Companies covered: Dollar General Corporation (NYSE:DG), Dollar Tree, Inc. (NASDAQ:DLTR), Five Below, Inc. (NASDAQ:FIVE), Ollie's Bargain Outlet Holdings Inc (NASDAQ:OLLI), National Vision Holdings Inc. (NASDAQ:EYE), RH (NYSE:RH), Ethan Allen Interiors Inc. (NYSE:ETD), Floor & Decor Holdings Inc. (NYSE:FND), Amazon.com, Inc. (NASDAQ:AMZN), Apple Inc. (NASDAQ:AAPL), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Lovesac Co. (NASDAQ:LOVE), Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG), Meta Platforms Inc. (NASDAQ:META), AMASS Brands, Inc. (NASDAQ:AMSS), Fossil Group, Inc. (NASDAQ:FOSL), JAKKS Pacific, Inc. (NASDAQ:JAKK), Allbirds Inc. (NASDAQ:BIRD), Alliance Entertainment Holding Corp. (NASDAQ:AENT), Affirm Holdings Inc. (NASDAQ:AFRM), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Klarna Inc. (NASDAQ:KLAR), Dave Inc. (NASDAQ:DAVE), Chime Financial Inc. (NASDAQ:CHYM), Sezzle Inc. (NASDAQ:SEZL), PROG Holdings, Inc. (NYSE:PRG), Coinbase Global Inc. (NASDAQ:COIN), DeFi Technologies Inc. (NASDAQ:DEFT), Upstart Holdings Inc. (NASDAQ:UPST), Zip Co Limited (OTCMKTS:ZIZTF), Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Costco Wholesale Corporation (NASDAQ:COST), Kroger Company (The) (NYSE:KR), Pepsico, Inc. (NASDAQ:PEP), Best Buy Co., Inc. (NYSE:BBY), BJ’s Wholesale Club Holdings Inc. (NYSE:BJ), AutoZone, Inc. (NYSE:AZO), Dicks Sporting Goods Inc. (NYSE:DKS), Carvana Co. (NYSE:CVNA), BRC Inc. (NYSE:BRCC), Mattel, Inc. (NASDAQ:MAT), Hasbro, Inc. (NASDAQ:HAS), Build-A-Bear Workshop, Inc. (NYSE:BBW), O’Reilly Automotive Inc. (NASDAQ:ORLY), Funko, Inc. (NASDAQ:FNKO), Ulta Beauty (NASDAQ:ULTA), Citi Trends, Inc. (NASDAQ:CTRN), American Express Company (NYSE:AXP), Synchrony Financial (NYSE:SYF), Paypal Holdings Inc (NASDAQ:PYPL), Fiserv, Inc. (NYSE:FISV), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Fidelity National Information Services, Inc. (NYSE:FIS), Toast Inc. (NYSE:TOST), Block Inc. (NYSE:XYZ), Remitly Global Inc. (NASDAQ:RELY), Corpay Inc. (NYSE:CPAY), Flywire Corp. (NASDAQ:FLYW), Circle Internet Group Inc. (NYSE:CRCL), Bread Financial Holdings, Inc. (NYSE:BFH), Adyen NV (OTCMKTS:ADYYF), Adyen NV (ADR) (OTCMKTS:ADYEY), Expensify Inc. (NASDAQ:EXFY), Tradeweb Markets Inc. (NASDAQ:TW)
