Consumer Resilience Basket
StableTheme thesis
GNW is still early. Treat this as a watchlist setup until more runs confirm it.
Use the confirmer and break level to decide if this setup is still worth your time.
StagePersistent
UpdatedLive
Breadth51%
Setup strength
33
Why it matters
GNW is still early. Treat this as a watchlist setup until more runs confirm it.
What changed
GNW leadership persisted
What to watch
DKS is the clearest next confirmation candidate and should tell us whether the move can broaden.
What breaks it
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
Latest Headlines
No symbol-linked headlines found in the current lookback window.
No related headlines found
No recent headlines matched the theme's leader or member tickers in the current lookback window.
Who Is Leading
Breadth
51%
How broad the move is
Leaders
1
Confirmers
0
Lagging
0
Leaders
GNW is the current leadership name for Consumer Resilience Basket, carrying the highest structural influence in the live cluster.
Confirmers
No live confirmer roster available.
Supporting Names
ALV is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
AMCR is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
ASO is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
AVY is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
AXTA is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
BATRA is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
BBWI is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
BLDR is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
BTU is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
CCK is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
CF is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
Not Yet Participating
What Is Confirming
Confirming Sectors
GNW
88% participation
88%
Watchlist Sectors
ALV — Participation 64%
AMCR — Participation 58%
ASO — Participation 52%
Absent Sectors
AVY — Still absent
AXTA — Still absent
BATRA — Still absent
Live Names
12 names
Rank
Symbol
Role
Signal
Score
Recent
Note
1
GNW (GNW)
Leader
Live
n/a
n/a
GNW is the current leadership name for Consumer Resilience Basket, carrying the highest structural influence in the live cluster.
2
ALV (ALV)
Participant
Live
n/a
n/a
ALV is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
3
AMCR (AMCR)
Participant
Live
n/a
n/a
AMCR is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
4
ASO (ASO)
Participant
Live
n/a
n/a
ASO is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
5
AVY (AVY)
Participant
Live
n/a
n/a
AVY is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
6
AXTA (AXTA)
Participant
Live
n/a
n/a
AXTA is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
7
BATRA (BATRA)
Participant
Live
n/a
n/a
BATRA is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
8
BBWI (BBWI)
Participant
Live
n/a
n/a
BBWI is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
9
BLDR (BLDR)
Participant
Live
n/a
n/a
BLDR is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
10
BTU (BTU)
Participant
Live
n/a
n/a
BTU is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
11
CCK (CCK)
Participant
Live
n/a
n/a
CCK is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
12
CF (CF)
Participant
Live
n/a
n/a
CF is acting as a bridge inside Consumer Resilience Basket, helping the move transmit beyond the core leadership group.
Theme 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
1
Names that moved first.
Second wave confirmers
0
Follow-through names joining after the leader.
Net new members
1
New names added to the move.
Repeat rate
60%
How often the same names keep reappearing.
Confirmer speed
0%
How quickly confirmation showed up.
Path coherence
0%
How clean the activation path looks.
Sequence buildup
60%
Whether the move built in sequence.
Leader to confirmer
n/a
Median lead time from leader to confirmer.