AZO-24.72%5.3%
BJ-11.02%5.3%
BURL+30.52%5.3%
CAL+3.02%5.3%
COST-2.74%5.3%
DG+12.02%5.3%
DLTR+10.65%5.3%
DOL.TO-2.52%5.3%
FIVE+65.40%5.3%
MNRO-13.94%5.3%
OLLI-44.32%5.3%
ORLY-10.53%5.3%
PAR-69.80%5.3%
ROST+72.79%5.3%
SBH+31.15%5.3%
SKX+0.08%5.3%
TJX+21.07%5.3%
ULTA+4.51%5.3%
WMT+8.69%5.3%
As of Aug 6, 2026, 4:25 AM ET
HaveNots Longs '25: Discount Retail Constituents
AutoZone, Inc.AZO | 5.3% | 1.26% | 3.67% | 3.66% | 1.65% | -9.60% | -18.36% | -19.51% | -24.72% | $50.05B |
BJ's Wholesale Club Holdings, Inc.BJ | 5.3% | 0.04% | 4.03% | 10.46% | -1.11% | 7.40% | -2.13% | -15.90% | -11.02% | $12.35B |
Burlington Stores, Inc.BURL | 5.3% | 0.41% | 5.53% | 18.24% | 0.23% | 27.87% | 20.36% | 44.79% | 30.52% | $23.25B |
Caleres, Inc.CAL | 5.3% | 0.49% | 21.56% | 21.46% | 11.53% | 17.67% | 20.44% | -19.69% | 3.02% | $481.0M |
Costco Wholesale CorporationCOST | 5.3% | -0.62% | 0.74% | -0.87% | -1.04% | 9.24% | -6.81% | -2.39% | -2.74% | $417.75B |
Dollar General CorporationDG | 5.3% | -0.26% | 8.28% | 9.73% | -0.09% | -4.39% | -18.75% | 41.64% | 12.02% | $28.00B |
Dollar Tree, Inc.DLTR | 5.3% | -1.49% | 6.90% | 6.01% | 1.22% | 4.67% | 1.80% | 65.99% | 10.65% | $24.74B |
Dollarama Inc.DOL.TO | 5.3% | 1.01% | 4.98% | 5.09% | 1.04% | -7.90% | -6.49% | 22.92% | -2.52% | $37.26B |
Five Below, Inc.FIVE | 5.3% | 0.84% | 10.32% | 27.07% | 3.24% | 19.01% | 0.28% | 175.08% | 65.40% | $12.40B |
Monro Inc.MNRO | 5.3% | 0.38% | -21.68% | -23.64% | 7.35% | -34.38% | -38.92% | -12.62% | -13.94% | $410.9M |
O'Reilly Automotive, Inc.ORLY | 5.3% | 1.75% | 6.91% | 10.92% | 4.58% | 2.44% | -0.47% | -1.09% | -10.53% | $77.44B |
Ollie's Bargain Outlet Holdings, Inc.OLLI | 5.3% | 1.69% | 18.23% | 13.34% | 6.71% | -28.47% | -26.80% | -33.67% | -44.32% | $4.74B |
PAR Technology CorporationPAR | 5.3% | 1.09% | 14.12% | -4.96% | 3.95% | -51.43% | 7.50% | -71.14% | -69.80% | $726.8M |
Ross Stores, Inc.ROST | 5.3% | 0.86% | 6.00% | 19.81% | 0.86% | 40.57% | 23.14% | 91.30% | 72.79% | $81.23B |
Sally Beauty Holdings, Inc.SBH | 5.3% | -4.65% | 7.86% | 11.51% | 5.48% | 10.73% | -1.74% | 73.71% | 31.15% | $1.51B |
Skechers U.S.A., Inc.SKX | 5.3% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 6.95% | 0.08% | $9.49B |
The TJX Companies, Inc.TJX | 5.3% | 1.51% | 3.70% | 5.70% | 1.65% | 4.11% | -1.07% | 28.02% | 21.07% | $176.66B |
Ulta Beauty, Inc.ULTA | 5.3% | -0.81% | 13.49% | 19.22% | 5.19% | -10.83% | -21.22% | 41.03% | 4.51% | $23.19B |
Walmart Inc.WMT | 5.3% | 0.71% | 2.62% | 1.53% | 1.03% | -1.77% | -12.20% | 25.16% | 8.69% | $894.01B |
| Theme return | — | 0.22% | 6.17% | 6.12% | 3.06% | 1.30% | -2.63% | 22.06% | 5.84% | — |
| Average | 5.3% | 0.22% | 6.17% | 8.12% | 2.81% | -0.27% | -4.29% | 23.19% | 4.23% | $98.72B |
| Median | 5.3% | 0.49% | 6.00% | 9.73% | 1.65% | 2.44% | -1.74% | 22.92% | 3.02% | $23.25B |
| Std Dev | 0.0% | 1.42% | 8.58% | 11.15% | 3.23% | 20.93% | 15.72% | 52.99% | 32.31% | $210.16B |
| Min | 5.3% | -4.65% | -21.68% | -23.64% | -1.11% | -51.43% | -38.92% | -71.14% | -69.80% | $410.9M |
| Max | 5.3% | 1.75% | 21.56% | 27.07% | 11.53% | 40.57% | 23.14% | 175.08% | 72.79% | $894.01B |
| % Positive Tickers | 68.42% | 89.47% | 78.95% | 78.95% | 52.63% | 31.58% | 57.89% | 57.89% |
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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.