Weekly Truist Card Data for Goods - Broadlines Ending 06/06/2026

Research evidence excerpt

Weekly Truist Card Data for Goods - Broadlines Ending 06/06/2026

Truist Securities

Equity Research Report June 11, 2026

Weekly Truist Card Data for Goods - ::DataDriven

by Truist Securities Broadlines Ending 06/06/2026

In our bi-weekly report we examine Goods with a focus on 18 companies covering

Online Retailers, Discount Retailers, Department Stores, & Grocers. The Truist Card

Data (herein also referred to as “the Data”) implies Amazon (AMZN, Buy, Squali) is off to JP Gravitt a slow start in June MTD. The Data implies Dollar General (DG, Hold, Ciccarelli), Ollie's 212-590-0947

John.Gravitt@truist.com (OLLI, Buy, Ciccarelli), Saver's Value (SVV, NR), Sprouts (SFM, NR), Dillard's (DDS,

NR), & Kohl's (KSS, NR) have all accelerated in the recent weeks. The Data implies

growth has decelerated in June MTD at BJ's Wholesale (BJ, NR), Walmart (WMT, Buy, Timothy McLynn Ciccarelli), & Five Below (FIVE, Buy, Ciccarlelli). 212-590-0979

Timothy.McLynn@truist.com

For the 18 companies in this note, the Data is relatively strong, with 6 companies

Hasan Iqbal tracking ahead of consensus and 3 tracking behind consensus, as implied by the Truist

404-813-7985 Card Data. Hasan.Iqbal@truist.com

Today's report includes:

Nicholas Ramallo, CFA

404-926-5382

Nicholas.Ramallo@truist.com

7 Page Document

Reasons for this report

✓ Bi-Weekly Truist Card Data Update -

Broadlines

Source: Truist Securities DataDriven Team

We will regularly update different sectors and roughly 150 companies in this format

comparing Truist Card Data insights versus Street consensus expectations with an

easy-to-follow table seen on the following page. Companies will appear on this list after

30 days into their current quarter. Please contact your Truist Securities Salesperson to

further discuss the data.