29 names are moving together; 86% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| RPM | RPM International Inc. | Basic Materials | +0.6% | Group member |
| HD | Home Depot, Inc. (The) | Consumer Cyclical | +1.0% | Group member |
| PPG | PPG Industries, Inc. | Basic Materials | +0.5% | Group member |
| AMCR | Amcor plc | Consumer Cyclical | +1.4% | Group member |
| IPAR | Interparfums, Inc. | Consumer Defensive | +2.2% | Group member |
| SHW | Sherwin-Williams Company (The) | Basic Materials | +1.1% | Group member |
| AVY | Avery Dennison Corporation | Consumer Cyclical | -0.1% | Group member |
| AVNT | Avient Corporation | Basic Materials | +0.1% | Group member |
| LOW | Lowe's Companies, Inc. | Consumer Cyclical | +0.9% | Group member |
| ECL | Ecolab Inc. | Basic Materials | +0.2% | Group member |
| W | Wayfair Inc. | Consumer Cyclical | +3.4% | Group member |
| IP | International Paper Company | Consumer Cyclical | +0.7% | Group member |
| SLGN | Silgan Holdings Inc. | Consumer Cyclical | +1.9% | Group member |
| SMG | Scotts Miracle-Gro Company (The | Basic Materials | +5.9% | Most structurally connected |
| GEF | Greif Inc. | Consumer Cyclical | +2.1% | Group member |
| GGG | Graco Inc. | Industrials | -0.4% | Group member |
| DORM | Dorman Products, Inc. | Consumer Cyclical | -0.5% | Group member |
| KTB | Kontoor Brands, Inc. | Consumer Cyclical | +0.4% | Group member |
| SW | Smurfit WestRock plc | Consumer Cyclical | +1.6% | Group member |
| CCK | Crown Holdings, Inc. | Consumer Cyclical | +1.9% | Group member |
| OTIS | Otis Worldwide Corporation | Industrials | -0.5% | Group member |
| GPC | Genuine Parts Company | Consumer Cyclical | -0.9% | Group member |
| AXTA | Axalta Coating Systems Ltd. | Basic Materials | +1.1% | Group member |
| BALL | Ball Corporation | Consumer Cyclical | +0.6% | Group member |
Cohort
29 namesParticipation
86% this sessionObserved history
1 daily buildsFiling coverage
29/29 memberscredit / rates affecting interest expense
“The increase was driven by a higher gross margin rate, lower equity in loss of unconsolidated affiliates and lower interest expense, partially offset by lower net sales, higher income tax expense and higher SG&A.”
SMG 10-K
restructuring affecting expense
“Factors contributing to the change in gross margin rate are outlined in the following table: Year Ended September 30, 2025 2024 Volume, mix and other 3.5 % 2.4 % Material costs 1.9 0.7 Roundup ® commissions and reimbursements 0.1 0.3 Pricing (0.6) (0.8) 4.9 2.6 Impairment, restructuring and other 1.8 2.8 Change in gross margin rate 6.7 % 5.4 % The increase in gross margin rate for fiscal 2025 as compared to fiscal 2024 was primarily driven by: • lower material costs in our U.S.”
SMG 10-K
input costs affecting expense
“Excluding the increase of sales from the Merger, net of divestments, of approximately $2,383 million, the positive currency impacts of approximately $252 million, and the negative impacts from the pass-through of lower raw material costs of approximately $8 million, the remaining variation in net sales for the three months ended March 31, 2026 was a decrease of approximately $47 million or 1%, reflecting lower sales volumes of approximately 2%, partially offset by favorable price/mix impact of approximately 1%.”
AMCR 10-Q
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.