Theme

Fiscal Spend '26: Tariff Unwind☆

17 tickers$245.22B market cap
10D rank10D#300of 1,239 themes/1,239#7of 34 in Fiscal Spend/34 Fiscal Spend
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As of Oct 2, 2026, 9:55 PM ET

Fiscal Spend '26: Tariff Unwind Constituents

Abercrombie & Fitch Co.ANF
5.9%-0.33%3.42%3.13%3.31%11.92%44.04%68.93%64.43%1.33%250.46%$6.04B
Cal-Maine Foods, Inc.CALM
5.9%1.26%-10.32%-16.80%-0.39%-17.58%-24.72%-24.13%-28.05%-7.56%139.67%$3.13B
CBL & Associates Properties, Inc.CBL
5.9%0.61%1.35%0.39%0.61%47.84%44.79%109.62%84.08%145.43%154.55%$1.69B
Columbia Sportswear CompanyCOLM
5.9%-0.73%-1.75%0.97%-0.49%4.21%-7.31%-24.58%7.55%-27.61%-37.19%$2.93B
Dauch Corp.DCH
5.9%3.13%-5.25%-14.63%3.13%-34.43%-15.15%-34.43%-34.43%-34.43%-34.43%$1.33B
Designer Brands Inc.DBI
5.9%0.00%-1.95%18.38%2.56%-16.35%-12.71%65.64%78.46%-3.81%-53.07%$307.7M
Fast Retailing Co., Ltd.FRCOY
5.9%-0.63%5.21%4.11%-0.16%26.26%3.37%49.20%49.56%40.22%100.04%$140.69B
Floor & Decor Holdings, Inc.FND
5.9%-1.17%-4.87%-2.61%1.46%-23.30%-32.41%-43.10%-36.62%-61.52%-61.69%$4.84B
GigaCloud Technology Inc.GCT
5.9%1.05%-0.11%5.07%-0.24%35.08%19.67%260.22%95.15%105.07%242.57%$2.01B
JAKKS Pacific, Inc.JAKK
5.9%6.47%6.21%7.42%3.33%56.10%20.54%10.69%44.11%15.35%133.25%$310.7M
Lear CorporationLEA
5.9%-0.43%0.66%-4.93%1.51%7.51%-6.13%42.04%21.08%17.77%-15.61%$6.05B
Mattel, Inc.MAT
5.9%1.53%15.33%4.06%1.30%-23.21%-10.12%-23.33%-11.53%-19.50%-18.39%$4.44B
NIKE, Inc.NKE
5.9%-3.64%-6.19%-11.44%-3.66%-46.85%-45.18%-47.87%-54.59%-58.32%-75.85%$50.12B
Sonos, Inc.SONO
5.9%-0.28%2.94%8.54%-2.28%-1.22%12.63%61.05%3.24%52.32%-45.13%$2.09B
Steven Madden, Ltd.SHOO
5.9%0.61%4.33%10.44%1.50%11.37%28.46%67.28%36.06%-1.07%24.86%$3.36B
Under Armour, Inc.UAA
5.9%1.51%-0.11%-8.06%2.05%-4.73%-36.19%-28.26%-6.97%-45.23%-77.34%$2.01B
Wayfair Inc.W
5.9%-0.12%-5.38%7.44%0.20%1.16%33.07%201.23%17.63%93.11%-59.99%$13.87B
Theme return—0.52%0.21%0.64%0.66%5.36%2.01%38.65%21.32%17.95%43.02%—
Average5.9%0.52%0.21%0.68%0.81%1.99%0.98%41.78%19.36%12.45%33.34%$14.42B
Median5.9%0.00%-0.11%3.13%1.30%1.16%-6.13%42.04%17.63%-1.07%-18.39%$3.13B
Std Dev0.0%2.04%5.81%9.13%1.87%27.33%27.02%84.03%44.10%56.76%108.90%$33.54B
Min5.9%-3.64%-10.32%-16.80%-3.66%-46.85%-45.18%-47.87%-54.59%-61.52%-77.34%$307.7M
Max5.9%6.47%15.33%18.38%3.33%56.10%44.79%260.22%95.15%145.43%250.46%$140.69B
% Positive Tickers47.06%47.06%64.71%64.71%52.94%47.06%58.82%64.71%47.06%41.18%
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