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Fiscal Spend '26: Tariff Unwind
17 tickers · $248.56B total market cap
Group: Fiscal Spend
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.
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Fast Retailing Co., Ltd.FRCOY | 04/09/2026 (BMO) | 04/09/2026 (BMO) | 8.70% | 10.12% | 5.01% | -2.71% | $141.91B | 5.8824 |
NIKE, Inc.NKE | 03/31/2026 (AMC) | 06/25/2026 (AMC) | -16.34% | — | -4.95% | — | $62.71B | 5.8824 |
Wayfair Inc.W | 04/30/2026 (BMO) | 04/30/2026 (BMO) | -10.99% | -10.60% | -10.02% | -12.37% | $7.58B | 5.8824 |
Lear CorporationLEA | 05/01/2026 (BMO) | 05/01/2026 (BMO) | 13.75% | 4.15% | -6.56% | -2.74% | $6.45B | 5.8824 |
Floor & Decor Holdings, Inc.FND | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 4.34% | 6.08% | -29.84% | -12.56% | $4.78B | 5.8824 |
Mattel, Inc.MAT | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -24.74% | 1.96% | -6.06% | -0.53% | $4.36B | 5.8824 |
Cal-Maine Foods, Inc.CALM | 04/01/2026 (BMO) | 04/01/2026 (BMO) | -4.58% | -1.33% | 4.89% | 0.60% | $3.72B | 5.8824 |
Abercrombie & Fitch Co.ANF | 03/04/2026 (BMO) | 05/27/2026 (BMO) | -10.91% | — | -18.39% | — | $3.24B | 5.8824 |
Columbia Sportswear CompanyCOLM | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 6.39% | 3.93% | -0.25% | -6.05% | $3.07B | 5.8824 |
Steven Madden, Ltd.SHOO | 05/06/2026 (BMO) | 05/06/2026 (BMO) | -1.34% | 5.17% | 2.25% | -3.56% | $2.79B | 5.8824 |
Under Armour, Inc.UAA | 05/12/2026 (BMO) | 05/12/2026 (BMO) | 20.38% | -15.68% | -19.84% | 0.59% | $2.20B | 5.8824 |
Sonos, Inc.SONO | 05/04/2026 (AMC) | 05/04/2026 (AMC) | 13.19% | -5.59% | -10.21% | 5.28% | $1.76B | 5.8824 |
CBL & Associates Properties, Inc.CBL | 05/08/2026 (AMC) | 05/08/2026 (AMC) | 0.00% | 7.74% | 35.09% | -2.56% | $1.43B | 5.8824 |
GigaCloud Technology Inc.GCT | 05/07/2026 (BMO) | 05/07/2026 (BMO) | 25.57% | -10.69% | 1.47% | -10.83% | $1.34B | 5.8824 |
Dauch CorporationDCH | 05/08/2026 | 05/08/2026 | 0.00% | 14.88% | -8.41% | -15.51% | $664.2M | 5.8824 |
Designer Brands Inc.DBI | 03/26/2026 (BMO) | 06/10/2026 (BMO) | 1.12% | — | 14.71% | — | $316.5M | 5.8824 |
JAKKS Pacific, Inc.JAKK | 02/19/2026 (BMO) | — | 26.73% | — | -5.25% | — | $243.7M | 5.8824 |
| Average | 3.02% | 0.78% | -3.32% | -4.84% | $14.62B | 5.8824 | ||
| Median | 1.12% | 3.93% | -5.25% | -2.74% | $3.07B | 5.8824 | ||
| Std Dev | 13.87% | 8.69% | 14.03% | 5.97% | $34.84B | 0.0% | ||
| Min | -24.74% | -15.68% | -29.84% | -15.51% | $243.7M | 5.8824 | ||
| Max | 26.73% | 14.88% | 35.09% | 5.28% | $141.91B | 5.8824 | ||
| % Positive Tickers | 52.94% | 61.54% | 35.29% | 23.08% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.