ANF+6.09%5.9%
CALM-16.68%5.9%
CBL+108.43%5.9%
COLM+11.62%5.9%
DBI+138.23%5.9%
DCH-29.74%5.9%
FND-21.37%5.9%
FRCOY+59.82%5.9%
GCT+111.05%5.9%
JAKK+54.87%5.9%
LEA+33.48%5.9%
MAT-16.42%5.9%
NKE-43.76%5.9%
SHOO+92.01%5.9%
SONO+44.20%5.9%
UAA+0.30%5.9%
W+40.32%5.9%
As of Aug 6, 2026, 4:25 AM ET
Fiscal Spend '26: Tariff Unwind Constituents
Abercrombie & Fitch Co.ANF | 5.9% | -0.68% | 16.67% | 21.92% | 9.96% | -13.05% | 11.91% | 31.25% | 6.09% | $4.86B |
Cal-Maine Foods, Inc.CALM | 5.9% | 1.06% | -5.15% | 0.56% | -2.40% | 7.67% | -1.65% | -0.88% | -16.68% | $4.06B |
CBL & Associates Properties, Inc.CBL | 5.9% | 0.19% | -1.56% | 7.13% | -3.47% | 53.16% | 50.00% | 117.17% | 108.43% | $1.75B |
Columbia Sportswear CompanyCOLM | 5.9% | -0.68% | -8.22% | -9.64% | -3.67% | 3.83% | -7.65% | -24.85% | 11.62% | $2.93B |
Dauch Corp.DCH | 5.9% | 0.17% | 9.49% | 8.89% | 6.19% | -29.74% | -9.09% | -29.74% | -29.74% | $710.4M |
Designer Brands Inc.DBI | 5.9% | 0.91% | 22.16% | 19.53% | 10.43% | -10.23% | -6.32% | 77.76% | 138.23% | $338.7M |
Fast Retailing Co., Ltd.FRCOY | 5.9% | -3.41% | 4.82% | -9.87% | -0.31% | 34.67% | 10.26% | 59.14% | 59.82% | $149.59B |
Floor & Decor Holdings, Inc.FND | 5.9% | 3.28% | 16.63% | 10.29% | 8.89% | 2.96% | -9.26% | -23.61% | -21.37% | $6.78B |
GigaCloud Technology Inc.GCT | 5.9% | -0.47% | 28.12% | 35.68% | 5.72% | 17.72% | 4.29% | 213.92% | 111.05% | $1.73B |
JAKKS Pacific, Inc.JAKK | 5.9% | -0.31% | 5.88% | 13.82% | -1.48% | 53.67% | 18.66% | 8.97% | 54.87% | $296.9M |
Lear CorporationLEA | 5.9% | -0.52% | -12.76% | -6.30% | -4.11% | 9.31% | -4.56% | 44.42% | 33.48% | $6.28B |
Mattel, Inc.MAT | 5.9% | -2.69% | 0.84% | 10.80% | -4.17% | -27.12% | -14.69% | -27.23% | -16.42% | $4.20B |
NIKE, Inc.NKE | 5.9% | 2.22% | 1.80% | -2.05% | 1.77% | -33.37% | -31.28% | -34.65% | -43.76% | $62.82B |
Sonos, Inc.SONO | 5.9% | -3.05% | 8.37% | 17.06% | 8.59% | -9.34% | 3.38% | 47.82% | 44.20% | $1.88B |
Steven Madden, Ltd.SHOO | 5.9% | 0.43% | 14.78% | 23.57% | 6.49% | 17.84% | 35.93% | 77.00% | 92.01% | $3.59B |
Under Armour, Inc.UAA | 5.9% | -1.39% | -3.98% | -0.88% | 1.50% | 35.81% | -9.03% | 2.27% | 0.30% | $2.88B |
Wayfair Inc.W | 5.9% | -7.31% | 27.82% | 15.48% | 26.74% | 7.16% | 40.97% | 219.10% | 40.32% | $14.20B |
| Theme return | — | -0.72% | 7.39% | 9.82% | 3.75% | 9.90% | 6.40% | 44.63% | 35.90% | — |
| Average | 5.9% | -0.72% | 7.39% | 9.18% | 3.92% | 7.11% | 4.82% | 44.58% | 33.67% | $15.82B |
| Median | 5.9% | -0.47% | 5.88% | 10.29% | 1.77% | 7.16% | -1.65% | 31.25% | 33.48% | $3.59B |
| Std Dev | 0.0% | 2.35% | 11.87% | 12.29% | 7.67% | 25.76% | 20.67% | 76.12% | 52.94% | $36.34B |
| Min | 5.9% | -7.31% | -12.76% | -9.87% | -4.17% | -33.37% | -31.28% | -34.65% | -43.76% | $296.9M |
| Max | 5.9% | 3.28% | 28.12% | 35.68% | 26.74% | 53.67% | 50.00% | 219.10% | 138.23% | $149.59B |
| % Positive Tickers | 41.18% | 70.59% | 70.59% | 58.82% | 64.71% | 47.06% | 64.71% | 70.59% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
About this theme
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.