← 24 Aug 2026 · Long-term Top 10 — Consumer Discretionary
Long-term Top 10 — Consumer Discretionary — what changed on 25 Aug 2026
A dated record of one session: what entered or left, what moved inside the ten and by how much, who is closest to the boundary, and how the list did against its benchmark. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100.
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 3.
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Who entered, who left, and the reason — with the score moves behind it.
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Membership
No company entered or left on 25 Aug 2026. The next scheduled change is at this list's next rebalance.
Inside the ten
Against the previous session, 24 Aug 2026.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| Garmin (GRMN) | 2 −1 | 68.6 −0.2 | Long-term trend 75th → 74th |
| LAUREATE EDUCATION INC (LAUR) | 3 −1 | 66.3 +0.5 | Long-term trend 70th → 75th |
| PERDOCEO EDUCATION CORP (PRDO) | 4 −1 | 64.6 −0.3 | Valuation 79th → 74th |
| Five Below (FIVE) | 6 −1 | 61.8 −0.1 | Long-term trend 94th → 93rd |
| Gentex (GNTX) | 7 +1 | 61.6 +0.1 | Long-term trend 30th → 31st |
| SharkNinja (SN) | 9 | 60.6 +0.1 | Long-term trend 83rd → 84th |
| Ross Stores (ROST) | 12 −1 | 59.6 −0.2 | Long-term trend 77th → 77th |
| Ralph Lauren Corporation (RL) | 19 −3 | 57.9 −0.7 | Long-term trend 59th → 55th |
| H&R Block (HRB) | 20 | 57.8 −0.1 | Long-term trend 67th → 66th |
| ABERCROMBIE AND FITCH CLASS A (ANF) | 24 −1 | 56.2 −0.7 | Long-term trend 58th → 54th |
At the edge
Knocking
- Versigent (VGNT) scores 13.9 above the lowest member — the sector cap, not the score, is what is keeping it out
- Airbnb (ABNB) scores 5.9 above the lowest member — the sector cap, not the score, is what is keeping it out
Closest to the exit
- Ralph Lauren Corporation (RL) 0.8 below the score at rank 15, where the hold band ends
- H&R Block (HRB) 0.9 below the score at rank 15, where the hold band ends
- ABERCROMBIE AND FITCH CLASS A (ANF) 2.5 below the score at rank 15, where the hold band ends
Ranked against 184 eligible Consumer Discretionary companies on this session. A company at the edge is a company near a boundary, not a prediction that it will cross one.
Against the benchmark
SPY is the S&P 500 ETF — the US large-cap market average.
−0.4% since the previous session (2026-08-24), against +0.3% for SPY — 0.7 points behind the benchmark. Tracked since 2026-08-18.
+1.7% since 2026-08-18, against −0.2% for SPY — 1.9 points ahead of the benchmark. Tracked since 2026-08-18.
Both curves are total return through 25 Aug 2026: a distribution buys more of the company that paid it, on the benchmark as much as on the list.
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Informational only — NOT financial advice.