Company Name City State/Region Analyst
Aaron's, Inc. Atlanta GA Dave Silverman
AMC Entertainment Holdings, Inc. Leawood KS Shivam Patel
Beauty Brands, LLC (DIP) Kansas City MO Dave Silverman
Build-A-Bear Workshop, Inc. St. Louis MO Shivam Patel
Central Garden & Pet Company Walnut Creek CA Jim Fritts
Chewy, Inc. Dania Beach FL Jim Fritts
Cinemark Holdings, Inc. Plano TX Shivam Patel
Cineplex Inc. Toronto ON Shivam Patel
Cineworld Group plc Shivam Patel
Container Store Group, Inc. (The) Coppell TX John Glynn
Fairfax Financial Holdings Limited Toronto ON Dave Silverman
Five Below, Inc. Philadelphia PA Jim Fritts
GNC Holdings, Inc. Pittsburgh PA Albert Furst
Guitar Center, Inc. Westlake Village CA Albert Furst
Hudson Ltd. Feltham Ramona Bolozan
iMedia Brands, Inc. (f/k/a EVINE Live Inc.) Eden Prairie MN Ramona Bolozan
InnerWorkings, Inc. Chicago IL Ramona Bolozan
Kitchen Collection, Inc. Chillicothe OH John Glynn
LVMH Paris Ramona Bolozan
Marcus Corporation (The) Milwaukee WI Shivam Patel
Ollie's Bargain Outlet Holdings, Inc. Harrisburg PA Jim Fritts
PETCO Animal Supplies, Inc. San Diego CA Jim Fritts
PetSmart, Inc. Phoenix AZ Jim Fritts
Qurate Retail, Inc. (dba QVC) Englewood CO Ramona Bolozan
Rent-A-Center, Inc. Plano TX Dave Silverman
rue21, Inc. Warrendale PA Jim Rice
Sally Beauty Holdings, Inc. Denton TX Gerard Machado
Sleep Number Corporation Minneapolis MN Dave Silverman
SYNNEX Corporation Fremont CA Dave Silverman
Things Remembered, Inc. (DIP) Cleveland OH Dave Silverman
Tuesday Morning Corporation Dallas TX John Glynn
Ulta Beauty, Inc. Bolingbrook IL Gerard Machado
Vitamin Shoppe, Inc. Secaucus NJ Albert Furst
Vitamin World, Inc. (DIP) Holbrook NY Dave Silverman
Wayfair Inc. Boston MA Ramona Bolozan