Group
HaveNots Shorts
6 themes86 tickers
10D rank10D#31of 172 groups/172
HaveNots Shorts tracks companies reliant on aspirational and affluent consumer spending. Think luxury travel, premium finance, and high-end homes. We're watching what happens if the wealth effect fades and discretionary budgets get a little less… discretionary.
Themes in this group
| HaveNots Shorts '25: Premium SubscriptionsPremium Subscriptions | 8 | $18.49B | $147.92B | +0.53% | +7.19% | -0.02% | +2.25% | +5.81% | -6.24% | +42.85% | +93.36% | -2.44% | +1.87% | +31.37% | +15.07% | -2.75% | +6.07% |
| HaveNots Shorts '25: Premium FoodPremium Food | 13 | $53.48B | $695.18B | +2.24% | +5.40% | -2.62% | +3.93% | -5.09% | -11.55% | -24.96% | +31.68% | -3.01% | +4.48% | -6.00% | -25.24% | +3.65% | -3.11% |
| HaveNots Shorts '25: Aspirational ConsumerAspirational Consumer | 16 | $21.55B | $344.83B | +0.70% | +0.19% | -3.09% | -0.46% | -16.67% | -10.69% | -3.24% | +29.56% | -16.55% | -13.00% | -18.04% | -0.77% | -6.29% | -10.96% |
| HaveNots Shorts '25: White Collar ServicesWhite Collar Services | 12 | $6.48B | $77.71B | +1.52% | -0.03% | -6.86% | -1.04% | -2.29% | +12.32% | +19.93% | -3.32% | -13.16% | +3.40% | -3.47% | +21.10% | +2.75% | -3.36% |
| HaveNots Shorts '25: Premium FinancePremium Finance | 18 | $90.74B | $1.63T | +0.22% | -0.76% | -10.34% | +0.36% | -7.51% | -2.70% | +22.39% | +77.88% | -12.01% | -0.68% | +5.17% | +13.43% | +2.06% | -11.63% |
| HaveNots Shorts '25: Luxury LifestyleLuxury Lifestyle | 19 | $34.09B | $647.71B | +0.68% | -1.01% | -4.15% | +0.02% | -5.24% | +0.05% | +11.00% | +46.75% | -9.97% | -2.67% | -5.74% | +16.38% | +3.89% | -11.02% |
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