demand / volume
“Due to the highly unstable supply of granular chlorine compounds over the last three years, we believe some customers stockpiled chemicals, resulting in unexpected changes in demand.”
LESL 10-Q
Confirmed
Regional Banks & Financials
16 names are moving together; 38% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| ABEV | Ambev S.A. | Consumer Defensive | +0.8% | Group member |
| LION | Lionsgate Studios Corp | — | +0.0% | Group member |
| IOSP | Innospec Inc. | Basic Materials | -0.1% | Group member |
| SF | Stifel Financial Corporation | Financial Services | +1.5% | Group member |
| RY | Royal Bank Of Canada | Financial Services | +1.6% | Group member |
| AXIA | AXIA Energia | Utilities | +1.0% | Group member |
| WF | Woori Financial Group Inc. | Financial Services | -1.6% | Group member |
| ADAM | Adamas Trust, Inc. | Real Estate | +1.0% | Group member |
| AMG | Affiliated Managers Group, Inc. | Financial Services | +1.8% | Group member |
| ATRO | Astronics Corporation | Industrials | +0.5% | Group member |
| FLG | Flagstar Bank, N.A. | Financial Services | +0.5% | Group member |
| KOF | Coca Cola Femsa S.A.B. de C.V. | Consumer Defensive | -0.2% | Group member |
| KB | KB Financial Group Inc | Financial Services | -2.2% | Group member |
| IOVA | Iovance Biotherapeutics, Inc. | Healthcare | -2.6% | Group member |
| LESL | Leslie's, Inc. | Consumer Cyclical | -40.4% | Most structurally connected |
| MFC | Manulife Financial Corporation | Financial Services | +0.9% | Group member |
Why we believe this
Cohort
16 namesParticipation
38% this sessionObserved history
1 daily buildsFiling coverage
9/16 membersrestructuring affecting expense
“The change in income tax expense was the result of the $45.0 million increase in the non-cash valuation allowance against our deferred tax assets, plus the permanent effects of the goodwill impairment recorded during fiscal 2025, partially offset by a larger pretax loss in fiscal 2025 compared to fiscal 2024.”
LESL 10-K
credit / rates affecting interest expense
“The change in income tax expense was the result of the impact of limitations on interest expense deductibility requiring us to record a $11.2 million non-cash valuation allowance against our deferred tax asset, partially offset by pretax loss in 2024, compared to pretax income in 2023.”
LESL 10-K
Regional Banks & Financials can stay leader-led if SF and the next software names fail to join while LESL 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.