
ANF+64.43%5.9%

CALM-28.05%5.9%

CBL+84.08%5.9%

COLM+7.55%5.9%

DBI+78.46%5.9%

DCH-34.43%5.9%

FND-36.62%5.9%

FRCOY+49.56%5.9%

GCT+95.15%5.9%

JAKK+44.11%5.9%

LEA+21.08%5.9%

MAT-11.53%5.9%

NKE-54.59%5.9%

SHOO+36.06%5.9%

SONO+3.24%5.9%

UAA-6.97%5.9%

W+17.63%5.9%
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% | — |
| Average | 5.9% | 0.52% | 0.21% | 0.68% | 0.81% | 1.99% | 0.98% | 41.78% | 19.36% | 12.45% | 33.34% | $14.42B |
| Median | 5.9% | 0.00% | -0.11% | 3.13% | 1.30% | 1.16% | -6.13% | 42.04% | 17.63% | -1.07% | -18.39% | $3.13B |
| Std Dev | 0.0% | 2.04% | 5.81% | 9.13% | 1.87% | 27.33% | 27.02% | 84.03% | 44.10% | 56.76% | 108.90% | $33.54B |
| Min | 5.9% | -3.64% | -10.32% | -16.80% | -3.66% | -46.85% | -45.18% | -47.87% | -54.59% | -61.52% | -77.34% | $307.7M |
| Max | 5.9% | 6.47% | 15.33% | 18.38% | 3.33% | 56.10% | 44.79% | 260.22% | 95.15% | 145.43% | 250.46% | $140.69B |
| % Positive Tickers | 47.06% | 47.06% | 64.71% | 64.71% | 52.94% | 47.06% | 58.82% | 64.71% | 47.06% | 41.18% |