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KPIs

Carnival Cruise available lower berth days in Q3

Above 24.9 million
6.74x
Above 24.8 million
1.05x
$83,802 vol8 markets
Constellation Brands Inc

Constellation Brands total beer shipments in Q2

Above 120 million
1.86x
Above 118 million
1.55x
$654 vol8 markets
KPIs

Domino’s total US stores in Q3

Above 7260
1.19x
Above 7270
7.85x
$37,358 vol9 markets
KPIs

Domino’s US same store sales growth in Q3

Above 1.5%
1.36x
Above 2.5%
2.81x
$4,290 vol10 markets
KPIs

United Airlines passengers in Q3

Above 50.5 million
2.09x
Above 50.25 million
1.57x
$3,949 vol19 markets
KPIs

Charles Schwab active brokerage accounts in Q3

Above 40.3 million
1.86x
Above 40.2 million
1.42x
$8,015 vol12 markets
American Express Company

American Express cards-in-force in Q3

Above 155.5 million
1.44x
Above 156 million
4.13x
$91,490 vol10 markets
Philip Morris International Inc

Zyn US shipment volume (pouches) in Q3

Above 3.3 billion
1.67x
Above 3.2 billion
1.60x
$6,192 vol7 markets
Lockheed Martin Corporation

Lockheed Martin F-35 deliveries in Q3

Above 40
1.83x
Above 35
1.42x
$14,736 vol9 markets
Tesla Inc.

Tesla total deliveries in Q3

Above 470000
1.97x
Above 500000
2.19x
$43,456 vol17 markets
Tesla Inc.

Tesla total production in Q3

Above 475000
1.97x
Above 480000
2.09x
$5,776 vol17 markets
Southwest Airlines Company

Southwest Airlines average passenger fare in Q3

Above $225
1.73x
Above $220
1.31x
$7,493 vol9 markets
Southwest Airlines Company

Southwest Airlines seats flown in Q3

Above 57.5 million
2.34x
Above 57 million
1.40x
$6,118 vol13 markets
Wyndham Hotels & Resorts Inc.

Wyndham Hotels total rooms in Q3

Above 879 thousand
1.48x
Above 882 thousand
2.66x
$4,452 vol8 markets
American Airlines Group Inc.

American Airlines passenger load factor in Q3

Above 85%
1.90x
Above 85.5%
3.08x
$43,224 vol10 markets
Ford Motor Company

Ford total vehicles US sales in Q3

Above 500 thousand
1.90x
Above 490 thousand
1.19x
$44,028 vol13 markets
Intel Corporation

Intel headcount in Q3

Above 81.5 thousand
1.62x
Above 81 thousand
1.50x
$8,391 vol10 markets
Alaska Air Group Inc.

Alaska Air passenger load factor in Q3

Above 84%
1.65x
Above 84.5%
2.46x
$22,024 vol11 markets
SoFi Technologies, Inc.

SoFi members in Q3

Above 16.9 million
1.93x
Above 16.8 million
1.52x
$9,057 vol7 markets
BrightSpring Health Services, Inc.

BrightSpring Health home health average daily census in Q3

Above 47400
2.29x
Above 47200
1.44x
$0 vol6 markets
BrightSpring Health Services, Inc.

BrightSpring Health prescriptions filled in Q3

Above 10.75 million
1.48x
Above 10.85 million
2.59x
$0 vol5 markets
The Cheesecake Factory Inc.

The Cheesecake Factory comparable restaurant sales in Q3

Above 5%
1.10x
Above 6%
1.10x
$53,378 vol6 markets
KPIs

Boeing commercial deliveries in Q3

Above 164
5.56x
Above 166
9.41x
$91,341 vol15 markets
Verizon Communications Inc

Verizon postpaid phone net additions in Q3

Above 250 thousand
1.76x
Above 275 thousand
2.24x
$3,267 vol11 markets