EQUITY RESEARCH COVERAGE LIST Director of Research: Kyle Evans (501) 377-6376 CONSUMER Ben Bienvenu, Managing Director Daniel Imbro, Analyst James Rutherford, Analyst (501) 377-8511 (501) 377-2055 (501) 377-8221 Jack Hardin, Associate (501) 377-8065 Joe Enderlin, Associate (501) 377-2108 Tyler Prause, Associate (501) 377-2257 Tyler Platt, Associate (501) 377-2259 Andrew Ryan, Associate (501) 377-8518 Restaurants Consumer Staples Retail/Broadlines BJRI BJ’s Restaurants BRBR BellRing Brands, Inc. ASO Academy Sports and Outdoors EAT Brinker International FLO Flowers Foods, Inc. GOLF Acushnet Holdings Corp. TAST Carrols Restaurant Group FRPT Freshpet, Inc. ACVA ACV Auctions Inc. CAKE Cheesecake Factory, The TWNK Hostess Brands, Inc. AAP Advance Auto Parts CMG Chipotle Mexican Grill SMPL Simply Good Foods AZO AutoZone, Inc. CHUY Chuy’s Holdings, Inc. UTZ Utz Brands, Inc. ELY Callaway Golf Company DRI Darden Restaurants ZVIA Zevia PBC CPRT Copart, Inc. DENN Denny’s Corp. DKS Dick’s Sporting Goods DPZ Domino’s Pizza, Inc. Food & Agribusiness DORM Dorman Products, Inc. FRGI Fiesta Restaurant Group ANDE Andersons, Inc., The GPC Genuine Parts Company KRUS Kura Sushi USA, Inc. ADM Archer Daniels Midland IAA IAA, Inc. MCD McDonald’s Corp. BG Bunge Ltd. KAR KAR Auction Services, Inc. PZZA Papa John’s International CALM Cal-Maine Foods, Inc. LKQ LKQ Corp. QSR Restaurant Brands International CVGW Calavo Growers, Inc. ORLY O’Reilly Automotive, Inc. RUTH Ruth’s Hospitality Group DAR Darling Ingredients Inc. SMP Standard Motor Products SBUX Starbucks Corp. DOLE Dole plc TSCO Tractor Supply Co. TXRH Texas Roadhouse, Inc. GPRE Green Plains Inc. WEN Wendy’s Co., The HRL Hormel Foods Corp. Rick Nelson, CFA, CPA, Managing Director WING Wingstop Inc. INGR Ingedion Inc. (312) 292-5768 LMNR Limoneira Company AVO Mission Produce, Inc. Daniel Imbro, Analyst (501) 377-2055 PPC Pilgrim’s Pride Corp. Joe Enderlin, Associate (501) 377-2108 SAFM Sanderson Farms, Inc. Andrew Ryan, Associate (501) 377-8518 TSN Tyson Foods, Inc. Grocery/C-Store Retail/Hardlines CASY Casey’s General Stores ABG Asbury Automotive Group, Inc. KR Kroger Co. AN AutoNation, Inc. MUSA Murphy USA Inc. BOOT Boot Barn Holdings SFM Sprouts Farmers Market CWH Camping World Holdings WMT Walmart Inc. KMX CarMax, Inc. CVNA Carvana Co. CONN Conn’s, Inc. FND Floor & Decor Holdings GPI Group 1 Automotive, Inc. LAD Lithia Motors, Inc. MNRO Monro, Inc. OLLI Ollie’s Bargain Outlet PRTY Party City Holdco Inc. PAG Penske Automotive Group, Inc. SAH Sonic Automotive, Inc. TITN Titan Machinery Inc. W Wayfair Inc. September 2021 © 2021 Stephens Inc., 111 Center Street, Little Rock, AR 72201, Member NYSE/SIPC, Information Purposes Only stephens.com EQUITY RESEARCH COVERAGE LIST Director of Research: Kyle Evans (501) 377-6376 FINANCIAL SERVICES Matt Breese, Managing Director Vincent Caintic, CFA, Managing Director Terry McEvoy, CFA, Managing Director (401) 658-1114 (646) 620-7702 (207) 808-5025 Morgan O’Donovan, CFA, Senior Associate (954) 540-8186 Brandon Rud, Associate (207) 808-5902 Banks-East Coast/Northeast Daniel Thomas, Associate (207) 228-1707 AMTB Amerant Bancorp Inc. Specialty Finance BMTC Bryn Mawr Bank Corp. AAN Aaron’s Company, Inc., The Banks-Midwest CAC Camden National Corp. AER AerCap Holdings ASB Associated Banc-Corp CBU Community Bank System AFRM Affirm Holdings, Inc. BY Byline Bancorp, Inc. CNOB ConnectOne Bancorp AL Air Lease Corp. CIVB Civista Bancshares, Inc. DCOM Dime Community Bancshares ADS Alliance Data Systems ICBK County Bancorp FCF First Commonwealth Financial ALLY Ally Financial Inc. EQBK Equity Bancshares, Inc. FULT Fulton Financial Corp. CRMT America’s Car-Mart, Inc. FMAO Farmers & Merchants Bancorp ISBC Investors Bancorp, Inc. AXP American Express Co. BUSE First Busey Corp. MNSB MainStreet Bancshares, Inc. COF Capital One Financial Corp. FFBC First Financial Bancorp MPB Mid Penn Bancorp CACC Credit Acceptance Corp. FRME First Merchants Corp NBTB NBT Bancorp CURO CURO Group Holdings FMBI First Midwest Bancorp. NYCB New York Community Bancorp DFS Discover Financial Services FMBH First Mid Bancshares, Inc. NWBI Northwest Bancshares, Inc. ECN-CA ECN Capital GWB Great Western Bancorp OCFC OceanFirst Financial Corp. ENVA Enova International HTLF Heartland Financial USA PBCT People’s United Financial FCFS FirstCash, Inc. HBNC Horizon Bancorp STBA S&T Bancorp, Inc. FRG Franchise Group, Inc. LKFN Lakeland Financial Corp. SBNY Signature Bank GSKY GreenSky, Inc. MSBI Midland States Bancorp STL Sterling Bancorp NAVI Navient Corporation MOFG MidWestOne Financial Group UVSP Univest Financial Corp. OMF OneMain Holdings, Inc. NCBS Nicolet Bankshares VLY Valley National Bancorp LPRO Open Lending Corp. ONB Old National Bancorp. WBS Webster Financial Corp. PRG PROG Holdings, Inc. SYBT Stock Yards Bancorp RM Regional Management WTFC Wintrust Financial Corp. RCII Rent-A-Center SLM SLM Corp. Banks-Super-Regional John Campbell, Managing Director SYF Synchrony Financial CFG Citizens Financial Group (501) 377-6362 WRLD World Acceptance Corp. CMA Comerica Inc. James Hawley, Associate (262) 443-7162 FITB Fifth Third Bancorp Austin Hayes, Associate (501) 377-8519 FRC First Republic Bank HBAN Huntington Bancshares Inc. Real Estate Services KEY KeyCorp. APPF Appfolio, Inc. PNC PNC Financial Services Group BKI Black Knight, Inc. RF Regions Financial Corp. CNNE Cannae Holdings, Inc. TFC Truist Financial Corp. CSGP CoStar Group, Inc. USB U.S. Bancorp EXPI eXp World Holdings ZION Zions Bancorporation FNF Fidelity National Financial, Inc. FAF First American Financial Corp. TREE LendingTree, Inc. PRCH Porch Group Inc. QNST QuinStreet, Inc. RMAX RE/MAX Holdings Inc. RLGY Realogy Holdings Corp. RDFN Redfin Corp. STC Stewart Information Services ZG Zillow, Inc. September 2021 © 2021 Stephens Inc., 111 Center Street, Little Rock, AR 72201, Member NYSE/SIPC, Information Purposes Only stephens.com EQUITY RESEARCH COVERAGE LIST Director of Research: Kyle Evans (501) 377-6376 FINANCIAL SERVICES Matt Olney, CFA, Managing Director Brody Preston, CFA, Analyst Andrew Terrell, CFA, Analyst (501) 377-2101 (207) 808-5900 (501) 377-2303 Jordan Ghent, Associate (501) 377-3740 Samuel Varga, Associate (207) 808-5026 Jon Walther, Associate (501) 377-8175 Thomas Wendler, Associate (501) 377-2265 Banks-East Coast/Mid-Atlantic and Southeast Banks-West Coast Banks-Southern AMTB Amerant Bancorp BANC Banc of California ABTX Allegiance Bancshares, Inc. AMNB American National Bankshares BANR Banner Corp. BXS BancorpSouth Bank ABCB Ameris Bancorp CCB Coastal Financial Corp. BSVN Bank7 Corp. AUB Atlantic Union Bankshares COLB Columbia Banking System OZK Bank OZK BKU BankUnited, Inc. FIBK First Interstate BancSystem BOKF BOK Financial Corp. CBNK Capital Bancorp, Inc. FSBC Five Star Bancorp BFST Business First Bancshares EGBN Eagle Bancorp GBCI Glacier Bancorp CADE Cadence Bancorporation FNB F.N.B. Corporation HFWA Heritage Financial Corp. CBTX CBTX, Inc. FBNC First Bancorp NBHC National Bank Holdings CFB CrossFirst Bankshares, Inc. HBMD Howard Bancorp PPBI Pacific Premier Bancorp CFR Cullen/Frost Bankers, Inc. MCBI Mountain Commerce Bancorp PACW PacWest Bancorp FBK FB Financial Corporation OBT Orange County Bancorp PFBC Preferred Bank FBMS First Bancshares Inc. FRST Primis Financial Corp. PBAM Private Bancorp of America FFIN First Financial Bankshares PFHD Professional Holding Corp. RBB RBB Bancorp, Inc. GNTY Guaranty Bancshares, Inc. SASR Sandy Spring Bancorp SIVB SVB Financial Group HWC Hancock Whitney Corp. SABK South Atlantic Bancorp TCBK TriCo Bancshares HTH Hilltop Holdings Inc. SSB South State Corp. UMPQ Umpqua Holdings Corp. HOMB Home BancShares, Inc. SNV Synovus Financial Corp. WAL Western Alliance Bancorp. IBTX Independent Bank Group TOWN TowneBank OBNK Origin Bancorp, Inc. UBSI United Bankshares, Inc. PNFP Pinnacle Financial Partners UCBI United Community Banks PB Prosperity Bancshares, Inc. WSBC WesBanco, Inc. RRBI Red River Bancshares, Inc. WSFS WSFS Financial Corp. RBNC Reliant Bancorp, Inc. RNST Renasant Corp. SFNC Simmons First National Corp. SMBK SmartFinancial, Inc. STXB Spirit of Texas Bancshares TCBI Texas Capital Bancshares, Inc. TSC TriState Capital Holdings, Inc. TBK Triumph Bancorp, Inc. VBTX Veritex Holdings, Inc. September 2021 © 2021 Stephens Inc., 111 Center Street, Little Rock, AR 72201, Member NYSE/SIPC, Information Purposes Only stephens.com EQUITY RESEARCH COVERAGE LIST Director of Research: Kyle Evans (501) 377-6376 HEALTHCARE Chris Cooley, CFA, Managing Director Scott Fidel, Managing Director Jacob Johnson, CFA, Analyst (501) 377-2516 (212) 891-1788 (615) 279-4355 Benjamin Mee, Associate (501) 377-8082 Jordan Bernstein, Associate (212) 891-1706 Mason Carrico, CFA, Senior Associate (214) 258-2712 Raj Kumar, Associate (501) 377-8033 Steven Etoch, Associate (214) 258-2797 Medical Devices & Hospital Supply ABMD Abiomed, Inc. Healthcare Services Diagnostics and Life Science Tools ALC Alcon, Inc. ACHC Acadia Healthcare Co. TKNO Alpha Teknova, Inc. ALGN Align Technology, Inc. ADUS Addus HomeCare Corp. CDMO Avid Bioservices, Inc. APEN Apollo Endosurgery, Inc. AMED Amedisys, Inc. TECH Bio-Techne Corp. AVNS Avanos Medical ANTM Anthem, Inc. BLFS BioLife Solutions, Inc. BSX Boston Scientific Corp. AVAH Aveanna Healthcare BRKS Brooks Automation, Inc. COO Cooper Companies, The CNC Centene Corp. CTLT Catalent, Inc. CUTR Cutera, Inc. CI Cigna Corp. CERS Cerus Corp. DXCM DexCom, Inc. EHC Encompass Health Corp. CDXS Codexis, Inc. ESTA Establishment Labs Holdings ENSG Ensign Group, The CYRX Cryoport, Inc. GKOS Glaukos