Filtered library · Theme
Consumer discretionary rotation theme · 19 dossiers
Dossiers in the Consumer discretionary rotation theme — 19 stocks moving on the same story.
CurrentWorked on 11 October 2026 · maturing.
All 19 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers AOUT American Outdoor Brands, Inc. Medium American Outdoor Brands' 53.0% gross margin, raised profit guidance and $10 million buyback still support the shares, which closed at $16.30 on 8 October 2026; the fiscal second-quarter report, expected around 3 December 2026, shows… CRSR Corsair Gaming, Inc. Medium Corsair Gaming's margin recovery has lifted profit estimates and a 38.2% three-month share gain; the third-quarter report, estimated for 3 November 2026, decides whether margins hold without the tariff refund and against rising memory… GME GameStop Corp. Class A Medium GameStop's CEO Ryan Cohen has bought shares four times on the open market since 10 September, at rising prices, backing a cash-rich balance sheet and fast-growing collectibles sales. EBay's 4 November report and GameStop's December results… ODD ODDITY Tech Ltd. Medium ODDITY Tech's guidance for third-quarter revenue down only about 5%, set on 9 September 2026 after beating its own second-quarter targets, keeps the beauty company a recovery case; the third-quarter report, expected around 17 November… ONON On Holding AG Medium On Holding's 2029 goal of at least CHF 5.6 billion in sales and its first $1 billion buyback have lifted the shares off their 52-week low. The Q3 report, expected around 10 November 2026, will show whether growth holds near the company's… SG Sweetgreen, Inc. Medium Sweetgreen's shares have extended their recovery from the summer cyclospora outbreak to $9.57, above every consensus target; the third-quarter report, expected around 5 November 2026, decides whether comparable sales confirm the recovery. SIG Signet Jewelers Limited Medium Signet Jewelers is earning more on flat sales, with fiscal 2027 adjusted EPS guidance raised to $10.45–$12.15 and a $125 million buyback under way. The third-quarter report, expected around 1 December 2026, shows whether that range… ASO Academy Sports and Outdoors, Inc. Low Academy Sports and Outdoors raised fiscal 2026 EPS guidance on one-time tariff refunds and buybacks while comparable sales fell 0.4%; the ~8 December 2026 third-quarter report shows whether core demand supports the rally. FOSL Fossil Group, Inc. Low Fossil Group's shares hit a 52-week high of $6.80 on 1 October 2026 on the margin turnaround reported in August. The estimated mid-November Q3 report decides whether cash flow and Q4 sales growth confirm it. HBB Hamilton Beach Brands Holding Company Low Hamilton Beach Brands' shares have run ahead of the evidence after a 70.8% three-month rise built on tariff refunds. The ~4 November 2026 third-quarter report decides whether gross margin excluding refunds of at least 26.1% and the… JILL J.Jill, Inc. Low J.Jill's turnaround looks priced in, with shares at $24.76 on 6 October 2026, at the $25 top of broker targets, and TowerBrook's 49.4% stake registered for resale; the early-December third-quarter report shows whether guided 3%–5% sales… LUXE LuxExperience B.V. Low LuxExperience's turnaround has lifted the shares near their $10.51 annual high and above most analyst targets; the fiscal first-quarter report, expected around 11 November 2026, decides whether profits keep improving. MCD McDonald's Corporation Low McDonald's shares sit near a four-year low as analysts cut targets on the cost of its $8.5 billion franchisee support plan and falling US traffic. The third-quarter report, estimated for 4 November 2026, shows whether US guest counts have… NKE Nike, Inc. Low NIKE's sales slide now carries a credit cost: S&P Global Ratings cut NIKE to A on 5 October 2026 and expects cash burn after dividends for two to three years. The shares are likelier to lag the S&P 500 until the ~17 December 2026… VRA Vera Bradley, Inc. Low Vera Bradley's shares have run past published analyst targets on one tariff-refund-aided quarter, so the case now depends on the December third-quarter report showing direct-channel growth without refund help. W Wayfair Inc. Low Wayfair's second-quarter margin recovery has rising analyst support but no price confirmation; the 4 November 2026 third-quarter report shows whether the 6.9% adjusted EBITDA margin repeats. WMT Walmart Inc. Low Walmart's advertising, membership and e-commerce growth is lifting profit faster than sales, but its shares closed at $110.56 on 8 October 2026, still 17.4% below their high and under the 200-day average at about 40 times earnings. The 19… BULL Webull Corporation Low Webull Corporation's breakout rebound has failed, with a 30 September 2026 close of $6.97 below the $7.30 level; the mid-November third-quarter report decides whether 51% revenue growth and a 31.5% adjusted margin hold. HVT Haverty Furniture Companies, Inc. Low Haverty Furniture Companies' order recovery is real but is losing earnings momentum to freight costs and a Sidoti estimate cut; the estimated 28 October 2026 third-quarter report shows whether written orders and the 60.5%–61.0% margin…