← 27 Aug 2026 · Long-term Top 10 — Consumer Discretionary
Long-term Top 10 — Consumer Discretionary — what changed on 28 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 28 Aug 2026. The next scheduled change is at this list's next rebalance.
Inside the ten
Against the previous session, 27 Aug 2026.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| Garmin (GRMN) | 1 | 68.0 −0.3 | Long-term trend 74th → 71st |
| LAUREATE EDUCATION INC (LAUR) | 2 | 66.8 +0.1 | Valuation 49th → 49th |
| PERDOCEO EDUCATION CORP (PRDO) | 3 | 65.3 +0.1 | Valuation 75th → 76th |
| Gentex (GNTX) | 6 −1 | 61.5 −0.1 | Long-term trend 29th → 28th |
| SharkNinja (SN) | 7 | 60.9 0.0 | no pillar moved materially |
| Five Below (FIVE) | 9 −1 | 60.4 −0.4 | Long-term trend 87th → 85th |
| ABERCROMBIE AND FITCH CLASS A (ANF) | 11 +2 | 59.2 +0.5 | Long-term trend 76th → 79th |
| H&R Block (HRB) | 17 +1 | 57.9 +0.4 | Valuation 47th → 48th |
| Ralph Lauren Corporation (RL) | 21 −1 | 56.9 0.0 | no pillar moved materially |
| Ross Stores (ROST) | 23 | 56.4 +0.1 | no pillar moved materially |
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 5.7 above the lowest member — the sector cap, not the score, is what is keeping it out
Closest to the exit
- H&R Block (HRB) 0.7 below the score at rank 15, where the hold band ends
- Ralph Lauren Corporation (RL) 1.7 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 181 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.
−0.5% since the previous session (2026-08-27), against −0.2% for SPY — 0.3 points behind the benchmark. Tracked since 2026-08-18.
+3.9% since 2026-08-18, against +0.2% for SPY — 3.6 points ahead of the benchmark. Tracked since 2026-08-18.
Both curves are total return through 28 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.