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VF Corporation (NYSE: VFC)

The four pillars of VF’s five-year plan, announced in 2017: reshaping the company’s brand portfolio, transforming to a consumer-centric model, elevating direct-to-consumer led by digital, and investing in Asia, especially China. Since announcing , VF has transformed its brand portfolio with asset purchases (including Williamson-Dickie, Icebreaker and Altra) and divestitures (such as Nautica and Majestic), allowing the company to focus on activity-based outdoor, active and work lifestyle products. During the first half of 2019, VF plans a tax-free spinoff of its jeans and outlet businesses, which generate around $2.5 billion in sales, to be called Kontoor Brands. This separation supports

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Best Buy Co., Inc. (NYSE: BBY)

Best Buy is a US-based provider of technology products, services and solutions. Through its two reporting segments—Domestic and International—the company operates physical stores and online platforms in Canada, Mexcio and the US.

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Wayfair, Inc. (NYSE: W)

Wayfair, Inc. is a US-based e-commerce company that offers more than 10 million products from over 10,000 suppliers. Incorporated on August 8, 2014, the company specializes in home products, offering a large selection of furniture, décor, decorative accents, housewares, seasonal decor and other home goods. Wayfair operates in two reporting segments, US and International. Most products are shipped to customers directly from suppliers, but the proportion of products shipped through its own logistics network continues to grow.

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The Home Depot, Inc. (NYSE: HD)

Home Depot’s strategic framework rests on three pillars: customer experience, product authority, and productivity and efficiency driven by effective capital. The overall goal is to provide an interconnected retail experience to drive value in a rapidly evolving retail landscape.

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Kroger (NYSE: KR)

The Kroger Co. is the largest supermarket retailer in the US and the country’s second-biggest grocery retailer after Walmart Inc.

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H&M (OMX: HM-B)

H&M is a global retailer of apparel, accessories, homewares and beauty products. Headquartered in Sweden, the company operates under nine banners through physical and online stores in 71 markets around the world.

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Gildan Activewear Inc. (NYSE: GIL)

Gildan Activewear is one of the largest vertically integrated apparel manufacturers globally. Headquartered in Montréal, Canada, the company sells its products to wholesale distributors, screenprinters/embellishers and retailers, as well as directly to consumers through Gildan-branded platforms.

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Tractor Supply Co. (NASDAQ: TSCO)

Tractor Supply is a US-based retailer of rural lifestyle products, including clothing, hardware and tools. Headquartered in Tennessee, the company operates Tractor Supply stores and Petsense (its specialty pet supply retail subsidiary) stores across the US.

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Canada Goose (TSX: GOOS)

Canada Goose is a Canada-based retailer of performance luxury apparel goods, primarily extreme-weather outerwear. Headquartered in Toronto, the company operates stores and e-commerce sites internationally and recently expanded into Asia.

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Amazon (NASDAQ: AMZN)

Amazon is an international e-commerce retailer that offers a variety of products and services through its websites and physical stores. The company has three operating segments: North America, International and Amazon Web Services.

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Walmart (NYSE: WMT)

Walmart is a global mass merchandiser that operates in four major segments: Walmart U.S., Walmart International, Sam’s Club and Walmart U.S. eCommerce. The company operates under 58 banners in 27 countries.

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The TJX Companies (NYSE: TJX)

The TJX Companies is a US-based off-price retailer of apparel and home fashion. Headquartered in Framingham, Massachusetts, TJX operates stores in nine countries under multiple banners, as well as selling through four e-commerce sites.

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