| 9 |
| +21.2% | Coach brand delivers exceptional 29% CC revenue growth |
| ABNB Airbnb | 9 |
| +17.9% | Strong Revenue Growth Exceeding Guidance |
| AMCR Amcor | 6 |
| +77.4% | First anniversary of Berry combination with synergies exceeding initial target |
| AMZN Amazon.com, Inc. | 9 |
| +16.6% | AWS Growth Accelerates to 28% on $150B Run Rate |
| APTV Aptiv | 6 |
| +5.4% | Versigent spin-off completed successfully on April 1 |
| AZO AutoZone | 6 |
| +8.2% | Commercial Sales Decelerate to 9.8% on Severe Weather |
| BALL Ball Corporation | 7 |
| +16.1% | Comparable Operating Earnings Grow 10% Exceeding 2x Leverage |
| BBY Best Buy | 5 |
| -1.0% | Better-than-expected profitability despite softer holiday demand |
| BKNG Booking Holdings | 7 |
| +16.2% | Booking Holdings posted Q1 FY2026 revenue up 16.2% with strong growth despite a 2pp room night headwind from the Middle East conflict |
| CASY Casey's General Stores, Inc. | 8 |
| +0.3% | CASY delivered a standout Q3 with EPS up 50% to $3.49 and EBITDA surging 27.5% to $309 million, aided by favorable prior-year comparisons (which included $13 million in integration costs and a tax benefit) |
| CCL Carnival | 5 |
| +6.1% | Record first quarter results despite macro headwinds |
| CMG Chipotle Mexican Grill | 5 |
| +7.4% | Revenue growth of 7.4% with positive transaction growth |
| CPRT Copart | 3 |
| -3.6% | Revenue Declines as Insurance Volume Headwinds Persist |
| CVNA Carvana Co. | 8 |
| +52.0% | Record retail unit growth of 40% YoY to 187,393 |
| DECK Deckers Brands | 7 |
| +9.6% | Deckers closed fiscal 2026 with Q4 revenue up 9.6% to $1.12 billion, driven by HOKA's largest-ever quarter at $671 million (+15%) and UGG at $409 million (+9%) |
| DHI D. R. Horton | 2 |
| -2.3% | Net sales orders surged 11% year over year |
| DKNG DraftKings Inc. | 9 |
| +16.8% | DraftKings opened 2026 with first-quarter revenue up 17% year-over-year to more than $1.6 billion and adjusted EBITDA up 64% to $168 million, its second consecutive quarter of positive GAAP net income |
| DPZ Domino's | 5 |
| +3.5% | US SSS Decelerated to 0.9% Amid Macro and Competitive Pressure |
| DRI Darden Restaurants | 5 |
| +5.9% | Strong Q3 with same-restaurant sales of 4.2% exceeding industry by 540 basis points |
| EBAY eBay | 8 |
| +19.5% | Broad-Based GMV Acceleration to 14% on Strategic Priorities |
| EXPE Expedia Group | 7 |
| +14.7% | B2B Bookings Grew 22% Led by API and New Partnerships |
| F Ford Motor Company | 9 |
| +6.4% | Ford opened fiscal 2026 with $43.3 billion in revenue, up over 6% year-over-year even as volume fell nearly 4%, and adjusted EBIT of $3.5 billion ($2.2 billion excluding a one-time $1.3 billion IEEPA tariff benefit) |
| GM General Motors | 7 |
| -0.9% | EV Restructuring Charges Continue |
| GPC Genuine Parts Company | 6 |
| +6.8% | Results Ahead of Expectations with Sequential Improvement Across All Segments |
| HAS Hasbro | 8 |
| +12.8% | Hasbro delivered a strong Q1 2026 with revenue up 13% to $1 billion, driven by Wizards of the Coast where segment revenue surged 26% to $582 million on record Magic: The Gathering Premier set sales and a quarterly backlist record |
| HD The Home Depot, Inc. | 6 |
| -3.8% | Home Depot closed fiscal 2025 with fourth quarter total sales of $38.2 billion, a decrease of $1.5 billion or approximately 3.8% from last year, against a prior-year quarter that carried a 53rd week worth approximately $2.5 billion in sales; on a comparable 52-week basis total company comps were positive 0.4%, improving from negative 0.2% in November to positive 1.3% in January |
| HLT Hilton Worldwide | 9 |
| +9.0% | RevPAR acceleration broadens across all segments |
| HOG Harley-Davidson, Inc. | 3 |
| -11.8% | Harley-Davidson's first quarter separated a recovering retail business from a shrinking reported P&L |
| IP International Paper | 4 |
| +1.2% | Guidance Cut — Enterprise EBITDA Lowered to $3.2-3.5B |
| LCID Lucid Group, Inc. | 5 |
| +20.2% | Lucid's first quarter of 2026, the last under interim CEO Marc Winterhoff before Silvio Napoli's arrival, paired balance-sheet progress with an operational setback |
| LEN Lennar | 2 |
| -13.1% | Gross margin hits 15.2% cycle low on continued affordability pricing |
| LOW Lowe's | 7 |
| +10.9% | Q4 comps up 1.3% with 50bps winter storm benefit |
| LULU Lululemon Athletica | 6 |
| +0.8% | Co-CEO Transition Underway With Board Refresh |
| LVS Las Vegas Sands | 9 |
| +25.3% | Marina Bay Sands EBITDA grows 30%+ to $788M under new CEO |
| MAR Marriott International | 8 |
| +6.2% | Gross fee revenue surged 12% to $1.43 billion with Q1 RevPAR of 4.2% outperforming expectations, and adjusted EPS rose 17% to $2.72 |
| MCD McDonald's Corporation | 7 |
| +9.4% | Global comps grew 3.8% with system-wide sales up 6% in constant currency as the McValue platform continued driving U.S |
| MELI MercadoLibre | 7 |
| +49.0% | Brazil commerce acceleration from free shipping |
| MGM MGM Resorts | 5 |
| +4.2% | MGM's Q1 2026 marked a turning point as Las Vegas revenue grew for the first time in six quarters, powered by strong convention performance with record Q1 ADRs and the return of CON/AGG |
| NCLH Norwegian Cruise Line Holdings | 6 |
| +9.6% | Norwegian Cruise Line delivered a first quarter that beat its own guidance, with net yield down 1%, Adjusted Net Cruise Cost Ex Fuel of $168 declining 1%, and Adjusted EBITDA of $533 million all ahead of plan, yet the story was the sharply lowered full-year outlook: net yields now expected to decline 3%-5% and adjusted EPS cut to $1.45-$1.79 from roughly $2.38 |
| NKE NIKE, Inc. | 5 |
| +0.1% | Reported revenue flat, NA continues to grow |
| ORLY O'Reilly Automotive | 8 |
| +10.2% | Exceptional Comparable Store Sales Growth of 8.1% |
| PDD PDD Holdings | 6 |
| +10.4% | PDD Holdings reported first quarter 2026 (ended March 31, 2026) total revenue of RMB 106.2 billion, up 11% year over year, as transaction services revenue grew 20% to RMB 56.3 billion while online marketing services and other revenue was roughly flat at RMB 49.9 billion |
| PHM PulteGroup | 2 |
| -12.4% | PulteGroup reported Q1 home sale revenues of $3.3 billion, down 12%, with EPS of $1.79 versus $2.57 a year earlier |
| PKG Packaging Corporation of America | 6 |
| +10.6% | Record per-day corrugated shipments with broad-based demand strength |
| RCL Royal Caribbean Group | 6 |
| +11.3% | Royal Caribbean reported adjusted EPS of $3.60, $0.37 above guidance midpoint and up 33% year-over-year, with revenue growing 11% and EBITDA margin reaching 38% |
| RIVN Rivian Automotive, Inc. | 7 |
| +11.4% | In the first quarter of 2026 Rivian began saleable R2 production in Normal, a landmark milestone, and grew consolidated revenue about 11% to approximately $1.4 billion with $119 million of gross profit at a 9% margin |
| RL Ralph Lauren Corporation | 8 |
| +16.6% | Ralph Lauren delivered a strong fiscal Q4 with GAAP revenue surging 16.6% year-over-year as constant currency growth of 12% significantly exceeded the mid single digit outlook, driven by Asia up 28% with China accelerating to over 50% growth, North America up 8%, and Europe up 6% |
| ROL Rollins, Inc. | 6 |
| +10.2% | Sequential Acceleration to 8%+ Organic Growth in March |
| ROST Ross Stores | 8 |
| +12.2% | Q4 comp surged +9% driven by transactions despite weather headwind |
| SBUX Starbucks | 9 |
| +8.8% | U.S. Comp Acceleration to +7.1% on Transaction Strength |
| SW Smurfit WestRock | 3 |
| -12.5% | Weather and Downtime Severely Impacted Q1 Performance |
| TJX TJX Companies | 9 |
| +8.5% | Outstanding Q4 with 5% Comp Well Above Plan |
| TSCO Tractor Supply | 5 |
| +3.6% | Companion Animal Category Dragging Comps By 100 Basis Points |
| TSLA Tesla, Inc. | 9 |
| +15.8% | Vehicle Revenue Growth Recovery |
| ULTA Ulta Beauty | 7 |
| +11.8% | Record Holiday Performance Caps Strong Fiscal Year |
| WSM Williams-Sonoma | 5 |
| -4.3% | Comp Positive 3.2% in Q4 With Five Consecutive Quarters of Growth |
| WYNN Wynn Resorts | 7 |
| +9.2% | Las Vegas Delivers Best March Ever with RevPAR Up 10% |
| YUM Yum! Brands | 9 |
| +15.2% | Taco Bell U.S. outperformance with 8% same-store sales growth |