Retail and Leisure

December 20, 2021

Buy ($175)

Companies covered: Nike, Inc. (NYSE:NKE), lululemon athletica inc. (NASDAQ:LULU), American Eagle Outfitters, Inc. (NYSE:AEO), TJX Companies, Inc. (The) (NYSE:TJX), Burlington Stores, Inc. (NYSE:BURL), Ross Stores, Inc. (NASDAQ:ROST), Restoration Hardware Holdings Inc. (NYSE:RH), Capri Holdings Ltd. (NYSE:CPRI), Tapestry (NYSE:TPR), Ulta Beauty (NASDAQ:ULTA), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Costco Wholesale Corporation (NASDAQ:COST), Williams-Sonoma, Inc. (NYSE:WSM), Kroger Company (The) (NYSE:KR), Starbucks Corporation (NASDAQ:SBUX), Abercrombie & Fitch Company (NYSE:ANF), Nordstrom, Inc. (NYSE:JWN), Designer Brands Inc. (NYSE:DBI), Urban Outfitters, Inc. (NASDAQ:URBN), Chewy (NYSE:CHWY), Wayfair Inc. (NYSE:W), Revolve Group LLC (NYSE:RVLV), Stitch Fix (NASDAQ:SFIX), ThredUp Inc. (NASDAQ:TDUP), Allbirds Inc. (NASDAQ:BIRD), Boot Barn Holdings, Inc. (NYSE:BOOT), Walgreens Boots Alliance, Inc. (NASDAQ:WBA), Warby Parker Inc. (NYSE:WRBY), Brilliant Earth Group Inc. (NASDAQ:BRLT), Uber Technologies (NYSE:UBER), Gap, Inc. (The) (NYSE:GPS), Coca-Cola Company (The) (NYSE:KO), Anheuser-Busch Inbev SA (NYSE:BUD), Macy's Inc (NYSE:M), Aritzia Inc. (OTCMKTS:ATZAF), National Vision Holdings Inc. (NASDAQ:EYE), eBay Inc. (NASDAQ:EBAY), Poshmark Inc. (NASDAQ:POSH), RealReal (NASDAQ:REAL), Hermes International SCA (OTCMKTS:HESAF), Destination XL Group, Inc. (NASDAQ:DXLG), Esports Technologies Inc. (NASDAQ:EBET), Hall of Fame Resort & Entertainment Co. (NASDAQ:HOFV)