Calls
5
#851
Alpha Score 31.1
Steven Zaccone
Citi Retail and Hardlines Analyst
Win Rate
20.0%
return
+0.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 17
$338.83
-1.1%
He has a Buy on Home Depot expecting a slight sales and earnings beat, with the home improvement industry bottoming after years of negative comps and a multiyear improvement as housing turnover eventually recovers.
Retail & Mobility
Long
May 22
$3472.35
-13.6%
The auto parts sector, including AutoZone and O'Reilly, is a good area for consumer spending exposure because consumers prioritize maintaining existing vehicles over buying new ones. Inflation from tariffs has been passed on, and same-store sales growth remains in the mid-single digits.
Retail & Mobility
Long
May 22
$214.25
-1.3%
Lowe's is upgraded to Buy because higher gas prices hurt discretionary spending but the home improvement space has low earnings risk. Lowe's is gaining share in the small to medium pro opportunity and has a good margin expansion story once same-store sales growth improves.
Retail & Mobility
Long
May 22
$92.83
-3.7%
The auto parts sector, including AutoZone and O'Reilly, is a good area for consumer spending exposure because consumers prioritize maintaining existing vehicles over buying new ones. Inflation from tariffs has been passed on, and same-store sales growth remains in the mid-single digits.
Retail & Mobility
Long
May 22
$192.38
+20.8%
Williams-Sonoma is a cleaner way to get exposure to home furnishings. The company is executing at a better level than Restoration Hardware, has strong brands, serves the upper half of the K-shaped economy, and is bucking the weak housing turnover trend.
Retail & Mobility
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Steven Zaccone has 5 trade ideas tracked on Buzzberg across 5 tickers since May 2026. Ranked #851 on the Buzzberg Alpha leaderboard. Most covered: AZO, HD, WSM.
