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   Participating Company TickerAnalyst RatingCountrySectorStatusUSD MarketcapCategory
Abercrombie & Fitch
ANF UN Specialty Retail 1x1 only
Advance Auto Parts
AAP UN Broadline Retail 1x1 only
Ahold Delhaize
AD NA Consumer Staples Distribution & Retail 1x1 only
Allbirds
BIRD US Textiles, Apparel & Luxury Goods 1x1 only
Anheuser-Busch InBev SA
BUD UN Beverages 1x1 only
Avolta AG
AVOL SW Consumer Staples Distribution & Retail 1x1 only
Bath & Body Works
BBWI UN Specialty Retail
Better Collective
BETCO SS Interactive Media & Services 1x1 only
BJ's Wholesale Club
BJ UN Broadline Retail
Black Rock Coffee Bar
PRIVATE Hotels, Restaurants & Leisure FC only
Burberry
BRBY LN Specialty Retail 1x1 only
Carlsberg Group
CARLB DC Beverages 1x1 only
CAVA Group
CAVA UN Hotels, Restaurants & Leisure
Celsius
CELH US Beverages
Church & Dwight
CHD UN Household Products 1x1 only
Clorox
CLX UN Household Products 1x1 only
Coca-Cola
KO UN Beverages
Coca-Cola Europacific Partners
CCEP NA Beverages
Coca-Cola Femsa
KOFUBL MM Beverages 1x1 only
Colgate-Palmolive Company
CL UN Personal Care Products
Constellation Brands
STZ UN Beverages
Delta Air Lines
DAL UN Passenger Airlines
DICK’S Sporting Goods
DKS UN Broadline Retail
Dominos Pizza
DPZ UN Hotels Restaurants & Leisure 1x1 only
Driven Brands
DRVN US Broadline Retail
Edgewell Personal Care
EPC UN Personal Care Products
El Puerto de Liverpool SAB de CV
LIVEPOLC MM Specialty Retail 1x1 only
elf Beauty
ELF UN Personal Care Products
Energizer
ENR UN Household Products
Entain
ENT LN Hotels, Restaurants & Leisure 1x1 only
European Wax Center
EWCZ US Broadline Retail
Fabletics
PRIVATE Textiles, Apparel & Luxury Goods FC only
Falabella S.A.
FALAB CI Broadline Retail 1x1 only
FEMSA
FMX UN Food Products 1x1 only
Floor & Decor Holdings
FND US Broadline Retail 1x1 only
Freshpet
FRPT US Food Products
Genius Sports
GENI US Leisure Products 1x1 only
Glanbia
GLB LN Food Products 1x1 only
Hasbro
HAS US Leisure Products
Hilton Worldwide Holdings
HLT US Hotels, Restaurants & Leisure 1x1 only
Instacart
CART US Consumer Staples Distribution & Retail 1x1 only
International Flavors & Fragrances
IFF UN Chemicals 1x1 only
JBS SA
JBSS3 BZ Food Products 1x1 only
Kenvue
KVUE US Personal Care Products
Keurig Dr Pepper
KDP US Beverages
Kimberly-Clark Corp
KMB UN Household Products
KinderCare Learning Companies
KLC US Diversified Consumer Services
Kingfisher
KGF LN Specialty Retail 1x1 only
Krispy Kreme
DNUT US Hotels, Restaurants & Leisure 1x1 only
La-Z-Boy
LZB US Household Durables 1x1 only
Lojas Renner SA
LREN3 BZ Specialty Retail 1x1 only
Marks and Spencer Group PLC
MKS LN Consumer Staples Distribution & Retail 1x1 only
Mattel
MAT US Leisure Products
MGM Resorts
MGM US Hotels, Restaurants & Leisure 1x1 only
Molson Coors
TAP UN Beverages
Mytheresa
MYTE UN Specialty Retail 1x1 only
Newell Brands
NWL US Household Durables
Nomad Foods
NOMD US Food Products
Norwegian Cruise Line Holdings
NCLH UN Hotels, Restaurants & Leisure 1x1 only
Oddity Tech Ltd
ODD US Personal Care Products
On Holding
ONON UN Textiles, Apparel & Luxury Goods
Pandora
PNDORA DC Broadline Retail 1x1 only
Penn Entertainment
PENN US Entertainment 1x1 only
Polaris
PII US Leisure Products
Portillo's
PTLO US Hotels, Restaurants & Leisure
Prestige Consumer Healthcare
PBH US Pharmaceuticals 1x1 only
Procter & Gamble
PG UN Household Products
PUMA
PUM GY Textiles, Apparel & Luxury Goods 1x1 only
Qurate Retail
QRTEA US Broadline Retail 1x1 only
Reckitt
RKT LN Household Products 1x1 only
Restaurant Brands International
QSR UN Hotels, Restaurants & Leisure
Shake Shack
SHAK UN Hotels, Restaurants & Leisure
SharkNinja
SN US Household Durables
Six Flags Entertainment Corporation
FUN US Hotels, Restaurants & Leisure 1x1 only
Skechers
SKX UN Textiles, Apparel & Luxury Goods
Sportradar
SRAD US Leisure Products
Sweetgreen
SG UN Hotels, Restaurants & Leisure 1x1 only
Sysco
SYY UN Distributors
Tailored Brands
PRIVATE Specialty Retail
Target
TGT UN Broadline Retail 1x1 only
Tesco
TSCO LN Consumer Staples Distribution & Retail 1x1 only
Texas Roadhouse
TXRH US Hotels, Restaurants & Leisure 1x1 only
The Cheesecake Factory
CAKE US Consumer Services - Hotels, Restaurants & Leisure
ThredUp
TDUP US Specialty Retail 1x1 only
Torrid Holdings
CURV UN Specialty Retail 1x1 only
Traeger
COOK UN Household Durables 1x1 only
Travel + Leisure Co.
TNL US Hotels, Restaurants & Leisure
US Foods Holding Corp.
USFD UN Food Products
Valvoline
VVV UN Specialty Retail
Vita Coco Company
COCO US Beverages 1x1 only
Walmart
WMT UN Consumer Staples Distribution & Retail
Warby Parker
WRBY UN Specialty Retail
Wayfair
W UN Specialty Retail
Williams-Sonoma
WSM UN Specialty Retail
WK Kellogg
KLG US Food Products
Wyndham Hotels & Resorts
WH US Hotels, Restaurants & Leisure 1x1 only
Wynn Resorts
WYNN US Hotels, Restaurants & Leisure 1x1 only
Xponential Fitness
XPOF UN Leisure Products 1x1 only
Yeti Holdings
YETI UN Leisure Products

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