Ratings by Wolfe Research (Spencer Hanus)
| Date | Company | Symbol | 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 |

