Mid-cap

Brunswick is a major marine recreation company built around Mercury engines, boats, and a large parts-and-accessories platform. The appeal in the long run comes from its installed base, brand strength, and marine technology expansion as demand begins to stabilize.

Floor & Decor is a specialized flooring retailer building a larger national footprint through warehouse stores, broad in-stock assortment, and deeper ties with professional installers. The long runway is clear, but the full picture depends on a recovery in margins and execution.

Bath & Body Works is a focused fragrance and personal care retailer with strong brand recognition, above-peer profitability, and substantial cash generation. The key debate is whether that durable earnings base can translate into renewed sales momentum.