Reiterated Overweight X

MNST Monster Beverage

Wells Fargo

$90 $85

Reiterated Neutral X

MNST Monster Beverage

UBS

$92 $80

Reiterated Buy X

PEP PepsiCo

UBS

$190 $186

Resumed Overweight X

PINS Pinterest

Wells Fargo

$27 $25

Reiterated Overweight X

RBLX Roblox

Wells Fargo

$97 $78

Reiterated Buy X

PHR Phreesia

Needham

$35 $14

Reiterated Overweight X

META Meta Platforms

Morgan Stanley

$825 $775

Reiterated Market Perform X

OXM Oxford Industries

Telsey Advisory Group

$40 $36

Reiterated Outperform X

VITL Vital Farms

Telsey Advisory Group

$35 $26

Reiterated Buy X

MSFT Microsoft

UBS

$600 $510

Reiterated Market Perform X

NKE NIKE

Telsey Advisory Group

$72 $65

Reiterated Outperform X

ONON On

Telsey Advisory Group

$65 $60

Reiterated Market Perform X

RH RH

Telsey Advisory Group

$185 $165

Reiterated Market Perform X

PVH PVH

Telsey Advisory Group

$82 $74

Reiterated Buy X

AAPL Apple

BofA Securities

$325 $320

Reiterated Market Perform X

M Macy’s

Telsey Advisory Group

$25 $20

Reiterated Market Perform X

LULU lululemon athletica

Telsey Advisory Group

$215 $175