tickdelta
Sign in

Tickdelta is free for now. Sign up and get Pro free

Compare companies

Six facts from the filings for each company in a group, then what each says about a topic in its latest 10-K.

Compare
1 · Companies

Consumer discretionary: the same six facts for each company

From each company's latest 10-K, 10-Q, Form 4s and the superinvestors' 13Fs
12 of 47 shown
DECK Deckers Brands
Sales growth
+9.8%
Net margin
19%
Debt / equity
-
Accounting items to read
1 of 6
Insider buys, 90 days
0
Big investors holding
0
AMZN Amazon
Sales growth
+12%
Net margin
17%
Debt / equity
0.30
Accounting items to read
1 of 6
Insider buys, 90 days
0
Big investors holding
0
F Ford Motor Company
Sales growth
+1.2%
Net margin
-4.2%
Debt / equity
-
Accounting items to read
2 of 6
Insider buys, 90 days
0
Big investors holding
0
GM General Motors
Sales growth
-1.3%
Net margin
2.1%
Debt / equity
2.09
Accounting items to read
1 of 6
Insider buys, 90 days
0
Big investors holding
0
HD Home Depot
Sales growth
+3.2%
Net margin
8.4%
Debt / equity
3.18
Accounting items to read
2 of 6
Insider buys, 90 days
0
Big investors holding
0
TSLA Tesla, Inc.
Sales growth
-2.9%
Net margin
3.1%
Debt / equity
0.10
Accounting items to read
0 of 6
Insider buys, 90 days
0
Big investors holding
0
LOW Lowe's
Sales growth
+3.1%
Net margin
7.3%
Debt / equity
-
Accounting items to read
2 of 6
Insider buys, 90 days
0
Big investors holding
0
TJX TJX Companies
Sales growth
+7.1%
Net margin
9.7%
Debt / equity
0.27
Accounting items to read
0 of 6
Insider buys, 90 days
0
Big investors holding
0
NKE Nike, Inc.
Sales growth
+0.2%
Net margin
6.7%
Debt / equity
0.52
Accounting items to read
2 of 6
Insider buys, 90 days
0
Big investors holding
0
BBY Best Buy
Sales growth
+0.4%
Net margin
3.0%
Debt / equity
0.37
Accounting items to read
0 of 6
Insider buys, 90 days
0
Big investors holding
0
SBUX Starbucks
Sales growth
+2.8%
Net margin
5.2%
Debt / equity
-
Accounting items to read
1 of 6
Insider buys, 90 days
0
Big investors holding
0
DHI D. R. Horton
Sales growth
-6.9%
Net margin
9.2%
Debt / equity
-
Accounting items to read
1 of 4
Insider buys, 90 days
0
Big investors holding
0
All 47 companies in Consumer discretionary
LEN Lennar
Sales growth
-3.5%
Net margin
4.1%
Debt / equity
0.27
Accounting items to read
2 of 5
Insider buys, 90 days
45
Big investors holding
0
BKNG Booking Holdings
Sales growth
+13%
Net margin
26%
Debt / equity
-
Accounting items to read
0 of 4
Insider buys, 90 days
0
Big investors holding
0
MCD McDonald's
Sales growth
+3.7%
Net margin
32%
Debt / equity
-
Accounting items to read
0 of 6
Insider buys, 90 days
0
Big investors holding
0
CCL Carnival Corporation
Sales growth
+6.4%
Net margin
11%
Debt / equity
1.73
Accounting items to read
0 of 6
Insider buys, 90 days
0
Big investors holding
0
CVNA Carvana
Sales growth
+49%
Net margin
6.2%
Debt / equity
1.19
Accounting items to read
1 of 5
Insider buys, 90 days
0
Big investors holding
0
MAR Marriott International
Sales growth
+4.3%
Net margin
9.7%
Debt / equity
-
Accounting items to read
0 of 5
Insider buys, 90 days
0
Big investors holding
0
GPC Genuine Parts Company
Sales growth
+3.5%
Net margin
0.1%
Debt / equity
1.10
Accounting items to read
0 of 6
Insider buys, 90 days
0
Big investors holding
0
ROST Ross Stores
Sales growth
+7.7%
Net margin
11%
Debt / equity
0.15
Accounting items to read
1 of 5
Insider buys, 90 days
0
Big investors holding
0
APTV Aptiv
Sales growth
+3.5%
Net margin
3.7%
Debt / equity
0.61
Accounting items to read
0 of 6
Insider buys, 90 days
0
Big investors holding
0
AZO AutoZone
Sales growth
+7.4%
Net margin
13%
Debt / equity
-
Accounting items to read
0 of 6
Insider buys, 90 days
0
Big investors holding
0
RCL Royal Caribbean Group
Sales growth
+8.8%
Net margin
24%
Debt / equity
1.91
Accounting items to read
0 of 6
Insider buys, 90 days
0
Big investors holding
0
ORLY O'Reilly Automotive
Sales growth
+6.4%
Net margin
14%
Debt / equity
-
Accounting items to read
0 of 6
Insider buys, 90 days
0
Big investors holding
0
MGM MGM Resorts
Sales growth
+1.7%
Net margin
3.9%
Debt / equity
2.26
Accounting items to read
0 of 6
Insider buys, 90 days
3
Big investors holding
0
DASH DoorDash
Sales growth
+28%
Net margin
6.2%
Debt / equity
-
Accounting items to read
2 of 5
Insider buys, 90 days
0
Big investors holding
0
EXPE Expedia Group
Sales growth
+7.6%
Net margin
13%
Debt / equity
3.31
Accounting items to read
1 of 5
Insider buys, 90 days
0
Big investors holding
0
PHM PulteGroup
Sales growth
-3.5%
Net margin
11%
Debt / equity
0.00
Accounting items to read
1 of 4
Insider buys, 90 days
0
Big investors holding
0
TSCO Tractor Supply
Sales growth
+4.3%
Net margin
6.1%
Debt / equity
0.84
Accounting items to read
0 of 5
Insider buys, 90 days
0
Big investors holding
0
ABNB Airbnb
Sales growth
+10%
Net margin
23%
Debt / equity
0.25
Accounting items to read
0 of 4
Insider buys, 90 days
0
Big investors holding
0
LVS Las Vegas Sands
Sales growth
+15%
Net margin
12%
Debt / equity
-
Accounting items to read
2 of 6
Insider buys, 90 days
0
Big investors holding
0
DRI Darden Restaurants
Sales growth
+9.4%
Net margin
8.8%
Debt / equity
1.26
Accounting items to read
1 of 6
Insider buys, 90 days
0
Big investors holding
0
ULTA Ulta Beauty
Sales growth
+9.7%
Net margin
9.3%
Debt / equity
0.13
Accounting items to read
1 of 5
Insider buys, 90 days
0
Big investors holding
0
CMG Chipotle Mexican Grill
Sales growth
+5.4%
Net margin
11%
Debt / equity
0.00
Accounting items to read
0 of 6
Insider buys, 90 days
0
Big investors holding
0
HLT Hilton Worldwide
Sales growth
+7.7%
Net margin
13%
Debt / equity
-
Accounting items to read
0 of 5
Insider buys, 90 days
0
Big investors holding
0
EBAY eBay Inc.
Sales growth
+7.9%
Net margin
17%
Debt / equity
1.53
Accounting items to read
3 of 5
Insider buys, 90 days
0
Big investors holding
0
LULU Lululemon Athletica
Sales growth
+4.9%
Net margin
13%
Debt / equity
0.00
Accounting items to read
2 of 6
Insider buys, 90 days
0
Big investors holding
0
NCLH Norwegian Cruise Line Holdings
Sales growth
+3.7%
Net margin
8.2%
Debt / equity
4.79
Accounting items to read
2 of 6
Insider buys, 90 days
0
Big investors holding
0
NVR NVR, Inc.
Sales growth
-1.9%
Net margin
11%
Debt / equity
-
Accounting items to read
1 of 4
Insider buys, 90 days
0
Big investors holding
0
YUM Yum! Brands
Sales growth
+8.8%
Net margin
39%
Debt / equity
-
Accounting items to read
0 of 5
Insider buys, 90 days
0
Big investors holding
0
RL Ralph Lauren Corporation
Sales growth
+15%
Net margin
13%
Debt / equity
0.45
Accounting items to read
0 of 6
Insider buys, 90 days
0
Big investors holding
0
TPR Tapestry, Inc.
Sales growth
+14%
Net margin
20%
Debt / equity
5.70
Accounting items to read
0 of 6
Insider buys, 90 days
0
Big investors holding
0
WSM Williams-Sonoma, Inc.
Sales growth
+1.2%
Net margin
15%
Debt / equity
-
Accounting items to read
0 of 5
Insider buys, 90 days
0
Big investors holding
0
GRMN Garmin
Sales growth
+15%
Net margin
26%
Debt / equity
-
Accounting items to read
3 of 6
Insider buys, 90 days
0
Big investors holding
0
WYNN Wynn Resorts
Sales growth
+0.1%
Net margin
5.2%
Debt / equity
-
Accounting items to read
2 of 6
Insider buys, 90 days
0
Big investors holding
0
HAS Hasbro
Sales growth
+13%
Net margin
16%
Debt / equity
3.74
Accounting items to read
2 of 6
Insider buys, 90 days
0
Big investors holding
0
DPZ Domino's
Sales growth
+5.0%
Net margin
12%
Debt / equity
-
Accounting items to read
0 of 6
Insider buys, 90 days
0
Big investors holding
0
2 · By topic

Labor: paragraphs that mention it

Risk Factors paragraphs in each company's latest 10-K · bar = this year · line = last year
10-K Item 1A
APTV 43 vs 41 SBUX 32 vs 32 DPZ 28 vs 27 LULU 26 vs 24 HLT 24 vs 23 F 23 vs 25 HAS 23 vs 23 TJX 23 vs 20 TSLA 23 vs 22 RL 22 vs 28 DASH 20 vs 20 DHI 19 vs 21 DRI 19 vs 22 WSM 19 vs 18 BBY 18 vs 19 MGM 18 vs 19 RCL 18 vs 17 CMG 17 vs 20 GM 17 vs 18 LEN 17 vs 16 YUM 17 vs 21 ABNB 16 vs 13 LOW 16 vs 17 CCL 15 vs 16 CVNA 15 vs 15 HD 15 vs 17 NKE 15 vs 16 PHM 15 vs 13 TPR 15 vs 11 AMZN 14 vs 13 NCLH 14 vs 14 ULTA 14 vs 12 BKNG 13 vs 15 EXPE 12 vs 10 AZO 11 vs 11 MCD 11 vs 11 ROST 11 vs 11 TSCO 11 vs 11 EBAY 10 vs 20 DECK 9 vs 11 GRMN 9 vs 9 NVR 9 vs 10 LVS 8 vs 12 WYNN 8 vs 8 GPC 7 vs 6 MAR 7 vs 6 ORLY 7 vs 7 AAP 0 vs 0 ABG 0 vs 0 AEO 0 vs 0 AIN 0 vs 0 ALSN 0 vs 0 ALV 0 vs 0 AN 0 vs 0 ANF 0 vs 0 ARMK 0 vs 0 ASO 0 vs 0 ATMU 0 vs 0 AYI 0 vs 0 BATRA 0 vs 0 BBWI 0 vs 0 BFAM 0 vs 0 BLDR no 10-K BOOT no 10-K BRC no 10-K BROS no 10-K BURL no 10-K BWA no 10-K BYD no 10-K CAKE no 10-K CAR no 10-K CAVA no 10-K CHDN no 10-K CHH no 10-K CHWY no 10-K CPNG no 10-K CPRI no 10-K CVSA no 10-K CZR no 10-K DAN no 10-K DKNG no 10-K DKS no 10-K DORM no 10-K EAT no 10-K ECG no 10-K FCFS no 10-K FND no 10-K FSS no 10-K FUN no 10-K GAP no 10-K GHC no 10-K GNTX no 10-K GOLF no 10-K GPI no 10-K GRBK no 10-K H no 10-K HGV no 10-K HNI no 10-K HOG no 10-K HRB no 10-K KBH no 10-K KMX no 10-K KTB no 10-K LAD no 10-K LAUR no 10-K LCID no 10-K LCII no 10-K LEA no 10-K LEVI no 10-K LOPE no 10-K LRN no 10-K LTH no 10-K M no 10-K MAT no 10-K MHK no 10-K MHO no 10-K MOD no 10-K MSGE no 10-K MSGK no 10-K MTH no 10-K MTN no 10-K MUSA no 10-K NSIT no 10-K OPLN no 10-K OSK no 10-K OSW no 10-K PAG no 10-K PATK no 10-K PENN no 10-K PHIN no 10-K PII no 10-K PK no 10-K PLNT no 10-K PRDO no 10-K PTON no 10-K PVH no 10-K PZZA no 10-K QSR no 10-K R no 10-K RH no 10-K RIVN no 10-K RRR no 10-K RUSHA no 10-K SAH no 10-K SCI no 10-K SGI no 10-K SHAK no 10-K SHO no 10-K SHOO no 10-K SIG no 10-K SN no 10-K STRA no 10-K THO no 10-K THRM no 10-K TNL no 10-K TOL no 10-K TXRH no 10-K UHAL no 10-K UNF no 10-K URBN no 10-K VC no 10-K VFC no 10-K W no 10-K WEN no 10-K WH no 10-K WHR no 10-K WING no 10-K WMG no 10-K YETI no 10-K YUMC no 10-K
3 · Quotes

What the companies wrote

The paragraphs themselves, as filed, each linked to its filing on sec.gov
6 of 62 shown

APTV Aptiv PLC

43 paragraphs

Our business is labor-intensive and we have a number of unions, works councils and other represented employees. A strike or other form of significant work disruption by our employees would likely have an adverse effect on our ability to …

Item 1A, Risk Factors, 10-K Feb 6, 2026 ↗

◦ Maximizing our operational flexibility and profitability at all points in the normal automotive business cycle, by having approximately 97% of our hourly workforce based in best cost countries, and approximately 31% of our hourly workforce composed of contingent employees; and

Item 7, MD&A, 10-K Feb 6, 2026 ↗

SBUX STARBUCKS CORP

32 paragraphs

… in the labor market (which has experienced, and may continue to experience, wage inflation and labor shortages), our position with respect to unions and the unionization of partners, increased employee turnover, changes in availability of our workforce, and shifts in …

Item 1A, Risk Factors, 10-K Nov 14, 2025 ↗

Starting in September 2021, Starbucks partners at a number of company-operated stores sought union representation through elections conducted by the National Labor Relations Board. Unions have secured representation rights at around 6% of our more than 10,000 U …

Item 1A, Risk Factors, 10-K Nov 14, 2025 ↗

DPZ DOMINOS PIZZA INC

28 paragraphs

… Additionally, certain employees of other companies in our industry have recently become unionized in the U.S. If a significant portion of our or our franchisees’ employees were to become unionized, our and our franchisees’ labor costs could increase and …

Item 1A, Risk Factors, 10-K Feb 23, 2026 ↗

• labor and employment, including minimum wage, overtime, insurance, discrimination and other labor requirements as well as working and safety conditions;

Item 1A, Risk Factors, 10-K Feb 23, 2026 ↗

LULU lululemon athletica inc.

26 paragraphs

Our business is subject to pressure on costs and pricing caused by many factors, including tariffs, intense competition, constrained sourcing capacity, inflationary pressure, the availability of qualified labor and wage inflation, pricing pressure from consumers, and changes in consumer demand …

Item 1A, Risk Factors, 10-K Mar 17, 2026 ↗

A significant portion of our products are produced in South and South East Asia and increases in the costs of labor and other costs of doing business in the countries in this region could significantly increase our costs to produce …

Item 1A, Risk Factors, 10-K Mar 17, 2026 ↗

HLT Hilton Worldwide Holdings Inc.

24 paragraphs

… We do not have the ability to influence the negotiations of collective bargaining agreements covering unionized labor employed by third-party property owners or third-party operators. Increased unionization of our workforce, new labor legislation or changes in regulations could …

Item 1A, Risk Factors, 10-K Feb 11, 2026 ↗

… If relationships with our employees or employees of our hotel owners or the unions that represent them become adverse, the properties we manage, franchise or lease have in the past and could in the future experience labor disruptions such as …

Item 1A, Risk Factors, 10-K Feb 11, 2026 ↗

F FORD MOTOR CO

23 paragraphs

Ford’s ability to maintain a competitive cost structure could be affected by labor or other constraints. The vast majority of the hourly employees in our manufacturing operations in the United States and Canada are represented by unions and covered …

Item 1A, Risk Factors, 10-K Feb 11, 2026 ↗

• Ford’s ability to maintain a competitive cost structure could be affected by labor or other constraints;

Item 7, MD&A, 10-K Feb 11, 2026 ↗
Show all 62 companies' quotes

HAS HASBRO, INC.

23 paragraphs

… harms the retail environment or consumer buying patterns during our key selling season, or by events such as labor or union strikes, or delays or other issues in the supply chain, particularly from the Far East, during the critical months …

Item 1A, Risk Factors, 10-K Feb 25, 2026 ↗

• Changes in international labor costs and other costs of doing business internationally.

Item 1A, Risk Factors, 10-K Feb 25, 2026 ↗

TJX TJX COMPANIES INC /DE/

23 paragraphs

- labor and employment practices, including pay and benefits, worker classification, work authorization, and labor unions and works councils;

Item 1A, Risk Factors, 10-K Mar 31, 2026 ↗

Additionally, many Associates in our distribution network in the United States and Canada are members of unions, and other Associates are members of works councils in Europe. We are subject to the risk of labor actions or disruptions of various …

Item 1A, Risk Factors, 10-K Mar 31, 2026 ↗

TSLA Tesla, Inc.

23 paragraphs

… From time to time, labor unions have engaged in campaigns to organize certain parts of our operations, as part of which such unions have filed unfair labor practice charges against us with the National Labor Relations Board, and they may …

Item 1A, Risk Factors, 10-K Jan 29, 2026 ↗

Our business may be adversely affected by any disruptions caused by union activities.

Item 1A, Risk Factors, 10-K Jan 29, 2026 ↗

RL RALPH LAUREN CORP

22 paragraphs

Our business could suffer if we fail to comply with labor laws or if one of our manufacturers fails to use acceptable labor or environmental practices.

Item 1A, Risk Factors, 10-K May 21, 2026 ↗

We are subject to labor laws governing relationships with employees, including minimum wage requirements, overtime, working conditions, and citizenship requirements. Compliance with these laws may lead to increased costs and operational complexity and may increase our exposure to governmental investigations …

Item 1A, Risk Factors, 10-K May 21, 2026 ↗

DASH DoorDash, Inc.

20 paragraphs

• claims under laws pertaining to unionizing, collective bargaining, and other concerted activity;

Item 1A, Risk Factors, 10-K Feb 18, 2026 ↗

… In addition, our continued expansion into new verticals and geographies may also require us to adapt to different labor arrangements, including, but not limited to, engagement with works councils and potential negotiated agreements with labor unions, and may require us …

Item 1A, Risk Factors, 10-K Feb 18, 2026 ↗

DHI HORTON D R INC /DE/

19 paragraphs

• Controlling the cost of labor and goods provided by subcontractors and vendors.

Item 7, MD&A, 10-K Nov 19, 2025 ↗

• risks of acquiring land, building materials and skilled labor and challenges obtaining regulatory approvals;

Item 7, MD&A, 10-K Nov 19, 2025 ↗

DRI DARDEN RESTAURANTS INC

19 paragraphs

… Maintaining adequate staffing in our existing restaurants and hiring and training staff for our new restaurants require precise workforce planning which has been complicated by the competitive labor market in the United States. The market for the most qualified talent …

Item 1A, Risk Factors, 10-K Jul 24, 2026 ↗

… New or changing laws and regulations relating to union organizing rights and activities may impact our operations at the restaurant level and increase our labor costs.

Item 1A, Risk Factors, 10-K Jul 24, 2026 ↗

WSM WILLIAMS SONOMA INC

19 paragraphs

… From time to time, we may also experience union organizing activity in currently non-union facilities, including in our stores and distribution facilities. Union organizing activity may result in work slowdowns or stoppages and higher labor costs. In addition, there …

Item 1A, Risk Factors, 10-K Mar 26, 2026 ↗

A critical component of managing inventory levels is predictability of transit times from our global suppliers to our distribution centers. Factors such as labor disputes, union organizing activity, geopolitical instability, changing tariff and trade regulations, acts of terrorism, war, outbreaks of disease, adverse weather, natural disasters, and climate

Item 1A, Risk Factors, 10-K Mar 26, 2026 ↗

BBY BEST BUY CO INC

18 paragraphs

• unionization, labor strikes, slow-downs, competitive job markets and labor shortages impacting ports or any other aspect of our supply chain;

Item 1A, Risk Factors, 10-K Mar 18, 2026 ↗

• the challenges of ensuring compliance with applicable labor and employment laws, including: laws governing the organization of unions and related rules that affect the nature of labor relations, which are frequently modified by the National Labor Relations Board; laws that …

Item 1A, Risk Factors, 10-K Mar 18, 2026 ↗

MGM MGM Resorts International

18 paragraphs

… To the extent that our non-union employees seek union representation or elect union representation, we would have exposure to risks associated with representation proceedings, labor negotiations and/or economic impacts of newly negotiated labor agreements. Furthermore, we may have …

Item 1A, Risk Factors, 10-K Feb 11, 2026 ↗

• A significant portion of our labor force is covered by collective bargaining agreements.

Item 1A, Risk Factors, 10-K Feb 11, 2026 ↗

RCL ROYAL CARIBBEAN CRUISES LTD

18 paragraphs

Labor, health and safety, financial responsibility, maritime and other regulations and measures could affect operations and increase operating costs.

Item 1A, Risk Factors, 10-K Feb 11, 2026 ↗

Once operational, these projects are also subject to ongoing regulatory, labor and political risks in foreign jurisdictions, including changes in government policies, tax or regulatory regimes, any of which could disrupt operations or increase costs. These projects can also strain our management, personnel, operations and systems.

Item 1A, Risk Factors, 10-K Feb 11, 2026 ↗

CMG CHIPOTLE MEXICAN GRILL INC

17 paragraphs

… In addition, our failure to adequately monitor and proactively respond to employee dissatisfaction could lead to poor guest satisfaction, higher turnover, litigation and unionization efforts, which could negatively impact our financial results. We have experienced labor union efforts to organize …

Item 1A, Risk Factors, 10-K Feb 4, 2026 ↗

If we are not able to hire, train and retain qualified restaurant employees and/or appropriately plan our workforce, our growth plan and profitability could be adversely affected.

Item 1A, Risk Factors, 10-K Feb 4, 2026 ↗

GM General Motors Co

17 paragraphs

In addition, substantially all of our hourly employees are represented by unions and covered by collective bargaining agreements that must be negotiated from time-to-time, including at the local facility level. As a result, we may be subject to an increased risk of strikes, work stoppages, or other types of conflicts with labor unions and employees.

Item 1A, Risk Factors, 10-K Jan 27, 2026 ↗

agreements, requirements, and union relationships; (14) differing dealer and franchise regulations and relationships; (15) difficulties in obtaining financing in foreign countries for local operations; and (16) natural disasters, public health crises, and other catastrophic events.

Item 1A, Risk Factors, 10-K Jan 27, 2026 ↗

LEN LENNAR CORP /NEW/

17 paragraphs

We could be held responsible for obligations of, and labor law violations by, our subcontractors and other contract parties.

Item 1A, Risk Factors, 10-K Jan 28, 2026 ↗

Inflation can have a long-term impact on us because increasing costs of land, materials and labor result in a need to increase the sales prices of homes. In addition, inflation is often accompanied by higher interest rates, which can …

Item 7, MD&A, 10-K Jan 28, 2026 ↗

YUM YUM BRANDS INC

17 paragraphs

… In addition, our Concepts and their franchisees have been, and will continue to be, subject to the risk of increasing union activity in the restaurant space. In the event of a strike, work slowdown or other labor unrest, the ability …

Item 1A, Risk Factors, 10-K Feb 20, 2026 ↗

The loss of key personnel, labor shortages and increased labor costs could adversely affect our business.

Item 1A, Risk Factors, 10-K Feb 20, 2026 ↗

ABNB Airbnb, Inc.

16 paragraphs

• challenges in integrating the workforce of acquired companies and the potential loss of key employees of the acquired companies;

Item 1A, Risk Factors, 10-K Feb 12, 2026 ↗

We also issue gift cards in the United States, United Kingdom, European Union, and many other jurisdictions, which are subject to consumer protection laws, and we may face additional regulations if we expand these services.

Item 1A, Risk Factors, 10-K Feb 12, 2026 ↗

LOW LOWES COMPANIES INC

16 paragraphs

… A limited number of our employees at FBM are represented by labor unions, and we are also subject to labor organizing efforts from time to time. If successful, those organizing efforts may affect how we operate our business. Our response …

Item 1A, Risk Factors, 10-K Mar 23, 2026 ↗

Financial instability among key vendors, political instability, geopolitical or armed conflicts, and labor unrest in source countries or elsewhere in our supply chain, changes in the total costs in our supply chain (including fuel), labor costs or labor shortages among …

Item 1A, Risk Factors, 10-K Mar 23, 2026 ↗

CCL Carnival Corp Ltd.

15 paragraphs

h. The loss of key team members, our inability to recruit or retain qualified shoreside and shipboard team members and increased labor costs could have an adverse effect on our business and results of operations.

Item 1A, Risk Factors, 10-K Jan 27, 2026 ↗

We continue to invest in expanding and enhancing our portfolio of port destinations and exclusive islands, which could increase our exposure to certain risks. These risks include susceptibility to weather events, exposure to local political/regulatory developments and policies, logistical challenges, human resource and labor risks, safety, environmental and health risks.

Item 1A, Risk Factors, 10-K Jan 27, 2026 ↗

CVNA CARVANA CO.

15 paragraphs

• fluctuations in consumer demand, vehicle supply, and labor supply due to macroeconomic conditions;

Item 1A, Risk Factors, 10-K Feb 18, 2026 ↗

… Reconditioning costs consist of direct costs, including parts, labor, and third-party repair expenses directly attributable to specific vehicles, as well as indirect costs, such as IRC and auction site overhead. Transportation costs consist of costs incurred to transport the …

Item 7, MD&A, 10-K Feb 18, 2026 ↗

HD HOME DEPOT, INC.

15 paragraphs

… A limited number of our associates are represented by labor unions, and we may be subject to future labor union efforts to organize groups of our associates from time to time. If successful, those organizational efforts may decrease our operational …

Item 1A, Risk Factors, 10-K Mar 18, 2026 ↗

… or regulations governing labor relations, employment, immigration, minimum wage, and healthcare benefits; changing demographics and expectations among the workforce; safety and security in our stores and other facilities; and our brand and reputation within the labor market. We compete with …

Item 1A, Risk Factors, 10-K Mar 18, 2026 ↗

NKE NIKE, Inc.

15 paragraphs

We have significant exposure to changes in domestic and foreign laws governing our relationships with our workforce, including wage and hour laws and regulations, fair labor standards, minimum wage requirements, overtime pay, unemployment tax rates, workers' compensation rates, citizenship requirements …

Item 1A, Risk Factors, 10-K Jul 15, 2026 ↗

Our business operations and financial performance could be adversely affected by changes in our relationship with our workforce or changes to United States or foreign employment regulations.

Item 1A, Risk Factors, 10-K Jul 15, 2026 ↗

PHM PULTEGROUP INC/MI/

15 paragraphs

… could adversely affect our operations, supply chain, workforce availability, customer demand, and ability to deliver products or services. Such events and responses could also contribute to broader macroeconomic effects, including inflation, labor shortages, changes in consumer behavior, and supply chain …

Item 1A, Risk Factors, 10-K Feb 4, 2026 ↗

Supply shortages and other risks related to the demand for skilled labor and building materials could increase costs and delay deliveries.

Item 1A, Risk Factors, 10-K Feb 4, 2026 ↗

TPR TAPESTRY, INC.

15 paragraphs

• compliance by us and our independent manufacturers and suppliers with labor laws and other foreign governmental regulations;

Item 1A, Risk Factors, 10-K Aug 13, 2026 ↗

• increases in the cost of labor, fuel (including volatility in the price of oil), travel and transportation;

Item 1A, Risk Factors, 10-K Aug 13, 2026 ↗

AMZN AMAZON COM INC

14 paragraphs

• different employee/employer relationships and the existence of works councils and labor unions;

Item 1A, Risk Factors, 10-K Feb 6, 2026 ↗

We are also subject to labor union efforts to organize groups of our employees from time to time. These organizational efforts, if successful, decrease our operational flexibility, which could adversely affect our operating efficiency. In addition, our response to any organizational efforts could be perceived negatively and harm our business and reputation.

Item 1A, Risk Factors, 10-K Feb 6, 2026 ↗

NCLH Norwegian Cruise Line Holdings Ltd.

14 paragraphs

We are subject to complex laws and regulations, including environmental, health and safety, labor, data privacy and protection and maritime laws and regulations, which could adversely affect our operations and certain recently introduced laws and regulations and future changes in laws and regulations could lead to increased costs and/or decreased revenue.

Item 1A, Risk Factors, 10-K Mar 2, 2026 ↗

… The IMO, a United Nations agency with responsibility for the safety and security of shipping and the prevention of marine pollution by ships, the Council of the European Union, individual countries, the United States, and individual states have implemented and …

Item 1A, Risk Factors, 10-K Mar 2, 2026 ↗

ULTA Ulta Beauty, Inc.

14 paragraphs

Although none of our associates are currently covered under collective bargaining agreements, we cannot guarantee that our associates will not elect to be represented by labor unions in the future. If some or all of our workforce were to become unionized and collectively bargained terms were significantly different from our current compensation arrangements or work practice, it could have a material adverse effect on our business, financial condition, and results of operations.

Item 1A, Risk Factors, 10-K Mar 26, 2026 ↗

Our sizable workforce makes us vulnerable to changes in labor and employment laws.

Item 1A, Risk Factors, 10-K Mar 26, 2026 ↗

BKNG Booking Holdings Inc.

13 paragraphs

… by works councils and/or trade unions. We are required to consult with works councils on certain matters (such as our Transformation Program), acquisitions and divestitures, and other matters that could impact our labor force. Consultation may not be completed …

Item 1A, Risk Factors, 10-K Feb 18, 2026 ↗

Our performance relies on the talents and efforts of highly skilled individuals. Our future success depends on our continued ability to attract and retain a highly skilled workforce. Our ability to attract and retain talent could be negatively impacted by factors such as reorganizations and our hybrid work policies.

Item 1A, Risk Factors, 10-K Feb 18, 2026 ↗

EXPE Expedia Group, Inc.

12 paragraphs

… or trade unions, which we collectively refer to as Employee Representative Bodies ("ERBs"). We are required to engage with our ERBs on certain matters such as restructurings, acquisitions and divestitures, and other matters that could impact our labor force. This …

Item 1A, Risk Factors, 10-K Feb 13, 2026 ↗

continued air carrier and hotel chain consolidation, travel strikes, trade disputes, labor unrest, or labor shortages;

Item 1A, Risk Factors, 10-K Feb 13, 2026 ↗

AZO AUTOZONE INC

11 paragraphs

In the U.S., over the last few years there has been an increase in workers exercising their right to form or join a union, both generally and in the retail industry. Further, the National Labor Relations Board (NLRB) has …

Item 1A, Risk Factors, 10-K Oct 26, 2026 ↗

… If we do not maintain competitive wages or benefit packages, our customer service could suffer from any resultant declining quality of our workforce, or, alternatively, our earnings could decrease if we increase our wage rates and resultant labor costs. A …

Item 1A, Risk Factors, 10-K Oct 26, 2026 ↗

MCD MCDONALDS CORP

11 paragraphs

… The System’s ability to meet its labor needs as they evolve is generally subject to a variety of factors, including the availability of sufficient workforce, unemployment levels and prevailing wages in the markets in which we operate.

Item 1A, Risk Factors, 10-K Feb 24, 2026 ↗

… and international laws and regulations affecting our respective workforces. These laws and regulations are increasingly focused on, and in certain cases impose requirements with respect to, employment matters such as wages and hours, healthcare, immigration, retirement and other employee benefits …

Item 1A, Risk Factors, 10-K Feb 24, 2026 ↗

ROST ROSS STORES, INC.

11 paragraphs

Our inability to continually attract, train, and retain associates with the retail talent necessary to execute our off-price retail strategies, as well as labor shortages, increased turnover, or increased labor costs could adversely affect our operating results.

Item 1A, Risk Factors, 10-K Mar 31, 2026 ↗

… Our ability to control labor costs is subject to numerous external factors, including prevailing wage rates and health and other insurance costs, potential labor organizing activities, as well as the impact of legislation or regulations governing minimum wage or healthcare …

Item 1A, Risk Factors, 10-K Mar 31, 2026 ↗

TSCO TRACTOR SUPPLY CO /DE/

11 paragraphs

… employment legislation and the potential for changes in local labor practices or union activities. If we are unable to locate, attract or retain qualified personnel, or if costs of labor or related costs increase significantly, our financial performance could be …

Item 1A, Risk Factors, 10-K Feb 19, 2026 ↗

Our failure to attract and retain qualified team members, increases in wage and labor costs, and changes in laws and other labor issues could adversely affect our financial performance.

Item 1A, Risk Factors, 10-K Feb 19, 2026 ↗

EBAY EBAY INC

10 paragraphs

… Our business is primarily non-unionized, but we have some works councils outside the United States. The unionization or related activism of significant employee populations, including in the United States, could result in higher costs and other operational changes necessary …

Item 1A, Risk Factors, 10-K Feb 19, 2026 ↗

the European Union (the “EU”) may ultimately be more restrictive than in other markets, which could place us at a disadvantage compared to companies operating in less restrictive markets.

Item 1A, Risk Factors, 10-K Feb 19, 2026 ↗

DECK DECKERS OUTDOOR CORP

9 paragraphs

regulatory, operational, and reputational risks. Although we require compliance with environmental, labor, ethical,

Item 1A, Risk Factors, 10-K May 22, 2026 ↗

labor disruptions, regulatory developments, disease incidence, the effects of climate change, and broader market

Item 1A, Risk Factors, 10-K May 22, 2026 ↗

GRMN GARMIN LTD

9 paragraphs

We believe that our flexible production model allows our factories to experience relatively low costs of manufacturing. In general, products manufactured in Taiwan have been our highest volume products. Our manufacturing labor costs historically have been lower in Taiwan than in most other locations.

Item 7, MD&A, 10-K Feb 18, 2026 ↗

Our global operations are subject to complex and changing laws and regulations, including those in the following areas: telecommunications; environmental, health and safety; labor and employment; intellectual property ownership and infringement; antitrust; data privacy and security; consumer protection; product liability; anticorruption; import, export and trade; foreign exchange controls; anti - money laundering; and tax.

Item 1A, Risk Factors, 10-K Feb 18, 2026 ↗

NVR NVR INC

9 paragraphs

A shortage of building materials or labor, or increases in materials or labor costs may adversely impact our operations.

Item 1A, Risk Factors, 10-K Feb 11, 2026 ↗

The homebuilding business has from time to time experienced building material and labor shortages, including fluctuating lumber prices and supply. In addition, strong construction market conditions could restrict the labor force available to our subcontractors and us in one or …

Item 1A, Risk Factors, 10-K Feb 11, 2026 ↗

LVS LAS VEGAS SANDS CORP

8 paragraphs

• We compete for limited management and labor resources in Macao and Singapore, and policies of those governments may also affect our ability to employ imported managers or labor.

Item 1A, Risk Factors, 10-K Feb 6, 2026 ↗

We compete for limited management and labor resources in Macao and Singapore, and policies of those governments may also affect our ability to employ imported managers or labor.

Item 1A, Risk Factors, 10-K Feb 6, 2026 ↗

WYNN WYNN RESORTS LTD

8 paragraphs

Some of our employees are represented by labor unions under various collective bargaining agreements with different expiration dates. There is no certainty that we will successfully negotiate new agreements with these unions that extend beyond the current expiration dates, or …

Item 1A, Risk Factors, 10-K Mar 2, 2026 ↗

We compete for limited labor resources in Macau and local policies may also affect our ability to employ imported labor.

Item 1A, Risk Factors, 10-K Mar 2, 2026 ↗

GPC GENUINE PARTS CO

7 paragraphs

… There can be no assurance that our employees will not elect to be represented by labor unions in the future, which could among other things, adversely impact our culture, increase operating costs and otherwise disrupt our business and operations. Further …

Item 1A, Risk Factors, 10-K Feb 20, 2026 ↗

Our dependence on key personnel and the increasing potential for union activity could adversely affect our future results and harm our business.

Item 1A, Risk Factors, 10-K Feb 20, 2026 ↗

MAR MARRIOTT INTERNATIONAL INC /MD/

7 paragraphs

… Increased unionization of the workforce at hotels in our system, new labor legislation, or changes in regulations could disrupt operations at hotels in our system, reduce profitability, or interfere with the ability of our management to focus on executing our …

Item 1A, Risk Factors, 10-K Feb 10, 2026 ↗

… In addition, labor disputes and disruptions or increased demands from labor unions can sometimes harm associate relations, result in increased regulatory requirements or inquiries and enforcement by governmental authorities, harm relationships with guests and hotel owners, divert management attention, and …

Item 1A, Risk Factors, 10-K Feb 10, 2026 ↗

ORLY O REILLY AUTOMOTIVE INC

7 paragraphs

… Our ability to meet labor needs, while controlling costs is subject to external factors, such as minimum wage legislation. A violation of, or change in, employment legislation and/or regulations could hinder our ability to control costs, which could have …

Item 1A, Risk Factors, 10-K Feb 27, 2026 ↗

… In addition, we compete with other retail businesses to fill many of our hourly positions, which historically have had high turnover rates, which can lead to increased training and retention costs, particularly in a competitive labor market. We must also …

Item 1A, Risk Factors, 10-K Feb 27, 2026 ↗

AAP ADVANCE AUTO PARTS INC

0 paragraphs

Not mentioned in the latest 10-K.

ABG ASBURY AUTOMOTIVE GROUP INC

0 paragraphs

Not mentioned in the latest 10-K.

AEO AMERICAN EAGLE OUTFITTERS INC

0 paragraphs

Not mentioned in the latest 10-K.

AIN ALBANY INTERNATIONAL CORP /DE/

0 paragraphs

Not mentioned in the latest 10-K.

ALSN Allison Transmission Holdings Inc

0 paragraphs

Not mentioned in the latest 10-K.

ALV AUTOLIV INC

0 paragraphs

Not mentioned in the latest 10-K.

AN AUTONATION, INC.

0 paragraphs

Not mentioned in the latest 10-K.

ANF ABERCROMBIE & FITCH CO /DE/

0 paragraphs

Not mentioned in the latest 10-K.

ARMK Aramark

0 paragraphs

Not mentioned in the latest 10-K.

ASO Academy Sports & Outdoors, Inc.

0 paragraphs

Not mentioned in the latest 10-K.

ATMU Atmus Filtration Technologies Inc.

0 paragraphs

Not mentioned in the latest 10-K.

AYI ACUITY INC. (DE)

0 paragraphs

Not mentioned in the latest 10-K.

BATRA Atlanta Braves Holdings, Inc.

0 paragraphs

Not mentioned in the latest 10-K.

BBWI Bath & Body Works, Inc.

0 paragraphs

Not mentioned in the latest 10-K.

BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC.

0 paragraphs

Not mentioned in the latest 10-K.