demand / volume affecting orders
“Europe’s decline was attributed to tariff related uncertainty and the decline in Asia, excluding China, was due to timing of customer orders which benefited Q2 last year.”
NGVT 10-Q
Confirmed
Residential Construction & Retail
24 names are moving together; 38% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| PHM | PulteGroup, Inc. | Consumer Cyclical | -1.8% | Group member |
| DHI | D.R. Horton, Inc. | Consumer Cyclical | -1.8% | Group member |
| GRBK | Green Brick Partners, Inc. | Consumer Cyclical | +1.0% | Group member |
| FND | Floor & Decor Holdings, Inc. | Consumer Cyclical | +4.2% | Group member |
| LEN | Lennar Corporation | Consumer Cyclical | -1.7% | Group member |
| SKY | Champion Homes, Inc. | Consumer Cyclical | -0.8% | Group member |
| CVCO | Cavco Industries, Inc. | Consumer Cyclical | -2.3% | Group member |
| WSM | Williams-Sonoma, Inc. | Consumer Cyclical | -2.0% | Group member |
| MAC | Macerich Company (The) | Real Estate | +1.5% | Group member |
| MTH | Meritage Homes Corporation | Consumer Cyclical | -0.9% | Group member |
| SGI | Somnigroup International Inc. | Consumer Cyclical | -2.3% | Group member |
| RKT | Rocket Companies, Inc. | Financial Services | -2.6% | Group member |
| NVR | NVR, Inc. | Consumer Cyclical | -2.1% | Group member |
| SN | SharkNinja, Inc. | Consumer Cyclical | -1.0% | Group member |
| MHO | M/I Homes, Inc. | Consumer Cyclical | -3.7% | Group member |
| KBH | KB Home | Consumer Cyclical | -2.6% | Group member |
| RHP | Ryman Hospitality Properties, I | Real Estate | +0.1% | Group member |
| ELAN | Elanco Animal Health Incorporat | Healthcare | -0.3% | Group member |
| HHH | Howard Hughes Holdings Inc. | Real Estate | -1.0% | Group member |
| NGVT | Ingevity Corporation | Basic Materials | +4.2% | Most structurally connected |
| RH | RH | Consumer Cyclical | -0.4% | Group member |
| BIRK | Birkenstock Holding plc | Consumer Cyclical | -4.5% | Group member |
| RL | Ralph Lauren Corporation | Consumer Cyclical | -1.4% | Group member |
| DD | DuPont de Nemours, Inc. | Basic Materials | -1.3% | Group member |
Why we believe this
Cohort
24 namesParticipation
38% this sessionObserved history
1 daily buildsFiling coverage
23/24 memberscredit / rates
“Cash used in financing activities in the three months ended March 31, 2025 was $11.0 million and was primarily due to proceeds from our revolving credit facility and other borrowings of $92.3 million, partially offset by payments on our revolving credit facility and other borrowings of $100.3 million.”
NGVT 10-Q
demand / volume affecting revenue
“As a result, sales declined 15% and segment EBITDA was 18% lower year over year due to lower volumes that more than offset improved operating efficiency.”
NGVT 10-K
Residential Construction & Retail can stay leader-led if FND and the next software names fail to join while NGVT keeps moving.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
Historical cohort observations are not available yet.