Themes / Group
Inactive · established relationshipLatest completed snapshot · Aug 21 · 16:11 ET

MARKET-DISCOVERED GROUP

Consumer Staples

THE TRADER READRecurring relationship, inactive in the latest snapshot

Price direction is split across 7 measured members. Capital-flow agreement is 2%, so the basket is not yet clean.

Price breadth4 up · 3 downRelative median unavailable
Capital-flow alignment2%Price breadth is not yet confirmed by flow
Activity nowCalmActivity score 5/100 · lift 0.8×
Evidence depth1 episodeLow 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

THU, DEC 4HRL filing documented shared operating contextdemand / volume affecting revenue · date precision only

TUE, MAR 3BF-B filing documented shared operating contextdemand / volume affecting revenue · 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

6/7 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across BF-B, HRL, KDP, STZ, TAP.

demand / volume affecting revenue

“The decrease was driven by the negative effect of acquisitions and divestitures and unfavorable portfolio mix, partially offset by higher volumes and the positive effect of foreign exchange. ◦ From a brand perspective, net sales declines were driven by the end of the Korbel relationship and the absence of the Sonoma-Cutrer prior-year TSA, as well as lower sales of used barrels and JDTW, partially offset by the launch of JDTB and growth of New Mix. ◦ From a geographic perspective, the declines in net sales in the United States and developed international markets were partially offset by growth in emerging markets and Travel Retail.”

BF-B 10-Q · 2026-03-04
restructuring

“Impairment of brewery assets of $0.2 million decreased by $4.8 million from 2025, due to decreased write-offs of equipment at third-party and Company-owned breweries.”

SAM 10-Q · 2026-07-23
restructuring affecting expense

“The increase was driven by (a) the benefit of the substitution drawback claims, (b) the impact of lower restructuring initiative costs, (c) lower SG&A and advertising expenses, (d) the positive effect of acquisitions and divestitures, and (e) the positive effect of foreign exchange.”

BF-B 10-Q · 2026-03-04
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming

No qualified cross-asset lead/lag link is available for this group.

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

TLRYNot confirming

SAM · text peer

SJMNot confirming

KDP · text peer

FIZZNot confirming

KDP · text peer

MNSTNot confirming

SAM · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
SAMSTZBF-BKDPHRLTAPBF-A

5/7 active4 rising · 3 falling

MemberUnusual activityToday's moveRead now
SAMThe Boston Beer Company, Inc.
Most unusual · 100/100
-2.2%
Active; unclassifiedActive in 0% of observed group sessions
STZConstellation Brands, Inc.
Elevated · 45/100
+1.2%
Flow confirmerActive in 0% of observed group sessions
BF-BBrown-Forman Corporation
Elevated · 40/100
-0.2%
Flow divergenceActive in 100% of observed group sessions
KDPKeurig Dr Pepper Inc.
Elevated · 40/100
+1.2%
Flow divergenceActive in 100% of observed group sessions
HRLHormel Foods Corporation
Elevated · 38/100
-0.8%
Flow divergenceActive in 0% of observed group sessions
TAPMolson Coors Beverage Company
Quiet · 35/100
+0.7%
Watch / laggardActive in 100% of observed group sessions
BF-ABrown-Forman Corporation
Quiet · 22/100
+0.3%
Watch / laggardActive in 100% of observed group sessions
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
SAMThe Boston Beer Company, Inc.Most unusual-2.2%0% of 1 sessionsMost unusual activity in this snapshot; performance direction may differ.
STZConstellation Brands, Inc.Participating+1.2%0% of 1 sessionsPrice participation with accumulating signed flow.
BF-BBrown-Forman CorporationParticipating-0.2%100% of 1 sessionsPrice participation with distributing signed flow.
KDPKeurig Dr Pepper Inc.Participating+1.2%100% of 1 sessionsPrice participation with distributing signed flow.
HRLHormel Foods CorporationParticipating-0.8%0% of 1 sessionsPrice participation with distributing signed flow.
TAPMolson Coors Beverage CompanyQuiet / lagging+0.7%100% of 1 sessionsNot participating yet; a breadth test or a genuine divergence.
BF-ABrown-Forman CorporationQuiet / lagging+0.3%100% of 1 sessionsNot 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

Early observed follow-through

1/1 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.

Only point-in-time live watcher observations and conservative same-day EOD observations are included. Later backfills and replay runs are excluded.
Low structural sample

Only 1 completed episode across 1 active session; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support13 daysHow often the cohort identity was observed
Completed episodes1Separate periods of broad group activity
Active sessions1Completed session observations, not trades
2026-08-061 active session100% composition consistency through the episode
MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS
BF-A100% · 1 episode
BF-B100% · 1 episode
KDP100% · 1 episode
TAP100% · 1 episode
HRL0% · 0 episodes
SAM0% · 0 episodes
STZ0% · 0 episodes