8 names are moving together; 63% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| DIS | Walt Disney Company (The) | Communication Services | -0.1% | Group member |
| ONON | On Holding AG | Consumer Cyclical | -0.5% | Group member |
| VNOM | Viper Energy, Inc. | Energy | -0.4% | Group member |
| TDUP | ThredUp Inc. | Consumer Cyclical | +2.3% | Group member |
| NTRA | Natera, Inc. | Healthcare | +0.0% | Group member |
| MBC | MasterBrand, Inc. | Consumer Cyclical | +1.0% | Group member |
| GPK | Graphic Packaging Holding Compa | Consumer Cyclical | -0.7% | Group member |
| PLAY | Dave & Buster's Entertainment, | Communication Services | -5.1% | Most structurally connected |
Cohort
8 namesParticipation
63% this sessionObserved history
1 daily buildsFiling coverage
7/8 memberscredit / rates affecting interest expense
“Interest expense, net - Interest expense, net increased to $154.0 in fiscal 2025 compared to $135.3 in fiscal 2024 primarily due to incremental interest expense associated with sale-leaseback transactions and borrowings outstanding under our Credit Agreement, partially offset by a decrease in interest rates on our Credit Facility.”
PLAY 10-K
credit / rates
“The Credit Facility may be increased through incremental facilities, by an amount equal to the greater of (i) $400.0 and (ii) 0.75 times trailing 12-month Adjusted EBITDA, as defined in the Credit Agreement, plus additional amounts subject to compliance with applicable leverage ratio and/or interest coverage ratio requirements.”
PLAY 10-K
restructuring affecting expense
“Production costs classified as individual are tested for impairment at the individual title level by comparing that title’s unamortized costs to the present value of discounted cash flows directly attributable to the title.”
DIS 10-K
Entertainment & Leisure can stay leader-led if TDUP and the next software names fail to join while PLAY keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.