Themes / Group
Building · newly observed relationshipLatest completed snapshot · Sep 11 · 11:20 ET

MARKET-DISCOVERED GROUP

Cyclical Consumer Demand

THE TRADER READShared activity without a clean directional read

Price direction is split across 24 measured members. Capital-flow confirmation is unavailable.

Price breadth16 up · 7 downRelative median unavailable
Capital-flow alignmentUnavailablePrice breadth is not yet confirmed by flow
Activity nowLow_pressureActivity score 28/100
Evidence depth0 support daysLow 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, MAY 6AMCR filing documented shared operating contextinput costs affecting expense · date precision only

MON, JUL 27SON filing documented shared operating contextinput costs affecting 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

26/26 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across AMCR, AVY, AXTA, ECL, HD, IFF, IP, PATK, PKG, REYN, RPM, SMG, SON, SW.

input costs affecting expense

This decrease resulted from a $(49.0) million impact from the divestiture of ThermoSafe and lower labor costs of $(18.4) million, partially offset by higher direct material costs of $36.9 million and higher outbound freight costs of $20.5 million.

SON 10-Q · 2026-07-28
credit / rates affecting interest expense

The impact of this reduction was partially offset by the increase in GAAP operating profit as described above and lower net interest expense, as described more fully below.

SON 10-Q · 2026-07-28
restructuring affecting expense

The increase in GAAP operating profit was primarily due to productivity savings from fixed cost reduction initiatives and procurement savings of $18.7 million, lower acquisition, integration and divestiture-related costs of $9.1 million, lower restructuring costs of $7.8 million, higher gains on the sale of businesses of $4.7 million, and the net favorable impact of foreign currency translation and other items totaling $5.1 million.

SON 10-Q · 2026-07-28
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming
HDUVXYPositive historical lead/lag · strength 0.25
HDUNGPositive historical lead/lag · strength 0.19

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

No high-confidence filing-linked outsiders are available for this group yet.

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
AVYPOOLPKGBALLIPPATKLOWSMGATRECLGEFAMCRRPMSONGPKSNAHDCCKIFFAXTAREYNSWTHOSHW

7/26 active17 rising · 7 falling

MemberUnusual activityToday's moveRead now
AVYAvery Dennison Corporation
Elevated · 100/100
+0.4%
Active; unclassifiedHistorical role unavailable
POOLPool Corporation
Elevated · 73/100
-1.6%
Active; unclassifiedHistorical role unavailable
PKGPackaging Corporation of America
Elevated · 46/100
+0.7%
Active; unclassifiedHistorical role unavailable
BALLBall Corporation
Elevated · 32/100
+0.3%
Active; unclassifiedHistorical role unavailable
IPInternational Paper Company
Elevated · 31/100
+0.3%
Active; unclassifiedHistorical role unavailable
PATKPatrick Industries, Inc.
Participating · 17/100
-2.0%
Active; unclassifiedHistorical role unavailable
LOWLowe's Companies, Inc.
Participating · 17/100
+0.1%
Active; unclassifiedHistorical role unavailable
SMGThe Scotts Miracle-Gro Company
Participating · 17/100
+0.4%
Active; unclassifiedHistorical role unavailable
ATRAptarGroup, Inc.
Participating · 17/100
+1.5%
Active; unclassifiedHistorical role unavailable
ECLEcolab Inc.
Participating · 16/100
+1.6%
Active; unclassifiedHistorical role unavailable
GEFGreif, Inc.
Participating · 13/100
-1.6%
Active; unclassifiedHistorical role unavailable
AMCRAmcor plc
Participating · 12/100
-1.5%
Active; unclassifiedHistorical role unavailable
RPMRPM International Inc.
Participating · 10/100
+0.9%
Active; unclassifiedHistorical role unavailable
SONSonoco Products Company
Most unusual · 10/100
-1.3%
Active; unclassifiedHistorical role unavailable
GPKGraphic Packaging Holding Company
Participating · 10/100
+1.2%
Active; unclassifiedHistorical role unavailable
SNASnap-on Incorporated
Participating · 9/100
+0.0%
Active; unclassifiedHistorical role unavailable
HDThe Home Depot, Inc.
Participating · 9/100
+1.0%
Active; unclassifiedHistorical role unavailable
CCKCrown Holdings, Inc.
Participating · 9/100
-0.1%
Active; unclassifiedHistorical role unavailable
IFFInternational Flavors & Fragrances Inc.
Participating · 9/100
-0.5%
Active; unclassifiedHistorical role unavailable
AXTAAxalta Coating Systems Ltd.
Participating · 8/100
+0.5%
Active; unclassifiedHistorical role unavailable
REYNReynolds Consumer Products Inc.
Participating · 8/100
+0.9%
Active; unclassifiedHistorical role unavailable
SWSmurfit Westrock Plc
Quiet · 7/100
+2.4%
Watch / laggardHistorical role unavailable
THOTHOR Industries, Inc.
Quiet · 6/100
+1.2%
Watch / laggardHistorical role unavailable
SHWThe Sherwin-Williams Company
Quiet · 5/100
+1.9%
Watch / laggardHistorical role unavailable
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
AVYAvery Dennison CorporationParticipating+0.4%Price participation is not yet confirmed by per-name flow.
POOLPool CorporationParticipating-1.6%Price participation is not yet confirmed by per-name flow.
PKGPackaging Corporation of AmericaParticipating+0.7%Price participation is not yet confirmed by per-name flow.
BALLBall CorporationParticipating+0.3%Price participation is not yet confirmed by per-name flow.
IPInternational Paper CompanyParticipating+0.3%Price participation is not yet confirmed by per-name flow.
PATKPatrick Industries, Inc.Participating-2.0%Price participation is not yet confirmed by per-name flow.
LOWLowe's Companies, Inc.Participating+0.1%Price participation is not yet confirmed by per-name flow.
SMGThe Scotts Miracle-Gro CompanyParticipating+0.4%Price participation is not yet confirmed by per-name flow.
ATRAptarGroup, Inc.Participating+1.5%Price participation is not yet confirmed by per-name flow.
ECLEcolab Inc.Participating+1.6%Price participation is not yet confirmed by per-name flow.
GEFGreif, Inc.Participating-1.6%Price participation is not yet confirmed by per-name flow.
AMCRAmcor plcParticipating-1.5%Price participation is not yet confirmed by per-name flow.
RPMRPM International Inc.Participating+0.9%Price participation is not yet confirmed by per-name flow.
SONSonoco Products CompanyMost unusual-1.3%Most unusual activity in this snapshot; performance direction may differ.
GPKGraphic Packaging Holding CompanyParticipating+1.2%Price participation is not yet confirmed by per-name flow.
SNASnap-on IncorporatedParticipating+0.0%Price participation is not yet confirmed by per-name flow.
HDThe Home Depot, Inc.Participating+1.0%Price participation is not yet confirmed by per-name flow.
CCKCrown Holdings, Inc.Participating-0.1%Price participation is not yet confirmed by per-name flow.
IFFInternational Flavors & Fragrances Inc.Participating-0.5%Price participation is not yet confirmed by per-name flow.
AXTAAxalta Coating Systems Ltd.Participating+0.5%Price participation is not yet confirmed by per-name flow.
REYNReynolds Consumer Products Inc.Participating+0.9%Price participation is not yet confirmed by per-name flow.
SWSmurfit Westrock PlcQuiet / lagging+2.4%Not participating yet; a breadth test or a genuine divergence.
THOTHOR Industries, Inc.Quiet / lagging+1.2%Not participating yet; a breadth test or a genuine divergence.
SHWThe Sherwin-Williams CompanyQuiet / lagging+1.9%Not 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

Live outcome ledger collecting

0/0 events completed

No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.

No point-in-time live observations have completed yet.
Low structural sample

Only 0 completed episodes across 0 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 support0 daysHow often the cohort identity was observed
Completed episodes0Separate periods of broad group activity
Active sessions0Completed session observations, not trades

Historical cohort observations are not available yet.