| Symbol | Sector | Firm | Action | Grade | Target | Mkt Cap ▼ | Base | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PEP | Consumer Defensive | Jefferies | Maintains | Buy → Buy | — | $206.5B | $107.76 | +0.6% | +0.9% | -0.5% | -1.1% | -1.0% | +0.4% |
| KR | Consumer Defensive | Jefferies | Maintains | Hold → Hold | — | $46.2B | $29.50 | +0.0% | +0.6% | -1.3% | -1.0% | -0.6% | +1.8% |
| SYY | Consumer Defensive | Jefferies | Maintains | Hold → Hold | — | $36.8B | $49.03 | +0.3% | -0.0% | -0.2% | -1.7% | -0.7% | +1.1% |
| CASY | Consumer Cyclical | JefferiesA+ | Upgrade | Hold → Buy | — | $31.8B | $115.09 | +2.3% | +4.4% | -0.9% | -1.6% | -0.4% | +1.3% |
| MUSA | Consumer Cyclical | Jefferies | Maintains | Buy → Buy | — | $11.1B | $70.58 | -0.5% | +1.1% | -0.2% | +1.2% | +0.7% | -0.1% |
| SFM | Consumer Defensive | JefferiesA+ | Upgrade | Hold → Buy | — | $8.9B | $19.99 | +3.0% | +3.3% | +0.6% | -0.0% | -0.9% | +3.5% |
| CHEF | Consumer Defensive | Jefferies | Maintains | Buy → Buy | — | $3.5B | $10.80 | +0.3% | +3.1% | +2.9% | +0.4% | +0.7% | +1.0% |
| UNFI | Consumer Defensive | Jefferies | Maintains | Hold → Hold | — | $3.0B | $39.21 | -0.1% | +2.1% | +0.2% | -0.2% | +1.0% | +0.7% |
| HOG | Consumer Cyclical | Jefferies | Maintains | Hold → Hold | — | $2.8B | $52.48 | +0.8% | +0.2% | -3.0% | -0.9% | +1.5% | -2.2% |
| WB | Communication Services | Jefferies | Maintains | Buy → Buy | — | $2.2B | $51.39 | +0.9% | -2.4% | +1.7% | +6.5% | -2.3% | -0.8% |
| NGVC | Consumer Defensive | Jefferies | Maintains | Buy → Buy | — | $687M | $10.81 | -0.5% | +3.2% | +3.4% | +1.9% | -0.4% | +0.3% |
| FOXF | Consumer Cyclical | Jefferies | Maintains | Buy → Buy | — | $672M | $22.13 | +2.6% | +3.8% | -0.2% | -1.4% | +0.2% | -1.3% |