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.
#1 - Tempur Sealy International (NYSE:TPX)
- Consensus Rating
- Buy
- Rating Score
- 3.1
- Ratings Breakdown
- 7 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $60.14 (14.9% Upside)
About Tempur Sealy International
Tempur Sealy International, Inc, together with its subsidiaries, designs, manufactures, distributes, and retails bedding products in the United States and internationally. It provides mattresses, foundations and adjustable foundations, and adjustable bases, as well as other products comprising pillows, mattress covers, sheets, cushions, and various other accessories and comfort products under the Tempur-Pedic, Sealy, Stearns & Foster, Sealy, and Cocoon by Sealy brand names.
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Recent Analyst Ratings
- Consensus Rating
- Buy
- Rating Score
- 3.0
- Ratings Breakdown
- 42 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $220.04 (20.6% 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.
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Recent Analyst Ratings
#3 - Casey's General Stores (NASDAQ:CASY)
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.8
- Ratings Breakdown
- 7 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $401.22 (2.6% Upside)
About Casey's General Stores
Casey's General Stores, Inc, together with its subsidiaries, operates convenience stores under the Casey's and Casey's General Store names. Its stores offer pizza, donuts, breakfast items, and sandwiches; and tobacco and nicotine products. The company's stores provide soft drinks, energy, water, sports drinks, juices, coffee, and tea and dairy products; beer, wine, and spirits; snacks, candy, packaged bakery, and other food items; ice, ice cream, meals, and appetizers; health and beauty aids, automotive products, electronic accessories, housewares, and pet supplies; and ATM, lotto/lottery, and prepaid cards.
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Recent Analyst Ratings
#4 - Global-E Online (NASDAQ:GLBE)
- Consensus Rating
- Buy
- Rating Score
- 3.0
- Ratings Breakdown
- 11 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $43.58 (25.2% 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
- 2.9
- Ratings Breakdown
- 27 Buy Ratings, 3 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $71.60 (2.6% 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.
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Recent Analyst Ratings
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.7
- Ratings Breakdown
- 8 Buy Ratings, 3 Hold Ratings, 1 Sell Ratings.
- Consensus Price Target
- $58.64 (8.0% Upside)
About Kroger
The Kroger Co operates as a food and drug retailer in the United States. The company operates combination food and drug stores, multi-department stores, marketplace stores, and price impact warehouses. Its combination food and drug stores offer natural food and organic sections, pharmacies, general merchandise, pet centers, fresh seafood, and organic produce; and multi-department stores provide apparel, home fashion and furnishings, outdoor living, electronics, automotive products, and toys.
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Recent Analyst Ratings
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.8
- Ratings Breakdown
- 3 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $142.00 (26.9% 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
#8 - O'Reilly Automotive (NASDAQ:ORLY)
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.8
- Ratings Breakdown
- 13 Buy Ratings, 3 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $1,130.67 (1.8% 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.
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Recent Analyst Ratings
#9 - Darden Restaurants (NYSE:DRI)
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.7
- Ratings Breakdown
- 16 Buy Ratings, 5 Hold Ratings, 1 Sell Ratings.
- Consensus Price Target
- $170.95 (20.2% Upside)
About Darden Restaurants
Darden Restaurants, Inc, together with its subsidiaries, owns and operates full-service restaurants in the United States and Canada. It operates under Olive Garden, LongHorn Steakhouse, Cheddar's Scratch Kitchen, Yard House, The Capital Grille, Seasons 52, Bahama Breeze, Eddie V's Prime Seafood, and Capital Burger brand names.
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Recent Analyst Ratings
#10 - Deckers Outdoor (NYSE:DECK)
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.7
- Ratings Breakdown
- 11 Buy Ratings, 5 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $1,040.13 (16.2% Upside)
About Deckers Outdoor
Deckers Outdoor Corporation, together with its subsidiaries, designs, markets, and distributes footwear, apparel, and accessories for casual lifestyle use and high-performance activities in the United States and internationally. The company offers premium footwear, apparel, and accessories under the UGG brand name; footwear and apparel for ultra-runners and athletes under the Hoka brand; and sandals, shoes, and boots under the Teva brand name.
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Recent Analyst Ratings
#11 - AutoZone (NYSE:AZO)
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.9
- Ratings Breakdown
- 16 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $3,112.71 (0.5% 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.
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Recent Analyst Ratings
#12 - Performance Food Group (NYSE:PFGC)
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.9
- Ratings Breakdown
- 6 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $80.57 (21.0% Upside)
About Performance Food Group
Performance Food Group Company, through its subsidiaries, markets and distributes food and food-related products in the United States. It operates through three segments: Foodservice, Vistar, and Convenience. The company offers a range of frozen foods, groceries, candy, snacks, beverages, cigarettes, and other tobacco products; beef, pork, poultry, and seafood; and health and beauty care products.
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Recent Analyst Ratings
- Consensus Rating
- Buy
- Rating Score
- 3.0
- Ratings Breakdown
- 12 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $1,922.08 (16.4% Upside)
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.
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Recent Analyst Ratings
#14 - Builders FirstSource (NYSE:BLDR)
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.7
- Ratings Breakdown
- 11 Buy Ratings, 5 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $191.67 (14.3% Upside)
About Builders FirstSource
Builders FirstSource, Inc, together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States. It offers lumber and lumber sheet goods comprising dimensional lumber, plywood, and oriented strand board products that are used in on-site house framing; manufactured products, such as wood floor and roof trusses, floor trusses, wall panels, stairs, and engineered wood products; and windows, and interior and exterior door units, as well as interior trims and custom products comprising intricate mouldings, stair parts, and columns under the Synboard brand name.
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Recent Analyst Ratings
#15 - Burlington Stores (NYSE:BURL)
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.8
- Ratings Breakdown
- 12 Buy Ratings, 3 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $248.80 (0.4% Downside)
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.
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Recent Analyst Ratings
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