Goldman Sachs analyst Kate McShane downgraded O'Reilly Automotive (ORLY) to Neutral from Buy with an unchanged price target of $479. The analyst sees more headwinds than tailwinds for the shares in 2020. O'Reilly's compares get harder as the company begins to lap tariff inflation, and its gross margin tailwinds will fade as the full impact of higher tariff-led costs flow through, McShane tells investors in a research note. Within the Specialty Hardlines space, the analyst's top idea is Lowe's (LOW), her "most out of consensus idea" is Dick's Sporting Goods (DKS), and her best small cap idea is BJ's Wholesale (BJ).