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Confirmed

Consumer Services · NKE

17 names are moving together; 65% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
OPLNOPENLANE, Inc.Consumer Cyclical+1.9%Group member
CRLCharles River Laboratories InteHealthcare+0.7%Group member
GMEGameStop CorporationConsumer Cyclical+1.8%Group member
MMYTMakeMyTrip LimitedConsumer Cyclical-2.3%Group member
SNEXStoneX Group Inc.Financial Services+0.7%Group member
PRMBPrimo Brands CorporationConsumer Defensive+1.6%Group member
WINGWingstop Inc.Consumer Cyclical-3.6%Group member
WYNNWynn Resorts, LimitedConsumer Cyclical-1.3%Group member
CDNACareDx, Inc.Healthcare+0.4%Group member
PRKSUnited Parks & Resorts Inc.Consumer Cyclical+0.3%Group member
GOOSCanada Goose Holdings Inc. SuboConsumer Cyclical-0.8%Group member
CERSCerus CorporationHealthcare-0.7%Group member
NKENike, Inc.Consumer Cyclical-2.1%Most structurally connected
BRCBBlack Rock Coffee Bar, Inc.Consumer Cyclical-2.9%Group member
RBLXRoblox CorporationCommunication Services-1.1%Group member
OLLIOllie's Bargain Outlet HoldingsConsumer Defensive+0.9%Group member
PRGPROG Holdings, Inc.Industrials+1.5%Group member

Why we believe this

Cohort

17 names

Participation

65% this session

Observed history

1 daily builds

Filing coverage

15/17 members

credit / rates affecting interest expense

The decrease in interest expense, net was primarily driven by repaying all outstanding borrowings under the Prior Credit Facility and entering into the New Credit Facilities, which carry a lower interest rate and less outstanding borrowings when compared to the Prior Credit Facility.

BRCB 10-Q

restructuring affecting expense

This was partially offset by: • Lower NIKE Brand product costs (increasing gross margin approximately 80 basis points); • Lower warehousing and logistics costs (increasing gross margin approximately 20 basis points); and • Restructuring charges in the prior year (increasing gross margin approximately 10 basis points).

NKE 10-K

capital investment / capacity affecting capex

Investing Activities: The increase in net cash used in investing activities for the three months ended March 31, 2026, compared to the three months ended March 31, 2025, was primarily driven by increased investments in capital expenditures as a result of Net New Store Openings and our growing development pipeline.

BRCB 10-Q

Consumer Services can stay leader-led if MMYT and the next software names fail to join while NKE 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.