Companies covered: Pepsico, Inc. (NASDAQ:PEP), Coca-Cola Company (The) (NYSE:KO), Keurig Dr Pepper Inc. (NASDAQ:KDP), Monster Beverage Corporation (NASDAQ:MNST), Celsius Holdings, Inc. (NASDAQ:CELH), Brown-Forman Corporation (NYSE:BF.A), Constellation Brands Inc (NYSE:STZ), Diageo plc (NYSE:DEO), Pernod Ricard (OTCMKTS:PDRDF), Wynn Resorts, Limited (NASDAQ:WYNN), Churchill Downs, Incorporated (NASDAQ:CHDN), Sportradar Group AG (NASDAQ:SRAD), Genius Sports Ltd. (NYSE:GENI), DraftKings Inc. (NASDAQ:DKNG), IMAX Corporation (NYSE:IMAX), Marriott International (NASDAQ:MAR), Hilton Hotels Corporation (NYSE:HLT), Hyatt Hotels Corporation (NYSE:H), Cinemark Holdings Inc (NYSE:CNK), The Hain Celestial Group, Inc. (NASDAQ:HAIN), Kraft Heinz Co (NASDAQ:KHC), Campbell Soup Company (NYSE:CPB), Conagra Brands Inc. (NYSE:CAG), McCormick & Company, Incorporated (NYSE:MKC), Hershey Company (The) (NYSE:HSY), Nestle SA (OTCMKTS:NSRGY), Anheuser-Busch Inbev SA (NYSE:BUD), Heineken N.V. (OTCMKTS:HINKY), Molson Coors Brewing Company (NYSE:TAP), Coca-Cola FEMSA, S.A.B. de C.V. (NYSE:KOF), Embotelladora Andina S.A. (NYSE:AKO/B), Ambev S.A. (NYSE:ABEV), Compania Cervecerias Unidas, S.A. (NYSE:CCU), Varun Beverages Ltd. (NSE:VBL), Fomento Economico Mexicano S.A.B. de C.V. (NYSE:FMX), Coca-Cola Europacific Partners PLC (NYSE:CCEP), Arca Continental, S.A.B. de C.V. (OTCMKTS:EMBVF), Carlsberg A/S (OTCMKTS:CABGY), Alaska Air Group, Inc. (NYSE:ALK), Delta Air Lines, Inc. (NYSE:DAL), United Airlines Holdings (NASDAQ:UAL), Southwest Airlines Company (NYSE:LUV), American Airlines Group, Inc. (NASDAQ:AAL), Mesa Air Group Inc. (NASDAQ:MESA), Joby Aviation, Inc. (NYSE:JOBY), Archer Aviation Inc. (NYSE:ACHR), Spirit Aviation Holdings, Inc. (OTCMKTS:FLYYQ), Las Vegas Sands Corp. (NYSE:LVS), MGM Resorts International (NYSE:MGM), Caesars Entertainment Corporation (NASDAQ:CZR), Flutter Entertainment PLC (NYSE:FLUT), Melco Resorts & Entertainment Ltd. (NASDAQ:MLCO), Entain ADR (OTCMKTS:GMVHY), Inspirato Inc. (NASDAQ: ISPO), Limoneira Co (NASDAQ:LMNR), Snail Inc. (NASDAQ:SNAL), Travel + Leisure Co. (NYSE:TNL)
Companies covered: Ralph Lauren Corporation (NYSE:RL), Urban Outfitters, Inc. (NASDAQ:URBN), Dicks Sporting Goods Inc. (NYSE:DKS), Nike, Inc. (NYSE:NKE), Under Armour, Inc. (NYSE:UA), Puma SE (OTCMKTS:PMMAF), lululemon athletica inc. (NASDAQ:LULU), adidas AG (OTCMKTS:ADDYY), Tapestry (NYSE:TPR), Capri Holdings Ltd. (NYSE:CPRI), Hanesbrands Inc. (NYSE:HBI), Gildan Activewear, Inc. (NYSE:GIL), Block Inc. (NYSE:XYZ), Paypal Holdings Inc (NASDAQ:PYPL), Fidelity National Information Services, Inc. (NYSE:FIS), Fiserv, Inc. (NYSE:FI), Toast Inc. (NYSE:TOST), Shift4 Payments Inc. (NYSE:FOUR), PAR Technology Corporation (NYSE:PAR), NCR Voyix Corp. (NYSE:VYX), Q2 Holdings, Inc. (NYSE:QTWO), Alkami Technology Inc. (NASDAQ:ALKT), nCino Inc. (NASDAQ:NCNO), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Euronet Worldwide, Inc. (NASDAQ:EEFT), Flywire Corp. (NASDAQ:FLYW), eToro Group Ltd. (NASDAQ:ETOR), Chime Financial Inc. (NASDAQ:CHYM), Circle Internet Group Inc. (NYSE:CRCL), Amazon.com, Inc. (NASDAQ:AMZN), Apple Inc. (NASDAQ:AAPL), Lovesac Co. (NASDAQ:LOVE), Beyond Inc. (NYSE:BYON), Meta Platforms Inc. (NASDAQ:META), Alphabet Inc (NASDAQ:GOOG), NVIDIA Corporation (NASDAQ:NVDA), Microsoft Corporation (NASDAQ:MSFT), GigaCloud Technology Inc. (NASDAQ:GCT), A-Mark Precious Metals, Inc. (NASDAQ:AMRK), Vivid Seats Inc. (NASDAQ:SEAT), Allbirds Inc. (NASDAQ:BIRD), Driven Brands Holdings Inc. (NASDAQ:DRVN), Mister Car Wash, Inc. (NASDAQ:MCW), CarGurus Inc. (NASDAQ:CARG), Auto Trader Group plc (OTCMKTS:ATDRF), Carvana Co. (NYSE:CVNA), Ford Motor Company (NYSE:F), General Motors Company (NYSE:GM), Nissan Motor Co. Ltd. (ADR) (OTCMKTS:NSANY), Subaru Corp. - ADR (OTCMKTS:FUJHY), Mercedes Benz Group ADR (OTCMKTS:MBGYY), Etsy Inc. (NASDAQ:ETSY), RealReal (NASDAQ:REAL), Upwork Inc. (NASDAQ:UPWK), SuRo Capital Corp. (NASDAQ:SSSS), Cars.com Inc. (NYSE:CARS), Fiverr International Ltd. (NYSE:FVRR), Valvoline (NYSE:VVV), CoreWeave, Inc. (NASDAQ:CRWV), Coinbase Global Inc. (NASDAQ:COIN), American Express Company (NYSE:AXP), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Adyen NV (OTCMKTS:ADYYF), Marqeta Inc. (NASDAQ:MQ), MicroStrategy Incorporated (NASDAQ:MSTR), JPMorgan Chase & Co. (NYSE:JPM), Plaid Inc. (OTCMKTS:PLDIF), Wise plc (OTCMKTS:WPLCF), Global Payments Inc. (NYSE:GPN), Remitly Global Inc. (NASDAQ:RELY), Western Union Company (The) (NYSE:WU), International Money Express, Inc. (NASDAQ:IMXI), Naspers Ltd. (OTCMKTS:NPSNY), Lightspeed Commerce Inc. (NYSE:LSPD)
Companies covered: Sabre Corporation (NASDAQ:SABR), Amadeus IT Group ADR (OTCMKTS:AMADY), Marriott International (NASDAQ:MAR), Hilton Hotels Corporation (NYSE:HLT), Intercontinental Exchange Inc. (NYSE:ICE), Hyatt Hotels Corporation (NYSE:H), Wyndham Hotels & Resorts Inc. (NYSE:WH), Choice Hotels International, Inc. (NYSE:CHH), Accor SA ADR (OTCMKTS:ACCYY), Airbnb Inc. (NASDAQ:ABNB), Booking Holdings (NASDAQ:BKNG), Expedia, Inc. (NASDAQ:EXPE), TripAdvisor, Inc. (NASDAQ:TRIP), DraftKings Inc. (NASDAQ:DKNG), PENN Entertainment, Inc. (NASDAQ:PENN), Caesars Entertainment Corporation (NASDAQ:CZR), MGM Resorts International (NYSE:MGM), Las Vegas Sands Corp. (NYSE:LVS), Wynn Resorts, Limited (NASDAQ:WYNN), Flutter Entertainment PLC (NYSE:FLUT), Cinemark Holdings Inc (NYSE:CNK), IMAX Corporation (NYSE:IMAX), Genius Sports Ltd. (NYSE:GENI), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Costco Wholesale Corporation (NASDAQ:COST), Sprouts Farmers Market, Inc. (NASDAQ:SFM), Natural Grocers by Vitamin Cottage, Inc. (NYSE:NGVC), Koninklijke Ahold Delhaize NV (ADR) (OTCMKTS:ADRNY), Kroger Company (The) (NYSE:KR), Chewy (NYSE:CHWY), Albertsons Companies Inc. (NYSE:ACI), Tractor Supply Company (NASDAQ:TSCO), Petco Health and Wellness Company Inc. (NASDAQ:WOOF), American Outdoor Brands Inc. (NASDAQ:AOUT), Beamr Imaging Ltd. (NASDAQ:BMR), ECD Automotive Design, Inc. (NASDAQ:ECDA), Farmer Brothers Company (NASDAQ:FARM), Steakholder Foods Ltd. (NASDAQ:STKH), Travel + Leisure Co. (NYSE:TNL)
Companies covered: AutoZone, Inc. (NYSE:AZO), O’Reilly Automotive Inc. (NASDAQ:ORLY), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Williams-Sonoma, Inc. (NYSE:WSM), Wayfair Inc. (NYSE:W), Tempur Sealy International, Inc. (NYSE:TPX), CarMax Inc (NYSE:KMX), Carvana Co. (NYSE:CVNA), Chewy (NYSE:CHWY), Dicks Sporting Goods Inc. (NYSE:DKS), Arhaus Inc. (NASDAQ:ARHS), The Goodyear Tire & Rubber Company (NASDAQ:GT), Petco Health and Wellness Company Inc. (NASDAQ:WOOF), Etsy Inc. (NASDAQ:ETSY), PDD Holdings Inc. – ADR (NASDAQ:PDD), Advance Auto Parts Inc (NYSE:AAP), Sleep Number Corp. (NASDAQ:SNBR), Ulta Beauty (NASDAQ:ULTA), Nike, Inc. (NYSE:NKE), lululemon athletica inc. (NASDAQ:LULU), Nordstrom, Inc. (NYSE:JWN), VF Corp (NYSE:VFC), Hanesbrands Inc. (NYSE:HBI), Under Armour, Inc. (NYSE:UA), adidas AG (OTCMKTS:ADDYY), Ralph Lauren Corporation (NYSE:RL), Amazon.com, Inc. (NASDAQ:AMZN), Beyond Inc. (NYSE:BYON), Lovesac Co. (NASDAQ:LOVE), GigaCloud Technology Inc. (NASDAQ:GCT), Vivid Seats Inc. (NASDAQ:SEAT), Apple Inc. (NASDAQ:AAPL), Alphabet Inc (NASDAQ:GOOG), Roku Inc. (NASDAQ:ROKU), Meta Platforms Inc. (NASDAQ:META), Microsoft Corporation (NASDAQ:MSFT), NVIDIA Corporation (NASDAQ:NVDA), Birkenstock Holding PLC (NYSE:BIRK), Wolverine World Wide, Inc. (NYSE:WWW), Skechers U.S.A., Inc. (NYSE:SKX), Steven Madden, Ltd. (NASDAQ:SHOO), Canada Goose Holdings (NYSE:GOOS), Foot Locker, Inc. (NYSE:FL), Shoe Carnival, Inc. (NASDAQ:SCVL), Boot Barn Holdings, Inc. (NYSE:BOOT), Deckers Outdoor Corporation (NYSE:DECK), On Holding AG (NYSE:ONON), Crocs, Inc. (NASDAQ:CROX), Designer Brands Inc. (NYSE:DBI), JD Sports Fashion ADR (OTCMKTS:JDSPY), Moncler SpA (OTCMKTS:MONRF), Destination XL Group, Inc. (NASDAQ:DXLG)
Companies covered: Kraft Heinz Co (NASDAQ:KHC), General Mills, Inc. (NYSE:GIS), Hershey Company (The) (NYSE:HSY), The Hain Celestial Group, Inc. (NASDAQ:HAIN), Bellring Brands Inc. (NYSE:BRBR), Simply Good Foods Co. (NASDAQ:SMPL), Oatly Group AB – ADR (NASDAQ:OTLY), Beyond Meat Inc. (NASDAQ:BYND), Mondelez International, Inc. (NASDAQ:MDLZ), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Best Buy Co., Inc. (NYSE:BBY), Kroger Company (The) (NYSE:KR), United Natural Foods, Inc. (NASDAQ:UNFI), Target Corporation (NYSE:TGT), Costco Wholesale Corporation (NASDAQ:COST), Dollar General Corporation (NYSE:DG), Sprouts Farmers Market, Inc. (NASDAQ:SFM), Caseys General Stores, Inc. (NASDAQ:CASY), Dollar Tree, Inc. (NASDAQ:DLTR), Albertsons Companies Inc. (NYSE:ACI), Domino's Pizza Inc (NYSE:DPZ), Chipotle Mexican Grill, Inc. (NYSE:CMG), Yum! Brands, Inc. (NYSE:YUM), McDonald's Corporation (NYSE:MCD), Starbucks Corporation (NASDAQ:SBUX), Darden Restaurants, Inc. (NYSE:DRI), Restaurant Brands International Inc. (NYSE:QSR), Papa John's International, Inc. (NASDAQ:PZZA), Wingstop Inc (NASDAQ:WING), Wendy's Company (The) (NASDAQ:WEN), Sweetgreen Inc. (NYSE:SG), Marriott International (NASDAQ:MAR), Hilton Hotels Corporation (NYSE:HLT), Choice Hotels International, Inc. (NYSE:CHH), Hyatt Hotels Corporation (NYSE:H), Intercontinental Hotels Group (NYSE:IHG), Wyndham Hotels & Resorts Inc. (NYSE:WH), Accor SA ADR (OTCMKTS:ACCYY), Booking Holdings (NASDAQ:BKNG), Expedia, Inc. (NASDAQ:EXPE), TripAdvisor, Inc. (NASDAQ:TRIP), Airbnb Inc. (NASDAQ:ABNB), Sabre Corporation (NASDAQ:SABR), Amadeus IT Group ADR (OTCMKTS:AMADY), Las Vegas Sands Corp. (NYSE:LVS), Wynn Resorts, Limited (NASDAQ:WYNN), MGM Resorts International (NYSE:MGM), DraftKings Inc. (NASDAQ:DKNG), PENN Entertainment, Inc. (NASDAQ:PENN), Caesars Entertainment Corporation (NASDAQ:CZR), Churchill Downs, Incorporated (NASDAQ:CHDN), Boyd Gaming Corporation (NYSE:BYD), AMC Entertainment Holdings, Inc. (NYSE:AMC), IMAX Corporation (NYSE:IMAX), LiveOne Inc. (NASDAQ:LVO), Travel + Leisure Co. (NYSE:TNL), Yerbae Brands Corp. (OTCMKTS:YERBF)
