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HaveNots Longs '25: Discount Retail
19 tickers · $2.06T total market cap
Group: HaveNots Longs
This subtheme leans into value-conscious retail formats that serve the everyday needs of price-sensitive consumers. The basket includes dollar stores, off-price apparel, beauty value, warehouse clubs, and auto/maintenance value. The thesis is that low- to mid-income consumers are trading down, not out—and these businesses benefit from traffic and wallet share reallocation.
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.
Thesis update: 2025-04-07
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Walmart Inc.WMT | 02/19/2026 (BMO) | 05/21/2026 (BMO) | -2.87% | — | 9.11% | — | $1.06T | 5.2632 |
Costco Wholesale CorporationCOST | 03/05/2026 (AMC) | 05/28/2026 (AMC) | 1.58% | — | 9.64% | — | $477.58B | 5.2632 |
The TJX Companies, Inc.TJX | 02/25/2026 (BMO) | 05/20/2026 (BMO) | 0.65% | — | -5.05% | — | $166.30B | 5.2632 |
O'Reilly Automotive, Inc.ORLY | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -2.60% | 8.55% | -2.69% | -7.53% | $76.03B | 5.2632 |
Ross Stores, Inc.ROST | 03/03/2026 (AMC) | 05/21/2026 (AMC) | 8.70% | — | -0.39% | — | $68.27B | 5.2632 |
AutoZone, Inc.AZO | 03/03/2026 (BMO) | 05/26/2026 (BMO) | -4.26% | — | -9.95% | — | $55.46B | 5.2632 |
Dollarama Inc.DOL.TO | 03/24/2026 (BMO) | 06/11/2026 (BMO) | -8.37% | — | -0.95% | — | $33.70B | 5.2632 |
Dollar General CorporationDG | 03/12/2026 (BMO) | 06/02/2026 (BMO) | -8.98% | — | -21.51% | — | $23.39B | 5.2632 |
Ulta Beauty, Inc.ULTA | 03/12/2026 (AMC) | 06/02/2026 (AMC) | -14.24% | — | -10.11% | — | $20.99B | 5.2632 |
Burlington Stores, Inc.BURL | 03/05/2026 (BMO) | 05/28/2026 (BMO) | 1.63% | — | -6.42% | — | $18.24B | 5.2632 |
Dollar Tree, Inc.DLTR | 03/16/2026 (BMO) | 05/28/2026 (BMO) | 4.08% | — | -18.98% | — | $18.00B | 5.2632 |
BJ's Wholesale Club Holdings, Inc.BJ | 03/05/2026 (BMO) | 05/21/2026 (BMO) | -3.18% | — | 0.89% | — | $12.39B | 5.2632 |
Five Below, Inc.FIVE | 03/18/2026 (AMC) | — | 7.04% | — | -8.84% | — | $12.06B | 5.2632 |
Skechers U.S.A., Inc.SKX | 10/30/2025 (AMC) | — | 0.00% | — | 0.00% | — | $9.49B | 5.2632 |
Ollie's Bargain Outlet Holdings, Inc.OLLI | 03/12/2026 (AMC) | — | 4.18% | — | -27.06% | — | $4.96B | 5.2632 |
Sally Beauty Holdings, Inc.SBH | 05/11/2026 (BMO) | 05/11/2026 (BMO) | -3.47% | -10.91% | -10.06% | -3.28% | $1.13B | 5.2632 |
PAR Technology CorporationPAR | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -27.03% | 3.97% | -8.54% | 2.15% | $577.4M | 5.2632 |
Monro, Inc.MNRO | 01/28/2026 (BMO) | 05/27/2026 (BMO) | -5.19% | — | -19.54% | — | $472.5M | 5.2632 |
Caleres, Inc.CAL | 03/19/2026 (AMC) | 05/28/2026 (AMC) | 1.71% | — | 3.08% | — | $370.1M | 5.2632 |
| Average | -2.66% | 0.54% | -6.70% | -2.88% | $108.54B | 5.2632 | ||
| Median | -2.60% | 3.97% | -6.42% | -3.28% | $18.24B | 5.2632 | ||
| Std Dev | 7.94% | 8.31% | 9.73% | 3.96% | $249.03B | 0.0% | ||
| Min | -27.03% | -10.91% | -27.06% | -7.53% | $370.1M | 5.2632 | ||
| Max | 8.70% | 8.55% | 9.64% | 2.15% | $1.06T | 5.2632 | ||
| % Positive Tickers | 42.11% | 66.67% | 21.05% | 33.33% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.