AZO-28.04%5.3%
BJ-0.71%5.3%
BURL+16.26%5.3%
CAL-12.19%5.3%
COST-1.13%5.3%
DG+12.03%5.3%
DLTR+16.03%5.3%
DOL.TO-3.38%5.3%
FIVE+76.46%5.3%
MNRO-27.41%5.3%
OLLI-42.45%5.3%
ORLY-12.90%5.3%
PAR-64.24%5.3%
ROST+62.34%5.3%
SBH+22.11%5.3%
SKX+0.21%5.3%
TJX+2.91%5.3%
ULTA-1.52%5.3%
WMT+7.09%5.3%
As of Aug 24, 2026, 4:53 AM ET
HaveNots Longs '25: Discount Retail Constituents
AutoZone, Inc.AZO | 5.3% | -0.14% | -2.78% | 0.02% | -1.93% | -12.78% | -21.24% | -22.35% | -5.37% | 82.25% | -28.04% | $48.29B |
BJ's Wholesale Club Holdings, Inc.BJ | 5.3% | 5.61% | 2.62% | 3.74% | -1.39% | 7.10% | -2.40% | -16.13% | 16.49% | 75.63% | -0.71% | $12.31B |
Burlington Stores, Inc.BURL | 5.3% | -2.02% | -9.01% | -6.71% | -11.39% | 13.03% | 6.40% | 27.99% | 18.51% | -4.54% | 16.26% | $20.55B |
Caleres, Inc.CAL | 5.3% | 5.66% | -3.75% | 15.62% | 6.07% | 11.91% | 14.55% | -23.61% | -68.74% | -40.07% | -12.19% | $457.5M |
Costco Wholesale CorporationCOST | 5.3% | 1.52% | 0.36% | 1.36% | -0.44% | 9.90% | -6.24% | -1.80% | 8.06% | 117.97% | -1.13% | $420.30B |
Dollar General CorporationDG | 5.3% | 2.35% | 2.78% | 5.27% | -2.87% | -5.73% | -20.23% | 41.21% | 4.59% | -42.81% | 12.03% | $27.22B |
Dollar Tree, Inc.DLTR | 5.3% | 2.36% | 2.67% | 9.16% | 3.36% | 6.89% | 3.95% | 69.50% | 35.55% | 27.02% | 16.03% | $25.27B |
Dollarama Inc.DOL.TO | 5.3% | -0.52% | -1.34% | 3.12% | -0.81% | -9.59% | -8.20% | 20.68% | 35.42% | 189.34% | -3.38% | $36.65B |
Five Below, Inc.FIVE | 5.3% | 5.89% | 6.83% | 23.16% | 15.25% | 32.85% | 11.95% | 207.08% | 203.47% | 10.03% | 76.46% | $13.84B |
Monro Inc.MNRO | 5.3% | 4.93% | 7.63% | -25.25% | 2.45% | -37.38% | -41.71% | -16.61% | -52.68% | -75.02% | -27.41% | $392.4M |
O'Reilly Automotive, Inc.ORLY | 5.3% | 0.03% | -3.74% | 1.96% | -0.27% | -2.30% | -5.08% | -5.67% | 19.71% | 121.81% | -12.90% | $73.85B |
Ollie's Bargain Outlet Holdings, Inc.OLLI | 5.3% | 1.77% | -3.35% | 14.72% | 3.54% | -30.60% | -28.97% | -35.64% | -23.08% | -9.25% | -42.45% | $4.60B |
PAR Technology CorporationPAR | 5.3% | 3.06% | 12.05% | 26.49% | 15.22% | -46.17% | 19.16% | -68.01% | -64.41% | -68.09% | -64.24% | $805.5M |
Ross Stores, Inc.ROST | 5.3% | 4.39% | -5.07% | 0.06% | -4.79% | 32.70% | 16.24% | 80.58% | 54.75% | 99.93% | 62.34% | $76.68B |
Sally Beauty Holdings, Inc.SBH | 5.3% | 2.09% | -1.60% | 13.18% | 10.69% | 16.20% | 3.11% | 82.29% | 25.06% | -9.16% | 22.11% | $1.58B |
Skechers U.S.A., Inc.SKX | 5.3% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 6.95% | -9.56% | 24.37% | 0.21% | $9.49B |
The TJX Companies, Inc.TJX | 5.3% | -0.13% | -9.49% | -8.89% | -10.70% | -8.53% | -13.08% | 12.47% | 17.99% | 96.79% | 2.91% | $155.24B |
Ulta Beauty, Inc.ULTA | 5.3% | 1.23% | -3.67% | 9.70% | 1.68% | -13.81% | -23.85% | 36.33% | 37.72% | 40.94% | -1.52% | $22.42B |
Walmart Inc.WMT | 5.3% | 0.10% | -8.44% | -5.27% | -6.74% | -9.32% | -18.95% | 15.53% | 37.29% | 116.66% | 7.09% | $825.25B |
| Theme return | — | 2.01% | -0.91% | 2.87% | 0.84% | -0.81% | -4.68% | 19.59% | 15.56% | 51.20% | 2.36% | — |
| Average | 5.3% | 2.01% | -0.91% | 4.29% | 0.89% | -2.40% | -6.03% | 21.62% | 15.30% | 39.67% | 1.13% | $93.43B |
| Median | 5.3% | 1.77% | -1.60% | 3.12% | -0.27% | -2.30% | -5.08% | 12.47% | 17.99% | 27.02% | -0.71% | $22.42B |
| Std Dev | 0.0% | 2.31% | 5.57% | 11.58% | 7.11% | 20.41% | 16.28% | 58.17% | 56.02% | 71.50% | 31.39% | $196.51B |
| Min | 5.3% | -2.02% | -9.49% | -25.25% | -11.39% | -46.17% | -41.71% | -68.01% | -68.74% | -75.02% | -64.24% | $392.4M |
| Max | 5.3% | 5.89% | 12.05% | 26.49% | 15.25% | 32.85% | 19.16% | 207.08% | 203.47% | 189.34% | 76.46% | $825.25B |
| % Positive Tickers | 73.68% | 36.84% | 73.68% | 42.11% | 42.11% | 36.84% | 57.89% | 68.42% | 63.16% | 47.37% |
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About this theme
HaveNots Longs '25: Discount Retail tracks 19 publicly listed stocks in this theme. Sample tickers: AZO, BJ, BURL, CAL, COST, DG, DLTR, DOL.TO, FIVE, MNRO, OLLI, ORLY, and 7 more. Use the table below for the full list.