Executive Summary
The S&P 500 Consumer Discretionary sector is showing a clear divergence between resilient travel demand and a softening quick-service restaurant (QSR) environment. Booking Holdings reported a 118% surge in net income and 8% revenue growth, though forward guidance for room night growth points to a deceleration.
In contrast, McDonald's U.S. comparable sales growth slowed sharply to +0.8% from +2.5% a year ago, prompting a leadership change. Carvana saw a significant insider buying event from a director ($1.54M) alongside multiple C-suite sales under 10b5-1 plans, creating a mixed signal on management conviction. Capital allocation trends are aggressive: Booking Holdings is deepening its stockholders' deficit through buybacks, while Aptiv used a $1.9B spin-off dividend to aggressively deleverage. The period-over-period data reveals margin expansion at Aptiv (+160 bps) and strong earnings growth at Booking, but the overall consumer discretionary landscape is cautious, with negative guest counts at McDonald's and mixed insider activity across the portfolio.
Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →
Filing types in this digest: 8-K · Schedule 13G · 10-Q · Form 4
Tracking the trend? Catch up on the prior S&P 500 Consumer Discretionary Sector SEC Filings digest from August 03, 2026.
Investment Signals (12)
- Booking Holdings ↓ (BULLISH)▲
Net income surged 118% YoY to $2.0B, revenue grew 8% to $7.4B, and adjusted EPS guidance for Q3 implies low-to-mid teens growth, signaling strong travel demand resilience
- Aptiv PLC ↓ (BULLISH)▲
Adjusted EBITDA margin expanded 160 bps YoY to 18.7%, and income from continuing operations grew 12.5% YoY, showing operational efficiency post-spin-off
- Carvana Co. ↓ (BULLISH)▲
Director Michael Maroone bought $1.54M of stock at ~$61.69-$62.40, a significant insider purchase signaling confidence in the company's turnaround
- McDonald's (BEARISH)▲
U.S. comparable sales growth slowed to +0.8% from +2.5% YoY, driven by negative guest counts, indicating market share loss and consumer weakness in its largest market
- Booking Holdings ↓ (BEARISH)▲
Q3 room night growth guidance of 3%-5% is below Q2's actual 5% and represents a deceleration, suggesting travel demand is peaking
- Carvana Co. ↓ (BEARISH)▲
CFO Mark Jenkins sold $1.56M and COO Benjamin Huston sold $1.42M in stock under 10b5-1 plans, while the CEO had shares withheld for taxes, indicating potential insider profit-taking at elevated levels
- Yum Brands ↓ (BEARISH)▲
Sr. VP & Controller David Russell sold $2.33M in stock and disposed of 15,202 shares to the issuer, a significant insider disposal that may signal lack of confidence in near-term valuation
- McDonald's (BULLISH)▲
Appointed 26-year veteran Skye Anderson as U.S. President, a deliberate leadership change to address underperformance, which could revitalize the U.S. business
- Aptiv PLC ↓ (BEARISH)▲
Free cash flow plunged to $12M from $219M YoY, a 94.5% decline, despite strong earnings growth, signaling potential working capital or capex strain
- Booking Holdings ↓ (BEARISH)▲
Stockholders' deficit deepened to $(10.8)B from $(5.6)B at year-end due to aggressive share repurchases, a financial risk despite strong earnings
- Ulta Beauty ↓ (BULLISH)▲
Sanders Capital disclosed a 5.74% passive stake, a significant institutional vote of confidence in the beauty retailer's long-term prospects
- Aptiv PLC ↓ (BULLISH)▲
Completed the spin-off of Versigent, received a $1.9B dividend, and used it to redeem $1.847B in debt, significantly strengthening the balance sheet
Risk Flags (10)
- McDonald's/US Comparable Sales [HIGH RISK]▼
U.S. comparable sales growth slowed to +0.8% from +2.5% YoY, with negative guest counts, suggesting a structural issue in the core market
- Booking Holdings/Growth Deceleration↓ [MODERATE RISK]▼
Q3 room night guidance of 3%-5% is below Q2's 5% actual, and alternative accommodation growth slowed to 4%, indicating a potential peak in travel demand
- Aptiv PLC/Cash Flow↓ [HIGH RISK]▼
Free cash flow collapsed 94.5% YoY to $12M from $219M, and operating cash flow fell 58% to $137M, raising questions about earnings quality and working capital management
- Carvana Co./Insider Sales↓ [MODERATE RISK]▼
CFO ($1.56M), COO ($1.42M), and VP of Accounting ($189K) sold shares under 10b5-1 plans, while the CEO had shares withheld for taxes, creating a pattern of insider liquidation
- Yum Brands/Insider Disposal↓ [MODERATE RISK]▼
Sr. VP & Controller disposed of $2.33M in stock and sold an additional $1.22M, the largest insider transaction in the filing set, signaling potential valuation concerns
- Booking Holdings/Financial Structure↓ [HIGH RISK]▼
Stockholders' deficit deepened to $(10.8)B from $(5.6)B due to aggressive buybacks, creating a fragile balance sheet that could amplify risk in a downturn
- McDonald's/International Markets [MODERATE RISK]▼
International Operated Markets comparable sales growth decelerated to +1.5% from +4.0% YoY, and International Developmental Licensed Markets fell to +1.9% from +5.6%, showing broad-based global slowdown
- Aptiv PLC/Regional Weakness↓ [MODERATE RISK]▼
EMEA revenue declined 8% YoY and South America fell 4%, offsetting strong growth in North America (+10%) and Asia Pacific (+6%), indicating geographic concentration risk
- Carvana Co./Tax Withholding↓ [LOW RISK]▼
Multiple executives (CEO, CFO, COO, CBO, CPO) had shares withheld for taxes, totaling ~$1.97M, which could indicate a lack of cash liquidity to cover tax obligations
- Booking Holdings/Agency Revenue↓ [MODERATE RISK]▼
Agency revenues declined 6.9% in Q2 and 4.9% in H1, signaling a structural shift away from the agency model toward merchant, which may pressure margins
Opportunities (10)
- McDonald's/Leadership Catalyst (OPPORTUNITY)◆
New U.S. President Skye Anderson, a 26-year veteran and former COO, could reinvigorate the U.S. business; the stock may re-rate if guest counts stabilize
- Booking Holdings/Earnings Momentum↓ (OPPORTUNITY)◆
Net income more than doubled to $1.95B in Q2, and adjusted EPS guidance implies low-to-mid teens growth; any beat on Q3 guidance could drive upside
- Aptiv PLC/Balance Sheet Strength↓ (OPPORTUNITY)◆
The $1.9B spin-off dividend and $1.847B debt redemption significantly de-risk the balance sheet; the stock may re-rate as leverage declines
- Carvana Co./Director Buying↓ (OPPORTUNITY)◆
Director Michael Maroone's $1.54M purchase at ~$61.69-$62.40 is a strong insider signal; if the turnaround gains traction, the stock could see significant upside from current levels
- Ulta Beauty/Institutional Accumulation↓ (OPPORTUNITY)◆
Sanders Capital's 5.74% passive stake signals institutional confidence; the stock may benefit from increased institutional coverage and potential activist interest
- Aptiv PLC/Margin Expansion↓ (OPPORTUNITY)◆
Adjusted EBITDA margin expanded 160 bps YoY to 18.7%, and operating income grew 12.9% YoY; continued margin expansion could drive earnings beats
- Booking Holdings/Share Buybacks↓ (OPPORTUNITY)◆
Aggressive buybacks are reducing the share count; if revenue growth continues, EPS growth could outpace operational growth, benefiting shareholders
- McDonald's/Global Diversification (OPPORTUNITY)◆
Despite U.S. weakness, International Operated Markets showed positive results in Germany, Australia, and the U.K., providing a buffer against domestic headwinds
- Carvana Co./CEO Holdings↓ (OPPORTUNITY)◆
CEO Ernest Garcia holds 4.72M shares worth ~$295M, aligning his interests with shareholders; the large insider stake provides a floor for the stock
- Aptiv PLC/Spin-off Value↓ (OPPORTUNITY)◆
The Versigent spin-off could unlock value as a standalone entity; investors may benefit from a sum-of-the-parts valuation as the market recognizes the new structure
Sector Themes (6)
- Travel Demand Resilience vs. QSR Weakness (SECTOR THEME)◆
Booking Holdings (8% revenue growth, 118% net income surge) is outperforming McDonald's (0.8% U.S. comps, negative guest counts), suggesting consumers are prioritizing experiences over everyday dining
- Insider Activity Divergence (SECTOR THEME)◆
Carvana saw a director buy $1.54M while C-suite sold $3.0M+ under 10b5-1 plans, and Yum Brands saw a senior VP sell $3.55M, indicating a split in management conviction across the sector
- Aggressive Capital Allocation (SECTOR THEME)◆
Booking Holdings is deepening its stockholders' deficit via buybacks, while Aptiv used a spin-off dividend to deleverage; companies are taking divergent approaches to balance sheet management
- Margin Expansion in Auto/Tech (SECTOR THEME)◆
Aptiv's adjusted EBITDA margin expanded 160 bps YoY to 18.7%, and Booking's net income margin surged, suggesting that companies with pricing power or operational leverage are benefiting
- Geographic Divergence (SECTOR THEME)◆
McDonald's saw weakness in France and China but strength in Germany, Australia, and Japan, while Aptiv saw North America (+10%) and Asia Pacific (+6%) outperform EMEA (-8%), highlighting the importance of regional exposure
- Growth Deceleration Warnings (SECTOR THEME)◆
Booking's Q3 guidance (3%-5% room night growth) is below Q2's 5% actual, and McDonald's comps slowed across all segments, suggesting the consumer discretionary cycle may be peaking
Watch List (8)
- McDonald's/Q3 Earnings Call (HIGH PRIORITY)👁
Watch for commentary on U.S. guest count trends and the impact of new U.S. President Skye Anderson; scheduled for late October 2026
- Booking Holdings/Q3 Earnings Call↓ (HIGH PRIORITY)👁
Monitor Q3 room night growth and any revision to FY 2026 guidance; scheduled for late October 2026
- Carvana Co./Insider Trading↓ (MODERATE PRIORITY)👁
Watch for further insider sales or purchases, especially if CFO and COO continue selling under 10b5-1 plans; no scheduled event, but monitor SEC filings
- Aptiv PLC/Q3 Earnings Call↓ (MODERATE PRIORITY)👁
Assess free cash flow recovery and margin trends post-spin-off; scheduled for late October 2026
- Yum Brands/Insider Activity↓ (MODERATE PRIORITY)👁
Monitor for additional insider sales from senior leadership, which could signal further valuation concerns; no scheduled event, but monitor SEC filings
- Ulta Beauty/13G Amendments↓ (LOW PRIORITY)👁
Watch for any increase in Sanders Capital's stake or a shift to activist 13D filing, which could signal a catalyst for change
- McDonald's/Leadership Transition (MODERATE PRIORITY)👁
Monitor Skye Anderson's strategic initiatives and any early operational changes in the U.S. business; no specific date, but watch for press releases
- Aptiv PLC/Versigent Spin-off↓ (LOW PRIORITY)👁
Track the standalone performance of Versigent and any M&A activity; no specific date, but monitor quarterly filings
Filing Analyses
(20)
04-08-2026
McDonald's appointed Skye Anderson as President of McDonald's USA, effective August 4, 2026, succeeding Joe Erlinger, who is leaving after more than two decades with the company. Anderson, a 26-year McDonald's veteran and former COO of the U.S. business, will oversee nearly 14,000 U.S. restaurants and lead the company's largest market as it advances its 'McDonald's > NEXT' growth strategy. The leadership transition is part of a deliberate plan initiated earlier this year, with Erlinger remaining as an advisor until early 2027.
- · Anderson has more than 26 years of McDonald's experience.
- · Erlinger led the U.S. business for almost seven years.
- · Anderson previously served as COO of McDonald's USA, returning earlier this year as part of the transition plan.
- · Anderson's career includes finance leadership in Australia, field and zone leadership in the U.S., and creation of the company's Global Business Services.
- · Approximately 95% of McDonald's restaurants worldwide are owned and operated by independent local business owners.
- · McDonald's operates in over 100 countries.
04-08-2026
Aptiv PLC reported Q2 2026 revenue of $3.3B (+2% YoY) and adjusted EBITDA of $613M (+12% YoY), with margin expanding to 18.7% from 17.1%. However, free cash flow plunged to $12M from $219M in the prior year period, and operating cash flow fell to $137M from $326M. The company completed the spin-off of its EDS segment (Versigent) and received a $1.9B dividend, which it used to redeem $1.847B in debt. Regional performance was mixed: North America grew 10% and Asia Pacific 6%, but EMEA declined 8% and South America fell 4%.
- · Q2 2026 GAAP diluted EPS from continuing ops was $1.40 vs $1.21 in prior year.
- · Adjusted net income per share was $1.63 vs $1.31 in prior year.
- · Depreciation and amortization was $195M in Q2 2026 vs $190M in prior year.
- · Interest expense declined to $62M in Q2 2026 from $92M in prior year.
- · Tax expense increased to $52M in Q2 2026 from $16M in prior year.
- · Year-to-date GAAP diluted EPS from continuing ops was $2.01 vs $0.55 in prior year (benefiting from a $300M valuation allowance in H1 2025).
- · Year-to-date adjusted net income per share was $2.56 vs $2.30 in prior year.
- · Year-to-date depreciation and amortization was $384M vs $379M in prior year.
- · Year-to-date interest expense was $146M vs $185M in prior year.
- · Year-to-date tax expense was $94M vs $342M in prior year (the prior year included ~$300M valuation allowance).
- · Q3 2026 guidance: net sales $3.12B-$3.22B, adjusted EBITDA $545M-$575M, adjusted EPS $1.25-$1.35.
- · Full year 2026 guidance: net sales $12.6B-$12.8B, adjusted EBITDA $2.31B-$2.37B, adjusted EPS $5.60-$5.80, free cash flow $625M-$725M.
- · The company completed the spin-off of its EDS segment (Versigent) on April 1, 2026.
- · Aptiv received a $1.9B dividend from Versigent and used proceeds to redeem $1.847B in senior notes.
- · Year-to-date share repurchases totaled $325M; $1.8B remains authorized.
- · Non-auto revenues grew double digits in Q2; robotics market advanced from partnerships to commercial stage; major drone market commercial win secured in early July.
04-08-2026
McDonald's reported Q2 2026 results with global comparable sales growth of 1.3% and consolidated revenues up 4% to $7.1B. However, growth slowed significantly versus the prior year, when comparable sales rose 3.8% and revenues grew 4% on a much larger base. U.S. comparable sales were particularly weak at +0.8%, down from +2.5% a year ago, driven by negative guest counts. Diluted EPS rose 6% to $3.32, or $3.38 excluding restructuring charges. The company appointed Skye Anderson as President of McDonald's USA to address underperformance in its largest market.
- · U.S. comparable sales growth slowed sharply to +0.8% from +2.5% a year ago, driven by negative guest counts partially offset by positive check growth and favorable product mix.
- · International Operated Markets comparable sales growth decelerated to +1.5% from +4.0%, with positive results in Germany, Australia, and the U.K. partly offset by France.
- · International Developmental Licensed Markets comparable sales growth fell to +1.9% from +5.6%, led by Japan but partly offset by negative comparable sales in China.
- · Consolidated operating income included $52M in pre-tax restructuring charges in Q2 2026 vs. $43M in Q2 2025.
- · Diluted EPS excluding restructuring charges was $3.38, up 6% from $3.19 in the prior year.
- · Systemwide sales to loyalty members reached $40B over the trailing twelve months, up over 20%.
- · 90-day active loyalty users grew 13% to nearly 220 million.
- · Weighted average diluted shares outstanding declined 1% to 711.1 million in Q2 2026 from 717.6 million in Q2 2025.
- · Skye Anderson was appointed President of McDonald's USA to lead the company's largest market.
04-08-2026
Sanders Capital, LLC disclosed a 5.74% beneficial ownership stake in Ulta Beauty, Inc. as of June 30, 2026, holding 2,468,513 shares of common stock. The filing is a routine Schedule 13G under Rule 13d-1(b), indicating passive investment intent, with no change in control or activist purpose. Lewis A. Sanders, CEO and co-Chief Investment Officer of Sanders Capital, is also listed as a beneficial owner due to his ~40% equity interest in the firm.
- · Sanders Capital holds sole voting power over 1,340,077 shares and shared voting power over 2,468,513 shares.
- · The filing is made under Rule 13d-1(b), confirming passive investment intent.
- · Lewis A. Sanders is listed as a beneficial owner due to his ~40% ownership of Sanders Capital and his role as CEO and co-Chief Investment Officer.
- · The filing was signed by Eric Hansen, Deputy Chief Compliance Officer, on August 4, 2026.
04-08-2026
Booking Holdings reported Q2 2026 results with revenue growing 8% YoY to $7.4B and net income surging 118% to $2.0B, driven by resilient travel demand. However, room night growth slowed to 5% YoY (325M), and alternative accommodation room nights at Booking.com grew only 4%. The company guided Q3 room night growth of 3%-5%, below Q2's actual 5%, indicating a potential deceleration.
- · Q3 2026 guidance: room night growth 3%-5%, gross bookings growth 4%-6%, revenue growth 4%-6%, adjusted EBITDA growth 4%-6%, adjusted EPS growth low-to-mid teens.
- · FY 2026 guidance: gross bookings growth high single digits, revenue growth high single digits, adjusted EBITDA growth high single digits.
- · Direct channel mix of total room nights over trailing four quarters was mid-fifties percentage, similar to last year.
- · Marketing expense as a percentage of gross bookings increased to 4.7% from 4.6% in Q2 2025.
- · Adjusted fixed operating expenses increased 6% driven by higher cloud computing costs, software license fees, and adverse FX changes.
- · Total operating expenses increased 7%, slower than revenue growth of 8%.
- · The company repurchased $3.7B of stock in Q2 2026, with $14.5B remaining authorization.
- · A quarterly dividend of $0.42 per share was declared, payable September 30, 2026.
- · The company effected a 25-for-1 stock split on April 2, 2026; all per-share data retroactively adjusted.
- · Guidance assumes continued indirect impacts from Middle East conflict, including elevated flight prices, reduced capacity on certain routes, and softer long-haul international demand.
04-08-2026
Aptiv reported Q2 2026 net sales of $3,274M, up 2.3% YoY, and operating income of $367M, up 12.9% YoY. However, net income attributable to Aptiv fell to $248M from $393M, driven by a $50M loss from discontinued operations (Versigent spin-off) and higher income tax expense. The company completed the spin-off of Versigent, received a $1,920M dividend, and repurchased $322M of shares during the first half.
- · Q2 2026 income from continuing operations was $297M, up from $264M in Q2 2025.
- · H1 2026 income from continuing operations was $425M, up from $123M in H1 2025.
- · Q2 2026 diluted EPS from continuing operations was $1.40, up from $1.21 in Q2 2025.
- · H1 2026 diluted EPS from continuing operations was $2.01, up from $0.55 in H1 2025.
- · Q2 2026 loss from discontinued operations was $50M, compared to income of $133M in Q2 2025.
- · H1 2026 income from discontinued operations was $13M, down from $263M in H1 2025.
- · Total assets decreased to $17,996M as of June 30, 2026 from $23,413M at December 31, 2025, primarily due to the Versigent spin-off.
- · Long-term debt decreased to $5,331M from $7,467M, partly due to repayment of senior notes.
- · Operating cash flow from continuing operations was $82M in H1 2026, down from $531M in H1 2025.
- · The company acquired a redeemable noncontrolling interest for $67M in H1 2026.
- · Ordinary shares outstanding decreased from 212.7M to 208.4M due to repurchases.
- · Accumulated other comprehensive loss improved from -$641M to -$440M.
04-08-2026
Booking Holdings reported strong Q2 2026 results with total revenues of $7,352M for the quarter (up 8.1% YoY from $6,798M) and $12,884M for the first half (up 11.5% YoY from $11,560M). Net income more than doubled to $1,950M in Q2 (up 117.9% YoY) and $3,033M in H1 (up 147.0% YoY), driven by higher merchant revenues and a significant swing in other income. However, agency revenues declined 6.9% in Q2 and 4.9% in H1, and the company's stockholders' deficit deepened to $(10,783)M from $(5,578)M at year-end 2025 due to aggressive share repurchases.
- · Operating cash flow increased to $6,934M in H1 2026 from $6,484M in H1 2025.
- · Net cash used in financing activities was $6,220M in H1 2026, up from $5,764M in H1 2025, driven by higher share repurchases.
- · Total assets increased slightly to $29,682M at June 30, 2026 from $29,264M at December 31, 2025.
- · Total liabilities rose to $40,465M from $34,842M, primarily due to a $4,851M increase in deferred merchant bookings and higher long-term debt.
- · The company's stockholders' deficit widened to $(10,783)M from $(5,578)M, mainly due to $7,814M in share repurchases during H1 2026.
- · Interest expense decreased significantly to $300M in Q2 2026 from $418M in Q2 2025, and to $553M in H1 2026 from $1,067M in H1 2025.
- · Other income (expense), net swung to a gain of $159M in Q2 2026 from a loss of $(962)M in Q2 2025.
- · Income tax expense increased to $610M in Q2 2026 from $209M in Q2 2025, and to $926M in H1 2026 from $272M in H1 2025.
- · Depreciation and amortization decreased to $129M in Q2 2026 from $158M in Q2 2025, and to $260M in H1 2026 from $312M in H1 2025.
- · Transformation costs were $30M in Q2 2026 and $55M in H1 2026, down from $38M and $70M in the prior year periods.
04-08-2026
Director TRAQUINA PERRY M was awarded 270 Common Stock. TRAQUINA PERRY M holds 89,102 shares after the transaction.
- · Director TRAQUINA PERRY M was awarded 270 Common Stock
04-08-2026
See Remarks BREAUX PAUL W. had withheld for taxes 4,453 Class A Common Stock at $62.36 (~$278K). BREAUX PAUL W. holds 430,940 shares after the transaction.
- · See Remarks BREAUX PAUL W. had withheld for taxes 4,453 Class A Common Stock at $62.36 (~$278K)
- · See Remarks BREAUX PAUL W. was awarded 85,336 Class A Common Stock
04-08-2026
Vice President of Accounting Palmer Stephen R had withheld for taxes 3,025 Class A Common Stock at $62.36 (~$189K). 5 transactions reported in total. Palmer Stephen R holds 136,909 shares after the transaction. Trades executed under a Rule 10b5-1 plan.
- · Vice President of Accounting Palmer Stephen R had withheld for taxes 3,025 Class A Common Stock at $62.36 (~$189K)
- · Vice President of Accounting Palmer Stephen R sold 760 Class A Common Stock at $63.19 (~$48K)
- · Vice President of Accounting Palmer Stephen R sold 2,280 Class A Common Stock at $64.22 (~$146K)
- · Vice President of Accounting Palmer Stephen R sold 1,440 Class A Common Stock at $65.14 (~$93.8K)
- · Vice President of Accounting Palmer Stephen R sold 520 Class A Common Stock at $65.82 (~$34.2K)
04-08-2026
Chief Financial Officer JENKINS MARK W. sold 24,287 Class A Common Stock at $64.08 (~$1.56M). 12 transactions reported in total. JENKINS MARK W. holds 1,156,534 shares after the transaction. Trades executed under a Rule 10b5-1 plan.
- · Chief Financial Officer JENKINS MARK W. had withheld for taxes 7,018 Class A Common Stock at $62.36 (~$438K)
- · Chief Financial Officer JENKINS MARK W. was awarded 133,972 Class A Common Stock
- · Chief Financial Officer JENKINS MARK W. exercised/converted 50,000 Class A Common Stock at $2.01 (~$101K)
- · Chief Financial Officer JENKINS MARK W. exercised/converted 10,000 Class A Common Stock at $8.41 (~$84.1K)
- · Chief Financial Officer JENKINS MARK W. exercised/converted 3,750 Class A Common Stock at $10.39 (~$39K)
- · Chief Financial Officer JENKINS MARK W. sold 7,940 Class A Common Stock at $63.17 (~$502K)
- · Chief Financial Officer JENKINS MARK W. sold 24,287 Class A Common Stock at $64.08 (~$1.56M)
- · Chief Financial Officer JENKINS MARK W. sold 22,886 Class A Common Stock at $64.93 (~$1.49M)
04-08-2026
Chief Brand Officer KEETON RYAN S. had withheld for taxes 2,881 Class A Common Stock at $62.36 (~$180K). KEETON RYAN S. holds 432,389 shares after the transaction.
- · Chief Brand Officer KEETON RYAN S. had withheld for taxes 2,881 Class A Common Stock at $62.36 (~$180K)
- · Chief Brand Officer KEETON RYAN S. was awarded 56,742 Class A Common Stock
04-08-2026
Director MAROONE MICHAEL E bought 21,153 Class A Common Stock at $61.69 (~$1.3M). MAROONE MICHAEL E holds 168,573 shares after the transaction.
- · Director MAROONE MICHAEL E bought 21,153 Class A Common Stock at $61.69 (~$1.3M)
- · Director MAROONE MICHAEL E bought 3,847 Class A Common Stock at $62.40 (~$240K)
04-08-2026
Chief Product Officer GILL DANIEL J. had withheld for taxes 7,707 Class A Common Stock at $62.36 (~$481K). GILL DANIEL J. holds 1,050,304 shares after the transaction.
- · Chief Product Officer GILL DANIEL J. had withheld for taxes 7,707 Class A Common Stock at $62.36 (~$481K)
- · Chief Product Officer GILL DANIEL J. was awarded 119,883 Class A Common Stock
04-08-2026
Chief Executive Officer GARCIA ERNEST C. III had withheld for taxes 7,069 Class A Common Stock at $62.36 (~$441K). GARCIA ERNEST C. III holds 4,723,869 shares after the transaction.
- · Chief Executive Officer GARCIA ERNEST C. III had withheld for taxes 7,069 Class A Common Stock at $62.36 (~$441K)
- · Chief Executive Officer GARCIA ERNEST C. III was awarded 134,707 Class A Common Stock
04-08-2026
President, Special Projects Taira Thomas had withheld for taxes 3,948 Class A Common Stock at $62.36 (~$246K). Taira Thomas holds 387,725 shares after the transaction.
- · President, Special Projects Taira Thomas had withheld for taxes 3,948 Class A Common Stock at $62.36 (~$246K)
- · President, Special Projects Taira Thomas was awarded 80,547 Class A Common Stock
04-08-2026
Director Chennapragada Aparna was awarded 198 Common Stock. Chennapragada Aparna holds 18,307 shares after the transaction.
- · Director Chennapragada Aparna was awarded 198 Common Stock
04-08-2026
Chief Operating Officer HUSTON BENJAMIN E. sold 22,144 Class A Common Stock at $64.14 (~$1.42M). 6 transactions reported in total. HUSTON BENJAMIN E. holds 535,709 shares after the transaction. Trades executed under a Rule 10b5-1 plan.
- · Chief Operating Officer HUSTON BENJAMIN E. had withheld for taxes 7,018 Class A Common Stock at $62.36 (~$438K)
- · Chief Operating Officer HUSTON BENJAMIN E. was awarded 133,972 Class A Common Stock
- · Chief Operating Officer HUSTON BENJAMIN E. sold 6,320 Class A Common Stock at $63.18 (~$399K)
- · Chief Operating Officer HUSTON BENJAMIN E. sold 22,144 Class A Common Stock at $64.14 (~$1.42M)
- · Chief Operating Officer HUSTON BENJAMIN E. sold 15,920 Class A Common Stock at $65.06 (~$1.04M)
- · Chief Operating Officer HUSTON BENJAMIN E. sold 5,616 Class A Common Stock at $65.81 (~$370K)
04-08-2026
Director Rowe Zane was awarded 237 Common Stock. Rowe Zane holds 13,244 shares after the transaction.
- · Director Rowe Zane was awarded 237 Common Stock
04-08-2026
Sr. Vice President, Controller Russell David Eric disposed to the issuer 15,202 Common Stock at $153.28 (~$2.33M). 4 transactions reported in total. Russell David Eric holds 11,960 shares after the transaction. Trades executed under a Rule 10b5-1 plan.
- · Sr. Vice President, Controller Russell David Eric exercised/converted 23,163 Common Stock at $68.00 (~$1.58M)
- · Sr. Vice President, Controller Russell David Eric disposed to the issuer 15,202 Common Stock at $153.28 (~$2.33M)
- · Sr. Vice President, Controller Russell David Eric sold 7,961 Common Stock at $153.15 (~$1.22M)
- · Sr. Vice President, Controller Russell David Eric exercised/converted 23,163 Stock Appreciation Right
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More from: S&P 500 Consumer Discretionary Sector SEC Filings
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