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Ratings by Wolfe Research (Greg Badishkanian)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
3/12/2024 Chipotle Mexican Grill CMG Maintain Outperform
(N/A)
 
 
  Details
3/7/2024 US Foods USFD Maintain Outperform
(N/A)
 
 
  Details
3/7/2024 Restaurant Brands International QSR Maintain Outperform
(N/A)
 
 
  Details
3/7/2024 Procter & Gamble PG Maintain Outperform
(N/A)
 
 
  Details
9/29/2023 Tractor Supply Company TSCO New Coverage Outperform
(N/A)
203.01
(263.70)
29.9% Details
9/29/2023 Petco Heath & Wellness Co. Inc. WOOF New Coverage Peerperform
(N/A)
3.82
(1.52)
-60.21% Details
7/11/2023 United Natural Foods UNFI Maintain Outperform
(N/A)
 
 
  Details
7/11/2023 Darden Restaurants DRI Maintain Outperform
(N/A)
 
 
  Details
6/29/2023 Winnebago Industries WGO Maintain Outperform
(N/A)
 
 
  Details
6/29/2023 Carnival Corporation CCL Maintain Outperform
(N/A)
 
 
  Details
6/8/2023 Thor Industries Inc. THO Maintain Outperform
(N/A)
 
 
  Details
3/6/2023 Floor & Decor Holdings, Inc. FND Maintain Outperform
(N/A)
 
 
  Details
3/6/2023 Domino's Pizza DPZ Maintain Outperform
(N/A)
 
 
  Details
12/15/2022 Wayfair W New Coverage Peerperform
(N/A)
39.63
(51.54)
30.05% Details
12/15/2022 Warby Parker Inc. WRBY New Coverage Outperform
(N/A)
15.96
(12.69)
-20.49% Details
12/15/2022 Rent the Runway Inc RENT New Coverage Peerperform
(N/A)
2.98
(11.41)
282.89% Details
11/22/2022 Procter & Gamble PG New Coverage Outperform
(N/A)
142.57
(162.27)
13.82% Details
11/22/2022 Colgate-Palmolive Company CL New Coverage Peerperform
(N/A)
76.46
(89.07)
16.49% Details
9/21/2022 RumbleOn, Inc. RMBL New Coverage Peerperform
(N/A)
21.67
(5.00)
-76.93% Details
9/21/2022 Jack In The Box JACK New Coverage Peerperform
(N/A)
84.51
(58.36)
-30.94% Details
8/18/2022 Casey's General Stores CASY New Coverage Outperform
(N/A)
213.08
(319.20)
49.8% Details
8/9/2022 Weight Watchers International WW Maintain Outperform
(N/A)
 
 
  Details
8/9/2022 Floor & Decor Holdings, Inc. FND Maintain Outperform
(N/A)
 
 
  Details
8/9/2022 Caterpillar CAT Maintain Outperform
(N/A)
 
 
  Details
5/23/2022 Performance Food Group PFGC Maintain Outperform
(N/A)
 
 
  Details
5/23/2022 Mister Car Wash Inc. MCW Maintain Outperform
(N/A)
 
 
  Details
5/23/2022 Norwegian Cruise Line Holdings NCLH Maintain Outperform
(N/A)
 
 
  Details
5/23/2022 Malibu Boats MBUU Maintain Outperform
(N/A)
 
 
  Details
5/23/2022 LCI Industries LCII Maintain Outperform
(N/A)
 
 
  Details
5/20/2022 Harley-Davidson HOG Maintain Outperform
(N/A)
 
 
  Details
5/11/2022 Norwegian Cruise Line Holdings NCLH Maintain Outperform
(N/A)
 
 
  Details
5/6/2022 Royal Caribbean Cruises RCL Maintain Outperform
(N/A)
 
 
  Details
4/29/2022 Domino's Pizza DPZ Maintain Outperform
(N/A)
 
 
  Details
4/13/2022 Polaris Industries PII Maintain Outperform
(N/A)
 
 
  Details
2/28/2022 Carrol's Restaurant TAST Maintain Outperform
(N/A)
 
 
  Details
2/28/2022 Papa John's PZZA Maintain Outperform
(N/A)
 
 
  Details
2/28/2022 Norwegian Cruise Line Holdings NCLH Maintain Outperform
(N/A)
 
 
  Details
2/24/2022 Polaris Industries PII Maintain Outperform
(N/A)
 
 
  Details
12/1/2021 Latham Group Inc. SWIM Maintain Outperform
(N/A)
 
 
  Details
11/11/2021 Carvana CVNA New Coverage Peerperform
(N/A)
295.85
(77.01)
-73.97% Details
11/9/2021 US Foods USFD Maintain Outperform
(N/A)
 
 
  Details
10/29/2021 Polaris Industries PII Maintain Outperform
(N/A)
 
 
  Details
10/28/2021 McDonald's MCD Maintain Peerperform
(N/A)
 
 
  Details
10/1/2021 CarMax KMX New Coverage Outperform
(N/A)
127.96
(69.34)
-45.81% Details
9/30/2021 The Chefs' Warehouse, Inc CHEF New Coverage Outperform
(N/A)
32.10
(33.03)
2.9% Details
9/30/2021 OneWater Marine Inc.bri ONEW New Coverage Outperform
(N/A)
41.00
(21.06)
-48.63% Details
9/30/2021 Malibu Boats MBUU New Coverage Outperform
(N/A)
70.46
(34.01)
-51.73% Details
8/5/2021 Leslie's LESL Maintain Outperform
(N/A)
 
 
  Details
8/2/2021 Caterpillar CAT Maintain Outperform
(N/A)
 
 
  Details
7/20/2021 Mister Car Wash Inc. MCW New Coverage Outperform
(N/A)
20.02
(6.91)
-65.48% Details
6/16/2021 Carnival Corporation CCL Upgrade Outperform
(Peerperform)
28.61
(15.18)
-46.94% Details
6/16/2021 Royal Caribbean Cruises RCL Upgrade Outperform
(Peerperform)
86.93
(138.39)
59.2% Details
6/16/2021 Norwegian Cruise Line Holdings NCLH Upgrade Outperform
(Peerperform)
30.87
(19.27)
-37.58% Details
5/18/2021 Latham Group Inc. SWIM New Coverage Outperform
(N/A)
32.70
(3.08)
-90.58% Details
5/10/2021 Performance Food Group PFGC Maintain Outperform
(N/A)
 
 
  Details
5/10/2021 Papa John's PZZA Maintain Outperform
(N/A)
 
 
  Details
5/10/2021 LCI Industries LCII Maintain Outperform
(N/A)
 
 
  Details
4/26/2021 Chipotle Mexican Grill CMG Maintain Outperform
(N/A)
 
 
  Details
4/26/2021 Mattel Inc. MAT Maintain Outperform
(N/A)
 
 
  Details
4/26/2021 MarineMax HZO Maintain Outperform
(N/A)
 
 
  Details
4/26/2021 Harley-Davidson HOG Maintain Outperform
(N/A)
 
 
  Details
4/13/2021 Coca-Cola KO New Coverage Peerperform
(N/A)
53.18
(61.76)
16.13% Details
4/13/2021 Caterpillar CAT New Coverage Outperform
(N/A)
230.75
(340.49)
47.56% Details
4/13/2021 Deere DE New Coverage Outperform
(N/A)
377.00
(392.08)
4% Details
4/13/2021 Molson Coors TAP New Coverage Peerperform
(N/A)
50.00
(62.90)
25.8% Details
4/13/2021 Constellation Brands STZ New Coverage Outperform
(N/A)
224.15
(261.30)
16.57% Details
4/13/2021 Pepsico PEP New Coverage Peerperform
(N/A)
142.57
(176.15)
23.55% Details
3/18/2021 Five Below FIVE Maintain Outperform
(N/A)
 
 
  Details
2/9/2021 At Home Group HOME Maintain Outperform
(N/A)
 
 
  Details
2/9/2021 Amazon.com AMZN Maintain Outperform
(N/A)
 
 
  Details
1/29/2021 McDonald's MCD Maintain Peerperform
(N/A)
 
 
  Details
1/29/2021 MarineMax HZO Maintain Outperform
(N/A)
 
 
  Details
12/15/2020 United Natural Foods UNFI New Coverage Outperform
(N/A)
10.59
(8.85)
-16.43% Details
12/15/2020 Weight Watchers International WW New Coverage Outperform
(N/A)
29.80
(1.60)
-94.63% Details
11/23/2020 Leslie's LESL New Coverage Outperform
(N/A)
22.00
(3.96)
-82% Details
11/13/2020 Domino's Pizza DPZ Maintain Outperform
(N/A)
 
 
  Details
9/23/2020 Sysco SYY New Coverage Peerperform
(N/A)
64.05
(76.91)
20.08% Details
9/23/2020 Performance Food Group PFGC New Coverage Outperform
(N/A)
35.01
(68.93)
96.89% Details
9/23/2020 US Foods USFD New Coverage Outperform
(N/A)
23.68
(50.44)
113.01% Details
9/23/2020 MarineMax HZO New Coverage Outperform
(N/A)
25.02
(25.64)
2.48% Details
9/23/2020 Carrol's Restaurant TAST New Coverage Outperform
(N/A)
6.20
(9.52)
53.55% Details
9/23/2020 Winnebago Industries WGO New Coverage Outperform
(N/A)
48.50
(62.27)
28.39% Details
6/25/2020 Harley-Davidson HOG Upgrade Outperform
(Peerperform)
23.39
(33.21)
41.98% Details
6/3/2020 Chipotle Mexican Grill CMG Maintain Outperform
(N/A)
 
 
  Details
4/17/2020 Yum! Brands YUM New Coverage Peerperform
(N/A)
80.11
(141.51)
76.64% Details
4/17/2020 Winnebago Industries WGO New Coverage Peerperform
(N/A)
34.74
(62.27)
79.25% Details
4/17/2020 Thor Industries Inc. THO New Coverage Outperform
(N/A)
49.62
(100.47)
102.48% Details
4/17/2020 Starbucks SBUX New Coverage Outperform
(N/A)
73.51
(87.98)
19.68% Details
4/17/2020 Papa John's PZZA New Coverage Outperform
(N/A)
66.54
(63.75)
-4.19% Details
4/17/2020 Polaris Industries PII New Coverage Outperform
(N/A)
55.40
(83.65)
50.99% Details
4/17/2020 Mattel Inc. MAT New Coverage Outperform
(N/A)
8.84
(18.55)
109.84% Details
4/17/2020 LCI Industries LCII New Coverage Outperform
(N/A)
71.05
(106.74)
50.23% Details
4/17/2020 Hasbro HAS New Coverage Outperform
(N/A)
73.01
(64.90)
-11.11% Details
4/17/2020 Brinker Int'l EAT New Coverage Peerperform
(N/A)
14.50
(48.40)
233.79% Details
4/17/2020 Darden Restaurants DRI New Coverage Outperform
(N/A)
57.98
(156.82)
170.47% Details
4/17/2020 Domino's Pizza DPZ New Coverage Outperform
(N/A)
360.47
(498.05)
38.17% Details
4/17/2020 Dunkin' Brands DNKN New Coverage Outperform
(N/A)
58.34
(106.48)
82.52% Details
4/17/2020 Chipotle Mexican Grill CMG New Coverage Outperform
(N/A)
786.75
(3120.68)
296.65% Details
4/17/2020 Amazon.com AMZN New Coverage Outperform
(N/A)
120.41
(154.70)
28.48% Details