Story perspectives
Tax-Loss Selling Looms: Watch These 20%+ Decliners
9/25/2025
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Story summary
- Wolfe Research warns of tax-loss-driven selling as fourth quarter (Q4) nears.
- Tax-loss harvesting sells assets at a loss to offset gains, peaking September–December.
- Investors should watch stocks down 20%+ YTD with market caps above $5B.
- Notable names include Lululemon down 53% YTD; Freshpet down 67%; Caesars Entertainment down 21% with a 39-cent loss due to weak Las Vegas demand.
