Top 10 / Long-term Top 10 — Consumer Discretionary
Long-term Top 10 — Consumer Discretionary
The 10 highest long-term scores among covered Consumer Discretionary companies, rebalanced on the first trading day of each month.
Tracked against the market equal-weight, exits included
Top 10SPY (dashed)rebalance
+0.4% since 2026-08-18, against +0.2% for SPY — 0.2 points ahead of the benchmark. Tracked since 2026-08-18.
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Who entered, who left, and the reason — with the score moves behind it.
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Where the cutoff sits
The cutoff today is 56.4 across 116 ranked Consumer Discretionary companies. #11 (HRB) is level with it. A member leaves only if it falls past #15 — 56.0 today.
Changes at the 18 Aug 2026 rebalance
Entered
ABERCROMBIE AND FITCH CLASS A (ANF) — Entered 18 Aug 2026: first selection for this list at rank 8, score 55.8.
Five Below (FIVE) — Entered 18 Aug 2026: first selection for this list at rank 6, score 57.0.
Gentex (GNTX) — Entered 18 Aug 2026: first selection for this list at rank 4, score 62.0.
Garmin (GRMN) — Entered 18 Aug 2026: first selection for this list at rank 1, score 67.3.
H&R Block (HRB) — Entered 18 Aug 2026: first selection for this list at rank 7, score 56.5.
LAUREATE EDUCATION INC (LAUR) — Entered 18 Aug 2026: first selection for this list at rank 2, score 63.1.
PERDOCEO EDUCATION CORP (PRDO) — Entered 18 Aug 2026: first selection for this list at rank 3, score 63.0.
Ralph Lauren Corporation (RL) — Entered 18 Aug 2026: first selection for this list at rank 5, score 57.5.
Ross Stores (ROST) — Entered 18 Aug 2026: first selection for this list at rank 10, score 55.4.
SharkNinja (SN) — Entered 18 Aug 2026: first selection for this list at rank 9, score 55.7.
10 of 10 changed. This is the list’s first rebalance, so every member is new.
The 10 members
| # | Company · why it is here | Score | P | G | H | V | S | T | Sector rank | Price | Since entry | In the list since |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Garmin (GRMN) Financial health 87th (debt to equity 0, free cash flow margin 20.9%) and long-term trend 78th (a strong uptrend, with buyers in control); weakest is valuation (21st, price to earnings 30.5, price to book 6.2). |
72 | 78 | 87 | 21 | 71 | 78 | 1 | 295.67 19 Aug 2026 | −0.6% | 18 Aug 2026 | |
| 2 | LAUREATE EDUCATION INC (LAUR) Growth 79th (revenue growth year over year 17.9%, 3-year revenue CAGR 11.1%) and long-term trend 77th (a "golden cross" — its 50-day average is above its 200-day); weakest is shareholder return (11th, consecutive years of dividend increases 1 year). |
75 | 79 | 72 | 45 | 11 | 77 | 2 | 38.38 19 Aug 2026 | +0.5% | 18 Aug 2026 | |
| 3 | PERDOCEO EDUCATION CORP (PRDO) Financial health 89th (debt to equity 0, free cash flow margin 25.8%) and valuation 75th (price to earnings 11.8, price to book 1.9); weakest is shareholder return (27th, consecutive years of dividend increases 3 years). |
65 | 70 | 89 | 75 | 27 | 41 | 3 | 32.66 18 Aug 2026 | +0.0% | 18 Aug 2026 | |
| 4 | Gentex (GNTX) Financial health 83rd (debt to equity 0, free cash flow margin 18.9%) and valuation 73rd (price to earnings 12.3, price to book 2); weakest is long-term trend (25th, over the past 12 months this stock lagged the market by 34.8 percentage points). |
57 | 67 | 83 | 73 | 71 | 25 | 4 | 23.64 19 Aug 2026 | −0.2% | 18 Aug 2026 | |
| 5 | Five Below (FIVE) Long-term trend 91st (a strong uptrend, with buyers in control) and growth 87th (revenue growth year over year 25.9%, 3-year revenue CAGR 15.7%); weakest is shareholder return (2nd, consecutive years of dividend increases 0 years). |
51 | 87 | 69 | 21 | 2 | 91 | 5 | 242.08 19 Aug 2026 | +1.5% | 18 Aug 2026 | |
| 6 | Ralph Lauren Corporation (RL) Shareholder return 71st (consecutive years of dividend increases 5 years) and growth 70th (revenue growth year over year 14.7%, 3-year revenue CAGR 8%); weakest is valuation (27th, price to book 7, price to earnings 23.8). |
65 | 70 | 54 | 27 | 71 | 60 | 7 | 377.96 19 Aug 2026 | −0.1% | 18 Aug 2026 | |
| 7 | SharkNinja (SN) Growth 85th (3-year revenue CAGR 19.8%, revenue growth year over year 17.5%) and long-term trend 82nd (a strong uptrend, with buyers in control); weakest is shareholder return (11th, consecutive years of dividend increases 1 year). |
59 | 85 | 62 | 13 | 11 | 82 | 8 | 181.24 19 Aug 2026 | −0.9% | 18 Aug 2026 | |
| 8 | H&R Block (HRB) Profitability 84th (return on equity 336.8%, operating margin 23.1%) and shareholder return 71st (consecutive years of dividend increases 5 years); weakest is growth (38th, 3-year revenue CAGR 2.8%, revenue growth year over year 5.4%). |
84 | 38 | 38 | 47 | 71 | 62 | 11 | 52.25 19 Aug 2026 | +2.6% | 18 Aug 2026 | |
| 9 | Ross Stores (ROST) Shareholder return 71st (consecutive years of dividend increases 5 years) and financial health 65th (debt to equity 0.2, free cash flow margin 11.1%); weakest is valuation (12th, price to book 11.9, price to earnings 32.7). |
62 | 65 | 65 | 12 | 71 | 61 | 14 | 234.69 19 Aug 2026 | −0.7% | 18 Aug 2026 | |
| 10 | ABERCROMBIE AND FITCH CLASS A (ANF) Valuation 65th (price to earnings 10.1, price to book 3.5) and financial health 64th (debt to equity 0, free cash flow margin 7.9%); weakest is shareholder return (2nd, consecutive years of dividend increases 0 years). |
63 | 59 | 64 | 65 | 2 | 52 | 19 | 105.45 19 Aug 2026 | +2.0% | 18 Aug 2026 |
Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. The initials are the pillars of the Long-term score: P profitability, G growth, H financial health, V valuation, S shareholder return, T long-term trend.
Since entry is the price change from the day the member entered this list to its latest stored close.
How the score is built
The long-term score is a published weighted sum of percentile ranks, rebalanced on the first trading day of each month. A list is a published formula and its output, not a recommendation. Method version 2. Full method → What is the long-term score? →
Questions
How is the long-term score built?
The long-term score is a published weighted sum of percentile ranks, rebalanced on the first trading day of each month. A list is a published formula and its output, not a recommendation. Method version 2. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100.
How often does this list change?
Members are rebalanced on the first trading day of each month. Scores are recomputed nightly, but membership only changes at a scheduled rebalance, or immediately if a company stops being eligible. A member is held while it stays inside the top 15, so a small move in rank does not force a change.
What score does a company need to be in this list?
The cutoff today is 56.4 across 116 ranked Consumer Discretionary companies. #11 (HRB) is level with it. A member leaves only if it falls past #15 — 56.0 today.
Informational only — NOT financial advice.