Themes / Cluster
Inactive · newly observed relationshipLatest completed snapshot · Aug 21 · 16:50 ET

MARKET-DISCOVERED GROUP

Off-Price Retailers · ROST

THE TRADER READRecurring relationship, inactive in the latest snapshot

Price direction is split across 3 measured members. Capital-flow confirmation is unavailable.

Price breadth1 up · 2 downRelative median unavailable
Capital-flow alignmentUnavailablePrice breadth is not yet confirmed by flow
Activity nowBuilding_pressureActivity score 39/100
Evidence depth0 support daysLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

1 timed event
TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.
2 earlier filing context receipts

THU, AUG 28TJX filing documented shared operating contextsupply chain affecting expense · date precision only

WED, MAR 18BURL filing documented shared operating contextsupply chain affecting expense · date precision only

Headline times and retained activity confirmations are point-in-time evidence. Price order is inferred from aligned 5-minute bars. Filing evidence has date precision only and is context, not an intraday catalyst claim.

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations
Price sequence unavailableA timestamped price sequence is unavailable.
RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized

Observed intraday paths are not available for this group yet.

02 · WHY IT MATTERS

Why now and where the move could travel

Context and lead/lag links are evidence, not proof of causation or a forecast
WHY THIS GROUP EXISTS

Shared filing context

3/3 members covered

Moderate filing support: the strongest shared 10-Q/K relation is supply chain affecting expense on expense across BURL, TJX.

supply chain affecting expense

The decrease was primarily driven by supply chain efficiency initiatives and store payroll costs, partially offset by increased occupancy costs.

BURL 10-K · 2026-03-19
capital investment / capacity affecting capex

Net cash used in investing activities was approximately $637 million in fiscal 2024, primarily related to our capital expenditures, partially offset by cash proceeds from the sale of the packaway warehouse facility.

ROST 10-K · 2026-03-31
credit / rates affecting interest expense

The decrease in interest income was partially offset by lower interest expense primarily due to the repayment of those Senior Notes.

ROST 10-K · 2026-03-31
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming
TJXUVXYPositive historical lead/lag · strength 0.18
TJXUNGInverse historical lead/lag · strength -0.15

Filing-linked outsiders test whether the move is spreading beyond the established cohort.

No high-confidence filing-linked outsiders are available for this group yet.

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
TJXROSTBURL

0/3 active1 rising · 2 falling

MemberUnusual activityToday's moveRead now
TJXThe TJX Companies, Inc.
Elevated · 100/100
-0.1%
Active; unclassifiedHistorical role unavailable
ROSTRoss Stores, Inc.
Most unusual · 42/100
+4.4%
Active; unclassifiedHistorical role unavailable
BURLBurlington Stores, Inc.
Elevated · 33/100
-1.9%
Active; unclassifiedHistorical role unavailable
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
TJXThe TJX Companies, Inc.Participating-0.1%Price participation is not yet confirmed by per-name flow.
ROSTRoss Stores, Inc.Most unusual+4.4%Most unusual activity in this snapshot; performance direction may differ.
BURLBurlington Stores, Inc.Participating-1.9%Price participation is not yet confirmed by per-name flow.

04 · HAS THIS HAPPENED BEFORE

Identity history versus measured outcomes

Structural recurrence is not the same as a validated trading outcome
POINT-IN-TIME LIVE OUTCOMES

Live outcome ledger collecting

0/0 events completed

No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.

No point-in-time live observations have completed yet.
Low structural sample

Only 0 completed episodes across 0 active sessions; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support0 daysHow often the cohort identity was observed
Completed episodes0Separate periods of broad group activity
Active sessions0Completed session observations, not trades

Historical cohort observations are not available yet.