Themes / Group
Building · newly observed relationshipLatest completed snapshot · Aug 24 · 16:55 ET

MARKET-DISCOVERED GROUP

Consumer Discretionary

THE TRADER READShared activity without a clean directional read

Price direction is split across 24 measured members. Capital-flow confirmation is unavailable.

Price breadth12 up · 12 downRelative median unavailable
Capital-flow alignmentUnavailablePrice breadth is not yet confirmed by flow
Activity nowLow_pressureActivity score 27/100
Evidence depth0 support daysLow 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

TUE, MAY 26CPRI filing documented shared operating contextdemand / volume affecting revenue · date precision only

WED, AUG 5COLM 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

19/32 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across ARMK, COLM, CPRI, CROX, DECK, DJT, LEVI, LIF, UA, UAA, WVE, XRAY.

demand / volume affecting revenue

“The growth in EMEA distributor net sales was driven by healthy growth of Fall 2026 distributor orders, which more than offset a shift in timing of shipments out of the second quarter of 2026, as compared to the same period in 2025.”

COLM 10-Q · 2026-08-06
restructuring affecting expense

“The increase was partially offset by lower severance charges during the three month period of fiscal 2026 ($7.1 million) and lower medical costs during the three and nine month periods of fiscal 2026 ($25.7 million and $24.8 million, respectively).”

ARMK 10-Q · 2026-08-11
credit / rates affecting interest expense

“These increases were partially offset by lower interest expense resulting from refinancing of term loan and senior note balances and repayments on term loan balances.”

ARMK 10-Q · 2026-02-10
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming
DECK → UVXYPositive historical lead/lag · strength 0.16
DECK → BNDInverse historical lead/lag · strength -0.14

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

No high-confidence filing-linked outsiders are available for this group yet.

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
YMMMELIWBCROXXRAYCPRIHUBGNKEASLIFETORRACELEVIKTBWVETMEDJTUAAONONUAJDDECKBILIMNST

9/32 active12 rising · 12 falling

MemberUnusual activityToday's moveRead now
YMMFull Truck Alliance Co. Ltd.
Elevated · 100/100
+4.0%
Active; unclassifiedHistorical role unavailable
MELIMercadoLibre, Inc.
Elevated · 78/100
+2.5%
Active; unclassifiedHistorical role unavailable
WBWeibo Corporation
Elevated · 58/100
+1.8%
Active; unclassifiedHistorical role unavailable
CROXCrocs, Inc.
Elevated · 49/100
-2.3%
Active; unclassifiedHistorical role unavailable
XRAYDENTSPLY SIRONA Inc.
Elevated · 48/100
+0.7%
Active; unclassifiedHistorical role unavailable
CPRICapri Holdings Limited
Elevated · 42/100
-2.8%
Active; unclassifiedHistorical role unavailable
HUBGHub Group, Inc.
Elevated · 41/100
-2.3%
Active; unclassifiedHistorical role unavailable
NKENIKE, Inc.
Elevated · 41/100
-3.1%
Active; unclassifiedHistorical role unavailable
ASAmer Sports, Inc.
Most unusual · 39/100
+1.1%
Active; unclassifiedHistorical role unavailable
LIFLife360, Inc.
Elevated · 37/100
+0.6%
Active; unclassifiedHistorical role unavailable
ETOReToro Group Ltd.
Elevated · 37/100
+6.1%
Active; unclassifiedHistorical role unavailable
RACEFerrari N.V.
Elevated · 36/100
-0.6%
Active; unclassifiedHistorical role unavailable
LEVILevi Strauss & Co.
Elevated · 36/100
-2.9%
Active; unclassifiedHistorical role unavailable
KTBKontoor Brands, Inc.
Elevated · 34/100
-3.2%
Active; unclassifiedHistorical role unavailable
WVEWave Life Sciences, Inc.
Elevated · 33/100
+2.7%
Active; unclassifiedHistorical role unavailable
TMETencent Music Entertainment Group
Quiet · 32/100
+0.6%
Watch / laggardHistorical role unavailable
DJTTrump Media & Technology Group Corp.
Quiet · 31/100
+1.1%
Watch / laggardHistorical role unavailable
UAAUnder Armour, Inc.
Quiet · 30/100
-4.4%
Watch / laggardHistorical role unavailable
ONONOn Holding AG
Elevated · 27/100
-2.4%
Active; unclassifiedHistorical role unavailable
UAUnder Armour, Inc.
Quiet · 27/100
-4.1%
Watch / laggardHistorical role unavailable
JDJD.com, Inc.
Quiet · 26/100
+0.6%
Watch / laggardHistorical role unavailable
DECKDeckers Outdoor Corporation
Elevated · 25/100
-3.6%
Active; unclassifiedHistorical role unavailable
BILIBilibili Inc.
Elevated · 21/100
+0.4%
Active; unclassifiedHistorical role unavailable
MNSTMonster Beverage Corporation
Quiet · 18/100
-0.4%
Watch / laggardHistorical role unavailable
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
YMMFull Truck Alliance Co. Ltd.Participating+4.0%—Price participation is not yet confirmed by per-name flow.
MELIMercadoLibre, Inc.Participating+2.5%—Price participation is not yet confirmed by per-name flow.
WBWeibo CorporationParticipating+1.8%—Price participation is not yet confirmed by per-name flow.
CROXCrocs, Inc.Participating-2.3%—Price participation is not yet confirmed by per-name flow.
XRAYDENTSPLY SIRONA Inc.Participating+0.7%—Price participation is not yet confirmed by per-name flow.
CPRICapri Holdings LimitedParticipating-2.8%—Price participation is not yet confirmed by per-name flow.
HUBGHub Group, Inc.Participating-2.3%—Price participation is not yet confirmed by per-name flow.
NKENIKE, Inc.Participating-3.1%—Price participation is not yet confirmed by per-name flow.
ASAmer Sports, Inc.Most unusual+1.1%—Most unusual activity in this snapshot; performance direction may differ.
LIFLife360, Inc.Participating+0.6%—Price participation is not yet confirmed by per-name flow.
ETOReToro Group Ltd.Participating+6.1%—Price participation is not yet confirmed by per-name flow.
RACEFerrari N.V.Participating-0.6%—Price participation is not yet confirmed by per-name flow.
LEVILevi Strauss & Co.Participating-2.9%—Price participation is not yet confirmed by per-name flow.
KTBKontoor Brands, Inc.Participating-3.2%—Price participation is not yet confirmed by per-name flow.
WVEWave Life Sciences, Inc.Participating+2.7%—Price participation is not yet confirmed by per-name flow.
TMETencent Music Entertainment GroupQuiet / lagging+0.6%—Not participating yet; a breadth test or a genuine divergence.
DJTTrump Media & Technology Group Corp.Quiet / lagging+1.1%—Not participating yet; a breadth test or a genuine divergence.
UAAUnder Armour, Inc.Quiet / lagging-4.4%—Not participating yet; a breadth test or a genuine divergence.
ONONOn Holding AGParticipating-2.4%—Price participation is not yet confirmed by per-name flow.
UAUnder Armour, Inc.Quiet / lagging-4.1%—Not participating yet; a breadth test or a genuine divergence.
JDJD.com, Inc.Quiet / lagging+0.6%—Not participating yet; a breadth test or a genuine divergence.
DECKDeckers Outdoor CorporationParticipating-3.6%—Price participation is not yet confirmed by per-name flow.
BILIBilibili Inc.Participating+0.4%—Price participation is not yet confirmed by per-name flow.
MNSTMonster Beverage CorporationQuiet / lagging-0.4%—Not 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

Live outcome ledger collecting

0/0 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.

No point-in-time live observations have completed yet.
Low structural sample

Only 0 completed episodes across 0 active sessions; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support0 daysHow often the cohort identity was observed
Completed episodes0Separate periods of broad group activity
Active sessions0Completed session observations, not trades

Historical cohort observations are not available yet.