Coca-Cola is the creator's only remaining exposure to caffeine in their portfolio.
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Retail Stocks We Like Now: Dick’s Sporting Goods, Casey’s, Ollie’s, Walmart, Costco, and Dutch Bros
Sep 17, 2026
The Wide Moat Show hosts discuss their favorite retail stocks, revisiting a previous episode with updated insights due to evolving macro conditions. They plan to cover six stock picks, alternating between hosts, and touch upon the broader retail and macro environment. While not a pick, Nike is mentioned as a stock they are currently avoiding despite its continued decline.
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Tickers discussed in this post
Dutch Bros is mentioned as a retail stock that the creator likes.
Ollie's Bargain Outlet, trading around $77, may be becoming a reasonably priced investment for investors, aligning with its 'good stuff, cheap' philosophy.
Casey's General Store has also experienced a significant sell-off recently in response to its earnings report.
Dick's Sporting Goods (DKS) is a speculative buy due to its strong core business, market share gains, and a valuation that offers upside if Foot Locker issues are resolved.
Toll Brothers is mentioned as a luxury home builder whose customers are largely cash buyers, making them less sensitive to mortgage rate increases.
Walmart is mentioned as a past tenant of the host's retail development projects and is on the list of companies to be discussed.
Starbucks is mentioned in passing as a brand, alongside Nike, in the context of the hosts' attire and beverages.
Nike is mentioned as a stock they are staying away from, despite its continued fall, and is not one of their picks for the episode.
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Tracked calls opened from this post
DKSbuy opened Sep 17, 2026
+10.34%