Company Name City State Analyst
Aaron's, Inc. Atlanta GA Jeff Corpiel
Anna's Linens, Inc. (limited coverage) Costa Mesa CA Jim Rice
CBRL Group, Inc. (DBA Cracker Barrel) Lebanon TN Robert Marzo
Container Store Group, Inc. Coppell Texas Harold Citron
DISH Network Corporation (limited coverage) Englewood CO Frank Di Donato
Fitness International, LLC (dba LA Fitness) Irvine CA Jesse Lee
Guitar Center Holdings, Inc. Westlake Village CA Frank Di Donato
Hobby Lobby Stores, Inc. (limited coverage) Oklahoma City OK
IAC/InterActiveCorp. (limited coverage) New York NY Jim Rice
iParty Corp. (limited coverage) Dedham MA Dennis Cantalupo
Kitchen Collection, Inc. Chillicothe OH Harold Citron
Liberty Interactive Corporation (dba QVC) Englewood CO Harold Citron
Mattress Firm Holding Corp. Houston TX Jesse Lee
Party City Holdco Inc. Elmsford NY Frank Di Donato
Perfumania Holdings, Inc.(limited coverage) Dennis Cantalupo
PETCO Animal Supplies, Inc. San Diego CA Frank Di Donato
PetSmart, Inc. Phoenix AZ Frank Di Donato
Pitney Bowes Inc. (limited coverage) Stamford CT Harold Citron
Rent-A-Center, Inc. (limited coverage) Plano TX Jeff Corpiel
rue21, inc. (Acquired by private equity) Warrendale PA Jim Rice
SYNNEX Corporation Fremont CA Dave Silverman
Ulta Salon, Cosmetics & Fragrance, Inc. Romeoville IL Dave Silverman
United Rentals, Inc. (limited coverage) Greenwich CT Jeff Corpiel
ValueVision Media, Inc. (limited coverage) Eden Prairie MN Dave Silverman
YRC Worldwide, Inc. (Limited Coverage) Albert Furst