Themes / Group
Building · established relationshipLatest completed snapshot · Aug 21 · 16:11 ET

MARKET-DISCOVERED GROUP

Consumer Discretionary

THE TRADER READShared activity without a clean directional read

Price direction is split across 24 measured members. Capital-flow agreement is 2%, so the basket is not yet clean.

Price breadth17 up · 7 downRelative median unavailable
Capital-flow alignment2%Price breadth is not yet confirmed by flow
Activity nowNormalActivity score 42/100 · lift 1.0×
Evidence depth2 episodesLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

0 timed events
TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.

No session event has enough timestamp precision to place on the clock.

2 earlier filing context receipts

WED, JUL 29GHC filing documented shared operating contextcredit / rates affecting interest expense · date precision only

THU, JUL 30ABG filing documented shared operating contextcredit / rates affecting interest 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 NOW

Verified recent context

0 items

No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.

WHY THIS GROUP EXISTS

Shared filing context

36/37 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across ABM, AN, APLE, BXMT, BYD, CALY, CHH, COLM, DIS, GAP, HSIC, HST, KMX, LMAT, M, MTN, PK, RHP, SAH, STWD, UA, UAA, URBN.

credit / rates affecting interest expense

“Changes in operating assets and liabilities were driven by higher purchases of inventory and a significant decrease in the interest expense related to the mandatorily redeemable noncontrolling interest, offset by an increase in customer collections.”

GHC 10-Q · 2026-07-30
restructuring

“The 2025 amounts included a $12.7 million impairment on a cost method investment and $8.9 million in foreign currency losses; partially offset by $0.4 million gain on sale of businesses and other items.”

GHC 10-Q · 2026-07-30
demand / volume affecting revenue

“The revenue increase at Hoover is due to the Arconic acquisition, partially offset by a decline in overall product demand.”

GHC 10-K · 2026-02-25
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming

No qualified cross-asset lead/lag link is available for this group.

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

DRHNot confirming

PK · text peer

MARNot confirming

WH · text peer

HLTNot confirming

PK · text peer

XHRRelationship only · live confirmation unavailable

CHH · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
GHCCHHWHRHPNEUKTBABMANFURBNHSICANAPLECNSGPINKEUAFSVLMATMUAAABGIPARLADSAH

19/37 active17 rising · 7 falling

MemberUnusual activityToday's moveRead now
GHCGraham Holdings Company
Most unusual · 100/100
+1.3%
Active; unclassifiedActive in 54.5% of observed group sessions
CHHChoice Hotels International, Inc.
Elevated · 85/100
+0.3%
Active; unclassifiedActive in 36.4% of observed group sessions
WHWyndham Hotels & Resorts, Inc.
Elevated · 54/100
-0.9%
Active; unclassifiedActive in 0% of observed group sessions
RHPRyman Hospitality Properties, Inc.
Elevated · 54/100
-0.1%
Active; unclassifiedActive in 0% of observed group sessions
NEUNewMarket Corporation
Elevated · 50/100
+1.7%
Active; unclassifiedActive in 0% of observed group sessions
KTBKontoor Brands, Inc.
Elevated · 50/100
+3.9%
Active; unclassifiedActive in 45.5% of observed group sessions
ABMABM Industries Incorporated
Elevated · 41/100
-0.6%
Active; unclassifiedActive in 54.5% of observed group sessions
ANFAbercrombie & Fitch Co.
Elevated · 41/100
+4.0%
Active; unclassifiedActive in 18.2% of observed group sessions
URBNUrban Outfitters, Inc.
Elevated · 40/100
+2.3%
Flow divergenceActive in 0% of observed group sessions
HSICHenry Schein, Inc.
Elevated · 39/100
+0.1%
Active; unclassifiedActive in 0% of observed group sessions
ANAutoNation, Inc.
Elevated · 36/100
-0.6%
Active; unclassifiedActive in 27.3% of observed group sessions
APLEApple Hospitality REIT, Inc.
Elevated · 32/100
+1.0%
Active; unclassifiedActive in 0% of observed group sessions
CNSCohen & Steers Inc
Elevated · 32/100
+0.7%
Active; unclassifiedActive in 0% of observed group sessions
GPIGroup 1 Automotive, Inc.
Elevated · 29/100
-0.6%
Active; unclassifiedActive in 27.3% of observed group sessions
NKENIKE, Inc.
Elevated · 26/100
+1.3%
Active; unclassifiedActive in 0% of observed group sessions
UAUnder Armour, Inc.
Quiet · 25/100
+1.4%
Watch / laggardActive in 0% of observed group sessions
FSVFirstService Corporation
Quiet · 23/100
+0.6%
Watch / laggardActive in 0% of observed group sessions
LMATLeMaitre Vascular, Inc.
Quiet · 22/100
-0.5%
Watch / laggardActive in 18.2% of observed group sessions
MMacy's, Inc.
Quiet · 21/100
+1.1%
Watch / laggardActive in 0% of observed group sessions
UAAUnder Armour, Inc.
Quiet · 19/100
+1.6%
Watch / laggardActive in 0% of observed group sessions
ABGAsbury Automotive Group, Inc.
Quiet · 19/100
-0.2%
Watch / laggardActive in 0% of observed group sessions
IPARInterparfums, Inc.
Quiet · 17/100
+0.4%
Watch / laggardActive in 0% of observed group sessions
LADLithia Motors, Inc.
Quiet · 13/100
+0.2%
Watch / laggardActive in 0% of observed group sessions
SAHSonic Automotive, Inc.
Quiet · 7/100
+0.1%
Watch / laggardActive in 9.1% of observed group sessions
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
GHCGraham Holdings CompanyMost unusual+1.3%54.5% of 11 sessionsMost unusual activity in this snapshot; performance direction may differ.
CHHChoice Hotels International, Inc.Participating+0.3%36.4% of 11 sessionsPrice participation is not yet confirmed by per-name flow.
WHWyndham Hotels & Resorts, Inc.Participating-0.9%0% of 11 sessionsPrice participation is not yet confirmed by per-name flow.
RHPRyman Hospitality Properties, Inc.Participating-0.1%0% of 11 sessionsPrice participation is not yet confirmed by per-name flow.
NEUNewMarket CorporationParticipating+1.7%0% of 11 sessionsPrice participation is not yet confirmed by per-name flow.
KTBKontoor Brands, Inc.Participating+3.9%45.5% of 11 sessionsPrice participation is not yet confirmed by per-name flow.
ABMABM Industries IncorporatedParticipating-0.6%54.5% of 11 sessionsPrice participation is not yet confirmed by per-name flow.
ANFAbercrombie & Fitch Co.Participating+4.0%18.2% of 11 sessionsPrice participation is not yet confirmed by per-name flow.
URBNUrban Outfitters, Inc.Participating+2.3%0% of 11 sessionsPrice participation with distributing signed flow.
HSICHenry Schein, Inc.Participating+0.1%0% of 11 sessionsPrice participation is not yet confirmed by per-name flow.
ANAutoNation, Inc.Participating-0.6%27.3% of 11 sessionsPrice participation is not yet confirmed by per-name flow.
APLEApple Hospitality REIT, Inc.Participating+1.0%0% of 11 sessionsPrice participation is not yet confirmed by per-name flow.
CNSCohen & Steers IncParticipating+0.7%0% of 11 sessionsPrice participation is not yet confirmed by per-name flow.
GPIGroup 1 Automotive, Inc.Participating-0.6%27.3% of 11 sessionsPrice participation is not yet confirmed by per-name flow.
NKENIKE, Inc.Participating+1.3%0% of 11 sessionsPrice participation is not yet confirmed by per-name flow.
UAUnder Armour, Inc.Quiet / lagging+1.4%0% of 11 sessionsNot participating yet; a breadth test or a genuine divergence.
FSVFirstService CorporationQuiet / lagging+0.6%0% of 11 sessionsNot participating yet; a breadth test or a genuine divergence.
LMATLeMaitre Vascular, Inc.Quiet / lagging-0.5%18.2% of 11 sessionsNot participating yet; a breadth test or a genuine divergence.
MMacy's, Inc.Quiet / lagging+1.1%0% of 11 sessionsNot participating yet; a breadth test or a genuine divergence.
UAAUnder Armour, Inc.Quiet / lagging+1.6%0% of 11 sessionsNot participating yet; a breadth test or a genuine divergence.
ABGAsbury Automotive Group, Inc.Quiet / lagging-0.2%0% of 11 sessionsNot participating yet; a breadth test or a genuine divergence.
IPARInterparfums, Inc.Quiet / lagging+0.4%0% of 11 sessionsNot participating yet; a breadth test or a genuine divergence.
LADLithia Motors, Inc.Quiet / lagging+0.2%0% of 11 sessionsNot participating yet; a breadth test or a genuine divergence.
SAHSonic Automotive, Inc.Quiet / lagging+0.1%9.1% of 11 sessionsNot participating yet; a breadth test or a genuine divergence.

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

Early observed follow-through

4/4 events completed
30 minutes-0.21%0% continuation · n=1Median MFE +0.19% · MAE -0.65%
60 minutes-0.19%0% continuation · n=1Median MFE +0.19% · MAE -0.65%
Session close-0.65%0% continuation · n=1Median MFE +0.19% · MAE -0.65%
Next-session close+0.19%100% continuation · n=1Median MFE +0.19% · MAE -0.65%
Only point-in-time live watcher observations and conservative same-day EOD observations are included. Later backfills and replay runs are excluded.
Low structural sample

Only 2 completed episodes across 11 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 support15 daysHow often the cohort identity was observed
Completed episodes2Separate periods of broad group activity
Active sessions11Completed session observations, not trades
2026-08-17 → 2026-08-204 active sessionsNo name was active through every recorded session
2026-07-31 → 2026-08-117 active sessionsNo name was active through every recorded session
MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS
ABM54.5% · 2 episodes
GHC54.5% · 2 episodes
KTB45.5% · 2 episodes
BYD36.4% · 2 episodes
CHH36.4% · 2 episodes
AN27.3% · 2 episodes
COLM27.3% · 2 episodes
GPI27.3% · 1 episode
RRR27.3% · 1 episode
ANF18.2% · 2 episodes
KMX18.2% · 2 episodes
LMAT18.2% · 1 episode
BXMT9.1% · 1 episode
DDS9.1% · 1 episode
DIS9.1% · 1 episode
SAH9.1% · 1 episode
ABG0% · 0 episodes
APLE0% · 0 episodes
CALY0% · 0 episodes
CNS0% · 0 episodes
FSV0% · 0 episodes
GAP0% · 0 episodes
HSIC0% · 0 episodes
HST0% · 0 episodes
IPAR0% · 0 episodes
LAD0% · 0 episodes
M0% · 0 episodes
MTN0% · 0 episodes
NEU0% · 0 episodes
NKE0% · 0 episodes
PK0% · 0 episodes
RHP0% · 0 episodes
STWD0% · 0 episodes
UA0% · 0 episodes
UAA0% · 0 episodes
URBN0% · 0 episodes
WH0% · 0 episodes