2 names are moving together; 0% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| SYY | Sysco Corporation | Consumer Defensive | -2.5% | Group member |
| USFD | US Foods Holding Corp. | Consumer Defensive | -3.9% | Most structurally connected |
Cohort
2 namesParticipation
0% this sessionObserved history
1 daily buildsFiling coverage
2/2 memberscredit / rates affecting interest expense
“Interest Expense—Net Interest expense—net decreased $2 million to $75 million in 2026 primarily due to lower borrowings under the ABL Facility revolver and lower interest rates for our variable rate debt.”
USFD 10-Q
input costs affecting revenue
“Net sales increased $259 million, or 2.8%, for the 13 weeks ended March 28, 2026, driven by case volume growth and food cost inflation of 1.0% for the 13 weeks ended March 28, 2026.”
USFD 10-Q
restructuring
“Brand names and trademarks are indefinite-lived intangible assets and, accordingly, are not subject to amortization, but are subject to impairment assessments as described below.”
USFD 10-Q
Foodservice Distributors can stay leader-led if secondary names fail to join while USFD keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.