ANF+10.72%5.9%
CALM-27.52%5.9%
CBL+79.24%5.9%
COLM+7.38%5.9%
DBI+64.64%5.9%
DCH-19.44%5.9%
FND-38.35%5.9%
FRCOY+41.12%5.9%
GCT+60.01%5.9%
JAKK+41.22%5.9%
LEA+20.10%5.9%
MAT-20.97%5.9%
NKE-48.00%5.9%
SHOO+63.35%5.9%
SONO+19.43%5.9%
UAA+4.86%5.9%
W+30.42%5.9%
As of Aug 24, 2026, 4:53 AM ET
Fiscal Spend '26: Tariff Unwind Constituents
Abercrombie & Fitch Co.ANF | 5.9% | 3.80% | -7.60% | 16.20% | 9.51% | -13.39% | 11.46% | 30.72% | -35.81% | 180.38% | 10.72% | $4.84B |
Cal-Maine Foods, Inc.CALM | 5.9% | 0.45% | 0.29% | -8.33% | -5.67% | 4.06% | -4.95% | -4.21% | 27.93% | 192.63% | -27.52% | $3.88B |
CBL & Associates Properties, Inc.CBL | 5.9% | -3.20% | -2.76% | -3.87% | -5.74% | 49.57% | 46.48% | 112.07% | 134.11% | 157.53% | 79.24% | $1.71B |
Columbia Sportswear CompanyCOLM | 5.9% | 1.50% | 7.12% | -3.19% | 1.60% | 9.51% | -2.60% | -20.74% | -26.25% | -36.22% | 7.38% | $3.09B |
Dauch Corp.DCH | 5.9% | 8.18% | -0.15% | 25.55% | 21.77% | -19.44% | 4.24% | -19.44% | -19.44% | -19.44% | -19.44% | $1.63B |
Designer Brands Inc.DBI | 5.9% | 0.17% | -9.16% | 5.31% | -4.80% | -22.61% | -19.24% | 53.24% | -23.59% | -58.60% | 64.64% | $292.0M |
Fast Retailing Co., Ltd.FRCOY | 5.9% | -2.67% | -6.35% | -0.51% | -5.30% | 27.93% | 4.74% | 51.18% | 49.35% | 117.38% | 41.12% | $142.10B |
Floor & Decor Holdings, Inc.FND | 5.9% | -0.80% | -10.31% | 0.95% | -5.75% | -10.89% | -21.46% | -33.89% | -51.40% | -53.62% | -38.35% | $5.78B |
GigaCloud Technology Inc.GCT | 5.9% | -0.42% | -3.63% | 37.57% | 13.51% | 26.40% | 11.98% | 237.07% | 120.28% | 216.44% | 60.01% | $1.85B |
JAKKS Pacific, Inc.JAKK | 5.9% | 1.51% | 0.16% | 4.00% | -3.23% | 50.95% | 16.56% | 7.04% | 14.26% | 110.31% | 41.22% | $291.6M |
Lear CorporationLEA | 5.9% | 2.48% | 5.42% | -10.49% | -1.61% | 12.16% | -2.06% | 48.19% | 15.21% | -9.65% | 20.10% | $6.44B |
Mattel, Inc.MAT | 5.9% | -1.43% | -3.46% | 1.19% | -3.84% | -26.86% | -14.40% | -26.98% | -25.78% | -32.54% | -20.97% | $4.22B |
NIKE, Inc.NKE | 5.9% | 1.37% | -1.36% | -2.25% | -2.28% | -36.02% | -34.01% | -37.25% | -50.79% | -74.77% | -48.00% | $60.32B |
Sonos, Inc.SONO | 5.9% | -1.37% | 5.04% | 7.76% | 7.98% | -9.85% | 2.79% | 46.98% | 37.53% | -59.08% | 19.43% | $1.87B |
Steven Madden, Ltd.SHOO | 5.9% | 0.81% | -4.58% | 7.79% | 0.00% | 10.66% | 27.65% | 66.22% | 5.86% | 24.81% | 63.35% | $3.37B |
Under Armour, Inc.UAA | 5.9% | 1.70% | 0.94% | -23.33% | -18.95% | 8.45% | -27.36% | -18.33% | -37.18% | -77.22% | 4.86% | $2.30B |
Wayfair Inc.W | 5.9% | -1.73% | -1.63% | 20.60% | 19.58% | 1.11% | 33.00% | 201.07% | 122.83% | -64.63% | 30.42% | $13.90B |
| Theme return | — | 0.61% | -1.88% | 2.99% | 0.79% | 6.77% | 3.37% | 40.50% | 23.17% | 38.60% | 24.85% | — |
| Average | 5.9% | 0.61% | -1.88% | 4.41% | 0.99% | 3.63% | 1.93% | 40.76% | 15.13% | 30.22% | 16.95% | $15.17B |
| Median | 5.9% | 0.45% | -1.63% | 1.19% | -2.28% | 4.06% | 2.79% | 30.72% | 5.86% | -19.44% | 19.43% | $3.37B |
| Std Dev | 0.0% | 2.62% | 4.81% | 14.02% | 10.06% | 24.31% | 21.04% | 76.98% | 58.87% | 103.10% | 37.44% | $34.54B |
| Min | 5.9% | -3.20% | -10.31% | -23.33% | -18.95% | -36.02% | -34.01% | -37.25% | -51.40% | -77.22% | -48.00% | $291.6M |
| Max | 5.9% | 8.18% | 7.12% | 37.57% | 21.77% | 50.95% | 46.48% | 237.07% | 134.11% | 216.44% | 79.24% | $142.10B |
| % Positive Tickers | 58.82% | 35.29% | 58.82% | 35.29% | 58.82% | 52.94% | 58.82% | 52.94% | 41.18% | 70.59% |
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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.