Ratings by Wolfe Research (Spencer Hanus)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/21/2026 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2026 | Dollar General | DG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2026 | Target | TGT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2026 | Floor & Decor Holdings | FND | Maintain | Underperform (N/A) |
|
Details | ||
| 7/16/2026 | Tractor Supply Company | TSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2026 | O'Reilly Automotive | ORLY | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2026 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2026 | Costco Wholesale | COST | Maintain | Peerperform (N/A) |
|
Details | ||
| 6/23/2026 | Five Below | FIVE | Downgrade | Peerperform (Outperform) |
193.45 (245.08) |
26.69% | Details | |
| 6/23/2026 | Target | TGT | Upgrade | Outperform (Peerperform) |
129.73 (163.75) |
26.22% | Details | |
| 6/23/2026 | Home Depot | HD | Downgrade | Peerperform (Outperform) |
326.62 (319.77) |
-2.1% | Details | |
| 6/4/2026 | Five Below | FIVE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2026 | Lowe's | LOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | Home Depot | HD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | Dollar General | DG | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2026 | O'Reilly Automotive | ORLY | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2026 | Tractor Supply Company | TSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/9/2026 | Home Depot | HD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2026 | Dollar General | DG | Maintain | Outperform (N/A) |
|
Details | ||
| 3/18/2026 | Five Below | FIVE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2026 | Dollar General | DG | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2026 | Target | TGT | Maintain | Peerperform (N/A) |
|
Details | ||
| 3/3/2026 | Target | TGT | Maintain | Peerperform (N/A) |
|
Details | ||
| 1/30/2026 | Tractor Supply Company | TSCO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2026 | Target | TGT | Upgrade | Peerperform (Underperform) |
103.96 (163.75) |
57.51% | Details | |
| 1/16/2026 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/30/2025 | Target | TGT | Maintain | Underperform (N/A) |
|
Details | ||
| 12/16/2025 | AutoZone | AZO | Downgrade | Peerperform (Outperform) |
3488.71 (2965.83) |
-14.99% | Details | |
| 12/10/2025 | AutoZone | AZO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/19/2025 | Lowe's | LOW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | Floor & Decor Holdings, Inc. | FND | Maintain | Underperform (N/A) |
|
Details | ||
| 9/18/2025 | Walmart | WMT | New Coverage | Outperform (N/A) |
103.42 (105.92) |
2.42% | Details | |
| 9/18/2025 | Lowe's | LOW | New Coverage | Outperform (N/A) |
270.52 (200.05) |
-26.05% | Details | |
| 9/18/2025 | Dollar General | DG | New Coverage | Outperform (N/A) |
104.21 (131.09) |
25.79% | Details | |
| 9/18/2025 | Tractor Supply Company | TSCO | New Coverage | Outperform (N/A) |
58.99 (34.71) |
-41.16% | Details | |
| 9/18/2025 | Target | TGT | New Coverage | Underperform (N/A) |
89.72 (103.96) |
15.87% | Details | |
| 9/18/2025 | O'Reilly Automotive | ORLY | New Coverage | Outperform (N/A) |
105.39 (87.95) |
-16.55% | Details | |
| 9/18/2025 | Home Depot | HD | New Coverage | Outperform (N/A) |
421.45 (326.62) |
-22.5% | Details | |
| 9/18/2025 | Floor & Decor Holdings, Inc. | FND | New Coverage | Underperform (N/A) |
89.74 (47.74) |
-46.8% | Details | |
| 9/18/2025 | Five Below | FIVE | New Coverage | Outperform (N/A) |
149.06 (245.08) |
64.42% | Details | |
| 9/18/2025 | Dollar Tree | DLTR | New Coverage | Peerperform (N/A) |
95.48 (131.71) |
37.95% | Details | |
| 9/17/2025 | Advance Auto Parts | AAP | New Coverage | Peerperform (N/A) |
63.23 (42.76) |
-32.37% | Details | |
| 9/17/2025 | Costco Wholesale | COST | New Coverage | Peerperform (N/A) |
952.07 (939.96) |
-1.27% | Details | |
| 9/17/2025 | AutoZone | AZO | New Coverage | Outperform (N/A) |
4223.93 (3488.71) |
-17.41% | Details | |
| 2/24/2023 | SpartanNash Company | SPTN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2022 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2022 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2022 | SpartanNash Company | SPTN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2022 | Kroger | KR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2022 | Big Lots | BIG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2020 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/23/2020 | Kroger | KR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2020 | Wal-Mart | WMT | New Coverage | Outperform (N/A) |
115.19 (105.92) |
-8.05% | Details | |
| 3/31/2020 | Kroger | KR | New Coverage | Outperform (N/A) |
29.65 (57.94) |
95.41% | Details | |
| 3/31/2020 | Costco Wholesale | COST | New Coverage | Peerperform (N/A) |
291.12 (939.96) |
222.88% | Details |

