Hypotheses · Open · Decides 30 Nov 2026 · GLP-1s and the food chain
Staples outperform on risk-off sessions and underperform across the quarter
From 22 Aug to 30 Nov 2026, Consumer Staples outperforms the S&P 500 on sessions where the S&P closes down more than 1%, and underperforms it over the full window.
- Resolves by
- 30 Nov 2026
- Confirm
- Both legs true.
- Kill
- Staples outperform over the full window, the market is paying for calories, not hiding in them.
- Void
- Fewer than 5 sessions with the S&P down more than 1% in the window.
- Grade
- Engine, on the 30 Nov closes, from the owned XLP and S&P daily series.
Series · Close Thu 3 Sep
Cons. Staples (XLP) last close
85.99+0.79% · 2026-08-21
S&P 500
7,747.7+1.06%
Cons. Staples (sector, day)
+0.21%
Grade
Open. Resolves by 30 Nov 2026. Both legs live on the owned strip: baseline is the 21 Aug 2026 close (XLP 85.99, S&P 7674.4); no window session has printed yet. Needs 5 sessions with the S&P down more than 1% to avoid a void.