Ratings by Wolfe Research (Spencer Hanus)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. 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
(240.89)
24.52% Details
6/23/2026 Target TGT Upgrade Outperform
(Peerperform)
129.73
(153.49)
18.31% Details
6/23/2026 Home Depot HD Downgrade Peerperform
(Outperform)
326.62
(337.46)
3.32% 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
(153.49)
47.64% 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
(3044.04)
-12.75% 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
(114.96)
11.16% Details
9/18/2025 Lowe's LOW New Coverage Outperform
(N/A)
270.52
(215.66)
-20.28% Details
9/18/2025 Dollar General DG New Coverage Outperform
(N/A)
104.21
(120.52)
15.65% Details
9/18/2025 Tractor Supply Company TSCO New Coverage Outperform
(N/A)
58.99
(35.04)
-40.6% 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
(90.30)
-14.32% 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
(56.60)
-36.93% Details
9/18/2025 Five Below FIVE New Coverage Outperform
(N/A)
149.06
(240.89)
61.61% Details
9/18/2025 Dollar Tree DLTR New Coverage Peerperform
(N/A)
95.48
(129.47)
35.6% Details
9/17/2025 Advance Auto Parts AAP New Coverage Peerperform
(N/A)
63.23
(56.27)
-11.01% Details
9/17/2025 Costco Wholesale COST New Coverage Peerperform
(N/A)
952.07
(953.74)
0.18% 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
(114.96)
-0.2% Details
3/31/2020 Kroger KR New Coverage Outperform
(N/A)
29.65
(56.13)
89.31% Details
3/31/2020 Costco Wholesale COST New Coverage Peerperform
(N/A)
291.12
(953.74)
227.61% Details