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Confirmed

Fast Casual Dining

3 names are moving together; 33% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
BROSDutch Bros Inc.Consumer Cyclical+0.6%Group member
CAVACAVA Group, Inc.Consumer Cyclical-1.8%Group member
SPHRSphere Entertainment Co.Communication Services-4.1%Most structurally connected

Why we believe this

Cohort

3 names

Participation

33% this session

Observed history

1 daily builds

Filing coverage

3/3 members

restructuring affecting expense

The change in direct operating expenses was attributable to the following: Three Months Ended March 31, 2026 Decrease in rights fees expense $ (16,500) Decrease in other programming and production content costs (866) $ (17,366) On June 27, 2025, MSG Networks completed the restructuring of its credit facilities and amended certain of its media rights agreements to, among other things, effect a reduction in the annual media rights fees payable under such agreements effective as of January 1, 2025, discussed in further detail in Note 10.

SPHR 10-Q

restructuring

80 No impairment of Sphere’s goodwill was identified as a result of this assessment as the Company concluded that the reporting unit had a sufficient safety margin, representing the excess of the estimated fair value of the reporting unit, derived from the most recent quantitative assessments, less its respective carrying value (including goodwill).

SPHR 10-K

credit / rates

Potential Interest Rate Risk Exposure The Company, through its subsidiaries, MSG Networks and MSG LV, is subject to potential interest rate risk exposure related to borrowings incurred under their respective credit facilities.

SPHR 10-Q

Fast Casual Dining can stay leader-led if secondary names fail to join while SPHR 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.