NFLX-42.33%11.0%
SPOT-33.10%10.0%
COST+0.31%9.0%
DUOL-53.81%9.0%
BJ+5.03%8.0%
MTCH+12.90%8.0%
NYT+14.28%8.0%
SIRI+16.59%8.0%
LTH+50.04%7.0%
PTON-42.45%7.0%
HIMS-47.97%6.0%
WW-43.92%5.0%
BMBL-57.95%4.0%
As of Oct 2, 2026, 9:55 PM ET
Business Models '24: Membership & Subscription Models Constituents
Netflix, Inc.NFLX | 11.0% | -1.16% | -7.09% | -18.96% | -1.19% | -28.49% | -30.34% | -28.33% | -42.33% | -5.12% | 9.37% | $279.23B |
Spotify Technology S.A.SPOT | 10.0% | -3.77% | -5.61% | -15.41% | -3.71% | -18.52% | -8.11% | -16.31% | -33.10% | 26.92% | 106.21% | $97.22B |
Costco Wholesale CorporationCOST | 9.0% | 0.62% | 2.25% | -0.95% | 0.51% | 6.64% | -9.02% | -4.71% | 0.31% | 5.39% | 114.85% | $408.29B |
Duolingo, Inc.DUOL | 9.0% | -1.57% | -2.13% | -8.41% | -1.36% | -17.62% | 43.14% | -57.17% | -53.81% | -49.14% | -10.16% | $6.72B |
BJ's Wholesale Club Holdings, Inc.BJ | 8.0% | 0.62% | 5.10% | 3.08% | 1.32% | 6.20% | -3.22% | -16.84% | 5.03% | 10.90% | 78.19% | $12.13B |
Match Group, Inc.MTCH | 8.0% | 0.47% | -6.43% | -8.03% | -2.74% | 20.87% | 23.51% | 24.78% | 12.90% | 8.76% | -74.43% | $9.41B |
Sirius XM Holdings Inc.SIRI | 8.0% | 0.31% | -3.15% | -13.48% | 0.21% | 30.12% | 17.01% | 21.02% | 16.59% | 19.17% | -50.17% | $8.67B |
The New York Times CompanyNYT | 8.0% | -1.59% | -2.92% | -6.12% | -0.27% | -8.47% | -20.37% | 28.10% | 14.28% | 15.55% | 31.30% | $10.18B |
Life Time Group Holdings, Inc.LTH | 7.0% | 1.56% | 7.33% | -5.75% | 1.56% | 54.21% | 51.81% | 31.00% | 50.04% | 69.66% | 130.93% | $9.16B |
Peloton Interactive, Inc.PTON | 7.0% | -1.01% | -0.50% | -6.29% | 0.50% | -18.91% | 24.25% | -20.84% | -42.45% | 5.58% | -94.33% | $2.05B |
Hims & Hers Health, Inc.HIMS | 6.0% | -1.02% | -1.05% | 4.99% | 2.76% | -7.27% | 107.37% | -3.56% | -47.97% | 69.29% | 297.26% | $6.47B |
WW International, Inc.WW | 5.0% | 7.43% | -10.83% | -14.22% | 6.85% | -49.82% | -31.04% | -45.70% | -43.92% | -45.41% | -45.41% | $147.4M |
Bumble Inc.BMBL | 4.0% | -0.39% | -10.25% | -10.25% | -0.39% | -28.85% | -16.45% | -42.53% | -57.95% | -61.22% | -95.03% | $331.3M |
| Theme return | — | -0.27% | -2.46% | -8.43% | -0.73% | 0.63% | 11.11% | 0.43% | -13.59% | 23.24% | 43.40% | — |
| Average | 7.7% | 0.04% | -2.71% | -7.68% | 0.31% | -4.61% | 11.43% | -10.08% | -17.11% | 5.41% | 30.66% | $65.39B |
| Median | 8.0% | -0.39% | -2.92% | -8.03% | 0.21% | -8.47% | -3.22% | -16.31% | -33.10% | 8.76% | 9.37% | $9.16B |
| Std Dev | 1.9% | 2.50% | 5.25% | 6.80% | 2.52% | 26.82% | 37.76% | 28.38% | 33.45% | 38.34% | 108.52% | $123.77B |
| Min | 4.0% | -3.77% | -10.83% | -18.96% | -3.71% | -49.82% | -31.04% | -57.17% | -57.95% | -61.22% | -95.03% | $147.4M |
| Max | 11.0% | 7.43% | 7.33% | 4.99% | 6.85% | 54.21% | 107.37% | 31.00% | 50.04% | 69.66% | 297.26% | $408.29B |
| % Positive Tickers | 46.15% | 23.08% | 15.38% | 53.85% | 38.46% | 46.15% | 30.77% | 46.15% | 69.23% | 53.85% |
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