14 names are moving together; 93% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| DECK | Deckers Outdoor Corporation | Consumer Cyclical | -1.1% | Group member |
| COLM | Columbia Sportswear Company | Consumer Cyclical | -1.5% | Group member |
| URBN | Urban Outfitters, Inc. | Consumer Cyclical | +0.5% | Group member |
| CPRI | Capri Holdings Limited | Consumer Cyclical | -4.4% | Group member |
| ZGN | Ermenegildo Zegna N.V. | Consumer Cyclical | -1.1% | Group member |
| VFC | V.F. Corporation | Consumer Cyclical | -1.2% | Group member |
| AS | Amer Sports, Inc. | Consumer Cyclical | +0.5% | Group member |
| ANF | Abercrombie & Fitch Company | Consumer Cyclical | +1.4% | Group member |
| SHOO | Steven Madden, Ltd. | Consumer Cyclical | +0.2% | Group member |
| SIG | Signet Jewelers Limited | Consumer Cyclical | +1.0% | Group member |
| GAP | Gap, Inc. (The) | Consumer Cyclical | +1.6% | Group member |
| KTB | Kontoor Brands, Inc. | Consumer Cyclical | -1.1% | Group member |
| BKE | Buckle, Inc. (The) | Consumer Cyclical | -0.2% | Group member |
| AEO | American Eagle Outfitters, Inc. | Consumer Cyclical | +0.8% | Most structurally connected |
Cohort
14 namesParticipation
93% this sessionObserved history
1 daily buildsFiling coverage
12/14 membersrestructuring
“Net income per diluted share attributable to AEO for Fiscal 2025 was $1.09, which included $97.9 million (net of $3.7 million of non-controlling interest), or $0.43 per diluted share, of pre-tax impairment and restructuring charges.”
AEO 10-K
tariffs / trade costs affecting gross margin
“The increase was primarily the result of the $65 million increase in gross margin, driven by higher merchandise margin on the $196 million, or 12%, increase in total net revenue, which was partially offset by increased promotional activity 38 and $26 million of incremental tariffs, net of mitigation efforts, as well as a $19 million increase in buying, occupancy, and warehousing costs primarily related to delivery and new store rent.”
AEO 10-K
demand / volume affecting revenue
“Canada net sales increased $2.4 million, or 1% (4% constant-currency), in 2025, compared to 2024, driven primarily by our Canada wholesale business, partially offset by declines in our Canada DTC business, reflecting a decline in consumer demand for our Canada DTC e-commerce business.”
COLM 10-K
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.