After the 2020 e-commerce boom, everyone thought we had taken a 10-year leap in online shopping. Amazon was opening new distribution centers everywhere. FedEx was working around the clock. Budding entrepreneurs were starting direct-to-consumer e-commerce brands left and right. It felt like the golden age of e-commerce was here, but then everything just went back to normal.
It turns out that big retail chains, like Target and Walmart, are more resilient than one might think. Of course, there will be winners and losers like in every market. No one is talking about investing in Sears or RadioShack stock anymore, but some categories of retail are seeing significant earnings growth. Some chains are even having their best year ever.
There are more than 500 national retailers trading on the major U.S. exchanges, so it can be hard to identify which retailers will outperform their peers given the sheer number of big box stores, warehouse clubs, restaurant chains, and other retail stores listed on public markets.
Fortunately, some of Wall Street’s top-rated research analysts have already done most of the work for us. Across multiple research firms, top analysts are telling their clients to buy up shares of these eight stocks. They believe these companies have a strong chance to pop in the next year.
#1 - Marks and Spencer Group (OTCMKTS:MAKSY)
- Consensus Rating
- Strong Buy
- Rating Score
- 3.7
- Ratings Breakdown
- 3 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- N/A
About Marks and Spencer Group
Marks and Spencer Group plc operates various retail stores. It operates through five segments: UK Clothing & Home, UK Food, International, Ocado, and All Other. The company offers protein deli and dairy; produce; ambient and in-store bakery; meals dessert and frozen; and hospitality and Food on the Move' products.
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Recent Analyst Ratings
- Consensus Rating
- Buy
- Rating Score
- 3.3
- Ratings Breakdown
- 3 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- N/A
About Tesco
Tesco PLC, together with its subsidiaries, operates as a grocery retailer in the United Kingdom, Republic of Ireland, the Czech Republic, Slovakia, and Hungary. It offers grocery products through its stores, as well as online. The company is also involved in the food and drink wholesaling activities.
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Recent Analyst Ratings
#3 - Tempur Sealy International (NYSE:TPX)
- Consensus Rating
- Buy
- Rating Score
- 3.0
- Ratings Breakdown
- 5 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $60.67 (13.4% Upside)
About Tempur Sealy International
Tempur Sealy International, Inc, together with its subsidiaries, designs, manufactures, distributes, and retails bedding products in the United States and internationally. It provides mattresses, foundations and adjustable foundations, and adjustable bases, as well as other products comprising pillows, mattress covers, sheets, cushions, and various other accessories and comfort products under the Tempur-Pedic, Sealy, Stearns & Foster, Sealy, and Cocoon by Sealy brand names.
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Recent Analyst Ratings
- Consensus Rating
- Buy
- Rating Score
- 3.2
- Ratings Breakdown
- 5 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $51.68 (9.1% Upside)
About Yum China
Yum China Holdings, Inc owns, operates, and franchises restaurants in the People's Republic of China. The company operates through KFC, Pizza Hut, and All Other segments. It operates restaurants under the KFC, Pizza Hut, Taco Bell, Lavazza, Little Sheep, and Huang Ji Huang concepts. The company also operates V-Gold Mall, a mobile e-commerce platform to sell products; and offers online food deliver services.
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Recent Analyst Ratings
- Consensus Rating
- Moderate Buy
- Rating Score
- 3.0
- Ratings Breakdown
- 41 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $235.77 (16.2% Upside)
About Amazon.com
Amazon.com, Inc engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and eero; and develops and produces media content.
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Recent Analyst Ratings
#6 - Global-E Online (NASDAQ:GLBE)
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.9
- Ratings Breakdown
- 10 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $44.27 (7.5% Downside)
About Global-E Online
Global-E Online Ltd., together with its subsidiaries, provides a platform to enable and accelerate direct-to-consumer cross-border e-commerce in Israel, the United Kingdom, the United States, and internationally. Its platform enables international shoppers to buy online and merchants to sell from, and to, worldwide.
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Recent Analyst Ratings
- Consensus Rating
- Buy
- Rating Score
- 3.0
- Ratings Breakdown
- 29 Buy Ratings, 1 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $91.51 (5.0% Upside)
About Walmart
Walmart Inc engages in the operation of retail, wholesale, other units, and eCommerce worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores under Walmart and Walmart Neighborhood Market brands; membership-only warehouse clubs; ecommerce websites, such as walmart.com.mx, walmart.ca, flipkart.com, PhonePe and other sites; and mobile commerce applications.
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Recent Analyst Ratings
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.9
- Ratings Breakdown
- 15 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $2,269.67 (17.5% Upside)
About MercadoLibre
MercadoLibre, Inc operates online commerce platforms in the United States. It operates Mercado Libre Marketplace, an automated online commerce platform that enables businesses, merchants, and individuals to list merchandise and conduct sales and purchases digitally; and Mercado Pago FinTech platform, a financial technology solution platform, which facilitates transactions on and off its marketplaces by providing a mechanism that allows its users to send and receive payments online, as well as allows users to transfer money through their websites or on the apps.
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Recent Analyst Ratings
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.8
- Ratings Breakdown
- 10 Buy Ratings, 3 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $40.36 (14.7% Upside)
About JD.com
JD.com, Inc operates as a supply chain-based technology and service provider in the People's Republic of China. The company offers computers, communication, and consumer electronics products, as well as home appliances; and general merchandise products comprising food, beverage and fresh produce, baby and maternity products, furniture and household goods, cosmetics and other personal care items, pharmaceutical and healthcare products, industrial products, books, automobile accessories, apparel and footwear, bags, and jewelry.
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Recent Analyst Ratings
#10 - O'Reilly Automotive (NASDAQ:ORLY)
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.9
- Ratings Breakdown
- 15 Buy Ratings, 3 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $1,242.13 (4.5% Upside)
About O'Reilly Automotive
O'Reilly Automotive, Inc, together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, Puerto Rico, and Mexico. The company provides new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting products, and oil and wiper blades; and accessories, including floor mats, seat covers, and truck accessories.
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Recent Analyst Ratings
#11 - Alibaba Group (NYSE:BABA)
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.9
- Ratings Breakdown
- 13 Buy Ratings, 2 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $114.07 (31.5% Upside)
About Alibaba Group
Alibaba Group Holding Limited, through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses to engage with their users and customers in the People's Republic of China and internationally. The company operates through seven segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others.
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Recent Analyst Ratings
#12 - Kroger (NYSE:KR)
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.8
- Ratings Breakdown
- 8 Buy Ratings, 4 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- $60.09 (4.3% Upside)
About Kroger
The Kroger Co operates as a food and drug retailer in the United States. The company operates combination food and drug stores, multi-department stores, marketplace stores, and price impact warehouses. Its combination food and drug stores offer natural food and organic sections, pharmacies, general merchandise, pet centers, fresh seafood, and organic produce; and multi-department stores provide apparel, home fashion and furnishings, outdoor living, electronics, automotive products, and toys.
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Recent Analyst Ratings
#13 - AutoZone (NYSE:AZO)
- Consensus Rating
- Buy
- Rating Score
- 3.0
- Ratings Breakdown
- 18 Buy Ratings, 2 Hold Ratings, 1 Sell Ratings.
- Consensus Price Target
- $3,202.71 (5.0% Upside)
About AutoZone
AutoZone, Inc retails and distributes automotive replacement parts and accessories in the United States, Mexico, and Brazil. The company provides various products for cars, sport utility vehicles, vans, and light trucks, including new and remanufactured automotive hard parts, maintenance items, accessories, and non-automotive products.
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Recent Analyst Ratings
#14 - Casey's General Stores (NASDAQ:CASY)
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.6
- Ratings Breakdown
- 8 Buy Ratings, 3 Hold Ratings, 1 Sell Ratings.
- Consensus Price Target
- $408.25 (1.4% Downside)
About Casey's General Stores
Casey's General Stores, Inc, together with its subsidiaries, operates convenience stores under the Casey's and Casey's General Store names. Its stores offer pizza, donuts, breakfast items, and sandwiches; and tobacco and nicotine products. The company's stores provide soft drinks, energy, water, sports drinks, juices, coffee, and tea and dairy products; beer, wine, and spirits; snacks, candy, packaged bakery, and other food items; ice, ice cream, meals, and appetizers; health and beauty aids, automotive products, electronic accessories, housewares, and pet supplies; and ATM, lotto/lottery, and prepaid cards.
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Recent Analyst Ratings
#15 - H & M Hennes & Mauritz AB (publ) (OTCMKTS:HNNMY)
- Consensus Rating
- Moderate Buy
- Rating Score
- 2.8
- Ratings Breakdown
- 4 Buy Ratings, 0 Hold Ratings, 1 Sell Ratings.
- Consensus Price Target
- N/A
About H & M Hennes & Mauritz AB (publ)
H & M Hennes & Mauritz AB (publ) provides clothing, accessories, footwear, cosmetics, home textiles, and homeware for women, men, and children worldwide. It offers sportswear, shoes, bags, beauty products, activewear, jeans, and ready-to-wear; and interior products, including bed linens, dinnerware, textiles, furniture, and lighting.
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Recent Analyst Ratings
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