#$XLY
#$XLY is an active hashtag on Bluesky. In the last 30 days, 5 people shared 20 posts with it — around 1 a day. Activity is up 0% versus the previous week, peaking on Sep 16 with 5 posts.
#$XLY posts per day (last 30 days)
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Posts with #$XLY
Rahul Sharma @retailguru.bsky.social
Costco kicks off holiday reporting with modest US acceleration to solid +6.3% comp. Global traffic stellar 2.7%. Non-food healthy. 💪 $COST $WMT $AMZN $XLY $XRT $V $MA $AXP $JPM $XLY
Rahul Sharma @retailguru.bsky.social
Amex still at top of group. Billings QTD +8% with strength in very discretionary travel & entertainment, especially airlines. Payment rates high in sign of upper-end confidence. $AXP also addresses bear thesis that customer base will be hardest hit by AI $XLF $XLY $JPM
Rahul Sharma @retailguru.bsky.social
🫡 again to Coke. Ex-tobacco, only staple to grow consistently post Covid. No sign of pricing indigestion other staples saw & now transitioning to volume-led growth. Healthy volume across ALL regions in sign of strong brands & consumer strength. $KO $UL $PEP $XLP $XLY $XLF $PM
Rahul Sharma @retailguru.bsky.social
$WFC especially upbeat on consumer citing consistently improving quality & like $JPM steady trends by income. Again down to steady jobs & wage gains. Commercial also healthy but much more cautious about investing but not retrenching. $BAC $XLF $XLY $XLI
Rahul Sharma @retailguru.bsky.social
$BAC CEO highlights solid +4% US consumer spend in August. Gas part of that but so is very discretionary stuff. Cites wage growth, steady jobs & credit quality normalising near 40-year lows. No signs of stress: consumer 'continues to spend' $XLF $V $MA $XLY $XRT $AXP $COF
Rahul Sharma @retailguru.bsky.social
$WFC says consumer not just 'resilient' but 'strong'. Consistent spending on debit & credit week after week even if categories shift. Credit quality still excellent. Cites wage gains, strong labor market. Doesn't believe small rate rises will derail this. $BAC $JPM $XLY $XLF $XLI
Rahul Sharma @retailguru.bsky.social
$BAC also sees signs of rising confidence amid SMEs. Using LOCs more, credit quality still good & loan growth solid. All that driving steady employment = solid economy. Of course, geopolitics & current administration keeps throwing googlies... $XLI $XLY $XLF $AXP
Rahul Sharma @retailguru.bsky.social
Amex still at top of group. Billings QTD +8% with strength in very discretionary travel & entertainment, especially airlines. Payment rates high in sign of upper-end confidence. $AXP also addresses bear thesis that customer base will be hardest hit by AI $XLF $XLY $JPM
Rahul Sharma @retailguru.bsky.social
$WFC says consumer not just 'resilient' but 'strong'. Consistent spending on debit & credit week after week even if categories shift. Credit quality still excellent. Cites wage gains, strong labor market. Doesn't believe small rate rises will derail this. $BAC $JPM $XLY $XLF $XLI
Rahul Sharma @retailguru.bsky.social
$WFC says consumer not just 'resilient' but 'strong'. Consistent spending on debit & credit week after week even if categories shift. Credit quality still excellent. Cites wage gains, strong labor market. Doesn't believe small rate rises will derail this. $BAC $JPM $XLY $XLF $XLI
Rahul Sharma @retailguru.bsky.social
$BAC also sees signs of rising confidence amid SMEs. Using LOCs more, credit quality still good & loan growth solid. All that driving steady employment = solid economy. Of course, geopolitics & current administration keeps throwing googlies... $XLI $XLY $XLF $AXP
Rahul Sharma @retailguru.bsky.social
$BAC CEO highlights solid +4% US consumer spend in August. Gas part of that but so is very discretionary stuff. Cites wage growth, steady jobs & credit quality normalising near 40-year lows. No signs of stress: consumer 'continues to spend' $XLF $V $MA $XLY $XRT $AXP $COF
Rahul Sharma @retailguru.bsky.social
$BAC CEO highlights solid +4% US consumer spend in August. Gas part of that but so is very discretionary stuff. Cites wage growth, steady jobs & credit quality normalising near 40-year lows. No signs of stress: consumer 'continues to spend' $XLF $V $MA $XLY $XRT $AXP $COF
Rahul Sharma @retailguru.bsky.social
Mastercard (unsurprisingly) echoes Visa. August continued July trends. $MA also keen to point out how, across board, consumers spending on experiences like eating out, movies & travel. Strength in some of the most discretionary areas. $V $AXP $XLF $XLY $CCL $DAL $MAR $SBUX
Rahul Sharma @retailguru.bsky.social
With retail reporting largely complete, picture of healthy consumer with most improvement at lower end & apparel strength. But shows how much Nike troubles are dragging on sporting goods retail globally at time of relative plenty. $NKE $ADDYY $DKS $DG $DLTR $BBY $WSM $URBN $ROST
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