Ratings by Bernstein SocGen Group (Zhihan Ma)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 9/29/2026 | O'Reilly Automotive | ORLY | New Coverage | Market Perform (N/A) |
86.12 (89.20) |
3.58% | Details | |
| 9/29/2026 | AutoZone | AZO | New Coverage | Outperform (N/A) |
2872.16 (3156.74) |
9.91% | Details | |
| 9/25/2026 | Costco Wholesale | COST | Maintain | Outperform (N/A) |
|
Details | ||
| 9/9/2026 | Lowe's | LOW | Maintain | Outperform (N/A) |
|
Details | ||
| 9/9/2026 | Home Depot | HD | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/4/2026 | Costco Wholesale | COST | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2026 | Five Below | FIVE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2026 | Dollar General | DG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2026 | Dollar Tree | DLTR | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/21/2026 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2026 | Home Depot | HD | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/31/2026 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2026 | Target | TGT | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/31/2026 | Dollar Tree | DLTR | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/21/2026 | Five Below | FIVE | Upgrade | Outperform (Market Perform) |
202.63 (224.10) |
10.6% | Details | |
| 7/14/2026 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/15/2026 | Target | TGT | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/8/2026 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2026 | Five Below | FIVE | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/22/2026 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2026 | Target | TGT | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/20/2026 | Home Depot | HD | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/14/2026 | Lowe's | LOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2026 | Home Depot | HD | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/12/2026 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2026 | Dollar Tree | DLTR | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/12/2026 | Costco Wholesale | COST | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2026 | Target | TGT | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/24/2026 | Five Below | FIVE | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/24/2026 | Dollar Tree | DLTR | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/1/2026 | Costco Wholesale | COST | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2026 | Dollar General | DG | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2026 | Five Below | FIVE | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/17/2026 | Dollar Tree | DLTR | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/13/2026 | Dollar General | DG | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2026 | Target | TGT | Upgrade | Market Perform (Underperform) |
113.17 (152.38) |
34.65% | Details | |
| 2/26/2026 | Target | TGT | Maintain | Underperform (N/A) |
|
Details | ||
| 2/26/2026 | Lowe's | LOW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2026 | Home Depot | HD | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/20/2026 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2026 | Lowe's | LOW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2026 | Home Depot | HD | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/9/2026 | Five Below | FIVE | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/9/2026 | Costco Wholesale | COST | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2026 | Costco Wholesale | COST | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2026 | Five Below | FIVE | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/5/2026 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2026 | Five Below | FIVE | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/5/2026 | Dollar Tree | DLTR | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/5/2026 | Dollar General | DG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2025 | Costco Wholesale | COST | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2025 | Costco Wholesale | COST | Maintain | Outperform (N/A) |
|
Details | ||
| 12/10/2025 | Home Depot | HD | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/5/2025 | Dollar General | DG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2025 | Dollar Tree | DLTR | Maintain | Market Perform (N/A) |
|
Details | ||
| 12/4/2025 | Five Below | FIVE | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/24/2025 | Home Depot | HD | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/21/2025 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2025 | Target | TGT | Maintain | Underperform (N/A) |
|
Details | ||
| 11/20/2025 | Lowe's | LOW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/19/2025 | Home Depot | HD | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/17/2025 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2025 | Home Depot | HD | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/7/2025 | Lowe's | LOW | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2025 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2025 | Five Below | FIVE | Maintain | Market Perform (N/A) |
|
Details | ||
| 11/4/2025 | Target | TGT | Maintain | Underperform (N/A) |
|
Details | ||
| 11/4/2025 | Costco Wholesale | COST | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2025 | Dollar Tree | DLTR | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/15/2025 | Costco Wholesale | COST | Maintain | Outperform (N/A) |
|
Details | ||
| 10/9/2025 | Dollar General | DG | Maintain | Outperform (N/A) |
|
Details | ||
| 10/6/2025 | Dollar Tree | DLTR | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/29/2025 | Five Below | FIVE | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/26/2025 | Costco Wholesale | COST | Maintain | Outperform (N/A) |
|
Details | ||
| 9/11/2025 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2025 | Dollar Tree | DLTR | Maintain | Market Perform (N/A) |
|
Details | ||
| 9/2/2025 | Dollar Tree | DLTR | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/29/2025 | Dollar General | DG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2025 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2025 | Lowe's | LOW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2025 | Target | TGT | Maintain | Underperform (N/A) |
|
Details | ||
| 8/12/2025 | Target | TGT | Maintain | Underperform (N/A) |
|
Details | ||
| 8/4/2025 | Dollar General | DG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2025 | Costco Wholesale | COST | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2025 | Dollar Tree | DLTR | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/4/2025 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2025 | Target | TGT | Maintain | Underperform (N/A) |
|
Details | ||
| 7/21/2025 | Costco Wholesale | COST | Maintain | Outperform (N/A) |
|
Details | ||
| 7/8/2025 | Dollar General | DG | Maintain | Outperform (N/A) |
|
Details | ||
| 6/24/2025 | Home Depot | HD | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/10/2025 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2025 | Dollar Tree | DLTR | Maintain | Market Perform (N/A) |
|
Details | ||
| 6/4/2025 | Dollar General | DG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2025 | Costco Wholesale | COST | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2025 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2025 | Dollar General | DG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2025 | Target | TGT | Maintain | Underperform (N/A) |
|
Details | ||
| 5/22/2025 | Lowe's | LOW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2025 | Target | TGT | Maintain | Underperform (N/A) |
|
Details | ||
| 5/21/2025 | Home Depot | HD | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/16/2025 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2025 | Home Depot | HD | Maintain | Market Perform (N/A) |
|
Details | ||
| 5/12/2025 | Target | TGT | Downgrade | Underperform (Market Perform) |
96.93 (113.17) |
16.75% | Details | |
| 5/8/2025 | Costco Wholesale | COST | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2025 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/10/2025 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2025 | Dollar Tree | DLTR | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/14/2025 | Dollar General | DG | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2025 | Dollar General | DG | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2025 | Costco Wholesale | COST | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2025 | Target | TGT | Maintain | Market Perform (N/A) |
|
Details | ||
| 3/3/2025 | Target | TGT | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/26/2025 | Home Depot | HD | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/21/2025 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2025 | Dollar Tree | DLTR | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/19/2025 | Lowe's | LOW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2025 | Dollar Tree | DLTR | Maintain | Market Perform (N/A) |
|
Details | ||
| 2/11/2025 | Costco Wholesale | COST | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2025 | Dean Foods | DF | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2025 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2025 | Target | TGT | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/22/2025 | Costco Wholesale | COST | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2025 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/13/2024 | Costco Wholesale | COST | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2024 | Walmart | WMT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2024 | Lowe's | LOW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2024 | Dollar General | DG | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2024 | Dollar Tree | DLTR | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/22/2024 | Home Depot | HD | New Coverage | Market Perform (N/A) |
415.00 (314.14) |
-24.3% | Details | |
| 10/22/2024 | Lowe's | LOW | New Coverage | Outperform (N/A) |
281.64 (196.56) |
-30.21% | Details | |
| 10/22/2024 | Dollar Tree | DLTR | New Coverage | Market Perform (N/A) |
68.20 (125.48) |
83.99% | Details | |
| 10/22/2024 | Dollar General | DG | New Coverage | Outperform (N/A) |
80.60 (132.12) |
63.92% | Details | |
| 10/22/2024 | Target | TGT | New Coverage | Market Perform (N/A) |
156.84 (96.93) |
-38.2% | Details | |
| 10/22/2024 | Walmart | WMT | New Coverage | Outperform (N/A) |
81.31 (117.80) |
44.88% | Details | |
| 10/22/2024 | Costco Wholesale | COST | New Coverage | Outperform (N/A) |
889.56 (998.31) |
12.23% | Details |


