After the 2020 e-commerce boom, everyone thought we had taken a 10-year leap in online shopping. Amazon was opening new distribution centers everywhere. FedEx was working around the clock. Budding entrepreneurs were starting direct-to-consumer e-commerce brands left and right. It felt like the golden age of e-commerce was here, but then everything just went back to normal.
It turns out that big retail chains, like Target and Walmart, are more resilient than one might think. Of course, there will be winners and losers like in every market. No one is talking about investing in Sears or RadioShack stock anymore, but some categories of retail are seeing significant earnings growth. Some chains are even having their best year ever.
There are more than 500 national retailers trading on the major U.S. exchanges, so it can be hard to identify which retailers will outperform their peers given the sheer number of big box stores, warehouse clubs, restaurant chains, and other retail stores listed on public markets.
Fortunately, some of Wall Street’s top-rated research analysts have already done most of the work for us. Across multiple research firms, top analysts are telling their clients to buy up shares of these eight stocks. They believe these companies have a strong chance to pop in the next year.
- Consensus Rating
- Buy
- Rating Score
- 3.3
- Ratings Breakdown
- 3 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- N/A
About Tesco
Tesco PLC, together with its subsidiaries, operates as a grocery retailer in the United Kingdom, Republic of Ireland, the Czech Republic, Slovakia, and Hungary. It offers grocery products through its stores, as well as online. The company is also involved in the food and drink wholesaling activities.
More about Tesco
Recent Analyst Ratings
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.7
- Ratings Breakdown
- 2 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $133.50 (5.1% Upside)
About FirstCash
FirstCash Holdings, Inc, together with its subsidiaries, operates retail pawn stores in the United States, Mexico, and rest of Latin America. The company operates in three segments: U.S. Pawn, Latin America Pawn, and Retail POS Payment Solutions segments. Its pawn stores lend money on the collateral of pledged personal property, including jewelry, electronics, tools, appliances, sporting goods, and musical instruments; and retails merchandise acquired through collateral forfeitures on forfeited pawn loans and over-the-counter purchases of merchandise directly from customers.
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Recent Analyst Ratings
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.9
- Ratings Breakdown
- 10 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $47.42 (40.7% Upside)
About JD.com
JD.com, Inc operates as a supply chain-based technology and service provider in the People's Republic of China. The company offers computers, communication, and consumer electronics products, as well as home appliances; and general merchandise products comprising food, beverage and fresh produce, baby and maternity products, furniture and household goods, cosmetics and other personal care items, pharmaceutical and healthcare products, industrial products, books, automobile accessories, apparel and footwear, bags, and jewelry.
More about JD.com
Recent Analyst Ratings
#4 - Global-E Online (NASDAQ:GLBE)
- Consensus Rating
- Buy
- Rating Score
- 3.0
- Ratings Breakdown
- 12 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $49.42 (53.9% Upside)
About Global-E Online
Global-E Online Ltd., together with its subsidiaries, provides a platform to enable and accelerate direct-to-consumer cross-border e-commerce in Israel, the United Kingdom, the United States, and internationally. Its platform enables international shoppers to buy online and merchants to sell from, and to, worldwide.
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Recent Analyst Ratings
- Consensus Rating
- Moderate Buy
- Rating Score
- 3.0
- Ratings Breakdown
- 31 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $104.94 (9.4% Upside)
About Walmart
Walmart Inc engages in the operation of retail, wholesale, other units, and eCommerce worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores under Walmart and Walmart Neighborhood Market brands; membership-only warehouse clubs; ecommerce websites, such as walmart.com.mx, walmart.ca, flipkart.com, PhonePe and other sites; and mobile commerce applications.
More about Walmart
Recent Analyst Ratings
- Consensus Rating
- Buy
- Rating Score
- 3.0
- Ratings Breakdown
- 22 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $62.45 (6.3% Upside)
About ON
On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores.
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Recent Analyst Ratings
- Consensus Rating
- Buy
- Rating Score
- 3.1
- Ratings Breakdown
- 21 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $3,930.10 (1.8% Upside)
About AutoZone
AutoZone, Inc retails and distributes automotive replacement parts and accessories in the United States, Mexico, and Brazil. The company provides various products for cars, sport utility vehicles, vans, and light trucks, including new and remanufactured automotive hard parts, maintenance items, accessories, and non-automotive products.
More about AutoZone
Recent Analyst Ratings
#8 - SharkNinja (NYSE:SN)
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.9
- Ratings Breakdown
- 8 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $121.50 (27.5% Upside)
About SharkNinja
SharkNinja, Inc, a product design and technology company, engages in the provision of various solutions for consumers worldwide. It offers cleaning appliances, including corded and cordless vacuums, including handheld and robotic vacuums, as well as other floorcare products comprising steam mops, wet/dry cleaning floor products, and carpet extraction; cooking and beverage appliances, such as air fryers, multi-cookers, outdoor and countertop grills and ovens, coffee systems, carbonation, cookware, cutlery, kettles, toasters and bakeware; food preparation appliances comprising blenders, food processors, ice cream makers, and juicers; and beauty appliances, such as hair dryers and stylers, as well as home environment products comprising air purifiers and humidifiers.
More about SharkNinja
Recent Analyst Ratings
#9 - Silicon Graphics International (NASDAQ:SGI)
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.8
- Ratings Breakdown
- 4 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $70.20 (8.7% Upside)
About Silicon Graphics International
Silicon Graphics International Corp. (SGI) is engaged in providing solutions for compute, data analytics and data management. The Company develops, markets and sells a line of mid-range and high-end scale-out and scale-up servers, enterprise-class storage, differentiating software and designed-to-order solutions for data center deployments.
More about Silicon Graphics International
Recent Analyst Ratings
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.9
- Ratings Breakdown
- 44 Buy Ratings, 3 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $244.09 (20.2% Upside)
About Amazon.com
Amazon.com, Inc engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and eero; and develops and produces media content.
More about Amazon.com
Recent Analyst Ratings
- Consensus Rating
- Strong Buy
- Rating Score
- 3.5
- Ratings Breakdown
- 4 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $48.70 (14.5% Upside)
About Yum China
Yum China Holdings, Inc owns, operates, and franchises restaurants in the People's Republic of China. The company operates through KFC, Pizza Hut, and All Other segments. It operates restaurants under the KFC, Pizza Hut, Taco Bell, Lavazza, Little Sheep, and Huang Ji Huang concepts. The company also operates V-Gold Mall, a mobile e-commerce platform to sell products; and offers online food deliver services.
More about Yum China
Recent Analyst Ratings
#12 - Burlington Stores (NYSE:BURL)
- Consensus Rating
- Buy
- Rating Score
- 3.0
- Ratings Breakdown
- 15 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $317.27 (22.5% Upside)
About Burlington Stores
Burlington Stores, Inc operates as a retailer of branded merchandise in the United States. The company provides fashion-focused merchandise, including women's ready-to-wear apparel, menswear, youth apparel, footwear, accessories, toys, gifts, and coats, as well as baby, home, and beauty products.
More about Burlington Stores
Recent Analyst Ratings
#13 - Dutch Bros (NYSE:BROS)
- Consensus Rating
- Buy
- Rating Score
- 3.0
- Ratings Breakdown
- 16 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $75.73 (10.7% Upside)
About Dutch Bros
Dutch Bros Inc, together with its subsidiaries, operates and franchises drive-thru shops in the United States. The company operates through Company-Operated Shops and Franchising and Other segments. It serves through company-operated shops and online channels under Dutch Bros; Dutch Bros Coffee; Dutch Bros Rebel; Dutch Bros; and Blue Rebel brands.
More about Dutch Bros
Recent Analyst Ratings
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.9
- Ratings Breakdown
- 13 Buy Ratings, 1 Hold Ratings, 1 Sell Ratings.
- Consensus Price Target
- $2,572.86 (1.3% Downside)
About MercadoLibre
MercadoLibre, Inc operates online commerce platforms in the United States. It operates Mercado Libre Marketplace, an automated online commerce platform that enables businesses, merchants, and individuals to list merchandise and conduct sales and purchases digitally; and Mercado Pago FinTech platform, a financial technology solution platform, which facilitates transactions on and off its marketplaces by providing a mechanism that allows its users to send and receive payments online, as well as allows users to transfer money through their websites or on the apps.
More about MercadoLibre
Recent Analyst Ratings
#15 - O'Reilly Automotive (NASDAQ:ORLY)
- Consensus Rating
- Buy
- Rating Score
- 3.0
- Ratings Breakdown
- 16 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $1,414.56 (3.6% Upside)
About O'Reilly Automotive
O'Reilly Automotive, Inc, together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, Puerto Rico, and Mexico. The company provides new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting products, and oil and wiper blades; and accessories, including floor mats, seat covers, and truck accessories.
More about O'Reilly Automotive
Recent Analyst Ratings
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