Companies covered: AutoZone, Inc. (NYSE:AZO), O’Reilly Automotive Inc. (NASDAQ:ORLY), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Williams-Sonoma, Inc. (NYSE:WSM), Wayfair Inc. (NYSE:W), Tempur Sealy International, Inc. (NYSE:TPX), CarMax Inc (NYSE:KMX), Carvana Co. (NYSE:CVNA), Chewy (NYSE:CHWY), Dicks Sporting Goods Inc. (NYSE:DKS), Arhaus Inc. (NASDAQ:ARHS), The Goodyear Tire & Rubber Company (NASDAQ:GT), Petco Health and Wellness Company Inc. (NASDAQ:WOOF), Etsy Inc. (NASDAQ:ETSY), PDD Holdings Inc. – ADR (NASDAQ:PDD), Advance Auto Parts Inc (NYSE:AAP), Sleep Number Corp. (NASDAQ:SNBR), Ulta Beauty (NASDAQ:ULTA), Nike, Inc. (NYSE:NKE), lululemon athletica inc. (NASDAQ:LULU), Nordstrom, Inc. (NYSE:JWN), VF Corp (NYSE:VFC), Hanesbrands Inc. (NYSE:HBI), Under Armour, Inc. (NYSE:UA), adidas AG (OTCMKTS:ADDYY), Ralph Lauren Corporation (NYSE:RL), Amazon.com, Inc. (NASDAQ:AMZN), Beyond Inc. (NYSE:BYON), Lovesac Co. (NASDAQ:LOVE), GigaCloud Technology Inc. (NASDAQ:GCT), Vivid Seats Inc. (NASDAQ:SEAT), Apple Inc. (NASDAQ:AAPL), Alphabet Inc (NASDAQ:GOOG), Roku Inc. (NASDAQ:ROKU), Meta Platforms Inc. (NASDAQ:META), Microsoft Corporation (NASDAQ:MSFT), NVIDIA Corporation (NASDAQ:NVDA), Birkenstock Holding PLC (NYSE:BIRK), Wolverine World Wide, Inc. (NYSE:WWW), Skechers U.S.A., Inc. (NYSE:SKX), Steven Madden, Ltd. (NASDAQ:SHOO), Canada Goose Holdings (NYSE:GOOS), Foot Locker, Inc. (NYSE:FL), Shoe Carnival, Inc. (NASDAQ:SCVL), Boot Barn Holdings, Inc. (NYSE:BOOT), Deckers Outdoor Corporation (NYSE:DECK), On Holding AG (NYSE:ONON), Crocs, Inc. (NASDAQ:CROX), Designer Brands Inc. (NYSE:DBI), JD Sports Fashion ADR (OTCMKTS:JDSPY), Moncler SpA (OTCMKTS:MONRF), Destination XL Group, Inc. (NASDAQ:DXLG)
Companies covered: Kraft Heinz Co (NASDAQ:KHC), General Mills, Inc. (NYSE:GIS), Hershey Company (The) (NYSE:HSY), The Hain Celestial Group, Inc. (NASDAQ:HAIN), Bellring Brands Inc. (NYSE:BRBR), Simply Good Foods Co. (NASDAQ:SMPL), Oatly Group AB – ADR (NASDAQ:OTLY), Beyond Meat Inc. (NASDAQ:BYND), Mondelez International, Inc. (NASDAQ:MDLZ), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Best Buy Co., Inc. (NYSE:BBY), Kroger Company (The) (NYSE:KR), United Natural Foods, Inc. (NASDAQ:UNFI), Target Corporation (NYSE:TGT), Costco Wholesale Corporation (NASDAQ:COST), Dollar General Corporation (NYSE:DG), Sprouts Farmers Market, Inc. (NASDAQ:SFM), Caseys General Stores, Inc. (NASDAQ:CASY), Dollar Tree, Inc. (NASDAQ:DLTR), Albertsons Companies Inc. (NYSE:ACI), Domino's Pizza Inc (NYSE:DPZ), Chipotle Mexican Grill, Inc. (NYSE:CMG), Yum! Brands, Inc. (NYSE:YUM), McDonald's Corporation (NYSE:MCD), Starbucks Corporation (NASDAQ:SBUX), Darden Restaurants, Inc. (NYSE:DRI), Restaurant Brands International Inc. (NYSE:QSR), Papa John's International, Inc. (NASDAQ:PZZA), Wingstop Inc (NASDAQ:WING), Wendy's Company (The) (NASDAQ:WEN), Sweetgreen Inc. (NYSE:SG), Marriott International (NASDAQ:MAR), Hilton Hotels Corporation (NYSE:HLT), Choice Hotels International, Inc. (NYSE:CHH), Hyatt Hotels Corporation (NYSE:H), Intercontinental Hotels Group (NYSE:IHG), Wyndham Hotels & Resorts Inc. (NYSE:WH), Accor SA ADR (OTCMKTS:ACCYY), Booking Holdings (NASDAQ:BKNG), Expedia, Inc. (NASDAQ:EXPE), TripAdvisor, Inc. (NASDAQ:TRIP), Airbnb Inc. (NASDAQ:ABNB), Sabre Corporation (NASDAQ:SABR), Amadeus IT Group ADR (OTCMKTS:AMADY), Las Vegas Sands Corp. (NYSE:LVS), Wynn Resorts, Limited (NASDAQ:WYNN), MGM Resorts International (NYSE:MGM), DraftKings Inc. (NASDAQ:DKNG), PENN Entertainment, Inc. (NASDAQ:PENN), Caesars Entertainment Corporation (NASDAQ:CZR), Churchill Downs, Incorporated (NASDAQ:CHDN), Boyd Gaming Corporation (NYSE:BYD), AMC Entertainment Holdings, Inc. (NYSE:AMC), IMAX Corporation (NYSE:IMAX), LiveOne Inc. (NASDAQ:LVO), Travel + Leisure Co. (NYSE:TNL), Yerbae Brands Corp. (OTCMKTS:YERBF)
Companies covered: Puma SE (OTCMKTS:PMMAF), Nike, Inc. (NYSE:NKE), VF Corp (NYSE:VFC), Nordstrom, Inc. (NYSE:JWN), Tapestry (NYSE:TPR), Capri Holdings Ltd. (NYSE:CPRI), Hanesbrands Inc. (NYSE:HBI), lululemon athletica inc. (NASDAQ:LULU), Ulta Beauty (NASDAQ:ULTA), Bath & Body Works Inc. (NYSE:BBWI), Target Corporation (NYSE:TGT), TJX Companies, Inc. (The) (NYSE:TJX), Gap, Inc. (The) (NYSE:GPS), Urban Outfitters, Inc. (NASDAQ:URBN), Macy's Inc (NYSE:M), Burlington Stores, Inc. (NYSE:BURL), Ross Stores, Inc. (NASDAQ:ROST), Signet Jewelers Limited (NYSE:SIG), Home Depot, Inc. (The) (NYSE:HD), Chewy (NYSE:CHWY), Wayfair Inc. (NYSE:W), Dicks Sporting Goods Inc. (NYSE:DKS), Academy Sports and Outdoors Inc. (NASDAQ:ASO), Petco Health and Wellness Company Inc. (NASDAQ:WOOF), Lowe's Companies, Inc. (NYSE:LOW), Floor & Decor Holdings Inc. (NYSE:FND), Williams-Sonoma, Inc. (NYSE:WSM), O’Reilly Automotive Inc. (NASDAQ:ORLY), Genuine Parts Company (NYSE:GPC), Advance Auto Parts Inc (NYSE:AAP), Tempur Sealy International, Inc. (NYSE:TPX), AutoZone, Inc. (NYSE:AZO), Carvana Co. (NYSE:CVNA), RH (NYSE:RH), Etsy Inc. (NASDAQ:ETSY), Groupon, Inc. (NASDAQ:GRPN)
Companies covered: Marriott International (NASDAQ:MAR), Hilton Hotels Corporation (NYSE:HLT), Airbnb Inc. (NASDAQ:ABNB), Expedia, Inc. (NASDAQ:EXPE), MGM Resorts International (NYSE:MGM), Caesars Entertainment Corporation (NASDAQ:CZR), Booking Holdings (NASDAQ:BKNG), Accor SA ADR (OTCMKTS:ACCYY), Sabre Corporation (NASDAQ:SABR), Amadeus IT Group ADR (OTCMKTS:AMADY), Choice Hotels International, Inc. (NYSE:CHH), DraftKings Inc. (NASDAQ:DKNG), PENN Entertainment, Inc. (NASDAQ:PENN), IAC/InterActiveCorp (NASDAQ:IAC), Everi Holdings, Inc. (NYSE:EVRI), Goodness Growth Holdings Inc. (OTCMKTS:GDNSF), Verano Holdings Corp. (OTCMKTS:VRNOF), AYR Wellness Inc. (OTCMKTS:AYRWF), Ascend Wellness Holdings Inc. (OTCMKTS:AAWH), TerrAscend Corp. (OTCMKTS:TSNDF), Vext Science Inc. (OTCMKTS:VEXTF), Schwazze (OTCQX:SHWZ), Cresco Labs Inc. (OTCMKTS:CRLBF), Columbia Care Inc. (OTCMKTS:CCHWF), Green Thumb Industries (OTCMKTS:GTBIF), Curaleaf Holdings (OTCMKTS:CURLF), Trulieve Cannabis Corp. (OTCMKTS:TCNNF), Canterbury Park Holding Corporation (NASDAQ:CPHC), Gambling.com Group Ltd. (NASDAQ:GAMB), SciPlay Corp. (NASDAQ:SCPL), Travel + Leisure Co. (NYSE:TNL), US Lighting Group Inc. (OTCMKTS:USLG), Greenlane Holdings Inc. (NASDAQ:GNLN), Grown Rogue International Inc. (OTCMKTS:GRUSF), Splash Beverage Group, Inc. (NYSEAMERICAN:SBEV)
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), MercadoLibre, Inc. (NASDAQ:MELI), Etsy Inc. (NASDAQ:ETSY), Cars.com Inc. (NYSE:CARS), CarGurus Inc. (NASDAQ:CARG), TrueCar, Inc. (NASDAQ:TRUE), Shift Technologies Inc. (NASDAQ:SFT), Carvana Co. (NYSE:CVNA), RealReal (NASDAQ:REAL), Farfetch Ltd. (NYSE:FTCH), Upwork Inc. (NASDAQ:UPWK), Wheels Up Experience Inc. (NYSE:UP), Target Corporation (NYSE:TGT), Walmart Inc. (NYSE:WMT), Vroom Inc. (NASDAQ:VRM), Boxed Inc. (NYSE:BOXD), Fiverr International Ltd. (NYSE:FVRR), Paypal Holdings Inc (NASDAQ:PYPL), Carlotz Inc. (NASDAQ:LOTZ), Match Group (NASDAQ:MTCH), Bumble Inc. (NASDAQ:BMBL), Trupanion, Inc. (NYSE:TRUP), Peloton Interactive (NASDAQ:PTON), Trade Desk (NASDAQ:TTD), Roku Inc. (NASDAQ:ROKU), PubMatic Inc. (NASDAQ:PUBM), Magnite Inc. (NASDAQ:MGNI), Yelp Inc. (NYSE:YELP), Netflix, Inc. (NASDAQ:NFLX), Booking Holdings (NASDAQ:BKNG), Expedia, Inc. (NASDAQ:EXPE), Airbnb Inc. (NASDAQ:ABNB), Alphabet Inc (NASDAQ:GOOG), Innovid Corp. (NYSE:CTV), Facebook, Inc. (NASDAQ:FB), Uber Technologies (NYSE:UBER), Spotify Technology SA (NYSE:SPOT), Wix.com Ltd. (NASDAQ:WIX), Outbrain Inc. (NASDAQ:OB), Lyft (NASDAQ:LYFT), DoorDash Inc. (NYSE:DASH), eBay Inc. (NASDAQ:EBAY), Wayfair Inc. (NYSE:W), Zillow, Inc. (NASDAQ:Z), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Chewy (NYSE:CHWY), Ulta Beauty (NASDAQ:ULTA), lululemon athletica inc. (NASDAQ:LULU), PVH Corp. (NYSE:PVH), Nike, Inc. (NYSE:NKE), adidas AG (OTCMKTS:ADDYY), Tapestry (NYSE:TPR), Capri Holdings Ltd. (NYSE:CPRI), Nordstrom, Inc. (NYSE:JWN), Kohl's Corporation (NYSE:KSS)
