Themes / Group
Active · established relationshipLatest completed snapshot · Jul 14 · 18:03 ET

MARKET-DISCOVERED GROUP

Consumer Home & Leisure

THE TRADER READShared activity without a clean directional read

Price direction is split across 8 measured members. Capital-flow agreement is 0%, so the basket is not yet clean.

Price breadth7 up · 0 downRelative median unavailable
Capital-flow alignment0%Price breadth is not yet confirmed by flow
Activity nowHotActivity score 63/100 · lift 1.3×
Evidence depth2 episodesLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

1 timed event
TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.
2 earlier filing context receipts

WED, NOV 5COLM filing documented shared operating contextrestructuring · date precision only

WED, MAR 25ANF filing documented shared operating contextrestructuring · date precision only

Headline times and retained activity confirmations are point-in-time evidence. Price order is inferred from aligned 5-minute bars. Filing evidence has date precision only and is context, not an intraday catalyst claim.

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations
Price sequence unavailableA timestamped price sequence is unavailable.
RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized

Observed intraday paths are not available for this group yet.

02 · WHY IT MATTERS

Why now and where the move could travel

Context and lead/lag links are evidence, not proof of causation or a forecast
WHY THIS GROUP EXISTS

Shared filing context

14/14 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across BYD, CAKE, COLM, DECK, GAP, GIII, LEG, MBC, VFC, WWW.

restructuring

$ 18,983 $ 29,031 $ (10,048) (35) % Effective income tax rate 26.7 % 24.4 % Our effective income tax rate increased primarily due to the impact of non-deductible impairment charges.

COLM 10-Q · 2025-11-06
demand / volume affecting revenue

The growth in EMEA distributor net sales was driven by healthy growth of Fall 2026 distributor orders, which more than offset a shift in timing of shipments out of the second quarter of 2026, as compared to the same period in 2025.

COLM 10-Q · 2026-08-06
credit / rates affecting interest expense

If we were to borrow under our credit agreements, we would be subject to market interest rates and may incur additional interest expense when borrowing in a high interest rate environment.

COLM 10-Q · 2026-08-06
CONFIRMATION NETWORK

Outsiders and cross-asset links

3 outsiders confirming

No qualified cross-asset lead/lag link is available for this group.

Filing-linked outsiders test whether the move is spreading beyond the established cohort.

LULUMoving with group

COLM · text peer

AEOMoving with group

GAP · text peer

TPRMoving with group

WWW · text peer

UANot confirming

DECK · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
COLMCAKEGIIIKTBBYDANFETDMBCLEGVFCDECKWWWGAPWINA

11/14 active7 rising · 1 falling

MemberUnusual activityToday's moveRead now
COLMColumbia Sportswear Company
Most unusual · 100/100
+1.6%
Active; unclassifiedActive in 28.6% of observed group sessions
CAKEThe Cheesecake Factory Incorporated
Elevated · 93/100
+6.5%
Active; unclassifiedActive in 42.9% of observed group sessions
GIIIG-III Apparel Group, LTD.
Elevated · 89/100
Active; unclassifiedActive in 14.3% of observed group sessions
KTBKontoor Brands, Inc.
Elevated · 64/100
+3.9%
Flow confirmerActive in 14.3% of observed group sessions
BYDBoyd Gaming Corporation
Elevated · 51/100
-0.1%
Flow divergenceActive in 28.6% of observed group sessions
ANFAbercrombie & Fitch Co.
Elevated · 50/100
+4.0%
Active; unclassifiedActive in 14.3% of observed group sessions
ETDEthan Allen Interiors Inc.
Elevated · 48/100
Active; unclassifiedActive in 0% of observed group sessions
MBCMasterBrand, Inc.
Elevated · 45/100
Active; unclassifiedActive in 0% of observed group sessions
LEGLeggett & Platt, Incorporated
Elevated · 45/100
Flow divergenceActive in 0% of observed group sessions
VFCV.F. Corporation
Elevated · 41/100
+3.1%
Active; unclassifiedActive in 0% of observed group sessions
DECKDeckers Outdoor Corporation
Elevated · 40/100
+3.1%
Flow confirmerActive in 0% of observed group sessions
WWWWolverine World Wide, Inc.
Quiet · 33/100
Watch / laggardActive in 0% of observed group sessions
GAPGap, Inc. (The)
Quiet · 29/100
+0.7%
Watch / laggardActive in 0% of observed group sessions
WINAWinmark Corporation
Quiet · 17/100
Watch / laggardActive in 0% of observed group sessions
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
COLMColumbia Sportswear CompanyMost unusual+1.6%28.6% of 7 sessionsMost unusual activity in this snapshot; performance direction may differ.
CAKEThe Cheesecake Factory IncorporatedParticipating+6.5%42.9% of 7 sessionsPrice participation is not yet confirmed by per-name flow.
GIIIG-III Apparel Group, LTD.Participating14.3% of 7 sessionsPrice participation is not yet confirmed by per-name flow.
KTBKontoor Brands, Inc.Participating+3.9%14.3% of 7 sessionsPrice participation with accumulating signed flow.
BYDBoyd Gaming CorporationParticipating-0.1%28.6% of 7 sessionsPrice participation with distributing signed flow.
ANFAbercrombie & Fitch Co.Participating+4.0%14.3% of 7 sessionsPrice participation is not yet confirmed by per-name flow.
ETDEthan Allen Interiors Inc.Participating0% of 7 sessionsPrice participation is not yet confirmed by per-name flow.
MBCMasterBrand, Inc.Participating0% of 7 sessionsPrice participation is not yet confirmed by per-name flow.
LEGLeggett & Platt, IncorporatedParticipating0% of 7 sessionsPrice participation with distributing signed flow.
VFCV.F. CorporationParticipating+3.1%0% of 7 sessionsPrice participation is not yet confirmed by per-name flow.
DECKDeckers Outdoor CorporationParticipating+3.1%0% of 7 sessionsPrice participation with accumulating signed flow.
WWWWolverine World Wide, Inc.Quiet / lagging0% of 7 sessionsNot participating yet; a breadth test or a genuine divergence.
GAPGap, Inc. (The)Quiet / lagging+0.7%0% of 7 sessionsNot participating yet; a breadth test or a genuine divergence.
WINAWinmark CorporationQuiet / lagging0% of 7 sessionsNot participating yet; a breadth test or a genuine divergence.

04 · HAS THIS HAPPENED BEFORE

Identity history versus measured outcomes

Structural recurrence is not the same as a validated trading outcome
POINT-IN-TIME LIVE OUTCOMES

Live outcome ledger collecting

0/0 events completed

No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.

Only point-in-time live watcher observations and conservative same-day EOD observations are included. Later backfills and replay runs are excluded.
Low structural sample

Only 2 completed episodes across 7 active sessions; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support11 daysHow often the cohort identity was observed
Completed episodes2Separate periods of broad group activity
Active sessions7Completed session observations, not trades
2026-07-08 → 2026-07-103 active sessionsNo name was active through every recorded session
2026-06-24 → 2026-07-024 active sessionsNo name was active through every recorded session
MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS
CAKE42.9% · 2 episodes
BYD28.6% · 1 episode
COLM28.6% · 2 episodes
ANF14.3% · 1 episode
GIII14.3% · 1 episode
KTB14.3% · 1 episode
DECK0% · 0 episodes
ETD0% · 0 episodes
GAP0% · 0 episodes
LEG0% · 0 episodes
MBC0% · 0 episodes
VFC0% · 0 episodes
WINA0% · 0 episodes
WWW0% · 0 episodes