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)
