{
  "data": [
    {
      "assumption_ids": "A-DEN-ABNB-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Airbnb",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 23.533464547831557,
      "estimated_dfr_pct_high": 2.1516429343463086,
      "estimated_dfr_pct_low": 1.1810817236262694,
      "estimated_dfr_pct_mid": 1.5399164465813926,
      "estimated_us_consumer_revenue_mid_millions": 1529.8194701845114,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/abnb/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1559720/000155972026000004/abnb-20251231.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8940598441601426,\"assumption_id\":\"A-DEN-ABNB-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.2878122852114388,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.1979143059914511,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.11674890637508237,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "ABNB",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-AMZN-001|A-T1-AMZN-PAYMENTS-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Amazon",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 1794.9847781901608,
      "estimated_dfr_pct_high": 2.1897459718812216,
      "estimated_dfr_pct_low": 1.6623080646935706,
      "estimated_dfr_pct_mid": 1.9135777822374456,
      "estimated_us_consumer_revenue_mid_millions": 93654.52632208262,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/amzn/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1018724/000101872426000004/amzn-20251231.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.5416719382849893,\"assumption_id\":\"A-DEN-AMZN-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.5238183054348631,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.5055363877156512,\"assumption_id\":\"A-T1-AMZN-PAYMENTS-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.367253895450955,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.2056528481774537,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "AMZN",
      "tier1_excerpt": "We also offer co-branded credit card programs.",
      "tier1_share": 0.19722050228857876,
      "tier1_source_url": "https://www.sec.gov/Archives/edgar/data/1018724/000101872426000004/amzn-20251231.htm",
      "tier2_share": 0.4250972372128718,
      "tier3_share": 0.3776822604985494
    },
    {
      "assumption_ids": "A-DEN-AZO-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "AutoZone",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 58.25584513437104,
      "estimated_dfr_pct_high": 1.7958476280243225,
      "estimated_dfr_pct_low": 1.3288608481588404,
      "estimated_dfr_pct_mid": 1.545814810919918,
      "estimated_us_consumer_revenue_mid_millions": 3776.9618048044604,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/azo/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/866787/000110465925102611/azo-20250830x10k.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.6399844233029734,\"assumption_id\":\"A-DEN-AZO-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.595411330459247,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.41145624662859076,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.2331322573037895,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "AZO",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-BBY-001|A-T1-BBY-CARD-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Best Buy",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 227.49859300737316,
      "estimated_dfr_pct_high": 2.950509668996214,
      "estimated_dfr_pct_low": 2.1041349841120938,
      "estimated_dfr_pct_mid": 2.499178318461114,
      "estimated_us_consumer_revenue_mid_millions": 9117.955526615122,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/bby/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/764478/000076447826000009/bby-20260131.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8642927050914273,\"assumption_id\":\"A-T1-BBY-CARD-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.33591412470636184,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.259946070421213,\"assumption_id\":\"A-DEN-BBY-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.23406440735637069,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.11724907595803563,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "BBY",
      "tier1_excerpt": "We facilitate credit applications in our stores and online.",
      "tier1_share": 0.3774643890572586,
      "tier1_source_url": "https://www.sec.gov/Archives/edgar/data/764478/000076447826000009/bby-20260131.htm",
      "tier2_share": 0.32965237531952674,
      "tier3_share": 0.2928832356232146
    },
    {
      "assumption_ids": "A-DEN-BKNG-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Booking Holdings",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 31.048946912429507,
      "estimated_dfr_pct_high": 2.2533928475748217,
      "estimated_dfr_pct_low": 1.017513444797221,
      "estimated_dfr_pct_mid": 1.4492882100001605,
      "estimated_us_consumer_revenue_mid_millions": 2143.949488509944,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/bkng/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1075531/000107553126000009/bkng-20251231.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8971381406768605,\"assumption_id\":\"A-DEN-BKNG-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.20847495934284982,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.1519633947038149,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.08242975782157974,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "BKNG",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-CASY-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Casey's",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 61.44578524162177,
      "estimated_dfr_pct_high": 1.7488354013267247,
      "estimated_dfr_pct_low": 1.3616564209613877,
      "estimated_dfr_pct_mid": 1.5495252184416375,
      "estimated_us_consumer_revenue_mid_millions": 3971.239670031231,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/casy/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/726958/000072695826000046/casy-20260430.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.7203142180565626,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.5002896341786073,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.37274962911563236,\"assumption_id\":\"A-DEN-CASY-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.28409266190170124,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "CASY",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-CCL-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Carnival Corporation",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 56.29921432558704,
      "estimated_dfr_pct_high": 2.097804239787417,
      "estimated_dfr_pct_low": 1.2247116038922747,
      "estimated_dfr_pct_mid": 1.561943441721862,
      "estimated_us_consumer_revenue_mid_millions": 3617.7211069044897,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/ccl/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/815097/000081509726000007/ccl-20251130.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8819112060110715,\"assumption_id\":\"A-DEN-CCL-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.3195319370424551,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.2215912650417824,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.130151542833309,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "CCL",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357096,
      "tier3_share": 0.4704682438642904
    },
    {
      "assumption_ids": "A-DEN-CMG-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Chipotle Mexican Grill",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 43.10295986507564,
      "estimated_dfr_pct_high": 1.7478164801979814,
      "estimated_dfr_pct_low": 1.3683083377314933,
      "estimated_dfr_pct_mid": 1.5510607638321305,
      "estimated_us_consumer_revenue_mid_millions": 2783.1211975205906,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/cmg/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1058090/000105809026000009/cmg-20251231.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.7379887424696634,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.5143252965170313,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.3210354470979755,\"assumption_id\":\"A-DEN-CMG-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.291298939065746,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "CMG",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-COST-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Costco",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 740.7994741096287,
      "estimated_dfr_pct_high": 1.814135468579036,
      "estimated_dfr_pct_low": 1.319058410731076,
      "estimated_dfr_pct_mid": 1.5474729386428419,
      "estimated_us_consumer_revenue_mid_millions": 47980.15283586542,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/cost/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/909832/000090983225000101/cost-20250831.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.6886781598251944,\"assumption_id\":\"A-DEN-COST-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.5514776347270436,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.38547572743211,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.22609691113570896,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "COST",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-CVNA-001|A-T1-CVNA-FINANCE-001|A-T2-NONREV-AUTO-002|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Carvana",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 914.7474647403408,
      "estimated_dfr_pct_high": 24.08482323630359,
      "estimated_dfr_pct_low": 16.605996384112185,
      "estimated_dfr_pct_mid": 20.258699553647148,
      "estimated_us_consumer_revenue_mid_millions": 4531.7838919457645,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/cvna/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1690820/000169082026000009/cvna-20251231.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8553604797428042,\"assumption_id\":\"A-T1-CVNA-FINANCE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.3767443032130038,\"assumption_id\":\"A-T2-NONREV-AUTO-002\",\"direction\":\"increases\"},{\"absolute_correlation\":0.34411625192185646,\"assumption_id\":\"A-DEN-CVNA-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.04791910088760492,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.023258752201986962,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "CVNA",
      "tier1_excerpt": "Finance receivables include installment contracts the Company originates to its customers to facilitate vehicle sales.",
      "tier1_share": 0.589802960941651,
      "tier1_source_url": "https://www.sec.gov/Archives/edgar/data/1690820/000169082026000009/cvna-20251231.htm",
      "tier2_share": 0.37415940128614006,
      "tier3_share": 0.036037637772208975
    },
    {
      "assumption_ids": "A-DEN-DASH-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "DoorDash",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 39.55663751388434,
      "estimated_dfr_pct_high": 1.8780501967740906,
      "estimated_dfr_pct_low": 1.3324002614734125,
      "estimated_dfr_pct_mid": 1.5715025674099514,
      "estimated_us_consumer_revenue_mid_millions": 2525.5033604832042,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/dash/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1792789/000179278926000013/dash-20251231.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.7376139482657257,\"assumption_id\":\"A-DEN-DASH-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.5088447229592432,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.3518400686576572,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.2068845672365096,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "DASH",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-DECK-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Deckers Brands",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 10.09973045401677,
      "estimated_dfr_pct_high": 2.1145955308901,
      "estimated_dfr_pct_low": 1.1751119708657025,
      "estimated_dfr_pct_mid": 1.533392196146388,
      "estimated_us_consumer_revenue_mid_millions": 657.91781622008,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/deck/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/910521/000162828026037664/deck-20260331.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8915434547115554,\"assumption_id\":\"A-DEN-DECK-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.29646203319648085,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.19520279363698118,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.11147739693689199,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "DECK",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357096,
      "tier3_share": 0.4704682438642904
    },
    {
      "assumption_ids": "A-DEN-DG-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Dollar General",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 157.70514278638217,
      "estimated_dfr_pct_high": 1.7402389882828886,
      "estimated_dfr_pct_low": 1.371239787469634,
      "estimated_dfr_pct_mid": 1.5515589402184093,
      "estimated_us_consumer_revenue_mid_millions": 10183.727541374235,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/dg/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/29534/000110465926032325/dg-20260130x10k.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.7593164960259052,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.5286165130009229,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.29516275054517793,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.2209132695114223,\"assumption_id\":\"A-DEN-DG-001\",\"direction\":\"decreases\"}]",
      "ticker": "DG",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-DLTR-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Dollar Tree",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 71.59383998875161,
      "estimated_dfr_pct_high": 1.7411188185509456,
      "estimated_dfr_pct_low": 1.3713174106666342,
      "estimated_dfr_pct_mid": 1.5520279452647767,
      "estimated_us_consumer_revenue_mid_millions": 4623.407474324638,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/dltr/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/935703/000093570326000025/dltr-20260131.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.7591965405003904,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.5275108205880548,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.2975834610190686,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.2331632890030141,\"assumption_id\":\"A-DEN-DLTR-001\",\"direction\":\"decreases\"}]",
      "ticker": "DLTR",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-DPZ-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Domino's",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 13.865905849119422,
      "estimated_dfr_pct_high": 1.855249495894013,
      "estimated_dfr_pct_low": 1.3186214692522509,
      "estimated_dfr_pct_mid": 1.5604913682515824,
      "estimated_us_consumer_revenue_mid_millions": 891.8329260599367,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/dpz/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1286681/000119312526062321/dpz-20251228.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.7300937136585031,\"assumption_id\":\"A-DEN-DPZ-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.5337555907936301,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.3771151923027352,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.1999938132411723,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "DPZ",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-DRI-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Darden Restaurants",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 48.7643684309067,
      "estimated_dfr_pct_high": 1.7415783239359661,
      "estimated_dfr_pct_low": 1.3722691240204452,
      "estimated_dfr_pct_mid": 1.5507342629094867,
      "estimated_us_consumer_revenue_mid_millions": 3148.823513612175,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/dri/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/940944/000094094426000025/dri-20260531.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.7580933178280809,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.5307600688465537,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.2952351628255188,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.21655910160371514,\"assumption_id\":\"A-DEN-DRI-001\",\"direction\":\"decreases\"}]",
      "ticker": "DRI",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-EBAY-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "eBay",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 22.193473961833092,
      "estimated_dfr_pct_high": 2.0455738896953455,
      "estimated_dfr_pct_low": 1.2040028968529066,
      "estimated_dfr_pct_mid": 1.535717310425015,
      "estimated_us_consumer_revenue_mid_millions": 1444.3405851787884,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/ebay/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1065088/000106508826000027/ebay-20251231.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8785166546699242,\"assumption_id\":\"A-DEN-EBAY-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.3326050997176258,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.2391254528590346,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.13028975671230064,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "EBAY",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-EL-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Est\u00e9e Lauder",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 20.9318449478413,
      "estimated_dfr_pct_high": 2.16302963450222,
      "estimated_dfr_pct_low": 1.1059317041052914,
      "estimated_dfr_pct_mid": 1.4964444326236896,
      "estimated_us_consumer_revenue_mid_millions": 1394.7359401399062,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/el/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1001250/000100125025000099/el-20250630.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.9002318785664309,\"assumption_id\":\"A-DEN-EL-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.2537543871221795,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.1807334636708535,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.10458872940212731,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "EL",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357096,
      "tier3_share": 0.4704682438642904
    },
    {
      "assumption_ids": "A-DEN-EXPE-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Expedia Group",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 28.32436347085669,
      "estimated_dfr_pct_high": 2.0614237095350707,
      "estimated_dfr_pct_low": 1.205653956378288,
      "estimated_dfr_pct_mid": 1.5392490313221798,
      "estimated_us_consumer_revenue_mid_millions": 1840.3433406889458,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/expe/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1324424/000132442426000008/expe-20251231.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8815289654768843,\"assumption_id\":\"A-DEN-EXPE-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.3289167683029193,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.2240920008791808,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.11892915158622953,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "EXPE",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-F-001|A-T1-F-CAPTIVE-001|A-T2-NONREV-AUTO-002|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Ford Motor Company",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 4897.232040858376,
      "estimated_dfr_pct_high": 22.260809483527336,
      "estimated_dfr_pct_low": 16.182676291117883,
      "estimated_dfr_pct_mid": 19.052355984988097,
      "estimated_us_consumer_revenue_mid_millions": 25707.399842092345,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/f/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/37996/000003799626000015/f-20251231.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.6337983347623951,\"assumption_id\":\"A-T1-F-CAPTIVE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.6098448796598939,\"assumption_id\":\"A-DEN-F-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.4581092756392269,\"assumption_id\":\"A-T2-NONREV-AUTO-002\",\"direction\":\"increases\"},{\"absolute_correlation\":0.05114008854104366,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.02186430363253686,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "F",
      "tier1_excerpt": "The predominant share of Ford Credit's business consists of financing our vehicles.",
      "tier1_share": 0.5669828503025386,
      "tier1_source_url": "https://www.sec.gov/Archives/edgar/data/37996/000003799626000015/f-20251231.htm",
      "tier2_share": 0.39497466351331284,
      "tier3_share": 0.03804248618414857
    },
    {
      "assumption_ids": "A-DEN-GM-001|A-T1-GM-CAPTIVE-001|A-T2-NONREV-AUTO-002|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "General Motors",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 5057.154501065265,
      "estimated_dfr_pct_high": 22.99467830611196,
      "estimated_dfr_pct_low": 17.10158572261707,
      "estimated_dfr_pct_mid": 19.857972458306122,
      "estimated_us_consumer_revenue_mid_millions": 25469.79741278189,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/gm/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1467858/000146785826000013/gm-20251231.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.6637410624589006,\"assumption_id\":\"A-DEN-GM-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.5847742556690103,\"assumption_id\":\"A-T1-GM-CAPTIVE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.4666826907888912,\"assumption_id\":\"A-T2-NONREV-AUTO-002\",\"direction\":\"increases\"},{\"absolute_correlation\":0.039882640337428464,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.02765024779752827,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "GM",
      "tier1_excerpt": "GM Financial's penetration of our retail sales in the U.S. was 33%.",
      "tier1_share": 0.5868261283605435,
      "tier1_source_url": "https://www.sec.gov/Archives/edgar/data/1467858/000146785826000013/gm-20251231.htm",
      "tier2_share": 0.37687470585688093,
      "tier3_share": 0.03629916578257558
    },
    {
      "assumption_ids": "A-DEN-GRMN-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Garmin",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 13.372410582855935,
      "estimated_dfr_pct_high": 2.1107849395608635,
      "estimated_dfr_pct_low": 1.1699574059079902,
      "estimated_dfr_pct_mid": 1.527826137979122,
      "estimated_us_consumer_revenue_mid_millions": 875.4976551750287,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/grmn/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1121788/000119312526056028/grmn-20251227.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8926012911133827,\"assumption_id\":\"A-DEN-GRMN-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.3019013316204233,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.20794669279025968,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.11452915452607304,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "GRMN",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-HAS-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Hasbro",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 9.399835953475865,
      "estimated_dfr_pct_high": 2.097684174253198,
      "estimated_dfr_pct_low": 1.1919903822558358,
      "estimated_dfr_pct_mid": 1.540892995764892,
      "estimated_us_consumer_revenue_mid_millions": 612.182802052306,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/has/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/46080/000004608026000011/has-20251228.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8885338405617936,\"assumption_id\":\"A-DEN-HAS-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.3087451483639368,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.22504316342812464,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.11252386693945923,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "HAS",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-HD-001|A-T1-HD-CARD-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Home Depot",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 657.5176872417203,
      "estimated_dfr_pct_high": 2.189236649989154,
      "estimated_dfr_pct_low": 1.7125326624541122,
      "estimated_dfr_pct_mid": 1.9419009666168168,
      "estimated_us_consumer_revenue_mid_millions": 33851.92811106087,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/hd/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/354950/000162828026019436/hd-20260201.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.5613467025165787,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.553219421776019,\"assumption_id\":\"A-T1-HD-CARD-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.40422285024198573,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.3825478988564167,\"assumption_id\":\"A-DEN-HD-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.22469480716625112,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "HD",
      "tier1_excerpt": "third-party service providers who directly extend credit to customers",
      "tier1_share": 0.2077369476849662,
      "tier1_source_url": "https://www.sec.gov/Archives/edgar/data/354950/000162828026019436/hd-20260201.htm",
      "tier2_share": 0.41952844541381745,
      "tier3_share": 0.37273460690121635
    },
    {
      "assumption_ids": "A-DEN-HLT-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Hilton Worldwide",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 23.145117203632598,
      "estimated_dfr_pct_high": 2.1641761431616215,
      "estimated_dfr_pct_low": 1.1749641470404002,
      "estimated_dfr_pct_mid": 1.541840173995415,
      "estimated_us_consumer_revenue_mid_millions": 1503.8677160899033,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/hlt/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1585689/000158568926000007/hlt-20251231.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8955752347761775,\"assumption_id\":\"A-DEN-HLT-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.27871080418928174,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.19925738792917044,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.11135591850783026,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "HLT",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-KR-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Kroger",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 539.3025708325297,
      "estimated_dfr_pct_high": 1.7438116599227054,
      "estimated_dfr_pct_low": 1.3688082028317916,
      "estimated_dfr_pct_mid": 1.552976048411451,
      "estimated_us_consumer_revenue_mid_millions": 34814.96584912159,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/kr/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/56873/000110465926037723/kr-20260131x10k.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.7501898142652527,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.5236504722110841,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.29059335065322395,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.27560921022723445,\"assumption_id\":\"A-DEN-KR-001\",\"direction\":\"decreases\"}]",
      "ticker": "KR",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-LOW-001|A-T1-LOW-CARD-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Lowe's",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 405.61934205890975,
      "estimated_dfr_pct_high": 2.396795929990087,
      "estimated_dfr_pct_low": 1.8433493598670132,
      "estimated_dfr_pct_mid": 2.1067654796746216,
      "estimated_us_consumer_revenue_mid_millions": 19303.13966268787,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/low/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/60667/000006066726000029/low-20260130.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.6905274765035375,\"assumption_id\":\"A-T1-LOW-CARD-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.5038373430193575,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.35110265498606114,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.3220973679247943,\"assumption_id\":\"A-DEN-LOW-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.19626613043609326,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "LOW",
      "tier1_excerpt": "branded and private label proprietary credit cards which generate sales",
      "tier1_share": 0.2605292515623389,
      "tier1_source_url": "https://www.sec.gov/Archives/edgar/data/60667/000006066726000029/low-20260130.htm",
      "tier2_share": 0.39157324403118227,
      "tier3_share": 0.34789750440647876
    },
    {
      "assumption_ids": "A-DEN-LULU-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Lululemon Athletica",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 26.467647900239868,
      "estimated_dfr_pct_high": 1.92325520117338,
      "estimated_dfr_pct_low": 1.279317337547736,
      "estimated_dfr_pct_mid": 1.5531437062915496,
      "estimated_us_consumer_revenue_mid_millions": 1706.7994773138996,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/lulu/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1397187/000139718726000020/lulu-20260201.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8133589682803232,\"assumption_id\":\"A-DEN-LULU-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.44136547971115575,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.30593852379248143,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.16417228062912437,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "LULU",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-MAR-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Marriott International",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 48.329173323753956,
      "estimated_dfr_pct_high": 2.151651603153512,
      "estimated_dfr_pct_low": 1.175976054302224,
      "estimated_dfr_pct_mid": 1.5389380306588722,
      "estimated_us_consumer_revenue_mid_millions": 3145.3692869089846,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/mar/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1048286/000104828626000007/mar-20251231.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8951574800799333,\"assumption_id\":\"A-DEN-MAR-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.2794424901274465,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.20070269550198494,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.10979312721852963,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "MAR",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357096,
      "tier3_share": 0.4704682438642904
    },
    {
      "assumption_ids": "A-DEN-MCD-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "McDonald's",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 51.686724489932985,
      "estimated_dfr_pct_high": 2.000934211014869,
      "estimated_dfr_pct_low": 1.221429017441718,
      "estimated_dfr_pct_mid": 1.5398717803672484,
      "estimated_us_consumer_revenue_mid_millions": 3364.5451386666214,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/mcd/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/63908/000006390826000035/mcd-20251231.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8672194004916444,\"assumption_id\":\"A-DEN-MCD-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.3519627101542725,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.25525883318011555,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.1449957807850583,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "MCD",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-MGM-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "MGM Resorts",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 48.551614677330235,
      "estimated_dfr_pct_high": 1.836960592830535,
      "estimated_dfr_pct_low": 1.3090236877016275,
      "estimated_dfr_pct_mid": 1.547743233057186,
      "estimated_us_consumer_revenue_mid_millions": 3142.681319931268,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/mgm/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/789570/000078957026000018/mgm-20251231.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.7251298731129783,\"assumption_id\":\"A-DEN-MGM-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.5314429935509831,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.3715785957819134,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.19010365851356825,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "MGM",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-NCLH-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Norwegian Cruise Line Holdings",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 21.916645208277128,
      "estimated_dfr_pct_high": 2.013059569133587,
      "estimated_dfr_pct_low": 1.2390525216954853,
      "estimated_dfr_pct_mid": 1.547714845063335,
      "estimated_us_consumer_revenue_mid_millions": 1416.9139307490639,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/nclh/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1513761/000110465926022067/nclh-20251231x10k.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8631983789663986,\"assumption_id\":\"A-DEN-NCLH-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.36302838421856165,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.2483906842470915,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.1330379612809357,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "NCLH",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-NKE-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Nike",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 89.20069342892711,
      "estimated_dfr_pct_high": 2.069957532797283,
      "estimated_dfr_pct_low": 1.2050860690872718,
      "estimated_dfr_pct_mid": 1.5402170381998306,
      "estimated_us_consumer_revenue_mid_millions": 5794.6315580918235,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/nke/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/320187/000032018726000088/nke-20260531.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8810004919947585,\"assumption_id\":\"A-DEN-NKE-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.3297993461359729,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.22935031043794832,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.11924960041869491,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "NKE",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357096,
      "tier3_share": 0.4704682438642904
    },
    {
      "assumption_ids": "A-DEN-ORLY-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "O'Reilly Automotive",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 49.22796380049587,
      "estimated_dfr_pct_high": 1.835235304873055,
      "estimated_dfr_pct_low": 1.3056272474977453,
      "estimated_dfr_pct_mid": 1.5445883095931041,
      "estimated_us_consumer_revenue_mid_millions": 3191.7606977488076,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/orly/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/898173/000089817326000009/orly-20251231x10k.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.7303337409425716,\"assumption_id\":\"A-DEN-ORLY-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.5314809902098802,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.3697831355184332,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.2115059523272104,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "ORLY",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-PEP-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "PepsiCo",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 198.6290927105211,
      "estimated_dfr_pct_high": 1.973901786378255,
      "estimated_dfr_pct_low": 1.248423684023245,
      "estimated_dfr_pct_mid": 1.5478704695486536,
      "estimated_us_consumer_revenue_mid_millions": 12867.43860748021,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/pep/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/77476/000007747626000007/pep-20251227.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8505076154705982,\"assumption_id\":\"A-DEN-PEP-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.3930649279347677,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.2730007936625245,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.1543955905025026,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "PEP",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-PG-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Procter & Gamble",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 140.54882518070877,
      "estimated_dfr_pct_high": 2.102985006253029,
      "estimated_dfr_pct_low": 1.159996654168348,
      "estimated_dfr_pct_mid": 1.5170673018667529,
      "estimated_us_consumer_revenue_mid_millions": 9255.98012751473,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/pg/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/80424/000008042426000103/pg-20260630.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8926861750948861,\"assumption_id\":\"A-DEN-PG-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.30310994774349337,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.2025158086538939,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.1131656178092783,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "PG",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-RCL-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Royal Caribbean Group",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 39.997084927079655,
      "estimated_dfr_pct_high": 2.0147528605834566,
      "estimated_dfr_pct_low": 1.2354993867962298,
      "estimated_dfr_pct_mid": 1.5487635072704895,
      "estimated_us_consumer_revenue_mid_millions": 2589.290570775681,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/rcl/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/884887/000088488726000007/rcl-20251231.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.864528243901919,\"assumption_id\":\"A-DEN-RCL-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.36197208249278356,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.25072363764056166,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.1419286171856302,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "RCL",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357096,
      "tier3_share": 0.4704682438642904
    },
    {
      "assumption_ids": "A-DEN-RL-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Ralph Lauren",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 14.664207185283507,
      "estimated_dfr_pct_high": 2.135729955953471,
      "estimated_dfr_pct_low": 1.1810230203300893,
      "estimated_dfr_pct_mid": 1.5417789527306147,
      "estimated_us_consumer_revenue_mid_millions": 952.6356825885771,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/rl/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1037038/000162828026037074/rl-20260328.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.892871341301015,\"assumption_id\":\"A-DEN-RL-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.28702914080119857,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.20278828626051784,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.12133909163605942,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "RL",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-ROST-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Ross Stores",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 85.28951669149362,
      "estimated_dfr_pct_high": 1.7351459869205759,
      "estimated_dfr_pct_low": 1.3704700407558672,
      "estimated_dfr_pct_mid": 1.549181305189999,
      "estimated_us_consumer_revenue_mid_millions": 5513.240552985724,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/rost/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/745732/000074573226000006/rost-20260131.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.7696979452246022,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.5349128178983706,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.2986177536316734,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.16720321885222852,\"assumption_id\":\"A-DEN-ROST-001\",\"direction\":\"decreases\"}]",
      "ticker": "ROST",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-SBUX-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Starbucks",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 100.08241671377263,
      "estimated_dfr_pct_high": 1.8622646451455274,
      "estimated_dfr_pct_low": 1.3088630184276464,
      "estimated_dfr_pct_mid": 1.5535699478526919,
      "estimated_us_consumer_revenue_mid_millions": 6455.915505825447,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/sbux/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/829224/000082922425000114/sbux-20250928.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.749328843670985,\"assumption_id\":\"A-DEN-SBUX-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.5050398951999552,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.350631804196766,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.20325622942182997,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "SBUX",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-TGT-001|A-T1-TGT-CARD-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Target",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 498.3896316964514,
      "estimated_dfr_pct_high": 2.1315201893117144,
      "estimated_dfr_pct_low": 1.7110663281245264,
      "estimated_dfr_pct_mid": 1.9186933683057088,
      "estimated_us_consumer_revenue_mid_millions": 25991.64451214727,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/tgt/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/27419/000002741926000016/tgt-20260131.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.6629625980793928,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.5263002813079427,\"assumption_id\":\"A-T1-TGT-CARD-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.4621927229451529,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.25696457914748666,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.03197493238530752,\"assumption_id\":\"A-DEN-TGT-001\",\"direction\":\"decreases\"}]",
      "ticker": "TGT",
      "tier1_excerpt": "total Target Circle Card Penetration was 16.9 percent",
      "tier1_share": 0.19411234365280217,
      "tier1_source_url": "https://www.sec.gov/Archives/edgar/data/27419/000002741925000126/tgt-20251101.htm",
      "tier2_share": 0.42674310591362297,
      "tier3_share": 0.37914455043357487
    },
    {
      "assumption_ids": "A-DEN-TJX-001|A-T1-TJX-SYF-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "TJX Companies",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 317.0425455263852,
      "estimated_dfr_pct_high": 3.317245685390897,
      "estimated_dfr_pct_low": 2.2882561889400774,
      "estimated_dfr_pct_mid": 2.75131505140899,
      "estimated_us_consumer_revenue_mid_millions": 11611.2179360158,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/tjx/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/109198/000010919826000008/tjx-20260131.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.7650251208440643,\"assumption_id\":\"A-T1-TJX-SYF-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.5336335310979962,\"assumption_id\":\"A-DEN-TJX-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.27118068909093646,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.17891274533463356,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.12218990984419076,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "TJX",
      "tier1_excerpt": "TJX Dual Card receivables were $2,356,693,614.",
      "tier1_share": 0.42741402299019726,
      "tier1_source_url": "https://www.sec.gov/Archives/edgar/data/1724789/000110465926035218/tm269767d1_ex99-1.htm",
      "tier2_share": 0.3032024579446818,
      "tier3_share": 0.2693835190651209
    },
    {
      "assumption_ids": "A-DEN-TPR-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Tapestry",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 12.939026017573255,
      "estimated_dfr_pct_high": 2.1102392668218153,
      "estimated_dfr_pct_low": 1.177606499662433,
      "estimated_dfr_pct_mid": 1.532320614024815,
      "estimated_us_consumer_revenue_mid_millions": 844.1465799473252,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/tpr/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1116132/000111613225000019/tpr-20250628.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8913367470443989,\"assumption_id\":\"A-DEN-TPR-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.2973439822223363,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.21616662038242718,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.11567121856105389,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "TPR",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-TSCO-001|A-T1-TSCO-CARD-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Tractor Supply",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 84.68673507467213,
      "estimated_dfr_pct_high": 2.9064510589915002,
      "estimated_dfr_pct_low": 1.9754022832530305,
      "estimated_dfr_pct_mid": 2.3823169028557296,
      "estimated_us_consumer_revenue_mid_millions": 3561.504633300698,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/tsco/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/916365/000091636526000014/tsco-20251227.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.9049936355975243,\"assumption_id\":\"A-T1-TSCO-CARD-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.3017132254788574,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.20257949081980253,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.16650437252173686,\"assumption_id\":\"A-DEN-TSCO-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.12421654152633946,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "TSCO",
      "tier1_excerpt": "Sales generated through the Company's private label credit cards",
      "tier1_share": 0.3490294267615359,
      "tier1_source_url": "https://www.sec.gov/Archives/edgar/data/916365/000091636526000014/tsco-20251227.htm",
      "tier2_share": 0.3447095908396335,
      "tier3_share": 0.3062609823988306
    },
    {
      "assumption_ids": "A-DEN-TSLA-001|A-T2-NONREV-AUTO-002|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Tesla",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 916.1822487877871,
      "estimated_dfr_pct_high": 11.401803413215989,
      "estimated_dfr_pct_low": 6.097941719018038,
      "estimated_dfr_pct_mid": 8.162501520538182,
      "estimated_us_consumer_revenue_mid_millions": 11197.76913293372,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/tsla/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8159492782562804,\"assumption_id\":\"A-DEN-TSLA-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.5119436949117978,\"assumption_id\":\"A-T2-NONREV-AUTO-002\",\"direction\":\"increases\"},{\"absolute_correlation\":0.054803446222446116,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.042708065225958554,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.017522203692434964,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "TSLA",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.9121455438658452,
      "tier3_share": 0.08785445613415477
    },
    {
      "assumption_ids": "A-DEN-ULTA-001|A-T1-ULTA-CARD-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Ulta Beauty",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 74.84144721999922,
      "estimated_dfr_pct_high": 3.193189937701147,
      "estimated_dfr_pct_low": 2.094666142032763,
      "estimated_dfr_pct_mid": 2.561516654866417,
      "estimated_us_consumer_revenue_mid_millions": 2926.6594829940177,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/ulta/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1403568/000110465926035243/ulta-20260131x10k.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.9363501338853529,\"assumption_id\":\"A-T1-ULTA-CARD-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.2594204766124373,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.18187321388768266,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.10763518664991023,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.10424677718731794,\"assumption_id\":\"A-DEN-ULTA-001\",\"direction\":\"decreases\"}]",
      "ticker": "ULTA",
      "tier1_excerpt": "Other revenue includes private label and co-branded credit card programs.",
      "tier1_share": 0.392889996581054,
      "tier1_source_url": "https://www.sec.gov/Archives/edgar/data/1403568/000110465926035243/ulta-20260131x10k.htm",
      "tier2_share": 0.32148402627799116,
      "tier3_share": 0.2856259771409549
    },
    {
      "assumption_ids": "A-DEN-WMT-001|A-T1-WMT-FINANCE-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Walmart",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 2113.0324845983814,
      "estimated_dfr_pct_high": 1.8418920163300727,
      "estimated_dfr_pct_low": 1.4618841725470326,
      "estimated_dfr_pct_mid": 1.6461954637024554,
      "estimated_us_consumer_revenue_mid_millions": 128349.69704946465,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/wmt/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/104169/000010416926000055/wmt-20260131.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.7381507748472121,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.5186102610297555,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.2836638746269779,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.2687367879340223,\"assumption_id\":\"A-DEN-WMT-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.19380307577073455,\"assumption_id\":\"A-T1-WMT-FINANCE-001\",\"direction\":\"increases\"}]",
      "ticker": "WMT",
      "tier1_excerpt": "co-branded credit cards, limited access to cryptocurrency and equity investment products, installment lending",
      "tier1_share": 0.0642908333535579,
      "tier1_source_url": "https://www.sec.gov/Archives/edgar/data/104169/000010416926000055/wmt-20260131.htm",
      "tier2_share": 0.4954877182465719,
      "tier3_share": 0.4402214483998702
    },
    {
      "assumption_ids": "A-DEN-WSM-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Williams-Sonoma",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 25.81495428872681,
      "estimated_dfr_pct_high": 1.7919898987596798,
      "estimated_dfr_pct_low": 1.3586901631574437,
      "estimated_dfr_pct_mid": 1.5643256750322618,
      "estimated_us_consumer_revenue_mid_millions": 1657.2963340467654,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/wsm/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/719955/000071995526000059/wsm-20260201.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.6474869300537904,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.546269030348974,\"assumption_id\":\"A-DEN-WSM-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.45875631795964283,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.2512406461329425,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "WSM",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-WYNN-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Wynn Resorts",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 10.429283703283476,
      "estimated_dfr_pct_high": 2.0941887466760933,
      "estimated_dfr_pct_low": 1.1609560820676252,
      "estimated_dfr_pct_mid": 1.517083319703139,
      "estimated_us_consumer_revenue_mid_millions": 687.2576878426349,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/wynn/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1174922/000117492226000013/wynn-20251231.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8917175071755417,\"assumption_id\":\"A-DEN-WYNN-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.29540332607971803,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.19907523393207877,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.10259000388102486,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "WYNN",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    },
    {
      "assumption_ids": "A-DEN-YUM-001|A-T2-REV-GENERAL-001|A-T3-NONREV-FUNGIBLE-001|A-T3-REV-FUNGIBLE-001",
      "commercial_license_contact": "ops@camelon.app",
      "company_name": "Yum! Brands",
      "data_vintage": "2026-05-07T19:00:00+00:00",
      "estimated_debt_funded_revenue_mid_millions": 13.264868886017425,
      "estimated_dfr_pct_high": 2.105406197737826,
      "estimated_dfr_pct_low": 1.1626395103002178,
      "estimated_dfr_pct_mid": 1.5207336862755478,
      "estimated_us_consumer_revenue_mid_millions": 873.6453876996077,
      "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
      "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
      "methodology_version": "1.2.1",
      "permalink": "/companies/yum/",
      "publication_mode": "live",
      "published_at": "2026-08-06T05:40:24.524787+00:00",
      "quarter": "2026-Q1",
      "revenue_source_url": "https://www.sec.gov/Archives/edgar/data/1041061/000104106126000084/yum-20251231.htm",
      "sensitivity_top5": "[{\"absolute_correlation\":0.8924903396113041,\"assumption_id\":\"A-DEN-YUM-001\",\"direction\":\"decreases\"},{\"absolute_correlation\":0.29397588503372873,\"assumption_id\":\"A-T2-REV-GENERAL-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.19923804555250693,\"assumption_id\":\"A-T3-NONREV-FUNGIBLE-001\",\"direction\":\"increases\"},{\"absolute_correlation\":0.10871133969513647,\"assumption_id\":\"A-T3-REV-FUNGIBLE-001\",\"direction\":\"increases\"}]",
      "ticker": "YUM",
      "tier1_excerpt": "",
      "tier1_share": 0.0,
      "tier1_source_url": "",
      "tier2_share": 0.5295317561357097,
      "tier3_share": 0.4704682438642903
    }
  ],
  "meta": {
    "commercial_license_contact": "ops@camelon.app",
    "data_vintage": "2026-05-07T19:00:00+00:00",
    "license": "CC BY-NC 4.0 \u2014 free for non-commercial use with attribution; commercial licensing reserved",
    "license_url": "https://creativecommons.org/licenses/by-nc/4.0/",
    "methodology_version": "1.2.1",
    "publication_mode": "live",
    "published_at": "2026-09-10T01:09:01.243063+00:00",
    "row_count": 50,
    "source_hash": "1505421c4559de977bf11911ec23ab4c450189d642e02c3bcb69131ff591a5e9",
    "weighting": "revenue-weighted"
  }
}
