 | $435.00 ➝ $410.00 | Outperform |
| 5/15/2026 | WWW Wolverine World Wide | Lower Price Target | $20.00 | $22.00 ➝ $18.00 | Market Perform ➝ Market Perform |
| 5/15/2026 | TGT Target | Boost Price Target | $145.00 | $145.00 ➝ $148.00 | Outperform ➝ Outperform |
| 5/14/2026 | BIRK Birkenstock | Lower Price Target | $39.00 | $60.00 ➝ $45.00 | Outperform ➝ Outperform |
| 5/14/2026 | CAVA CAVA Group | Boost Price Target | $65.00 | $88.00 ➝ $92.00 | Outperform ➝ Outperform |
| 5/13/2026 | UAA Under Armour | Lower Price Target | $7.00 | $6.00 ➝ $5.50 | Market Perform |
| 5/13/2026 | ONON ON | Lower Price Target | $36.00 | $60.00 ➝ $51.00 | Outperform |
| 5/12/2026 | COOK Traeger | Boost Price Target | $64.00 | $43.00 ➝ $45.00 | Market Perform ➝ Market Perform |
| 5/8/2026 | ARHS Arhaus | Set Price Target | $7.00 | $9.00 ➝ $8.00 | Market Perform ➝ Market Perform |
| 5/8/2026 | VITL Vital Farms | Downgrade | $13.00 | $11.00 | Outperform ➝ Market Perform |
| 5/8/2026 | WEST Westrock Coffee | Boost Price Target | $8.00 | $7.00 ➝ $9.00 | Outperform ➝ Outperform |
| 5/8/2026 | WRBY Warby Parker | Boost Price Target | $27.00 | $32.00 ➝ $33.00 | Outperform ➝ Outperform |
| 5/7/2026 | HNST Honest | Reiterated Rating | $4.00 | $4.00 | Market Perform ➝ Market Perform |
| 5/7/2026 | YOU CLEAR Secure | Boost Price Target | $55.00 | $62.00 ➝ $68.00 | Outperform |
| 5/6/2026 | ULS UL Solutions | Set Price Target | $92.00 | $100.00 | |
| 5/5/2026 | TDUP ThredUp | Lower Price Target | $6.00 | $9.00 ➝ $7.00 | Outperform ➝ Outperform |
| 5/4/2026 | ARHS Arhaus | Lower Price Target | $7.00 | $11.00 ➝ $9.00 | Market Perform ➝ Market Perform |
| 5/4/2026 | EL Estee Lauder Companies | Lower Price Target | $84.00 | $105.00 ➝ $90.00 | Market Perform ➝ Market Perform |
| 5/1/2026 | FND Floor & Decor | Lower Price Target | $58.00 | $80.00 ➝ $61.00 | Outperform ➝ Outperform |
| 4/30/2026 | ETD Ethan Allen Interiors | Lower Price Target | $22.00 | $27.00 ➝ $24.00 | Market Perform ➝ Market Perform |
| 4/30/2026 | AMZN Amazon.com | Boost Price Target | $272.00 | $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 | $5.00 | $14.00 ➝ $10.00 | Outperform ➝ Outperform |
| 4/22/2026 | TSCO Tractor Supply | Lower Price Target | $31.00 | $63.00 ➝ $52.00 | Outperform ➝ Outperform |
| 4/22/2026 | OXM Oxford Industries | Boost Price Target | $38.00 | $36.00 ➝ $51.00 | Market Perform ➝ Market Perform |
| 4/9/2026 | COST Costco Wholesale | Boost Price Target | $952.00 | $1,125.00 ➝ $1,135.00 | Outperform ➝ Outperform |
| 4/8/2026 | BROS Dutch Bros | Initiated Coverage | $66.00 | $66.00 | Outperform |
| 4/1/2026 | M Macy's | Reiterated Rating | $25.00 | $20.00 | Market Perform ➝ Market Perform |
| 4/1/2026 | LEVI Levi Strauss & Co. | Reiterated Rating | $25.00 | $27.00 | Outperform ➝ Outperform |
| 4/1/2026 | NKE NIKE | Lower Price Target | $42.00 | $65.00 ➝ $55.00 | Market Perform ➝ Market Perform |
| 4/1/2026 | PVH PVH | Reiterated Rating | $87.00 | $74.00 | Market Perform ➝ Market Perform |
| 4/1/2026 | RH RH | Lower Price Target | $166.00 | $165.00 ➝ $140.00 | Market Perform ➝ Market Perform |
| 3/31/2026 | JILL J.Jill | Reiterated Rating | $18.00 | $16.00 | Market Perform ➝ Market Perform |
| 3/31/2026 | BURL Burlington Stores | Reiterated Rating | $369.00 | $365.00 | Outperform ➝ Outperform |
| 3/31/2026 | COST Costco Wholesale | Reiterated Rating | $952.00 | $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 | $38.00 | $40.00 ➝ $36.00 | Market Perform ➝ Market Perform |
| 3/26/2026 | DBI Designer Brands | Reiterated Rating | $6.00 | $7.00 | Market Perform ➝ Market Perform |
| 3/26/2026 | ROST Ross Stores | Reiterated Rating | $251.00 | $240.00 | Outperform ➝ Outperform |
| 3/25/2026 | ONON ON | Lower Price Target | $36.00 | $65.00 ➝ $60.00 | Outperform ➝ Outperform |
| 3/25/2026 | NKE NIKE | Lower Price Target | $42.00 | $72.00 ➝ $65.00 | Market Perform ➝ Market Perform |
| 3/25/2026 | RH RH | Lower Price Target | $166.00 | $185.00 ➝ $165.00 | Market Perform ➝ Market Perform |
| 3/25/2026 | HD Home Depot | Reiterated Rating | $333.00 | $435.00 | Outperform ➝ Outperform |
| 3/24/2026 | DG Dollar General | Reiterated Rating | $127.00 | $140.00 | Market Perform ➝ Market Perform |
| 3/24/2026 | JILL J.Jill | Reiterated Rating | $18.00 | $16.00 | Market Perform ➝ Market Perform |
| 3/24/2026 | PVH PVH | Lower Price Target | $87.00 | $82.00 ➝ $74.00 | Market Perform ➝ Market Perform |
| 3/20/2026 | OXM Oxford Industries | Reiterated Rating | $38.00 | $40.00 ➝ $36.00 | Market Perform ➝ Market Perform |
| 3/19/2026 | DBI Designer Brands | Reiterated Rating | $6.00 | $7.00 | Market Perform ➝ Market Perform |
| 3/19/2026 | SIG Signet Jewelers | Reiterated Rating | $93.00 | $96.00 | Market Perform ➝ Market Perform |
| 3/19/2026 | FIVE Five Below | Boost Price Target | $217.00 | $240.00 ➝ $260.00 | Outperform ➝ Outperform |
| 3/18/2026 | M Macy's | Reiterated Rating | $25.00 | $25.00 ➝ $20.00 | Market Perform ➝ Market Perform |
| 3/18/2026 | LULU lululemon athletica | Lower Price Target | $119.00 | $215.00 ➝ $175.00 | Market Perform ➝ Market Perform |
| 3/17/2026 | KSS Kohl's | Reiterated Rating | $19.00 | $17.00 | Market Perform ➝ Market Perform |
| 3/17/2026 | ASO Academy Sports and Outdoors | Reiterated Rating | $47.00 | $65.00 | Outperform ➝ Outperform |
| 3/17/2026 | DLTR Dollar Tree | Reiterated Rating | $127.00 | $150.00 | Outperform ➝ Outperform |
| 3/16/2026 | CURV Torrid | Reiterated Rating | $3.00 | $2.00 | Market Perform ➝ Market Perform |
| 3/16/2026 | WALD Waldencast | Lower Price Target | $2.00 | $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 |