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@Retail_Guru Avatar @Retail_Guru Rahul Sharma

Rahul Sharma posts on X about $xlf, $xly, $wmt, $ma the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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Social Influence

Social category influence stocks XXXXX% cryptocurrencies #2031 technology brands XXXXX% finance XX% countries XXXX% fashion brands XXXX% social networks XXXX% travel destinations XXXX%

Social topic influence $xlf #1, $xly #1, $wmt #551, $ma #33, $amzn #63, $el #2, strong 22.06%, $wsm #1, $tjx #7, $lrlcy #1

Top accounts mentioned or mentioned by @mattjmcclintock @traceyryniec @pnani456 @retailguru @econompic @ft @jeffmacke @gmoney101_nft @madbofo @chokha19

Top assets mentioned Walmart, Inc. (WMT) Mastercard, Inc. (MA) Amazon.com, Inc. (AMZN) Elcoin (EL) Wall Street Memes (WSM) TJX Companies, Inc. (TJX) American Express Company (AXP) JPMorgan Chase (JPM) Basis Cash (BAC) Ulta Beauty Inc (ULTA) Procter & Gamble (PG) Urban Outfitters Inc (URBN) RH (RH) Wells Fargo & Co (WFC) Ralph Lauren Corp (RL) Dillards Inc. (DDS) Robonomics Network (XRT) Home Depot, Inc. (HD) Tapestry, Inc. (TPR) McDonald's Corp (MCD) Kohl's Corporation (KSS) Target Corporation (TGT) Ross Stores, Inc. (ROST) Decentral Games (DG) Dollar Tree Inc (DLTR) Best Buy Co Inc (BBY) Lowes Companies Inc (LOW) Marriott International Inc (MAR) Airbnb Inc (ABNB) Capri Holdings Limited (CPRI) DAOLaunch (DAL) Yum! Brands, Inc. (YUM) Abercrombie & Fitch Co. (ANF) Booking Holdings Inc (BKNG) Hilton Hotels Corporation Common Stock (HLT) Wormhole (W) Sherwin-Williams Co (SHW) Bank of America (BAC) CYCLEAN (CCL) MONDELEZ INTERNATIONAL INC (MDLZ) Campbell Soup Company (CPB) J M Smucker Co (SJM) General Mills, Inc. (GIS) Gapcoin (GAP-1) Unilever plc (UL) Alibaba Group (BABA) TC Energy Corporation (TRP)

Top Social Posts

Top posts by engagements in the last XX hours

"Walmart off a strong Q confirms consumer is consistent. Yes choiceful deal-driven but sees peak tariff impact in Feb/Mar. Believes XX% inflation across board since Covid has led to macro forecasters watchful of any signs that could lead to cracks $WMT $AMZN $MA $V $XLY $XLF"
X Link 2025-12-02T18:37Z 13.5K followers, 7201 engagements

"So this US retail sales report is for September. But worth noting categories growing healthy 5%+ all discretionary: clothing electronics cars eating out and as usual web. Not what you see when consumer is in funk. $XLY $XLF $AMZN $WMT $BBY $URBN $ANF"
X Link 2025-11-25T13:38Z 13.5K followers, 3271 engagements

"Despite selling to 'very affluent' base Arhaus sales very sensitive to promos. With that dose of scepticism $ARHS remains very positive on high-end furniture. Doing much better than DIY as high-end less tied to housing turnover & willing to spend. $WSM $RH $HD $LOW $XLF $XLY"
X Link 2025-12-02T16:24Z 13.5K followers, 1478 engagements

"Marriott says US hotel woes due to crisis of corporate not consumer confidence. Leisure on plan at $MAR led by high-end. But group & transient below plan. Divergence also evident in $AXP corporate vs consumer card spend. Also why $ABNB holding up better. $HLT $BKNG $XLF $XLY"
X Link 2025-12-05T13:40Z 13.5K followers, 1682 engagements

"Not breaking news by any means but cool charts from Home Depot about why past lock-ins at low rates have been a huge factor in freezing housing turnover languishing near historic lows. $HD $LOW $XLF $XLY $WSM $W $SHW"
X Link 2025-12-09T16:26Z 13.5K followers, 5319 engagements

"Divergence across incomes may not be growing but vs overall US resilience high end is booming. Amex spend accelerated 200bp in Q3 & now $AXP says Holiday start even stronger with higher-end Platinum base soaring. 🔥 $JPM $WFC $XLY $XLF $RL $TPR $WSM $EL $URBN $RH"
X Link 2025-12-10T19:22Z 13.5K followers, 6871 engagements

"Not just strong spend Amex sees no signs of stress. Remember $AXP is unique in monitoring l/approving transactions real-time rather than working to pre-set limits. $XLY $XLF $JPM $V $MA"
X Link 2025-12-10T21:53Z 13.5K followers, 1826 engagements

"Bank of America CEO says businesses have more visibility going forward & can make more investment decisions as tariff impact is clearer. But labor scarcity/quality is becoming a bigger issue than inflation due to immigration crackdown $BAC $XLF $XLY $XLI"
X Link 2025-12-11T13:10Z 13.5K followers, XXX engagements

"Like clockwork Polo reports stellar Q. XX% global comp including remarkably in US at very strong margin. Both $RL & $TPR continue to benefit from brand heat luxury price rises & very strong spend by (wealthier) upscale consumers everywhere. 🔥🔥 $CPRI $LVMUY $CFRUY $HESAY"
X Link 2025-11-06T13:11Z 13.5K followers, 4492 engagements

"Walmart US supercenter comp accelerated on 4-year stack on traffic acceleration. Unlike margin deleverage last Q EBIT grew faster. $WMT saw strength across store in positive sign on consumer. Also notes as at $TGT & $TJX non-food prices rising on tariffs. $XLY $XLF"
X Link 2025-11-20T12:49Z 13.5K followers, 1498 engagements

"Smucker 'pleased' with what most would call profitless prosperity. Double-digit coffee pricing (mostly tariffs) with profit -XX% is what $SJM is praising. Each business bar coffee saw sales at least -5%. US foods sound more delusional by the day. $GIS $MDLZ $CPB $XLP"
X Link 2025-11-25T14:13Z 13.5K followers, 1567 engagements

"Add $URBN to mix. Comp accelerated 300bp+ to 8%. Self help at Urban took comp to XX% but already-strong Anthro also +8%. Watch what consumers do NOT what they say 🔥 $WMT $AMZN $TJX $GAP $BBY $WSM $XLY $XLF $BAC $V $MA $JPM"
X Link 2025-11-25T22:00Z 13.5K followers, 4692 engagements

"L'Oreal Luxe CEO updates on premium beauty trends in #1 & #2 markets. China recovery continues - after being down in H1 Oct/Nov +5%. US improving to +3% - $LRLCY believes consumers feeling gradually better driving fragrance. Encouraging all round $EL $LVMUY $ULTA"
X Link 2025-11-26T13:15Z 13.5K followers, 1215 engagements

"Kohls says Back X School strong but October was strongest when comp turned positive led by traffic. Remember these are lower/mid demos. $KSS also seeing improvement in credit card biz among riskier consumer credit portfolios out there. $WMT $TJX $ROST $XLY $XLF"
X Link 2025-11-26T16:08Z 13.5K followers, 2813 engagements

"Kohls says Sephora is comping at -1%. Disappointing given maturing stores & so much hype around brand. Suspect $ULTA will be better although Estee/LOreal $AMZN push also not helping. $LRLCY $EL $LVMUY"
X Link 2025-11-26T16:27Z 13.5K followers, 7241 engagements

"Estee Lauder echoes L'Oreal on strength in US around Thanksgiving with obvious caveats about Q. At very least folks are still coming out in force to buy at events. And encouraging (& rare) to see $EL outperform in US. $LRLCY $AMZN $ULTA $XLY $XLF $PG $UL $XLP"
X Link 2025-12-02T16:54Z 13.5K followers, 1326 engagements

"Estee goes further than L'Oreal saying web is where consumer is (as he/she has been for a while in China). But also it's self-sustaining with Tik-Tok driving traffic to $AMZN (& in MAC's case to $EL stores rather than department stores/Sephora/ $ULTA). $M $DDS $LRLCY"
X Link 2025-12-02T17:02Z 13.5K followers, 1782 engagements

"Those P&G comments about down October may not be turning point they seemed. Not great but context is important: $PG already forecast softness in current Q but made worse by shutdowns SNAP etc. But worth noting US 'most volatile'. $LRLCY $EL $WMT $XLP $XLF $XLY"
X Link 2025-12-02T17:15Z 13.5K followers, 2071 engagements

"Mastercard on US consumer: divergence between gloomy surveys & 'hard' spend data. Spend consistent across demos & solid over Black Friday weekend. $MA or $V won't call turning points but watch what consumers do not what they say. $XLY $XLF $WMT $AMZN $TJX $LRLCY $EL $PG"
X Link 2025-12-02T17:38Z 13.5K followers, 25.4K engagements

"Visa echoes Mastercard. Current Q to XX Nov looking similar to first X weeks of October +7-8% in US spend & +11% on cross-border. Stable & strong. 💪 $V $MA $JPM $BAC $AXP $XLY $XLF $WMT $AMZN $EL $LRLCY $TJX $URBN $WSM"
X Link 2025-12-02T18:26Z 13.5K followers, 2203 engagements

"Walmart says weakness at lower-end pre-dates shutdown/SNAP. Both wealth & income disparity mean businesses serving higher-end are flying while others are so-so. $WMT says gap widened in most recent Q though that's a bit self-serving. $AMZN $WSM $EL $TRP $RL $CFRUY $XLY $XLF"
X Link 2025-12-02T18:41Z 13.5K followers, 8370 engagements

"Two standouts from $M. One of weakest retail nameplates Macys grew comp = consumer ok. But as important Bloomingdales comp blow-out X% (4.5X Macys) = high-end on 🔥 so yes consistent with folks feeling ok but high/low end gap wider than ever. $WMT $XLY $XLF $LVMUY $V $MA"
X Link 2025-12-03T12:35Z 13.5K followers, 25.6K engagements

"You can almost imagine the excitement at $M HQ. Yes as usual continuing go-forward blah blah but even without any adjustment Macys actually managed to comp positive. Doubt it will last for long but take every win you can $DDS $KSS $TJX $ROST"
X Link 2025-12-03T12:42Z 13.5K followers, 2903 engagements

"Zara proximity sourcing paying off ($IDEXF retains agility even at XX billion scale 🔥) as it reacts fast to trends maxing full-price sell-thru lowering inventory risk. But despite being #1 global apparel player local shares still low with plenty of scope to grow. $XRT"
X Link 2025-12-03T13:06Z 13.5K followers, XXX engagements

"Every year at Boss seems to be a transition year. Even as peers fly & high-end consumer is on fire especially at aspirational apparel/accessories price points. Talk about snatching defeat from jaws of victory 😱 $RL $TPR $CPRI"
X Link 2025-12-03T16:02Z 13.5K followers, 1091 engagements

"Speaks volumes about your format & brand that your best comp for 3+ years is a rounded up 1-something $M $DDS $KSS"
X Link 2025-12-03T21:08Z 13.5K followers, 1593 engagements

"Dollar General comp solid +2.5% acceleration on multi-year stack. Margin strong on higher mark-ups & discretionary sales driving significant upgrade. Latest pointer to resilience even in low-end (of course $DG will cite gains from higher-end) $DLTR $WMT $V $MA $XLY $XLF"
X Link 2025-12-04T12:56Z 13.5K followers, 6920 engagements

"Dollar General margin helped by tight inventory down X straight years -X% vs sales +12%. Plus higher margin discretionary goods rising as % of mix. $DG discretionary sales inflected positive in Q1 in reassuring signal on low-end & that continues. $DLTR $WMT $XLY $XLF"
X Link 2025-12-04T13:02Z 13.5K followers, 1847 engagements

"$ULTA comp strong margin strong echoing Estee & LOreal who cite strength in US premium beauty & general upbeat consumer reporting. Also seems to massively outperforming Sephora. $LVMUY $EL $LRLCY $XLF $XLY $M $XRT"
X Link 2025-12-04T21:26Z 13.5K followers, 8671 engagements

"This from @FT is really stretching it. Dollar stores beat forecasts but comps are at bottom-end of retail & in both cases after several years of pain. Walmart did way better even Kroger out-comped Dollar General. And discretionary heckMacys is running a positive comp people"
X Link 2025-12-04T22:34Z 13.5K followers, 1070 engagements

"Plenty of tariff-related inflation still in the post. Remember many companies shipped in stock to pre-empt tariffs but it is beginning to hit now. This is $ULTA on beauty. $EL $LRLCY $ELF $XLY $XLF"
X Link 2025-12-05T14:00Z 13.5K followers, 1121 engagements

"Here's Levi's on consumer resilience across globe. This Q marked a full year of high single digit growth pretty darn good for a mature brand. Despite fears over Europe business is healthy as it is in US with strength by category and channel. $LEVI $XLY $XLF $WMT $AMZN $TGT"
X Link 2025-10-10T12:30Z 13.5K followers, 1597 engagements

"Post shutdown Delta says bookings healthy for current Q & 'strong' for 2026. Corporate has room to grow but $DAL stresses exposure to higher-end & incredible wealth accumulation for uniquely strong #s. Says that consumer 'isn't tapped out at all'. $UAL $ABNB $AXP $XLY $XLF"
X Link 2025-12-03T22:25Z 13.5K followers, 2568 engagements

"$ULTA new (long term insider) CEO continues to set bar super low. But even top retail performers feel obligated to say seeking value cautious nonsense. $ULTA has run 6%+ comps for X straight months & up margin. Folks should ask her what shes on about 😡"
X Link 2025-12-04T21:38Z 13.5K followers, 3788 engagements

"@MattJMcClintock Not sure I agree. Manny was a legend but stock always had a crummy multiple. Rentler at Ross look how much worse than $TJX it is"
X Link 2025-12-04T21:58Z 13.5K followers, XXX engagements

"McDonalds comp almost identical to Q2 with US driven by check growth. All regions consistent with prior Q. But for company with vast scale notching up systemwide sales +3% in US/up high single digit ex-US is impressive & reassuring. $MCD $YUM $SBUX $XLY $XLF"
X Link 2025-11-05T12:49Z 13.5K followers, 4044 engagements

"Remember though McDonalds & other QSRs are battling especially sticky inflation that they need to pass on. And unlike many other consumer businesses higher income spending $s cannot overwhelm lower end demos at $MCD. $YUM $XLY $XLF"
X Link 2025-11-05T21:35Z 13.5K followers, 1473 engagements

"Amid consumer fears L'Oreal cites US/China acceleration & strength elsewhere. In China luxury outperforming mass. $LRLCY says Thanksgiving weekend in US strong & despite negative headlines consumer still shopping. $XLY $XLF $JPM $WMT $AMZN $EL $ULTA $WSM $MA $AXP $V $TJX"
X Link 2025-12-02T13:30Z 13.5K followers, 7274 engagements

"For all fears over low-end consumer Dollar Tree solid with traffic at highest pace of year +4.5%. $DLTR sets Q4 guide average X% above street. 4-6% comp guide at low end stable on multi-year stack & high end an acceleration. $WMT $MA $V $XLY $XLF $TJX $DG"
X Link 2025-12-03T12:46Z 13.5K followers, 5307 engagements

"Wells Fargo CEO says watch what folks are doing not what theyre saying. Credit quality AND spend both running better than when $WFC reported in October. And differential spend by income remains but not growing. 🔥 $V $MA $BAC $JPM $AXP $XLY $XLF $WMT $AMZN"
X Link 2025-12-09T21:38Z 13.5K followers, 8986 engagements

"Heres JP Morgan echoing Wells. Spend stronger in Q4 & divergence across incomes no greater than usual. $JPM continues to talk as it has all year about potential & unemployment grinding up. $WFC $BAC $V $MA $XLY $XLF $WMT $AMZN"
X Link 2025-12-09T22:23Z 13.5K followers, 3709 engagements

"@TraceyRyniec you seriously think this nonsense is worth giving the time of day to actually try to fact-check 😉"
X Link 2025-12-10T23:34Z 13.5K followers, XXX engagements

"$BAC sees no signs of consumer stress. Takes head-on McDonalds/restaurant chains seeing weakness seeing that as spend shifts. Also says credit quality unlikely to improve further - is at fantastic levels vs history & banks need to take risk to grow. $JPM $XLF $XLY $V $AXP $WFC"
X Link 2025-12-11T13:02Z 13.5K followers, 1164 engagements

"$RH underperforms big on margin & whole release is one big moan about why Gary isn't getting credit for missing his own guidance. And as usual green with envy at Williams Sonoma actually putting this table in then with a huge pout. Couldn't make it up 😂 $WSM $RH $ARHS"
X Link 2025-12-11T21:54Z 13.5K followers, 4296 engagements

"$RH brand with 'no peer' struggling when virtually every high-end business is flying. No mention of made up 'demand' comp RH England Modern or more incredibly Paris performance. Hardly any text other than big bold warnings about tariffs. Very telling folks. $WSM 🫣"
X Link 2025-12-11T22:02Z 13.5K followers, 4128 engagements