Feed / Theme
Confirmed

Consumer Services & Insurance

19 names are moving together; 53% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
LINELineage, Inc.Real Estate+0.3%Group member
HLIHoulihan Lokey, Inc.Financial Services+3.4%Group member
EWEdwards Lifesciences CorporatioHealthcare-1.9%Group member
OUTOUTFRONT Media Inc.Real Estate+0.0%Group member
PAYOPayoneer Global Inc.Technology-0.1%Most structurally connected
TMOThermo Fisher Scientific IncHealthcare+1.1%Group member
AEHLAntelope Enterprise Holdings LiIndustrials-5.0%Group member
LLYVKLiberty Live Holdings, Inc. - SCommunication Services-0.9%Group member
MTDMettler-Toledo International, IHealthcare+1.3%Group member
RGENRepligen CorporationHealthcare+1.6%Group member
DGDollar General CorporationConsumer Defensive-2.7%Group member
TREELendingTree, Inc.Financial Services+0.8%Group member
BH-ABiglari Holdings Inc.Consumer Cyclical-0.4%Group member
BHBiglari Holdings Inc.Consumer Cyclical-1.7%Group member
DINDine Brands Global, Inc. CommonConsumer Cyclical-1.1%Group member
LQDTLiquidity Services, Inc.Consumer Cyclical-0.5%Group member
RRBIRed River Bancshares, Inc.Financial Services-1.1%Group member
ESRTEmpire State Realty Trust, Inc.Real Estate-0.2%Group member
MTNVail Resorts, Inc.Consumer Cyclical-2.4%Group member

Why we believe this

Cohort

19 names

Participation

53% this session

Observed history

1 daily builds

Filing coverage

18/19 members

credit / rates affecting interest expense

First Quarter 2026 2025 Interest expense on note payable and other borrowings $ (5,651) $ (900) Tax benefit (1,370) (207) Interest expense net of tax $ (4,281) $ (693) The increase in interest expense is due to interest on Steak n Shake’s note payable obtained on September 30, 2025.

BH 10-Q

restructuring

The Company will continue to monitor the performance of the investment portfolio and assess whether impairment due to expected credit losses has occurred.

PAYO 10-K

restructuring affecting expense

Research and development expenses were $74.7 million for the six months ended June 30, 2025, an increase of $15 million, or 25%, compared to the prior-year period, driven by an increase of $10.2 million in employee compensation, benefits and other employee-related expenses in line with an increase in employee headcount and including certain restructuring charges, an increase of $3.1 million in third-party contractor expenses and an increase of $1.8 million in information technology expenses, partially offset by an increase of $1.2 million in employee compensation costs capitalized as internal use software in connection with ongoing investments in our platform infrastructure.

PAYO 10-Q

Breadth and sponsorship may keep weakening, leaving the move isolated.

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.