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
Confirmed
Off-Price Apparel Retail
3 names are moving together; 100% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| BURL | Burlington Stores, Inc. | Consumer Cyclical | +3.3% | Most structurally connected |
| TJX | TJX Companies, Inc. (The) | Consumer Cyclical | +0.4% | Group member |
| ROST | Ross Stores, Inc. | Consumer Cyclical | +2.3% | Group member |
Why we believe this
Cohort
3 namesParticipation
100% this sessionObserved history
1 daily buildsFiling coverage
3/3 memberscapital investment / capacity affecting capex
“Our ability to make payments on and to refinance our debt, and to fund planned capital expenditures, will depend on our ability to generate cash in the future, which is to some extent subject to general economic, financial, competitive, legislative, regulatory and other factors that are beyond our control.”
BURL 10-K
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
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.