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Small Themes '26: Housing Turnover
7 tickers · $463.20B total market cap
Group: Small Themes
Small Themes '26: Housing Turnover tracks 7 publicly listed stocks in this theme: HD, LOW, RH, SNBR, UHAL, W, WSM. See the constituent table for details.
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 |
|---|---|---|---|---|---|---|---|---|
The Home Depot, Inc.HD | 05/19/2026 (BMO) | 05/19/2026 (BMO) | -6.57% | 0.88%* | 12.70% | -19.47% | $301.24B | 14.2857 |
Lowe's Companies, Inc.LOW | 02/25/2026 (BMO) | 05/20/2026 (BMO) | -5.10% | — | -17.41% | — | $122.30B | 14.2857 |
Williams-Sonoma, Inc.WSM | 03/18/2026 (AMC) | 05/28/2026 (AMC) | -3.09% | — | -5.93% | — | $20.44B | 14.2857 |
U-Haul Holding CompanyUHAL | 02/04/2026 (AMC) | 05/27/2026 (AMC) | -15.45% | — | -2.76% | — | $9.30B | 14.2857 |
Wayfair Inc.W | 04/30/2026 (BMO) | 04/30/2026 (BMO) | -10.99% | -10.60% | -10.02% | -12.37% | $7.58B | 14.2857 |
RhRH | 03/31/2026 (AMC) | 06/11/2026 (AMC) | -18.85% | — | 8.23% | — | $2.30B | 14.2857 |
Sleep Number CorporationSNBR | 05/12/2026 (AMC) | 05/12/2026 (AMC) | -5.99% | -27.76% | -44.93% | -11.30% | $36.2M | 14.2857 |
| Average | -9.43% | -12.49% | -8.59% | -14.38% | $66.17B | 14.2857 | ||
| Median | -6.57% | -10.60% | -5.93% | -12.37% | $9.30B | 14.2857 | ||
| Std Dev | 5.43% | 11.77% | 17.64% | 3.63% | $103.94B | 0.0% | ||
| Min | -18.85% | -27.76% | -44.93% | -19.47% | $36.2M | 14.2857 | ||
| Max | -3.09% | 0.88% | 12.70% | -11.30% | $301.24B | 14.2857 | ||
| % Positive Tickers | 0.00% | 33.33% | 28.57% | 0.00% |
* 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%.
