← 26 Aug 2026 · Long-term Top 10 — Consumer Discretionary
Long-term Top 10 — Consumer Discretionary — what changed on 27 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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Membership
No company entered or left on 27 Aug 2026. The next scheduled change is at this list's next rebalance.
Inside the ten
Against the previous session, 26 Aug 2026.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| Garmin (GRMN) | 1 | 68.3 −0.2 | Valuation 27th → 27th |
| LAUREATE EDUCATION INC (LAUR) | 2 | 66.7 +0.2 | Long-term trend 76th → 78th |
| PERDOCEO EDUCATION CORP (PRDO) | 3 | 65.2 +0.3 | Long-term trend 47th → 49th |
| Gentex (GNTX) | 5 | 61.6 −0.4 | Long-term trend 32nd → 29th |
| SharkNinja (SN) | 7 +2 | 60.9 +0.1 | Long-term trend 86th → 87th |
| Five Below (FIVE) | 8 −1 | 60.8 −0.8 | Long-term trend 92nd → 87th |
| ABERCROMBIE AND FITCH CLASS A (ANF) | 13 +1 | 58.7 −0.1 | no pillar moved materially |
| H&R Block (HRB) | 18 +1 | 57.5 −0.2 | Valuation 48th → 47th |
| Ralph Lauren Corporation (RL) | 20 | 56.9 −0.7 | Long-term trend 54th → 50th |
| Ross Stores (ROST) | 23 −1 | 56.3 −0.7 | Long-term trend 63rd → 60th |
At the edge
Knocking
- Versigent (VGNT) scores 7.7 above the lowest member — the sector cap, not the score, is what is keeping it out
- Airbnb (ABNB) scores 5.2 above the lowest member — the sector cap, not the score, is what is keeping it out
Closest to the exit
- H&R Block (HRB) 1.0 below the score at rank 15, where the hold band ends
- Ralph Lauren Corporation (RL) 1.6 below the score at rank 15, where the hold band ends
- Ross Stores (ROST) 2.2 below the score at rank 15, where the hold band ends
Ranked against 182 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.
−1.0% since the previous session (2026-08-26), against +0.7% for SPY — 1.7 points behind the benchmark. Tracked since 2026-08-18.
+4.4% since 2026-08-18, against +0.5% for SPY — 3.9 points ahead of the benchmark. Tracked since 2026-08-18.
Both curves are total return through 27 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.