Ratings by Evercore ISI (Michael Binetti)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/23/2026 | Nike | NKE | Downgrade | In Line (Outperform) |
43.19 (42.38) |
-1.88% | Details | |
| 6/4/2026 | PVH Corp | PVH | Downgrade | In Line (Outperform) |
97.17 (73.41) |
-24.45% | Details | |
| 5/29/2026 | Gap, Inc. | GAP | Downgrade | In Line (Outperform) |
25.00 (20.45) |
-18.2% | Details | |
| 5/14/2026 | Canada Goose | GOOS | Maintain | In Line (N/A) |
|
Details | ||
| 5/14/2026 | Birkenstock Holding plc | BIRK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2026 | On Holding AG | ONON | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2026 | Nike | NKE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2026 | On Holding AG | ONON | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2026 | Nike | NKE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2026 | Ferrari | RACE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/18/2026 | Macy's | M | Maintain | In Line (N/A) |
|
Details | ||
| 3/16/2026 | Lululemon Athletica Inc. | LULU | Maintain | In Line (N/A) |
|
Details | ||
| 3/11/2026 | ULTA Beauty | ULTA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2026 | Kohl's | KSS | Maintain | In Line (N/A) |
|
Details | ||
| 3/5/2026 | Burlington Stores | BURL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2026 | On Holding AG | ONON | Maintain | Outperform (N/A) |
|
Details | ||
| 12/19/2025 | ULTA Beauty | ULTA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2025 | Nike | NKE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2025 | Lululemon Athletica Inc. | LULU | Maintain | In Line (N/A) |
|
Details | ||
| 12/11/2025 | Birkenstock Holding plc | BIRK | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2025 | Macy's | M | Maintain | In Line (N/A) |
|
Details | ||
| 11/25/2025 | Kohl's | KSS | Maintain | In Line (N/A) |
|
Details | ||
| 11/21/2025 | Gap, Inc. | GAP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/21/2025 | Ross Stores, Inc. | ROST | Maintain | Outperform (N/A) |
|
Details | ||
| 11/19/2025 | The TJX Companies | TJX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/19/2025 | Amer Sports Inc. | AS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2025 | Under Armour, Inc. | UAA | Maintain | Underperform (N/A) |
|
Details | ||
| 11/7/2025 | Ralph Lauren | RL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2025 | Revolve Group | RVLV | Maintain | In Line (N/A) |
|
Details | ||
| 11/3/2025 | Tapestry Inc. | TPR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2025 | Ralph Lauren | RL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/15/2025 | VF Corp. | VFC | Maintain | In Line (N/A) |
|
Details | ||
| 9/5/2025 | Lululemon Athletica Inc. | LULU | Downgrade | In Line (Outperform) |
206.09 (108.92) |
-47.15% | Details | |
| 8/28/2025 | Burlington Stores | BURL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2025 | Kohl's | KSS | Maintain | In Line (N/A) |
|
Details | ||
| 8/21/2025 | The TJX Companies | TJX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2025 | Tapestry Inc. | TPR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Under Armour, Inc. | UAA | Maintain | Underperform (N/A) |
|
Details | ||
| 8/4/2025 | Ralph Lauren | RL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2025 | Lululemon Athletica Inc. | LULU | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2025 | VF Corp. | VFC | Maintain | In Line (N/A) |
|
Details | ||
| 6/27/2025 | Nike | NKE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/25/2025 | ULTA Beauty | ULTA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/23/2025 | Nike | NKE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2025 | The TJX Companies | TJX | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2025 | Lululemon Athletica Inc. | LULU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2025 | Lululemon Athletica Inc. | LULU | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2025 | ULTA Beauty | ULTA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2025 | Burlington Stores | BURL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2025 | Ross Stores, Inc. | ROST | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2025 | Canada Goose | GOOS | Maintain | In Line (N/A) |
|
Details | ||
| 5/21/2025 | Amer Sports Inc. | AS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2025 | Under Armour, Inc. | UAA | Maintain | Underperform (N/A) |
|
Details | ||
| 5/13/2025 | On Holding AG | ONON | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2025 | Lululemon Athletica Inc. | LULU | Maintain | Outperform (N/A) |
|
Details | ||
| 4/11/2025 | Foot Locker | FL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2025 | PVH Corp | PVH | Maintain | Outperform (N/A) |
|
Details | ||
| 3/28/2025 | Lululemon Athletica Inc. | LULU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2025 | Gap, Inc. | GAP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2025 | ULTA Beauty | ULTA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2025 | Gap, Inc. | GAP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2025 | Burlington Stores | BURL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2025 | Ross Stores, Inc. | ROST | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2025 | On Holding AG | ONON | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2025 | Gap, Inc. | GAP | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2025 | Foot Locker | FL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2025 | Amer Sports Inc. | AS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2025 | Lululemon Athletica Inc. | LULU | Maintain | Outperform (N/A) |
|
Details | ||
| 1/15/2025 | Lululemon Athletica Inc. | LULU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2024 | The TJX Companies | TJX | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2024 | Nike | NKE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2024 | Lululemon Athletica Inc. | LULU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/27/2024 | Burlington Stores | BURL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/27/2024 | Nordstrom | JWN | Maintain | In Line (N/A) |
|
Details | ||
| 11/26/2024 | Kohl's | KSS | Maintain | In Line (N/A) |
|
Details | ||
| 11/25/2024 | Foot Locker | FL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2024 | Gap | GAP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2024 | Ross Stores, Inc. | ROST | Maintain | Outperform (N/A) |
|
Details | ||
| 11/21/2024 | The TJX Companies | TJX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2024 | Amer Sports Inc. | AS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2024 | VF Corp. | VFC | Maintain | In Line (N/A) |
|
Details | ||
| 10/25/2024 | Tapestry Inc. | TPR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2024 | Ferrari | RACE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2024 | ULTA Beauty | ULTA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/26/2024 | Ralph Lauren | RL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/20/2024 | Nike | NKE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2024 | Birkenstock Holding plc | BIRK | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2024 | Burlington Stores | BURL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2024 | Foot Locker | FL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2024 | PVH Corp | PVH | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2024 | Nordstrom | JWN | Maintain | In Line (N/A) |
|
Details | ||
| 8/26/2024 | ULTA Salon | ULTA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2024 | Ross Stores, Inc. | ROST | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2024 | The TJX Companies | TJX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/21/2024 | Macy's | M | Maintain | In Line (N/A) |
|
Details | ||
| 8/19/2024 | Amer Sports Inc. | AS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2024 | Tapestry Inc. | TPR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2024 | Revolve Group | RVLV | Maintain | In Line (N/A) |
|
Details | ||
| 8/7/2024 | VF Corp. | VFC | Maintain | In Line (N/A) |
|
Details | ||
| 8/2/2024 | Ferrari | RACE | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2024 | Macy's | M | Maintain | In Line (N/A) |
|
Details | ||
| 6/28/2024 | Nike | NKE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/17/2024 | Nike | NKE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2024 | PVH Corp | PVH | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2024 | PVH Corp | PVH | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2024 | Nordstrom | JWN | Maintain | In Line (N/A) |
|
Details | ||
| 5/31/2024 | Gap, Inc. | GPS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2024 | ULTA Salon | ULTA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2024 | Kohl's | KSS | Maintain | In Line (N/A) |
|
Details | ||
| 5/30/2024 | Burlington Stores | BURL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2024 | Foot Locker | FL | Maintain | In Line (N/A) |
|
Details | ||
| 5/24/2024 | Ross Stores, Inc. | ROST | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2024 | Under Armour, Inc. | UAA | Maintain | Underperform (N/A) |
|
Details | ||
| 5/16/2024 | Canada Goose | GOOS | Maintain | In Line (N/A) |
|
Details | ||
| 5/15/2024 | On Holding AG | ONON | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2024 | Under Armour, Inc. | UAA | Maintain | Underperform (N/A) |
|
Details | ||
| 5/6/2024 | Revolve Group | RVLV | Maintain | In Line (N/A) |
|
Details | ||
| 4/22/2024 | Ferrari | RACE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/3/2024 | ULTA Salon | ULTA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2024 | Foot Locker | FL | Upgrade | Outperform (In Line) |
24.39 (24.01) |
-1.56% | Details | |
| 3/15/2024 | ULTA Salon | ULTA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2024 | Under Armour, Inc. | UAA | Downgrade | Underperform (In Line) |
8.10 (5.78) |
-28.64% | Details | |
| 3/13/2024 | On Holding AG | ONON | Maintain | Outperform (N/A) |
|
Details | ||
| 3/8/2024 | Gap, Inc. | GPS | Maintain | Outperform (N/A) |
|
Details | ||
| 3/8/2024 | Burlington Stores | BURL | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2024 | Victoria's Secret | VSCO | Maintain | In Line (N/A) |
|
Details | ||
| 3/6/2024 | Foot Locker | FL | Maintain | In Line (N/A) |
|
Details | ||
| 2/28/2024 | Macy's | M | Maintain | In Line (N/A) |
|
Details | ||
| 2/28/2024 | Revolve Group | RVLV | Maintain | In Line (N/A) |
|
Details | ||
| 2/26/2024 | Amer Sports Inc. | AS | New Coverage | Outperform (N/A) |
15.02 (34.76) |
131.42% | Details | |
| 2/23/2024 | Ross Stores, Inc. | ROST | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | Tapestry Inc. | TPR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | Ralph Lauren | RL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2024 | VF Corp. | VFC | Maintain | In Line (N/A) |
|
Details | ||
| 2/5/2024 | Tapestry Inc. | TPR | Upgrade | Outperform (In Line) |
40.01 (150.53) |
276.23% | Details | |
| 1/29/2024 | Ferrari | RACE | Maintain | Outperform (N/A) |
|
Details | ||
| 1/16/2024 | Birkenstock Holding plc | BIRK | Maintain | Outperform (N/A) |
|
Details | ||
| 12/22/2023 | Nike | NKE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2023 | Nike | NKE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2023 | Macy's | M | Maintain | In Line (N/A) |
|
Details | ||
| 12/5/2023 | Lululemon Athletica Inc. | LULU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2023 | ULTA Salon | ULTA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2023 | ULTA Salon | ULTA | Maintain | In Line (N/A) |
|
Details | ||
| 11/30/2023 | Victoria's Secret | VSCO | Maintain | In Line (N/A) |
|
Details | ||
| 11/30/2023 | PVH Corp | PVH | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2023 | Foot Locker | FL | Maintain | In Line (N/A) |
|
Details | ||
| 11/27/2023 | PVH Corp | PVH | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2023 | Gap, Inc. | GPS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2023 | On Holding AG | ONON | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2023 | Revolve Group | RVLV | New Coverage | In Line (N/A) |
13.35 (21.15) |
58.43% | Details | |
| 11/7/2023 | The TJX Companies | TJX | New Coverage | Outperform (N/A) |
91.00 (164.35) |
80.6% | Details | |
| 11/7/2023 | Ross Stores, Inc. | ROST | New Coverage | Outperform (N/A) |
121.25 (229.05) |
88.91% | Details | |
| 11/7/2023 | ULTA Salon | ULTA | New Coverage | Outperform (N/A) |
385.88 (459.33) |
19.03% | Details | |
| 11/7/2023 | Under Armour, Inc. | UAA | New Coverage | In Line (N/A) |
7.26 (8.10) |
11.57% | Details | |
| 11/7/2023 | Lululemon Athletica Inc. | LULU | New Coverage | Outperform (N/A) |
407.93 (206.09) |
-49.48% | Details | |
| 11/7/2023 | Nike | NKE | New Coverage | Outperform (N/A) |
107.06 (43.19) |
-59.66% | Details | |
| 11/7/2023 | Tapestry Inc. | TPR | New Coverage | In Line (N/A) |
27.94 (40.01) |
43.2% | Details | |
| 11/7/2023 | Ferrari | RACE | New Coverage | Outperform (N/A) |
331.41 (344.87) |
4.06% | Details | |
| 11/7/2023 | Ralph Lauren | RL | New Coverage | Outperform (N/A) |
115.17 (407.01) |
253.4% | Details | |
| 11/7/2023 | Victoria's Secret | VSCO | New Coverage | In Line (N/A) |
19.58 (54.30) |
177.32% | Details | |
| 11/7/2023 | Burlington Stores | BURL | New Coverage | Outperform (N/A) |
132.46 (332.25) |
150.83% | Details | |
| 11/7/2023 | Kohl's | KSS | New Coverage | In Line (N/A) |
24.51 (17.53) |
-28.48% | Details | |
| 11/7/2023 | Macy's | M | New Coverage | In Line (N/A) |
12.95 (23.95) |
84.94% | Details | |
| 11/7/2023 | On Holding AG | ONON | New Coverage | Outperform (N/A) |
28.06 (35.14) |
25.23% | Details | |
| 11/7/2023 | Gap, Inc. | GPS | New Coverage | Outperform (N/A) |
14.04 (24.55) |
74.86% | Details | |
| 11/7/2023 | Nordstrom | JWN | New Coverage | In Line (N/A) |
14.80 (24.66) |
66.62% | Details | |
| 11/7/2023 | VF Corp. | VFC | New Coverage | In Line (N/A) |
15.50 (16.91) |
9.1% | Details | |
| 11/7/2023 | PVH Corp | PVH | New Coverage | Outperform (N/A) |
77.20 (97.17) |
25.87% | Details | |
| 11/7/2023 | Canada Goose | GOOS | New Coverage | In Line (N/A) |
10.40 (9.38) |
-9.81% | Details | |
| 11/7/2023 | Foot Locker | FL | New Coverage | In Line (N/A) |
22.90 (24.39) |
6.51% | Details | |
| 11/7/2023 | Birkenstock Holding plc | BIRK | New Coverage | Outperform (N/A) |
41.16 (42.35) |
2.89% | Details |

