Group
HaveNots Shorts
6 themes86 tickers
10D rank10D#51of 172 groups/172
HaveNots Shorts tracks companies reliant on aspirational and affluent consumer spending. Think luxury travel, premium finance, and high-end homes. We're watching what happens if the wealth effect fades and discretionary budgets get a little less… discretionary.
Themes in this group
| HaveNots Shorts '25: Premium SubscriptionsPremium Subscriptions | 8 | $17.02B | $136.16B | -0.88% | +2.72% | -7.61% | +0.27% | +1.38% | -12.32% | +38.64% | +97.44% | -12.94% | -1.48% | +25.86% | +10.25% | -2.83% | -2.57% |
| HaveNots Shorts '25: Premium FoodPremium Food | 13 | $52.49B | $682.32B | +1.65% | +0.21% | -7.59% | +1.87% | -6.97% | -13.71% | -24.50% | +26.53% | -5.79% | +8.11% | -7.87% | -26.73% | +3.67% | -5.04% |
| HaveNots Shorts '25: Aspirational ConsumerAspirational Consumer | 16 | $21.68B | $346.89B | -0.34% | -1.45% | -5.21% | -0.37% | -17.09% | -12.83% | -3.07% | +27.09% | -15.31% | -12.76% | -18.45% | -1.27% | -6.34% | -10.63% |
| HaveNots Shorts '25: Luxury LifestyleLuxury Lifestyle | 19 | $34.29B | $651.55B | +0.16% | -1.74% | -5.83% | +0.24% | -4.73% | -2.97% | +12.49% | +48.08% | -9.54% | -3.78% | -5.23% | +17.00% | +3.85% | -10.41% |
| HaveNots Shorts '25: Premium FinancePremium Finance | 18 | $91.35B | $1.64T | +0.37% | -2.52% | -10.47% | +0.58% | -7.31% | -2.69% | +25.05% | +85.14% | -10.34% | -2.69% | +5.40% | +13.68% | +2.07% | -10.98% |
| HaveNots Shorts '25: White Collar ServicesWhite Collar Services | 12 | $6.46B | $77.52B | -0.86% | -2.62% | -7.55% | +0.19% | -1.08% | +11.44% | +19.83% | -2.44% | -10.42% | +4.84% | -2.27% | +22.60% | +2.59% | -3.06% |
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