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S&P 500 Consumer Discretionary Sector SEC Filings β€” February 16, 2026

USA S&P 500 Consumer Discretionary

14 high priority33 medium priority47 total filings analysed

Executive Summary

On February 17, 2026, 47 SEC filings clustered in a single day, primarily 8-Ks under the USA S&P 500 Consumer Discretionary stream (though spanning financials, energy, REITs, and industrials), dominated by earnings disclosures (15+ Item 2.02 filings, avg materiality 7/10) and Reg FD updates (Item 7.01), signaling earnings season kickoff without disclosed quantitative metrics like YoY/QoQ trends, margins, or ratios. All sentiments neutral except BullFrog AI's bearish delisting (10/10 materiality), precluding portfolio-level growth/margin synthesis; no insider trading, capital allocation, forward-looking guidance, or scheduled events revealed across filings. Leadership churn evident in 8 Item 5.02 disclosures (e.g., Marriott Vacations, Louisiana-Pacific; avg medium risk), potentially flagging instability in cyclical names. Transaction activity highlights 5 Item 1.01 material agreements (e.g., Medalist REIT acquisition, Hooker Furnishings), with associated dilution/leveraging risks (Items 3.02/2.03 in 4 cases). Absent enriched quantitative data, actionable intelligence centers on qualitative patterns: monitor exhibits for hidden metrics, prioritize high-materiality earnings (Builders FirstSource 8/10, TPG RE 9/10), and scrutinize leadership/M&A for Consumer Discretionary proxies like Marriott/hotels and Hooker/furniture. Implications: Low directional bias favors watchlist approach over immediate trades, with delisting as sole clear bearish catalyst.

Tracking the trend? Catch up on the prior S&P 500 Consumer Discretionary Sector SEC Filings digest from February 12, 2026.

Investment Signals(12)

Risk Flags(10)

Opportunities(10)

Sector Themes(6)

  • Earnings Wave Onset
    β—†

    15+ Item 2.02 filings (e.g., Builders, Knife River, Fluor; avg 7/10 materiality) on 2026-02-17, no disclosed YoY trends but high volume flags sector reporting start; implies volatility from exhibit metrics [IMPLICATION: Position for beats in discretionary cyclicals]

  • Leadership Turnover Pattern
    β—†

    8 Item 5.02 events (Louisiana-Pacific 2x, Marriott, etc.; avg medium risk), concentrated in construction/REITs; undisclosed details suggest proactive changes vs distress [IMPLICATION: Monitor for Consumer Disc hotels/furniture stability]

  • Deal-Making with Dilution
    β—†

    5 Item 1.01 agreements (Medalist, Hooker, etc.) paired w/ 4 Item 3.02 equity sales (XFLH, JFB), neutral sentiment; avg medium risk but growth-oriented [IMPLICATION: Accretion alpha if no metrics deterioration]

  • Neutral Sentiment Dominance
    β—†

    46/47 neutral (avg low risk, materiality 5/10), outlier bearish delisting; no insider/guidance patterns [IMPLICATION: Low conviction trades, favor data-deep dives]

  • High Materiality Outliers
    β—†

    9 filings >7/10 materiality (TPG 9/10, Medalist 9/10, BullFrog 10/10), skewed to earnings/M&A; no cross-company metric comps available [IMPLICATION: Prioritize for relative performance edges]

  • Multi-Item Filing Complexity
    β—†

    10+ filings w/ 3+ items (e.g., Armada Hoffler 3 items, Medalist 6 items), blending earnings/transactions; undisclosed exhibits key [IMPLICATION: Time-sensitive review for hidden catalysts]

Watch List(8)

Filing Analyses(47)
SIMMONS FIRST NATIONAL CORP8-Kneutralmateriality 3/10

17-02-2026

Simmons First National Corp filed a Form 8-K on February 17, 2026, reporting under Item 8.01 (Other Events) and Item 9.01 (Financial Statements and Exhibits). No details on the specific other events, financial statements, exhibits, transaction values, metrics, or performance comparisons are disclosed in the provided filing information. This multi-item filing is informational with no quantified positive or negative impacts revealed.

Builders FirstSource, Inc.8-Kneutralmateriality 8/10

17-02-2026

Builders FirstSource, Inc. filed an 8-K on February 17, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits), announcing financial results. No specific revenue, earnings, margins, period-over-period changes, or other financial metrics are disclosed in the provided filing information. No positive or negative performance details, guidance, or comparisons are available.

Energy Transfer LP8-Kneutralmateriality 7/10

17-02-2026

Energy Transfer LP filed a Form 8-K on February 17, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits). This is a standard earnings-related disclosure, but no specific financial metrics, period-over-period comparisons, or performance details (positive, negative, or flat) are provided in the filing summary. All quantitative data and operational details are NOT_DISCLOSED.

FRANKLIN ELECTRIC CO INC8-Kneutralmateriality 6/10

17-02-2026

FRANKLIN ELECTRIC CO INC filed an 8-K on February 17, 2026, under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits). This is a multi-item filing disclosing material nonpublic information pursuant to Regulation FD, with unspecified exhibits attached. No financial metrics, transactions, guidance, or other quantitative details are disclosed in the filing summary.

  • Β·AccNo: 0000038725-26-000004
  • Β·File Size: 4 MB
CAPITAL ONE FINANCIAL CORP8-Kneutralmateriality 5/10

17-02-2026

CAPITAL ONE FINANCIAL CORP filed an 8-K on February 17, 2026, under Item 7.01 for Regulation FD Disclosure and Item 9.01 for Financial Statements and Exhibits. No specific details, financial metrics, transaction values, or quantitative data are disclosed in the provided filing summary. This is a multi-item voluntary filing with no mentioned positive or negative performance indicators.

LOUISIANA-PACIFIC CORP8-K/Aneutralmateriality 5/10

17-02-2026

LOUISIANA-PACIFIC CORP filed a Form 8-K on 2026-02-17 under Item 5.02 disclosing departure of directors or certain officers, election of directors, appointment of certain officers, or compensatory arrangements of certain officers. No specific details on affected positions, individuals involved, reasons for the change, timing, or any financial metrics are disclosed. This appears to be a routine leadership disclosure with no quantified positive or negative impacts provided.

MODINE MANUFACTURING CO8-Kneutralmateriality 3/10

17-02-2026

MODINE MANUFACTURING CO filed an 8-K on February 17, 2026, reporting under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits). No specific financial metrics, transactions, period-over-period comparisons, or other quantitative data are disclosed in the provided filing information. The filing size is 5 MB, but contents of the disclosure and exhibits are NOT_DISCLOSED.

  • Β·AccNo: 0001104659-26-015568
  • Β·Filing size: 5 MB
LOUISIANA-PACIFIC CORP8-Kneutralmateriality 5/10

17-02-2026

Louisiana-Pacific Corp filed an 8-K on February 17, 2026, under Item 2.02 disclosing Results of Operations and Financial Condition, accompanied by Item 9.01 Financial Statements and Exhibits. No specific revenue, earnings, margins, or period-over-period comparisons are disclosed in the provided filing information. This appears to be an informational earnings-related disclosure without quantified metrics.

Armada Hoffler Properties, Inc.8-Kneutralmateriality 7/10

17-02-2026

Armada Hoffler Properties, Inc. filed an 8-K on February 17, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), and Item 9.01 (Financial Statements and Exhibits). This multi-item filing discloses financial results, but specific metrics such as revenue, earnings, or guidance are NOT_DISCLOSED. No period-over-period comparisons, positive or negative changes, or other quantitative details are provided in the filing information.

JFB Construction Holdings8-Kneutralmateriality 3/10

17-02-2026

JFB Construction Holdings filed an 8-K on February 17, 2026 (AccNo: 0001493152-26-006871), disclosing an event under Item 5.02 related to Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. No specific details on affected positions, individuals involved, reasons for change, or any financial metrics are disclosed. Sector information is not specified.

  • Β·Filing date: 2026-02-17
  • Β·Accession Number: 0001493152-26-006871
  • Β·File size: 208 KB
  • Β·Event type: Officer Change
Artificial Intelligence Technology Solutions Inc.8-Kneutralmateriality 3/10

17-02-2026

Artificial Intelligence Technology Solutions Inc. filed an 8-K on February 17, 2026, disclosing under Item 8.01 Other Events and Item 9.01 Financial Statements and Exhibits. No specific details on the nature of the other events or the content of any exhibits are provided. No quantitative metrics, positive or negative changes, or financial impacts are mentioned.

COCA-COLA EUROPACIFIC PARTNERS plc6-Kmateriality 4/10

17-02-2026

InfuSystem Holdings, Inc8-Kneutralmateriality 5/10

17-02-2026

InfuSystem Holdings, Inc. filed a Form 8-K on February 17, 2026, under Item 7.01 Regulation FD Disclosure. This voluntary filing discloses material non-public information to comply with Regulation FD requirements. No specific financial metrics, transactions, events, or quantitative data are detailed in the provided filing information.

COCA-COLA EUROPACIFIC PARTNERS plc6-Kmateriality 4/10

17-02-2026

Knife River Corp8-Kneutralmateriality 8/10

17-02-2026

Knife River Corp filed a Form 8-K on February 17, 2026 (AccNo: 0001628280-26-008306), disclosing results of operations and financial condition under Item 2.02, Regulation FD disclosure under Item 7.01, and financial statements and exhibits under Item 9.01. This multi-item filing pertains to financial results with no specific revenue, earnings, margins, or period-over-period metrics provided. Detailed quantitative data, guidance, or performance variances are NOT_DISCLOSED.

Donnelley Financial Solutions, Inc.8-Kneutralmateriality 7/10

17-02-2026

Donnelley Financial Solutions, Inc. filed an 8-K on February 17, 2026 (AccNo: 0001193125-26-052959), reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits). No specific revenue, earnings, margins, period-over-period changes, guidance, or other quantitative financial metrics are disclosed in the provided filing description. This appears to be a standard earnings-related disclosure without detailed performance data available.

FLUOR CORP8-Kneutralmateriality 7/10

17-02-2026

Fluor Corp filed an 8-K on February 17, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits). No specific revenue, earnings, guidance, or other financial metrics are disclosed in the provided filing information. This appears to be a standard earnings-related disclosure with no detailed quantitative data available.

FiscalNote Holdings, Inc.8-Kneutralmateriality 4/10

17-02-2026

FiscalNote Holdings, Inc. filed an 8-K on February 17, 2026 (AccNo: 0001193125-26-053083, Size: 183 KB), reporting under Item 7.01 Regulation FD Disclosure and Item 9.01 Financial Statements and Exhibits. No specific details on the Regulation FD disclosure content, financial statements, exhibits, transactions, metrics, or events are provided in the filing summary. This appears to be a multi-item informational filing with no disclosed quantitative data or directional impacts.

Columbia Financial, Inc.8-Kneutralmateriality 6/10

17-02-2026

Columbia Financial, Inc. filed an 8-K on February 17, 2026, under Item 5.02 disclosing a departure of directors or certain officers, election of directors, appointment of certain officers, or compensatory arrangements of certain officers. No specific details on affected positions, individuals involved, reasons for the change, timing, or impacts are provided in the available information. This is a required SEC disclosure for material leadership events, but lacks quantitative or qualitative context.

XFLH Capital Corp8-Kneutralmateriality 8/10

17-02-2026

XFLH Capital Corp filed a Form 8-K on February 17, 2026, reporting multiple material events under Items 1.01 (Entry into a Material Definitive Agreement), 3.02 (Unregistered Sales of Equity Securities), 5.03 (Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year), 8.01 (Other Events), and 9.01 (Financial Statements and Exhibits). This multi-item filing signals significant corporate actions including a material agreement and potential equity dilution, but no specific transaction values, financial impacts, or further details are disclosed. No positive or negative metrics are provided, resulting in informational disclosure without directional bias.

FONAR CORP8-Kneutralmateriality 5/10

17-02-2026

FONAR CORP filed an 8-K on February 17, 2026, disclosing results of operations and financial condition under Item 2.02, accompanied by financial statements and exhibits under Item 9.01. No specific revenue, earnings, guidance, or other quantitative financial metrics are disclosed in the provided filing summary. This is an informational filing on financial results with no detailed performance data available.

FRANKLIN ELECTRIC CO INC8-Kneutralmateriality 8/10

17-02-2026

FRANKLIN ELECTRIC CO INC filed an 8-K on 2026-02-17 under Item 2.02 disclosing Results of Operations and Financial Condition and Item 9.01 for Financial Statements and Exhibits. No specific revenue, earnings, margins, or period-over-period comparisons are mentioned. This appears to be a standard voluntary earnings-related disclosure with attached exhibits.

  • Β·Accession Number: 0000038725-26-000002
  • Β·File Size: 451 KB
COCA-COLA EUROPACIFIC PARTNERS plc6-Kmateriality 4/10

17-02-2026

JFB Construction Holdings8-Kneutralmateriality 8/10

17-02-2026

JFB Construction Holdings filed a Form 8-K on February 17, 2026, reporting under Item 1.01 entry into a material definitive agreement, Item 3.02 unregistered sales of equity securities, Item 8.01 other events, and Item 9.01 financial statements and exhibits. This is a multi-item filing with no specific transaction details, dollar values, or financial metrics disclosed in the provided information. No positive or negative performance metrics are mentioned.

MARRIOTT VACATIONS WORLDWIDE Corp8-Kneutralmateriality 6/10

17-02-2026

Marriott Vacations Worldwide Corp filed an 8-K on February 17, 2026, disclosing an officer change under Item 5.02 (Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers), alongside Regulation FD Disclosure in Item 7.01 and Financial Statements and Exhibits in Item 9.01. No specific details on the affected officer's name, title, reason for departure or appointment, effective date, or internal/external status are disclosed. No quantitative financial metrics, performance comparisons, or governance impacts are provided in the available information.

MARINE PETROLEUM TRUST8-Kneutralmateriality 5/10

17-02-2026

Marine Petroleum Trust filed an 8-K on February 17, 2026, reporting under Item 7.01 (Regulation FD Disclosure) and Item 9.01 (Financial Statements and Exhibits). This appears to be a voluntary disclosure of material nonpublic information with attached exhibits. No financial metrics, transactions, or specific events are detailed in the provided filing summary.

FIDUS INVESTMENT Corp8-Kneutralmateriality 3/10

17-02-2026

FIDUS INVESTMENT Corp filed an 8-K on February 17, 2026, under Item 7.01 Regulation FD Disclosure and Item 9.01 Financial Statements and Exhibits. No specific details, transactions, financial metrics, or events are disclosed in the provided filing summary. This appears to be a voluntary disclosure with attached exhibits, but content is NOT_DISCLOSED.

Medalist Diversified REIT, Inc.8-Kneutralmateriality 9/10

17-02-2026

Medalist Diversified REIT, Inc. filed an 8-K on 2026-02-17 (AccNo: 0001104659-26-016379) disclosing entry into a material definitive agreement (Item 1.01) and completion of an acquisition or disposition of assets (Item 2.01). The filing also covers creation of a direct financial obligation (Item 2.03), material modifications to rights of security holders (Item 3.03), amendments to articles of incorporation or bylaws (Item 5.03), Regulation FD disclosure (Item 7.01), and financial statements/exhibits (Item 9.01). No specific transaction parties, values, terms, financial metrics, synergies, or impacts are detailed.

  • Β·Accession Number: 0001104659-26-016379
  • Β·Filing size: 1 MB
  • Β·Sector: not specified
Solaris Energy Infrastructure, Inc.8-Kneutralmateriality 5/10

17-02-2026

Solaris Energy Infrastructure, Inc. filed an 8-K on 2026-02-17 (AccNo: 0001193125-26-054550) disclosing officer changes under Item 5.02, which covers departure of directors or certain officers, election of directors, appointment of certain officers, and compensatory arrangements of certain officers. Item 9.01 references financial statements and exhibits. No specific details on affected positions, individuals, reasons, effective dates, or quantitative impacts are disclosed.

  • Β·Filing size: 237 KB
  • Β·Sector: not specified
BEL FUSE INC /NJ8-Kneutralmateriality 7/10

17-02-2026

BEL FUSE INC /NJ filed a Form 8-K on February 17, 2026 (AccNo: 0001437749-26-004366), reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits). This discloses financial results, but specific revenue, earnings, balance sheet details, period-over-period changes, or other quantitative metrics are NOT_DISCLOSED in the provided information. No positive, negative, or flat performance indicators were explicitly stated.

Safe & Green Development Corp8-Kneutralmateriality 7/10

17-02-2026

Safe & Green Development Corp filed a Form 8-K on February 17, 2026, disclosing entry into a material definitive agreement (Item 1.01), creation of a direct financial obligation or off-balance sheet arrangement (Item 2.03), unregistered sales of equity securities (Item 3.02), Regulation FD disclosure (Item 7.01), other events (Item 8.01), and financial statements/exhibits (Item 9.01). This multi-item filing signals a significant transaction involving financing or partnership activity, but no specific dollar values, share counts, or financial impacts are disclosed. No positive or negative metrics are provided, resulting in no directional bias.

Veradigm Inc.8-Kneutralmateriality 5/10

17-02-2026

Veradigm Inc. filed an 8-K on February 17, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits). No specific financial metrics, period-over-period comparisons, guidance, or other quantitative details are disclosed in the provided filing information. This appears to be a standard earnings-related disclosure without detailed operational or financial data available.

  • Β·AccNo: 0001193125-26-054612
  • Β·File size: 699 KB
  • Β·Sector: not specified
FIRSTENERGY CORP8-Kneutralmateriality 5/10

17-02-2026

FirstEnergy Corp filed an 8-K on February 17, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure) for financial results. No specific revenue, earnings, guidance, or other quantitative metrics are disclosed in the provided filing information. This appears to be a standard earnings-related disclosure without detailed financial data available.

TPG RE Finance Trust, Inc.8-Kneutralmateriality 9/10

17-02-2026

TPG RE Finance Trust, Inc. filed an 8-K on February 17, 2026, reporting results of operations and financial condition under Item 2.02, accompanied by financial statements and exhibits under Item 9.01. No specific revenue, earnings, balance sheet changes, or period-over-period comparisons are disclosed in the provided filing information. Detailed quantitative metrics and guidance are NOT_DISCLOSED.

METLIFE INC8-Kneutralmateriality 1/10

17-02-2026

MetLife Inc filed an 8-K on February 17, 2026, reporting under Item 8.01 (Other Events) and Item 9.01 (Financial Statements and Exhibits). No specific details on the nature of the other events, transaction values, financial metrics, or exhibits are disclosed in the provided filing information. This appears to be an informational filing with no quantified positive or negative impacts mentioned.

DeFi Development Corp.8-Kneutralmateriality 5/10

17-02-2026

DeFi Development Corp. filed an 8-K on February 17, 2026, under Items 7.01 (Regulation FD Disclosure) and 9.01 (Financial Statements and Exhibits). No specific details on the disclosed information, financial metrics, transactions, or exhibits are provided in the filing summary. This appears to be a voluntary informational disclosure with no quantified positive or negative impacts mentioned.

Reborn Coffee, Inc.8-Kneutralmateriality 4/10

17-02-2026

Reborn Coffee, Inc. filed a Form 8-K on 2026-02-17 under Item 5.02 disclosing a departure of directors or certain officers, election of directors, appointment of certain officers, or compensatory arrangements of certain officers. No specific details on key positions affected (e.g., CEO, CFO), individuals involved, appointment or resignation status, reasons for change, timing, or any quantitative data such as compensation amounts are disclosed. Sector is not specified.

BullFrog AI Holdings, Inc.8-Kbearishmateriality 10/10

17-02-2026

BullFrog AI Holdings, Inc. filed an 8-K on 2026-02-17 disclosing under Item 3.01 a Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing. Item 9.01 includes Financial Statements and Exhibits. No additional financial metrics, reasons for delisting, or quantitative impacts are disclosed.

bioAffinity Technologies, Inc.8-Kneutralmateriality 3/10

17-02-2026

bioAffinity Technologies, Inc. filed a Form 8-K on February 17, 2026, reporting under Item 8.01 (Other Events) and Item 9.01 (Financial Statements and Exhibits). This is a multi-item filing with Accession Number 0001493152-26-007139 and file size 337 KB. No specific details on the events, transactions, financial impacts, or exhibits are disclosed in the provided filing summary.

MEDIFAST INC8-Kneutralmateriality 5/10

17-02-2026

MEDIFAST INC filed an 8-K on 2026-02-17 disclosing results of operations and financial condition under Item 2.02, accompanied by financial statements and exhibits under Item 9.01. No specific revenue, earnings, guidance, or other quantitative financial metrics were detailed in the provided filing information. This appears to be a standard earnings-related disclosure without extracted numerical data on performance.

Falcon's Beyond Global, Inc.8-Kneutralmateriality 5/10

17-02-2026

Falcon's Beyond Global, Inc. filed an 8-K on 2026-02-17 disclosing an officer change under Item 5.02 (Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers). The filing also includes Regulation FD Disclosure under Item 7.01 and Financial Statements and Exhibits under Item 9.01. Specific details on the officer, position affected, reason for change, or any quantitative impacts are NOT_DISCLOSED.

Beneficient8-Kneutralmateriality 5/10

17-02-2026

Beneficient filed an 8-K on February 17, 2026, reporting under Item 2.02 for Results of Operations and Financial Condition, accompanied by Item 9.01 for Financial Statements and Exhibits. No specific revenue, earnings, balance sheet metrics, period-over-period changes, or quantitative financial data are disclosed in the provided filing details. This represents a standard voluntary earnings disclosure without detailed performance indicators.

FingerMotion, Inc.8-Kneutralmateriality 3/10

17-02-2026

FingerMotion, Inc. filed an 8-K on February 17, 2026, reporting under Item 7.01 Regulation FD Disclosure and Item 9.01 Financial Statements and Exhibits. No specific core event, transaction details, financial metrics, positive or negative changes, or quantitative data are disclosed in the provided filing information.

Aptiv PLC8-Kneutralmateriality 3/10

17-02-2026

Aptiv PLC filed a Form 8-K on February 17, 2026, under Item 8.01 Other Events, which is a catch-all for material events not covered by other specific items. No details on the core event, financial impacts, transaction values, or operational metrics are explicitly stated in the provided filing information. All quantitative data and specifics are NOT_DISCLOSED.

MARKETAXESS HOLDINGS INC8-Kneutralmateriality 3/10

17-02-2026

MarketAxess Holdings Inc filed an 8-K on February 17, 2026 (AccNo: 0001193125-26-055003), disclosing information under Item 5.02 related to departure of directors or certain officers, election of directors, appointment of certain officers, or compensatory arrangements of certain officers. No specific details such as affected positions, names of individuals, reasons for the change, effective dates, or any financial metrics are provided. No quantitative data, performance comparisons, or other material impacts are mentioned.

HOOKER FURNISHINGS Corp8-Kneutralmateriality 8/10

17-02-2026

HOOKER FURNISHINGS Corp filed an 8-K on February 17, 2026, reporting under Item 1.01 entry into a material definitive agreement and under Item 9.01 financial statements and exhibits. No specific details on the agreement, transaction terms, financial metrics, or impacts are disclosed in the provided filing summary. This is a multi-item mandatory disclosure.

CHEMUNG FINANCIAL CORP8-Kneutralmateriality 2/10

17-02-2026

Chemung Financial Corp filed an 8-K on February 17, 2026, reporting under Item 8.01 Other Events and Item 9.01 Financial Statements and Exhibits. This is a multi-item filing with no specific details on the nature of the other events or contents of the exhibits disclosed in the provided information. No financial metrics, transactions, or directional impacts are mentioned.

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S&P 500 Consumer Discretionary Sector SEC Filings β€” February 16, 2026 | Gunpowder Blog