Stable
Theme thesis
$YUM is in play, but the current flow backdrop still needs a cleaner match.
Use the confirmer and break level to decide if this setup is still worth your time.
StagePersistent
UpdatedLive
Breadth33%
Trade Read
$YUM is in play, but the current flow backdrop still needs a cleaner match.
BF-A is the clearest next confirmer and should tell us whether the move can broaden.
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
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.
Names
Breadth
How broad the move is
YUM is currently driving the theme.
No live confirmer roster available.
BF-A is confirming the move early.
CHD is following the broader theme move.
Sectors
BF-A — Participation 64%
CHD — Participation 58%
Stability
Theme stability
This view is meant to answer a simple question: is the theme holding together, broadening, narrowing, or still changing shape?
First seen2026-05-06
Last seen2026-05-07
Runs20
Days2
ReadStable
Label drift1 variants
4 names
Beverages - Wineries & Distilleries added 4 names and only removed 0
0 names
Membership was unchanged from the prior session
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
0%
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.