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)
