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Consumer Finance & Retail

Consumer Finance & Retail

Fading
Theme thesis

ROST has cross-asset links, but the lineage is still shallow. Treat this as an early watchlist setup, not a confirmed bridge.

Use the confirmer and break level to decide if this setup is still worth your time.

StagePersistent
UpdatedLive
Breadth30%
Setup strength
26
Glance animation
Trade Read
Why it matters

ROST has cross-asset links, but the lineage is still shallow. Treat this as an early watchlist setup, not a confirmed bridge.

What changed

ROST leadership persisted

What to watch

VCTR is the clearest next confirmation candidate and should tell us whether the move can broaden.

What breaks it

Consumer Finance & Retail can stay leader-led if VCTR and the next software names fail to join while ROST keeps moving.

Latest Headlines
No symbol-linked headlines found in the current lookback window.
Headlines
No related headlines found

No recent headlines matched the theme's leader or member tickers in the current lookback window.

Who Is Leading
Names
Breadth
30%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
ROST (ROST)

ROST is the current leadership name for Consumer Finance & Retail, carrying the highest structural influence in the live cluster.

Confirmers
No live confirmer roster available.
Supporting Names
APTV (APTV)
APTV is acting as a bridge inside Consumer Finance & Retail, helping the move transmit beyond the core leadership group.
CACC (CACC)
CACC is acting as a bridge inside Consumer Finance & Retail, helping the move transmit beyond the core leadership group.
CUZ (CUZ)
CUZ is acting as a bridge inside Consumer Finance & Retail, helping the move transmit beyond the core leadership group.
ENVA (ENVA)
ENVA is acting as a bridge inside Consumer Finance & Retail, helping the move transmit beyond the core leadership group.
SF (SF)
SF is acting as a bridge inside Consumer Finance & Retail, helping the move transmit beyond the core leadership group.
URBN (URBN)
URBN is acting as a bridge inside Consumer Finance & Retail, helping the move transmit beyond the core leadership group.
VAC (VAC)
VAC is acting as a bridge inside Consumer Finance & Retail, helping the move transmit beyond the core leadership group.
VCTR (VCTR)
VCTR is acting as a bridge inside Consumer Finance & Retail, helping the move transmit beyond the core leadership group.
WYNN (WYNN)
WYNN is acting as a bridge inside Consumer Finance & Retail, helping the move transmit beyond the core leadership group.
Not Yet Participating
URBN (URBN)
46%
Not participating yet
ENVA (ENVA)
41%
Not participating yet
SF (SF)
36%
Not participating yet
Sectors
What Is Confirming
Confirming Sectors
ROST
88% participation
88%
Watchlist Sectors
APTV — Participation 64%
CACC — Participation 58%
CUZ — Participation 52%
Absent Sectors
URBN — Still absent
ENVA — Still absent
SF — Still absent
Live Names
10 names
Live Names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
ROST (ROST)
Leader
Live
n/a
n/a
ROST is the current leadership name for Consumer Finance & Retail, carrying the highest structural influence in the live cluster.
2
APTV (APTV)
Participant
Live
n/a
n/a
APTV is acting as a bridge inside Consumer Finance & Retail, helping the move transmit beyond the core leadership group.
3
CACC (CACC)
Participant
Live
n/a
n/a
CACC is acting as a bridge inside Consumer Finance & Retail, helping the move transmit beyond the core leadership group.
4
CUZ (CUZ)
Participant
Live
n/a
n/a
CUZ is acting as a bridge inside Consumer Finance & Retail, helping the move transmit beyond the core leadership group.
5
ENVA (ENVA)
Participant
Live
n/a
n/a
ENVA is acting as a bridge inside Consumer Finance & Retail, helping the move transmit beyond the core leadership group.
6
SF (SF)
Participant
Live
n/a
n/a
SF is acting as a bridge inside Consumer Finance & Retail, helping the move transmit beyond the core leadership group.
7
URBN (URBN)
Participant
Live
n/a
n/a
URBN is acting as a bridge inside Consumer Finance & Retail, helping the move transmit beyond the core leadership group.
8
VAC (VAC)
Participant
Live
n/a
n/a
VAC is acting as a bridge inside Consumer Finance & Retail, helping the move transmit beyond the core leadership group.
9
VCTR (VCTR)
Participant
Live
n/a
n/a
VCTR is acting as a bridge inside Consumer Finance & Retail, helping the move transmit beyond the core leadership group.
10
WYNN (WYNN)
Participant
Live
n/a
n/a
WYNN is acting as a bridge inside Consumer Finance & Retail, helping the move transmit beyond the core leadership group.
Theme Stability
Stability
Theme stability

This view is meant to answer a simple question: is the theme holding together, broadening, narrowing, or still changing shape?

First seen2026-05-22
Last seen2026-05-22
Runs1
Days1
ReadForming · 1 day
Label drift1 variants

This theme is still forming. There is only one supporting session, so there is not yet a deep trail to interpret.

No deeper lineage trail is available yet for this theme.
Activation Evidence
Live
First wave leaders
0
Names that moved first.
Second wave confirmers
0
Follow-through names joining after the leader.
Net new members
0
New names added to the move.
Repeat rate
0%
How often the same names keep reappearing.
Confirmer speed
67%
How quickly confirmation showed up.
Path coherence
0%
How clean the activation path looks.
Sequence buildup
0%
Whether the move built in sequence.
Leader to confirmer
n/a
Median lead time from leader to confirmer.
Multi-Asset
Cross-Market Support
How to use this

Treat this as a secondary check. If outside markets are helping, it supports the setup. If they are hurting, lower conviction or wait. If they are neutral, ignore it.

URBN → UVXY
Neutral
cross_asset_lag1
19% link
30D
Supports it
Weak
URBN → EMB
Hurting
cross_asset_lag1
18% link
30D
Cuts against it
Weak
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