credit / rates affecting interest expense
“The increase was partially offset by a decrease in interest expense of $14 million d ue to the repayment of the May 2025 Senior Notes and the 2028 Senior Notes .”
HLT 10-Q
Confirmed
Hospitality and Leisure
8 names are moving together; 88% 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 |
|---|---|---|---|---|
| VAC | Marriott Vacations Worldwide Co | Consumer Cyclical | +2.6% | Group member |
| H | Hyatt Hotels Corporation | Consumer Cyclical | +0.7% | Group member |
| SON | Sonoco Products Company | Consumer Cyclical | +0.8% | Group member |
| TNL | Travel Leisure Co. | Consumer Cyclical | +2.2% | Group member |
| MAR | Marriott International | Consumer Cyclical | +1.6% | Group member |
| HLT | Hilton Worldwide Holdings Inc. | Consumer Cyclical | +0.9% | Most structurally connected |
| HGV | Hilton Grand Vacations Inc. | Consumer Cyclical | +2.7% | Group member |
| GIL | Gildan Activewear, Inc. | Consumer Cyclical | +1.8% | Group member |
Why we believe this
Cohort
8 namesParticipation
88% this sessionObserved history
1 daily buildsFiling coverage
7/8 membersdemand / volume
“MEA RevPAR decreased as a result of the ongoing conflict in the Middle East, partially offset by increased demand in January and February for special events.”
HLT 10-Q
restructuring affecting expense
“These expenses were partially offset by a non-cash tax benefit from the foreign asset restructuring undertaken related to the ALG integration and the release of a valuation allowance on U.S. federal and state deferred tax assets.”
H 10-K
Hospitality and Leisure can stay leader-led if TNL and the next software names fail to join while HLT 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.