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Confirmed

Consumer Apparel & Finance

14 names are moving together; 50% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
RKTRocket Companies, Inc.Financial Services+2.9%Group member
KWRQuaker HoughtonBasic Materials+1.3%Group member
UANCVR Partners, LPBasic Materials-2.4%Group member
ASAmer Sports, Inc.Consumer Cyclical+0.5%Group member
UAAUnder Armour, Inc.Consumer Cyclical-2.1%Group member
WATWaters CorporationHealthcare+0.9%Group member
OSWOneSpaWorld Holdings LimitedConsumer Cyclical+1.5%Group member
COFCapital One Financial CorporatiFinancial Services+1.2%Group member
ADPTAdaptive Biotechnologies CorporHealthcare+1.9%Group member
DBRGDigitalBridge Group, Inc.Financial Services+0.3%Most structurally connected
REALThe RealReal, Inc.Consumer Cyclical+2.0%Group member
UAUnder Armour, Inc.Consumer Cyclical-2.1%Group member
ZGNErmenegildo Zegna N.V.Consumer Cyclical-1.1%Group member
CAAPCorporacion America Airports SAIndustrials+0.9%Group member

Why we believe this

Cohort

14 names

Participation

50% this session

Observed history

1 daily builds

Filing coverage

11/14 members

credit / rates affecting interest expense

The increase reflects $1.9 million of interest expense in 2025 on a fund-level debt prior to its deconsolidation in the fourth quarter of 2025, partially offset by the full exchange/redemption of the remaining 5.75% exchangeable senior notes in April 2024 ($0.4 million) and lower unused fees following a reduction in the VFN borrowing capacity in June 2025 ($0.4 million).

DBRG 10-K

restructuring affecting expense

ept percentages) 2025 2024 $ % 2025 2024 Impairment of long-lived assets $ — $ 7,205 $ (7,205 ) (100)% 0 % 17 % The $7.2 million decrease in impairment of long-lived assets expenses was attributable to the impairment of certain long-lived assets and our decision to vacate certain leased space as a result of various restructuring activities in 2024.

ADPT 10-Q

demand / volume affecting revenue

Shipping Services Revenue Three Months Ended March 31, Change 2026 2025 Amount % (In thousands, except percentage) Shipping services revenue $ 18,014 $ 15,765 $ 2,249 14 % Shipping services revenue increased by $2.2 million, or 14%, in the three months ended March 31, 2026 compared to the three months ended March 31, 2025 primarily due to a 8% increase in the number of orders and an increase in shipping fees in the three months ended March 31, 2026.

REAL 10-Q

Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.

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.