credit / rates affecting interest expense
“Interest expense, net decreased $43.8 million to $230.6 million in 2025 compared to 2024 primarily due to lower average debt balances from the repayment of long-term debt.”
DG 10-K
Confirmed
Discount Retailers
7 names are moving together; 71% 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 |
|---|---|---|---|---|
| DLTR | Dollar Tree, Inc. | Consumer Defensive | -1.5% | Group member |
| DG | Dollar General Corporation | Consumer Defensive | -2.7% | Group member |
| PLAB | Photronics, Inc. | Technology | +3.2% | Group member |
| UHAL | U-Haul Holding Company | Industrials | +0.8% | Group member |
| HRL | Hormel Foods Corporation | Consumer Defensive | +1.4% | Group member |
| BBY | Best Buy Co., Inc. | Consumer Cyclical | +2.9% | Most structurally connected |
| ATS | ATS Corporation | Industrials | -0.1% | Group member |
Why we believe this
Cohort
7 namesParticipation
71% this sessionObserved history
1 daily buildsFiling coverage
6/7 membersrestructuring affecting expense
“Income Tax Expense Income tax expense increased to $102 million in the first quarter of fiscal 2027 compared to $19 million in the first quarter of fiscal 2026, primarily due to the discrete tax impacts of the restructuring charges and the associated exit of a component of our Best Buy Health business in the prior year, as well as higher pre-tax income.”
BBY 10-Q
demand / volume affecting revenue
“The $95 million decrease in fiscal 2024 was due to a better alignment of product levels with customer demand as well as less turkey and associated feed supplies. – In fiscal 2025, accounts receivable decreased $33 million due to the timing of sales and estimated impact from the chicken product recall.”
HRL 10-K
Discount Retailers can stay leader-led if UHAL and the next software names fail to join while BBY 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.