industry intelligence Measured conclusion Latest qualified tape

Industry Sentiment Dossier

Leisure sentiment intelligence

Company-news tone, narrative breadth, confidence, catalyst concentration and market confirmation examined as separate evidence layers.

Constructive but selective 54/100 narrative breadth 69/100 evidence confidence 122 qualified equities from 220 latest records
Peer rank91 of 157weighted group score
Qualified coverage55%98 records withheld
Direct evidence87%1562 company matches
Story dispersion4.5cross-company score spread
Relative to context+0.5versus Consumer Cyclical
Latest refresh12 Aug 2026822 publisher signals

Executive Evidence Brief

A balanced headline masks a selective company tape

Aggregate tone remains near neutral, so breadth, catalysts and company-level outliers carry more information than the headline score alone.

Directional score52.4weighted polarity, separate from reliability
Breadth54constructive minus cautious participation
Confidence69depth, directness, freshness and agreement

Evidence that supports the read

Direct company coverage supplies 87% of the measured article set.

Positive one-week price responses appear across 64% of measured equities.

Conditions that limit conviction

Evidence confidence is 69/100 and should limit conviction in the aggregate read.

Narrative Breadth

How widely tone is shared

122 equities
54Breadth
Constructive129.8%
Balanced10787.7%
Cautious32.5%

Score Distribution

Shape of the company tape

Neutral range 43 to 57
1Strong caution
2Cautious
107Balanced
12Constructive
0Strongly constructive

Evidence Quality

Reliability of the read

Confidence is not polarity
69/100 group confidence
High confidence59
Usable evidence27
Developing36

1802 relevant story observations across 822 publisher signals. 87% is direct company evidence.

13-Week Trajectory

Weighted tone and participation

Completed observations only
15 Jun: tone 51.8, breadth 53.3, 120 observations22 Jun: tone 51.6, breadth 52.2, 114 observations29 Jun: tone 51.7, breadth 52.1, 120 observations06 Jul: tone 52.3, breadth 55.4, 120 observations13 Jul: tone 51.9, breadth 52.9, 119 observations20 Jul: tone 52.2, breadth 54.5, 122 observations27 Jul: tone 51.4, breadth 51.6, 122 observations03 Aug: tone 52.1, breadth 54.5, 56 observations10 Aug: tone 53.3, breadth 61.7, 30 observations 100500
18 May29 Jun10 Aug
Weighted toneNarrative breadthNeutral 50

The path uses a fixed quality sample of up to 122 current constituents to keep the historical query reproducible. Earlier observations are not rewritten by later headlines.

Market Confirmation

How price is responding to the news tape

122 securities measured

Price response is a diagnostic cross-check. It does not alter the sentiment score, so agreement and disagreement remain visible.

Confirmed by price43% of qualified equities
News-price disagreement5646% of qualified equities
Cautious news absorbed22% of qualified equities
No decisive price test6049% of qualified equities
Median 1W return+1.75%
Median 4W return+1.35%
Positive 1W response64%
Active trend signal43%
Above Fair Value50%
Median Fair Value gap+0.00%

Internal Leadership

Country map

7 qualified groups

20 thin groups are withheld because they contain fewer than 5 qualified securities.

Peer Comparison

Where this read sits in the ranked tape

Rank 91 of 157

Catalyst Lens

What is moving the narrative

Latest company observations
Market update6452.5% of equities · tone 51.6
Earnings4839.3% of equities · tone 53.6
Capital return54.1% of equities · tone 52.6
Regulatory and legal21.6% of equities · tone 39.7
Deals and strategy21.6% of equities · tone 50.0
Balance sheet10.8% of equities · tone 63.0

Publisher Lens

Where the latest observations came from

Not an independence count
TradingView3226.2% of equities · tone 51.8
simplywall.st2016.4% of equities · tone 54.3
MarketBeat1512.3% of equities · tone 51.3
Market source86.6% of equities · tone 52.5
marketscreener.com75.7% of equities · tone 51.5
TipRanks43.3% of equities · tone 46.7
PR Newswire32.5% of equities · tone 50.4
Stock Titan21.6% of equities · tone 56.3

Positioning Lens

What deserves attention

Score rank#91among 157 measured industries
Parent spread+0.5versus Consumer Cyclical
Cross-company dispersion4.5higher values mean a less uniform tape

Security Evidence

The equities behind the read

Open any ticker for its complete dossier

Constructive leaders

tonies SE

Positive news being faded · -5.2% 1W

Market update · 75/100 confidence · 12 direct stories
CYQ63
Cycliq Group Limited

Positive news being faded · -20.0% 1W

Balance sheet · 51/100 confidence · 3 direct stories
Yamaha Corporation

News confirmed by price · +10.7% 1W

Earnings · 72/100 confidence · 6 direct stories
Oriental Land Co., Ltd.

Positive news being faded · -5.9% 1W

Earnings · 71/100 confidence · 10 direct stories
LTH61
Life Time Group Holdings Inc

Price moving ahead of tone · +6.5% 1W

Market update · 80/100 confidence · 53 direct stories
Intra Golflink Resorts Tbk.

News confirmed by price · +6.2% 1W

Earnings · 73/100 confidence · 5 direct stories
Smartfit Escola de Ginástica e Dança S.A.

Balanced read · +0.3% 1W

Market update · 30/100 confidence · 3 direct stories
Clarus Corp

News confirmed by price · +15.6% 1W

Earnings · 90/100 confidence · 34 direct stories

Cautious laggards

Kiddieland International Limited

Caution confirmed by price · -1.0% 1W

Earnings · 24/100 confidence · 2 direct stories
Planet Fitness Inc

Bad news being absorbed · +4.5% 1W

Regulatory and legal · 80/100 confidence · 54 direct stories
Kawai Musical Instruments Manufacturing Co., Ltd.

Bad news being absorbed · +2.3% 1W

Market update · 50/100 confidence · 2 direct stories
Planet Fitness, Inc.

Balanced read · +0.0% 1W

Regulatory and legal · 69/100 confidence · 20 direct stories
Plby Group Inc

Price moving ahead of tone · -9.0% 1W

Market update · 80/100 confidence · 35 direct stories
MAT47
Mattel Inc

Balanced read · -2.0% 1W

Earnings · 87/100 confidence · 27 direct stories
Lucky Strike Entertainment Corporation

Balanced read · -2.6% 1W

Market update · 80/100 confidence · 52 direct stories
Universal Entertainment Corporation

Price moving ahead of tone · +6.7% 1W

Market update · 73/100 confidence · 8 direct stories

Attention leaders

Planet Fitness Inc

Bad news being absorbed · +4.5% 1W

Regulatory and legal · 80/100 confidence · 54 direct stories
FUN52
Six Flags Entertainment Corporation

Balanced read · -0.2% 1W

Market update · 80/100 confidence · 53 direct stories
LTH61
Life Time Group Holdings Inc

Price moving ahead of tone · +6.5% 1W

Market update · 80/100 confidence · 53 direct stories
Peloton Interactive Inc

Price moving ahead of tone · +5.1% 1W

Market update · 80/100 confidence · 53 direct stories
Lucky Strike Entertainment Corporation

Balanced read · -2.6% 1W

Market update · 80/100 confidence · 52 direct stories
Acushnet Holdings Corp

Balanced read · -3.2% 1W

Market update · 80/100 confidence · 52 direct stories
Johnson Outdoors Inc

Balanced read · +2.0% 1W

Market update · 80/100 confidence · 51 direct stories
Xponential Fitness Inc

Balanced read · +3.2% 1W

Market update · 80/100 confidence · 51 direct stories

Latest Evidence Ledger

Recent company-level observations

18 displayed

DOGZ Stock Stirs As Traders Target Low-Float Volatility

StocksToTrade · Earnings · Price moving ahead of tone

60/100 confidence · 99% direct evidence

United Parks & Resorts (PRKS) Q2 2026 Earnings Call Transcript

Motley Fool · Earnings · Balanced read

90/100 confidence · 100% direct evidence
VVA52

Viva Leisure (ASX:VVA) — Is This ASX Fitness Stock Breaking Out?

Kalkine · Earnings · Price moving ahead of tone

73/100 confidence · 100% direct evidence

Yamaha (TSE:7951) Is Up 14.3% After Raising FY2027 Profit Guidance On Strong Q1 Results – Has The Bull Case Changed?

simplywall.st · Earnings · News confirmed by price

72/100 confidence · 100% direct evidence

Is Nikon’s (TSE:7731) Profit Slide Despite Higher Sales Challenging Its Margin-Improvement Story?

simplywall.st · Earnings · Price moving ahead of tone

60/100 confidence · 100% direct evidence
GAW50

Games Workshop Group PLC Revenue Breakdown – LSE:GAW

TradingView · Market update · Balanced read

75/100 confidence · 100% direct evidence

Did Stronger Earnings, FX Gains and a Higher Dividend Just Shift Shimano's (TSE:7309) Investment Narrative?

simplywall.st · Earnings · Positive news being faded

66/100 confidence · 100% direct evidence
XPF50

XP Factory PLC (GB00BDB79J29.SG) stock price, news, quote and history

Market source · Market update · Price moving ahead of tone

50/100 confidence · 100% direct evidence

FNKO Q2 Deep Dive: Diverse Product Pipeline and Operational Execution Drive Margin Expansion

Market source · Earnings · Balanced read

75/100 confidence · 100% direct evidence
MAT47

What Mattel (MAT)'s Mixed Q2 2026 Results and Big Buyback Mean For Shareholders

simplywall.st · Earnings · Balanced read

87/100 confidence · 100% direct evidence

BANDAI NAMCO Holdings Inc. Just Recorded A 61% EPS Beat: Here's What Analysts Are Forecasting Next

simplywall.st · Earnings · Price moving ahead of tone

61/100 confidence · 100% direct evidence

Acushnet (GOLF) Stock Faces Tariff Refund Questions After Profit Surge

webull.com · Earnings · News confirmed by price

73/100 confidence · 100% direct evidence

Oriental Land (TSE:4661) Is Down 5.9% After Strong Q1 FY2027 Earnings Beat And Upgraded Guidance

simplywall.st · Earnings · Positive news being faded

71/100 confidence · 100% direct evidence

Clarus Corporation Just Reported A Surprise Profit And Analysts Updated Their Estimates

simplywall.st · Earnings · News confirmed by price

90/100 confidence · 100% direct evidence
FDR54

Fluidra, S.A. Revenue Breakdown – BIVA:FDR/N

TradingView · Earnings · Price moving ahead of tone

69/100 confidence · 100% direct evidence

Sport Clubs Co.'s Board Recommends Share Buyback

marketscreener.com · Capital return · Price moving ahead of tone

48/100 confidence · 100% direct evidence
UTG51

Travel + Leisure (TNL) Stock Looks Reasonable On Earnings But Cheap On Cash Flow

Market source · Earnings · Balanced read

54/100 confidence · 100% direct evidence

Has Peloton Interactive (PTON) Fallen Below Fair Value After Profit?

Market source · Earnings · Price moving ahead of tone

87/100 confidence · 100% direct evidence

Reproducible Method

How to read this dossier

Direction

The score measures the polarity of qualified published news after relevance, source quality, event importance and freshness weighting. It is centred at 50.

Breadth

Breadth measures how widely constructive or cautious classifications are shared. A few extreme equities cannot create broad participation.

Confidence

Confidence measures sample depth, direct-company coverage, publisher diversity, freshness and agreement. It is intentionally separate from direction.

Market confirmation

Completed weekly price data tests whether the market confirms, rejects or absorbs the narrative. Price never feeds back into the sentiment score.

Coverage controls

Unqualified ticker records are excluded, and subgroup maps require at least five qualified securities. Thin slices are disclosed instead of ranked.

Interpretation

This is a current evidence classification, not a forecast, target, recommendation or measure of investor positioning.

Evidence context