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@Retail_Guru "No surprises at LVMH. Says luxury demand vs Q1 stable ex high Japan lap. But as vs high end like Cartier & affordable stuff like Coach $LVMUY brands LV & Dior are struggling. Not an industry swoon but more brand/price/innovation fatigue. $CFRUY $HESAY $PPRUY $TPR $RL"
@Retail_Guru on X 2025-07-25 12:04:00 UTC 13.4K followers, 1055 engagements

"While $XX billion AI/cloud related capex hike grabbed headlines hiring is now rising too. $GOOG headcount hit 187100 up XXX% QoQ & +3% YoY for second straight Q. Now down only c3000 from Q1 2023 peak after X quarters of restraint. $AMZN $META $MSFT $AAPL"
@Retail_Guru on X 2025-07-24 12:15:20 UTC 13.4K followers, 3204 engagements

"Heres Capital One echoing $JPM & peers. US consumer is source of strength as labor markets remain strong driving wage gains. There are pockets of weakness but getting better on margin. Thats driving lower delinquencies & higher payment rates at $COF. $XLF $XLY"
@Retail_Guru on X 2025-07-23 12:51:38 UTC 13.4K followers, 2017 engagements

"Amex is strong AND its clients are very desirable. Despite 'risky' bet $AXP millennial delinquencies XX% below industry-wide boomer/GenX & only 60bp above its own highly rated Boomer/GenX cohort. And they're spending faster & giving more wallet share. $V $MA $XLY $XLF"
@Retail_Guru on X 2025-07-18 11:56:00 UTC 13.4K followers, 2266 engagements

"To reinforce sharp weakness at LVMH/Kering is brand-linked rather than luxury wide swoon (even troubled) Burberry June Q comp in improved to -X% vs -X% in March Q. All regions incl China improved with US +4% (vs -4%). $CFRUY $HESAY $LVMUY $PPRUY $BURBY $RL $TPR"
@Retail_Guru on X 2025-07-18 12:16:10 UTC 13.4K followers, 3864 engagements

"Two points stand out at Pepsico. X. $PEP breaking away from US food - as others worsen Frito is improving (though with a margin cost). X. $PEP is a portfolio & improving overall with international beverage +9% & snacks +4% offsetting weaker US. $KO $GIS $K $SJM $CPB $KHC $XLP"
@Retail_Guru on X 2025-07-17 12:04:18 UTC 13.4K followers, 4458 engagements

"This exemplies the power of addictive stuff: Philip Morris volume +1.2% AND pricing +6.8% including big underlying pricing for cigarettes. In turn driving XX% profit growth. Only Coke comes close. $PM $BTI $MO $XLP $KO"
@Retail_Guru on X 2025-07-22 12:53:09 UTC 13.4K followers, 3183 engagements

"So far pessimism remains a corporate issue. In contrast to robust spend by Amex US consumer corporate spend remains subdued. And appetite for loans continues to fall steadily at +6%. That was +12% this time last year. $AXP $XLI $XLY $SPY $XLF $V $MA $JPM"
@Retail_Guru on X 2025-07-18 11:51:11 UTC 13.4K followers, 1146 engagements

"Burberry colour on luxury by region: Americans chipper but shopping more at home ($ weakness = in many cases luxury actually cheaper stateside) & Europe locals solid. China still weak but spend improving everywhere. $CFRUY $BURBY $LVMUY $HESAY $RL $TPR $EL"
@Retail_Guru on X 2025-07-18 15:19:22 UTC 13.4K followers, 1855 engagements

"Dicks released main details about Q when it announced Footlocker deal but still doesn't make Q any less impressive. 5th straight Q with comp X% with traffic & selling margins both up. Even as Nike struggles. No wonder $NKE stance has changed. $DKS $FL $ADDYY"
@Retail_Guru on X 2025-05-28 11:54:15 UTC 13.4K followers, 3482 engagements

"JD Sports one of Nike's preferred partners with circa XX% of sales from $NKE reports comp -XXX% in Q1. Reflects continued problems at Nike but also how impressive Dicks performance with +4.5% comp is relative to category and peers. $DKS $FL $ADDYY"
@Retail_Guru on X 2025-05-21 12:45:21 UTC 13.4K followers, 1767 engagements

"While almost all aspects of Amex billed business have stayed consistent & strong airlines are the one spot of weakness. Flat this Q after +13% just six months ago. Lodging also bit slower but in contrast restaurants picked up. $AXP $UAL $DAL $MAR $ABNB $V $MA $XLF $XLY"
@Retail_Guru on X 2025-07-18 12:00:21 UTC 13.4K followers, 1344 engagements

"Better US consumer credit quality not just at big X banks & Amex. Capital One with much more mainstream card portfolio saw underlying charge-offs down 55bp on last year & delinquencies at XXXX% lowest since Q2 2023. 🔥 $COF $JPM $AXP $BAC $C $XLF $XLY"
@Retail_Guru on X 2025-07-22 20:51:27 UTC 13.4K followers, 3218 engagements

"Watches no longer indicator of luxury trends they once were. And Swatch underperformance dreadful vs Cartier/Richemont. Hayek's usual optimism comes with health warning but note comments on strength ex-China & early signs of improvement in China. $CFRUY $LVMUY"
@Retail_Guru on X 2025-07-17 12:14:48 UTC 13.4K followers, 1770 engagements

"Capital One (with lower quality than big X US banks) echoes major themes: underlying card spend steady (& strong) with Q1 +6% & card loans +4% still muted. With MUCH better quality so that $COF released provisions. $JPM $C $AXP $BAC $WFC $XLF $XLY $V $MA"
@Retail_Guru on X 2025-07-23 12:46:35 UTC 13.4K followers, 2088 engagements

"Not sure there's anything to quibble with at Philip Morris other than travel & arrive. Sales & gross profit up in all regions. Even in supposedly dinosaur combustibles sales up & gross profit +5%. Big tobacco leaves most of staples in shade. $PM $BTI $MO $XLP $KO"
@Retail_Guru on X 2025-07-22 12:49:01 UTC 13.4K followers, 6616 engagements

"Media/street continue to paint brand fatigue at Gucci/LV/Dior as luxurywide crisis. In contrast top tier goes from strength to strength. Cartier/Van Cleef up 10%+ everywhere ex China & Japan third straight Q of double digit growth. 🔥 $CFRUY $HESAY $LVMUY $PPRUY"
@Retail_Guru on X 2025-07-16 12:11:32 UTC 13.4K followers, 11.6K engagements

"$JPM paints strong picture of US consumer. Card spend +7% y/y in line with Q1. Charge-offs at XXX% close to 2019 level & importantly down vs Q1 & last year. Delinquencies lowest since Q3 2023 breaking pattern of upturn. 💪 $XLF $XLY $WFC $AXP $BAC $WFC $WMT $AMZN"
@Retail_Guru on X 2025-07-15 11:20:16 UTC 13.4K followers, 15.8K engagements

"United cites inflection in demand & lower supply. But note meaningfully higher $UAL capacity in both domestic & international. $DAL & $UAL rely on kindness of others to see higher yield load factors & profits 🤷. $AAL $LUV $JBLU"
@Retail_Guru on X 2025-07-16 20:25:17 UTC 13.4K followers, 2141 engagements

"Post Covid years make clear which staples have a strong franchise vs when everyone looked like a hero. Coke taking +6% pricing at a time when others are having to cut clearly prioritising profit & consumers accepting it. 🔥 $KO $PEP $XLP $GIS $KHC $CPB $SJM"
@Retail_Guru on X 2025-07-22 13:02:56 UTC 13.4K followers, 1519 engagements

"In Europe discount airlines going from strength to strength. Unlike US staying true to model sticking to secondary airports = unbeatable cost advantage. Ryanair huge staff cost gap vs even Southwest & way lower airport handling vs BA Lufthansa & Air France. $LUV $UAL $DAL"
@Retail_Guru on X 2025-07-21 12:15:17 UTC 13.4K followers, 2227 engagements

"Consumer interest in travel (& so implied confidence) is strong in Europe. Ryanair saw Q1 fares an incredible +21% with traffic growth. Unlike fellow discounter Easyjet says it is not seeing shorter booking windows. 💪 $UAL $DAL $ABNB $MAR $BKNG $AXP $V $MA $XLY $XLF"
@Retail_Guru on X 2025-07-21 12:10:19 UTC 13.4K followers, 1743 engagements

"Amex beauty is despite regular talk of rising competition how strong $AXP franchise is. Billings are strong. Fee growth is terrific. And credit quality is exceptional with delinquencies & write-offs still below 2019 (itself a very good year). $JPM $XLF $XLY $V $MA"
@Retail_Guru on X 2025-07-18 12:05:21 UTC 13.4K followers, 2827 engagements

"Macys not one I usually like to cite on consumer health. But this completely chimes with what Ive been saying. Especially with a healthy jobs market watch what folks do not what they say $M $XLY $XLF"
@Retail_Guru on X 2025-05-28 18:05:45 UTC 13.4K followers, 5261 engagements

"Another robust Q from Amex led by US & International consumer. Upscale consumer spend continues to lead globally. In US $AXP again stands out for Millennial bet with outsize growth while Boomer spend stays subdued. $XLF $XLY $DAL $ABNB $AMZN $WMT"
@Retail_Guru on X 2025-07-18 11:30:15 UTC 13.4K followers, 4230 engagements

"@DMckdani Branding issues much harder to call - just look at Kering. That said this is still a strong portfolio & everyones consensus buy so any whiff of improvement will make it fly"
@Retail_Guru on X 2025-07-25 12:17:01 UTC 13.4K followers, XX engagements

"@DJ_EBITDA Haha just posted that $PEP used to be a good contender until Frito got slammed"
@Retail_Guru on X 2025-07-22 12:53:50 UTC 13.4K followers, XXX engagements

"United echoes Delta is seeing greater H2 visibility on less uncertainty. Not sure what to make of two weeks of higher demand though. But corporate & biz demand up. Although that DC wrecking ball looms $DAL $UAL $AXP $ABNB $MAR $XLY $XLF"
@Retail_Guru on X 2025-07-16 20:15:30 UTC 13.4K followers, 2390 engagements

"LVMH points to modest Sephora acceleration but not hurting $ULTA like it was. Solid beauty growth ex duty free. $LVMUY confirms jewelry sweet spot but Tiffany hugely underperforming Cartier/Van Cleef. Spirits tough but better on margin. $CFRUY $DEO $LRLCY $EL $HESAY"
@Retail_Guru on X 2025-07-25 12:13:58 UTC 13.4K followers, 1207 engagements

"Despite scepticism & excitement around ChatGPT $GOOG Search keeps going. As does Youtube. Consistent 10%+ growth across all geographies with a modest 200bp uptick in Search paid clicks to +4%. Add back $1.4bn legal charge & margin at Q1 record of XXXX% 💪 $META $AMZN"
@Retail_Guru on X 2025-07-24 12:08:57 UTC 13.4K followers, 5770 engagements

"$JPM & $WFC calls reinforce message consumer is fine. As long as labor market is healthy banks will not see significant deterioration in their books. Spending healthy & credit quality strong. Lower income seeing more pressure but that's ALWAYS the case. $XLF $XLY $BAC $WMT"
@Retail_Guru on X 2025-07-16 12:05:09 UTC 13.4K followers, 3035 engagements