Consumer Discretionary
47 companies under coverage across 19 industries.
Browse by industry
Consumer Discretionary companies
Expedia Group Inc. (EXPE)
The bull case — 'Bull — Platform Re-Rate' (8% weight) — targets $524, +105% vs spot. It needs the multiple to hold or expand.
Aptiv PLC (APTV)
The bull case — 'Bull — Margin Re-Rate' (8% weight) — targets $111, +81% vs spot. It needs Gross Margin to surprise to the upside.
Deckers Outdoor Corporation (DECK)
The bull case — 'Bull — Brand Re-Rate' (8% weight) — targets $182, +84% vs spot. It needs the multiple to hold or expand.
Amazon.com (AMZN)
The bull case — 'Ads + AWS Inflection' (10% weight) — targets $370, +55% vs spot. It needs the multiple to hold or expand.
Airbnb Inc (ABNB)
The bull case — 'Bull — Platform Re-Rate' (8% weight) — targets $293, +105% vs spot. It needs the multiple to hold or expand.
eBay Inc (EBAY)
The bull case — 'Bull — Platform Re-Rate' (8% weight) — targets $223, +99% vs spot. It needs the multiple to hold or expand.
Booking Holdings Inc (BKNG)
The bull case — 'Bull — Platform Re-Rate' (8% weight) — targets $356, +100% vs spot. It needs the multiple to hold or expand.
Best Buy Co. Inc (BBY)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $139, +84% vs spot. It needs Gross Margin to surprise to the upside.
Carnival Corporation (CCL)
The bull case — 'Spike — Premium Demand' (8% weight) — targets $58, +104% vs spot. It needs Gross Margin to surprise to the upside.
PulteGroup Inc (PHM)
The bull case — 'Spike — Tight Supply Pricing' (8% weight) — targets $284, +107% vs spot. It needs the multiple to hold or expand.
Norwegian Cruise Line Holdings Ltd (NCLH)
The bull case — 'Spike — Premium Demand' (8% weight) — targets $43, +105% vs spot. It needs Gross Margin to surprise to the upside.
Darden Restaurants Inc (DRI)
The bull case — 'Bull — Premium Re-Rate' (8% weight) — targets $386, +87% vs spot. It needs Gross Margin to surprise to the upside.
Wynn Resorts Limited (WYNN)
The bull case — 'Spike — Premium Mass Boom' (8% weight) — targets $204, +110% vs spot. It needs Gross Margin to surprise to the upside.
Ulta Beauty Inc (ULTA)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $844, +87% vs spot. It needs Gross Margin to surprise to the upside.
General Motors Company (GM)
The bull case — 'Spike — Tight Supply' (8% weight) — targets $152, +97% vs spot. It needs Gross Margin to surprise to the upside.
Ford Motor Company (F)
The bull case — 'Spike — Tight Supply' (8% weight) — targets $27, +94% vs spot. It needs Gross Margin to surprise to the upside.
Tapestry Inc (TPR)
The bull case — 'Bull — Brand Re-Rate' (8% weight) — targets $263, +79% vs spot. It needs the multiple to hold or expand.
Ross Stores Inc (ROST)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $380, +79% vs spot. It needs Gross Margin to surprise to the upside.
Lululemon Athletica Inc. (LULU)
The bull case — 'Bull — Brand Re-Rate' (8% weight) — targets $196, +72% vs spot. It needs Gross Margin to surprise to the upside.
Hasbro Inc (HAS)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $154, +87% vs spot. It needs the multiple to hold or expand.
NVR Inc (NVR)
The bull case — 'Spike — Tight Supply Pricing' (8% weight) — targets $13,532, +99% vs spot. It needs the multiple to hold or expand.
DR Horton Inc (DHI)
The bull case — 'Spike — Tight Supply Pricing' (8% weight) — targets $330, +102% vs spot. It needs Gross Margin to surprise to the upside.
Williams-Sonoma Inc (WSM)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $427, +83% vs spot. It needs the multiple to hold or expand.
Ralph Lauren Corp Class A (RL)
The bull case — 'Bull — Brand Re-Rate' (8% weight) — targets $712, +77% vs spot. It needs the multiple to hold or expand.
Garmin Ltd (GRMN)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $424, +78% vs spot. It needs the multiple to hold or expand.
Nike Inc (NKE)
The bull case — 'Bull — Brand Re-Rate' (8% weight) — targets $73, +77% vs spot. It needs Gross Margin to surprise to the upside.
MGM Resorts International (MGM)
The bull case — 'Spike — Premium Mass Boom' (8% weight) — targets $97, +103% vs spot. It needs Gross Margin to surprise to the upside.
The TJX Companies Inc (TJX)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $277, +83% vs spot. It needs Gross Margin to surprise to the upside.
Marriott International Inc (MAR)
The bull case — 'Bull — Asset-Light Re-Rate' (8% weight) — targets $673, +82% vs spot. It needs the multiple to hold or expand.
Lennar Corporation (LEN)
The bull case — 'Spike — Tight Supply Pricing' (8% weight) — targets $194, +115% vs spot. It needs Gross Margin to surprise to the upside.
McDonald’s Corporation (MCD)
The bull case — 'Bull — Premium Re-Rate' (8% weight) — targets $466, +72% vs spot. It needs the multiple to hold or expand.
Las Vegas Sands Corp (LVS)
The bull case — 'Spike — Premium Mass Boom' (8% weight) — targets $95, +105% vs spot. It needs the multiple to hold or expand.
The Home Depot Inc (HD)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $609, +73% vs spot. It needs Gross Margin to surprise to the upside.
Carvana Co (CVNA)
The bull case — 'Bull — Platform Re-Rate' (8% weight) — targets $134, +104% vs spot. It needs Gross Margin to surprise to the upside.
Chipotle Mexican Grill Inc (CMG)
The bull case — 'Bull — Premium Re-Rate' (8% weight) — targets $58, +70% vs spot. It needs Gross Margin to surprise to the upside.
AutoZone Inc (AZO)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $4,662, +46% vs spot. It needs the multiple to hold or expand.
Royal Caribbean Cruises Ltd (RCL)
The bull case — 'Spike — Premium Demand' (8% weight) — targets $639, +101% vs spot. It needs the multiple to hold or expand.
O’Reilly Automotive Inc (ORLY)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $136, +47% vs spot. It needs the multiple to hold or expand.
Hilton Worldwide Holdings Inc (HLT)
The bull case — 'Bull — Asset-Light Re-Rate' (8% weight) — targets $598, +81% vs spot. It needs the multiple to hold or expand.
Yum! Brands Inc (YUM)
The bull case — 'Bull — Premium Re-Rate' (8% weight) — targets $262, +64% vs spot. It needs the multiple to hold or expand.
Starbucks Corporation (SBUX)
The bull case — 'Bull — Premium Re-Rate' (8% weight) — targets $182, +78% vs spot. It needs Gross Margin to surprise to the upside.
Lowe's Companies Inc (LOW)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $400, +81% vs spot. It needs Gross Margin to surprise to the upside.
Genuine Parts Co (GPC)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $182, +54% vs spot. It needs Gross Margin to surprise to the upside.
Tractor Supply Company (TSCO)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $53, +68% vs spot. It needs Gross Margin to surprise to the upside.
Domino's Pizza Inc Common Stock (DPZ)
The bull case — 'Bull — Premium Re-Rate' (8% weight) — targets $511, +73% vs spot. It needs Gross Margin to surprise to the upside.
Tesla Inc. (TSLA)
The bull case — 'Robotaxi Launch' (30% weight) — targets $550, +31% vs spot. It needs Gross Margin to surprise to the upside.
DoorDash, Inc. Class A Common Stock (DASH)
The bull case — 'Bull — Platform Re-Rate' (8% weight) — targets $336, +82% vs spot. It needs Gross Margin to surprise to the upside.