11 names are moving together; 9% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| HD | Home Depot, Inc. (The) | Consumer Cyclical | -1.7% | Group member |
| BCC | Boise Cascade, L.L.C. | Basic Materials | -1.2% | Group member |
| SHW | Sherwin-Williams Company (The) | Basic Materials | -2.3% | Group member |
| LOW | Lowe's Companies, Inc. | Consumer Cyclical | -1.9% | Most structurally connected |
| IPAR | Interparfums, Inc. | Consumer Defensive | +0.8% | Group member |
| AWI | Armstrong World Industries Inc | Industrials | -2.3% | Group member |
| MSA | MSA Safety Incorporated | Industrials | +0.1% | Group member |
| MWA | MUELLER WATER PRODUCTS | Industrials | -1.5% | Group member |
| RUSHA | Rush Enterprises, Inc. | Consumer Cyclical | -2.4% | Group member |
| GPC | Genuine Parts Company | Consumer Cyclical | -2.1% | Group member |
| SMG | Scotts Miracle-Gro Company (The | Basic Materials | -2.2% | Group member |
| RUSHB | Rush Enterprises, Inc. | Consumer Cyclical | -0.9% | Group member |
Cohort
11 namesParticipation
9% this sessionObserved history
1 daily buildsFiling coverage
11/12 memberscredit / rates affecting interest expense
“Interest – Net – Net interest expense for the first quarter of 2026 deleveraged 12 basis points as a percentage of sales primarily due to the costs related to the September 2025 debt issuance and the 2025 Term Loan.”
LOW 10-Q
credit / rates
“Under the amendment, borrowings under the 2023 Credit Agreement will no longer be subject to a SOFR credit spread adjustment.”
LOW 10-K
demand / volume affecting revenue
“Consolidated net sales for the first nine months of 2025 increased 14.3% over the prior-year period due to higher volumes of $111 million and favorable AUV of $43 million.”
AWI 10-Q
Home Improvement & Repair can stay leader-led if IPAR and the next software names fail to join while LOW keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.