
ANF+83.90%5.9%

CALM-28.07%5.9%

CBL+71.86%5.9%

COLM+11.11%5.9%

DBI+78.42%5.9%

DCH-33.37%5.9%

FND-32.75%5.9%

FRCOY+46.13%5.9%

GCT+98.31%5.9%

JAKK+54.16%5.9%

LEA+20.76%5.9%

MAT-8.40%5.9%

NKE-48.96%5.9%

SHOO+30.65%5.9%

SONO-4.40%5.9%

UAA+1.46%5.9%

W+33.30%5.9%
As of Oct 9, 2026, 4:27 AM ET
Fiscal Spend '26: Tariff Unwind Constituents
Abercrombie & Fitch Co.ANF | 5.9% | 1.43% | 5.41% | -7.00% | 3.73% | 12.37% | 44.62% | 69.61% | 83.90% | -0.67% | 259.55% | $6.28B |
Cal-Maine Foods, Inc.CALM | 5.9% | 3.40% | -3.75% | -11.47% | -1.53% | -18.52% | -25.58% | -25.00% | -28.07% | -18.11% | 138.30% | $3.04B |
CBL & Associates Properties, Inc.CBL | 5.9% | 1.44% | -5.90% | -10.89% | -9.44% | 33.08% | 30.33% | 88.70% | 71.86% | 121.02% | 129.15% | $1.52B |
Columbia Sportswear CompanyCOLM | 5.9% | 0.41% | -3.29% | 1.25% | -1.61% | 3.03% | -8.36% | -25.43% | 11.11% | -28.05% | -36.32% | $2.90B |
Dauch Corp.DCH | 5.9% | -1.73% | 11.35% | -15.33% | 4.79% | -33.37% | -13.79% | -33.37% | -33.37% | -33.37% | -33.37% | $1.35B |
Designer Brands Inc.DBI | 5.9% | -1.70% | -7.95% | 10.92% | -4.46% | -22.07% | -18.68% | 54.31% | 78.42% | 0.79% | -52.78% | $294.0M |
Fast Retailing Co., Ltd.FRCOY | 5.9% | 0.13% | 9.51% | 9.49% | 3.10% | 30.39% | 6.75% | 54.08% | 46.13% | 41.09% | 126.69% | $144.83B |
Floor & Decor Holdings, Inc.FND | 5.9% | 1.48% | 0.30% | -2.27% | 1.02% | -23.63% | -32.70% | -43.34% | -32.75% | -59.46% | -60.65% | $4.95B |
GigaCloud Technology Inc.GCT | 5.9% | 0.82% | 7.22% | 8.75% | 6.07% | 43.64% | 27.24% | 283.03% | 98.31% | 127.68% | 259.59% | $2.11B |
JAKKS Pacific, Inc.JAKK | 5.9% | 0.68% | 10.73% | 17.23% | 9.65% | 65.64% | 27.90% | 17.46% | 54.16% | 16.44% | 145.42% | $320.0M |
Lear CorporationLEA | 5.9% | -0.92% | -1.42% | -6.62% | -2.34% | 3.43% | -9.69% | 36.65% | 20.76% | 18.24% | -21.71% | $5.94B |
Mattel, Inc.MAT | 5.9% | 1.28% | 24.29% | 20.49% | 10.24% | -16.43% | -2.18% | -16.56% | -8.40% | -13.91% | -12.78% | $4.82B |
NIKE, Inc.NKE | 5.9% | 1.11% | -4.53% | -6.99% | -1.17% | -45.47% | -43.76% | -46.52% | -48.96% | -56.55% | -76.11% | $51.41B |
Sonos, Inc.SONO | 5.9% | -0.18% | -5.68% | 16.49% | -4.51% | -3.47% | 10.06% | 57.38% | -4.40% | 41.84% | -44.44% | $2.01B |
Steven Madden, Ltd.SHOO | 5.9% | -0.90% | -1.56% | 2.22% | -3.26% | 6.15% | 22.44% | 59.44% | 30.65% | -3.06% | 17.22% | $3.23B |
Under Armour, Inc.UAA | 5.9% | 1.24% | 14.02% | -0.41% | 5.17% | -1.81% | -34.23% | -26.06% | 1.46% | -42.52% | -76.13% | $2.08B |
Wayfair Inc.W | 5.9% | 0.63% | 6.59% | 5.00% | 3.71% | 4.70% | 37.73% | 211.77% | 33.30% | 84.63% | -56.59% | $14.40B |
| Theme return | — | 0.51% | 3.26% | 0.34% | 1.02% | 5.74% | 2.38% | 39.14% | 22.75% | 18.23% | 47.33% | — |
| Average | 5.9% | 0.51% | 3.26% | 1.82% | 1.13% | 2.22% | 1.06% | 42.13% | 22.01% | 11.53% | 35.59% | $14.79B |
| Median | 5.9% | 0.68% | 0.30% | 1.25% | 1.02% | 3.03% | -2.18% | 36.65% | 20.76% | -0.67% | -21.71% | $3.04B |
| Std Dev | 0.0% | 1.26% | 8.56% | 10.52% | 5.16% | 27.90% | 26.57% | 87.19% | 44.00% | 54.70% | 111.89% | $34.53B |
| Min | 5.9% | -1.73% | -7.95% | -15.33% | -9.44% | -45.47% | -43.76% | -46.52% | -48.96% | -59.46% | -76.13% | $294.0M |
| Max | 5.9% | 3.40% | 24.29% | 20.49% | 10.24% | 65.64% | 44.62% | 283.03% | 98.31% | 127.68% | 259.59% | $144.83B |
| % Positive Tickers | 70.59% | 52.94% | 52.94% | 52.94% | 52.94% | 47.06% | 58.82% | 64.71% | 47.06% | 41.18% |