ANF+1.12%5.9%
CALM-12.02%5.9%
CBL+106.10%5.9%
COLM+1.23%5.9%
DBI+82.76%5.9%
DCH-40.05%5.9%
FND-34.82%5.9%
FRCOY+74.51%5.9%
GCT+64.06%5.9%
JAKK+10.75%5.9%
LEA+26.96%5.9%
MAT-34.82%5.9%
NKE-42.67%5.9%
SHOO+56.80%5.9%
SONO+26.96%5.9%
UAA-6.92%5.9%
W+53.48%5.9%
As of Jul 10, 2026, 7:14 AM ET
Fiscal Spend '26: Tariff Unwind Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Fast Retailing Co., Ltd.FRCOY | 5.9% | -0.76% | 2.92% | 5.28% | 8.91% | 53.01% | 25.27% | 80.82% | 74.51% | $169.96B |
NIKE, Inc.NKE | 5.9% | 0.32% | -0.26% | 3.13% | -0.65% | -32.85% | -30.74% | -34.14% | -42.67% | $63.31B |
Wayfair Inc.W | 5.9% | -1.14% | 4.09% | -5.58% | -5.10% | -10.08% | 18.29% | 167.76% | 53.48% | $11.92B |
Lear CorporationLEA | 5.9% | 0.13% | 3.13% | 0.73% | 3.35% | 17.59% | 2.67% | 55.36% | 26.96% | $6.75B |
Floor & Decor Holdings, Inc.FND | 5.9% | -1.43% | 3.00% | -5.06% | -5.89% | -8.72% | -19.55% | -32.28% | -34.82% | $6.01B |
Cal-Maine Foods, Inc.CALM | 5.9% | 1.53% | 0.32% | 7.57% | 6.09% | 7.26% | -2.02% | -1.26% | -12.02% | $4.04B |
Abercrombie & Fitch Co.ANF | 5.9% | -0.26% | 2.70% | -0.18% | -3.35% | -29.11% | -8.76% | 7.00% | 1.12% | $3.96B |
Mattel, Inc.MAT | 5.9% | -0.30% | 0.08% | -3.73% | -4.08% | -33.57% | -22.24% | -33.67% | -34.82% | $3.83B |
Columbia Sportswear CompanyCOLM | 5.9% | 0.63% | 1.56% | 3.20% | -0.13% | 15.47% | 2.70% | -16.43% | 1.23% | $3.25B |
Steven Madden, Ltd.SHOO | 5.9% | -5.75% | 3.33% | -5.29% | -3.03% | -3.17% | 11.69% | 45.44% | 56.80% | $2.95B |
Under Armour, Inc.UAA | 5.9% | 3.57% | 1.85% | 6.46% | 0.15% | 32.60% | -11.19% | -0.15% | -6.92% | $2.81B |
Sonos, Inc.SONO | 5.9% | -1.03% | 1.88% | 3.68% | 5.07% | -19.82% | -8.57% | 30.73% | 26.96% | $1.68B |
CBL & Associates Properties, Inc.CBL | 5.9% | -2.28% | 0.60% | -2.03% | -5.59% | 41.05% | 38.14% | 100.00% | 106.10% | $1.62B |
GigaCloud Technology Inc.GCT | 5.9% | -0.13% | 3.23% | 7.47% | 5.16% | -11.33% | -21.45% | 136.46% | 64.06% | $1.30B |
Dauch Corp.DCH | 5.9% | 0.00% | 0.59% | -0.58% | -2.48% | -40.05% | -22.42% | -40.05% | -40.05% | $606.2M |
Designer Brands Inc.DBI | 5.9% | 2.03% | -2.34% | -10.12% | -6.23% | -27.05% | -23.88% | 44.45% | 82.76% | $275.2M |
JAKKS Pacific, Inc.JAKK | 5.9% | 4.23% | 0.73% | -6.95% | -5.40% | 30.81% | 1.01% | -7.24% | 10.75% | $252.7M |
| Theme return | — | -0.04% | 1.61% | -0.12% | -0.80% | -0.22% | -3.40% | 31.31% | 21.21% | — |
| Average | 5.9% | -0.04% | 1.61% | -0.12% | -0.78% | -1.06% | -4.18% | 29.58% | 19.61% | $16.74B |
| Median | 5.9% | -0.13% | 1.85% | -0.18% | -2.48% | -8.72% | -8.57% | 7.00% | 10.75% | $3.25B |
| Std Dev | 0.0% | 2.18% | 1.63% | 5.26% | 4.69% | 27.85% | 18.66% | 60.29% | 45.32% | $40.90B |
| Min | 5.9% | -5.75% | -2.34% | -10.12% | -6.23% | -40.05% | -30.74% | -40.05% | -42.67% | $252.7M |
| Max | 5.9% | 4.23% | 4.09% | 7.57% | 8.91% | 53.01% | 38.14% | 167.76% | 106.10% | $169.96B |
| % Positive Tickers | 41.18% | 88.24% | 47.06% | 35.29% | 41.18% | 41.18% | 52.94% | 64.71% |
About this theme
Fiscal Spend '26: Tariff Unwind tracks 17 publicly listed stocks in this theme. Sample tickers: ANF, CALM, CBL, COLM, DBI, DCH, FND, FRCOY, GCT, JAKK, LEA, MAT, and 5 more. Use the table below for the full list.