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@Retail_Guru "Wells echoes US consumer strength seen at $JPM. Debit card spend +5% credit cards +9%. Delinquencies did tick up modestly at $WFC too but charge-offs across consumer portfolio down sharply YoY & QoQ led by card. $C $AXP $V $MA $BAC $XLF $XLY"
X Link @Retail_Guru 2025-10-14T11:40Z 13.5K followers, 18.5K engagements

"Like $JPM Citi saw a modest acceleration in card spend to +5% y/y. Echoing both $JPM & $WFC modest uptick in early stage deliquencies so one to watch. But chareg-offs like peers down meaningfully - at $C back to Q4 '23 levels. $AXP $BAC $XLF $XLY"
X Link @Retail_Guru 2025-10-14T13:07Z 13.5K followers, 1618 engagements

"$PEP CEO here lays bare challenges facing foods. Affordability (after huge Covid price rises mind) & online are obvious. But for first time especially in the US folks are checking out the miles & miles of lines about ingredients. $XLP $KO $GIS $CPB $KHC $MDLZ"
X Link @Retail_Guru 2025-10-10T15:06Z 13.5K followers, 2917 engagements

"Trump's tariffs & FX moves have led to folks buying lmore at home. Luxury demand by locals strong everywhere at LVMH; US & China improved most in Q3. Europe softer as it bore brunt of strength. Sephora another call-out. $ULTA $LVMUY $HESAY $CFRUY $EL"
X Link @Retail_Guru 2025-10-14T20:41Z 13.5K followers, 1784 engagements

"@bleedinglimey you don't think it is just look at the charts of $GIS $KHC $CPB for example. not just relative in a bull market but getting caned even in absolute"
X Link @Retail_Guru 2025-10-10T15:40Z 13.5K followers, XX engagements

"Nor is this just rear view mirror stuff. Delta says bookings have accelerated across all lines of business over the past X weeks. 💪 $XLI $XLF $XLY $DAL $UAL $AXP $V $MA $MAR $ABNB"
X Link @Retail_Guru 2025-10-09T11:40Z 13.5K followers, 1709 engagements

"@oceanwaves7777 @PythiaR That includes store wages and lots of other expenses. Plus it is for all divisions not just luxury fashion"
X Link @Retail_Guru 2025-10-15T16:13Z 13.5K followers, XX engagements

"@MacropulseUSA Yup all good points. Also remember these are generally higher end consumers. $COF will be a bigger tell about average America although they were saw similar improvements in Q2"
X Link @Retail_Guru 2025-10-14T13:09Z 13.5K followers, XXX engagements

"Bit self-serving from Coach but kernel of truth on luxury. Aggressive pricing by many especially where newness is lacking has cost them. But ton of this is economic. In Asia European brands have huge legacy which hasn't gone anywhere. $TPR $RL $LVMUY $PPRUY $PRDSY $HESAY"
X Link @Retail_Guru 2025-09-17T13:01Z 13.5K followers, 5615 engagements

"Bank of America echoes $JPM $WFC & $C. Sequential 200bp acceleration in card spend to +6%. Unlike peers XX & XX day delinquencies fell sequentially allowing $BAC to release provisions. Arguably best combo of spend strength and quality. $XLY $XLF $V $AXP $MA"
X Link @Retail_Guru 2025-10-15T12:48Z 13.5K followers, 3680 engagements

"This from Darden is a pretty good take. While folks saw big jobs revision down as a disaster $DRI says those were phantom jobs so consumer resilience in the real world is not surprising. No change to view. $XLF $XLY $XRT $AMZN $WMT $BBY $WSM $LOW $V $MA"
X Link @Retail_Guru 2025-09-19T13:00Z 13.5K followers, 1791 engagements

"No quality concerns over $JPM US consumer. Card loans slowing not blowing out. XX day delinquencies up modestly from Q2 but within range of past X years. Chargeoffs down meaningfully both y/y & on prior Q. $BAC $C $AXP $V $MA $WFC $XLY $XLF $XRT"
X Link @Retail_Guru 2025-10-14T11:34Z 13.5K followers, 5290 engagements

"Delta Q demolishes all bear theses on travel (& so US discretionary economy). Premium at +9% accelerated X points vs Q2. Amex 200bp faster at +12%. Corporate +8% vs only low single digit growth in Q2 & outlook strong. Domestic passenger improving $DAL $UAL $AXP $V $MA $XLF $XLY"
X Link @Retail_Guru 2025-10-09T11:34Z 13.5K followers, 17K engagements

"LVMH improvement foreshadowed by Cucinelli which pre-announced accelerating Q3 led by upside in US & Asia while Europe slowed. Even into improvement top tier luxury & brands with heat leading peers despite so much stacked outperformance. $LVMUY $HESAY $CFRUY $BURBY"
X Link @Retail_Guru 2025-10-14T20:52Z 13.5K followers, 1918 engagements

"Cartier has just taken prices up XX% on watches & X% on jewelry in US only. To cover latest XX% tariffs on Switzerland. So much for foreign businesses eating the cost of tariffs. 😆 #luxury $CFRUY $HESAY $LVMUY $XLF $XLY"
X Link @Retail_Guru 2025-09-26T16:16Z 13.5K followers, 4477 engagements

"Prada confirms luxury strength. Q4 +18% led by remarkable retail top of peers. Group didnt accelerate unlike peers but take out Miu Miu (up at modestly less hyper pace). & it actually did with Prada +4% after +2% in Q3. HESAY $LVMUY $CFRUY $PRDSY $PPRUY"
X Link @Retail_Guru 2025-03-04T13:22Z 13.5K followers, 3459 engagements

"We'll see if this holds for broader Diageo but rare good news on alcohol from LVMH which had its best Q of year in Wines & Spirits. Champagne is up for year in US yet another upscale product where US demand remains very healthy. 🍾 🥂 $LVMUY $DEO $BF.B"
X Link @Retail_Guru 2025-10-15T12:40Z 13.5K followers, 1457 engagements

"Iconic Cartier/Van Cleef hugely under-appreciated as LVMH/Hermes capture most investor mindspace in luxury. Richemont strategy of nurturing brand equity & (unlike peers) limiting price rises post-Covid paying off big time. 🔥 $CFRUY $HESAY $LVMUY $PPRUY $PRDSY"
X Link @Retail_Guru 2025-05-16T12:13Z 13.5K followers, 5216 engagements

"Point here isnt this is a new great big luxury boom. Its a classic case of sell-side press & even most investors consensually going short with bling is dead etc. Dangerous given these really are special franchises. $LVMUY $CFRUY $HESAY"
X Link @Retail_Guru 2025-10-15T13:21Z 13.5K followers, 3069 engagements

"Laura Alber predicted this was coming but industry hoped cooler heads would prevail given ground realities & resulting big cost rises that vno player can absorb. Why furniture in his crosshairs given small political crumbs who knows $WSM $RH $W"
X Link @Retail_Guru 2025-09-29T14:31Z 13.5K followers, 2656 engagements

"LVMH rightly seen as luxury bellwether given broad Q3 upside. China improved from down 10%+ to only down low singles & Mainland up. Most regions improved as did LV & Dior despite issues. And driven by traffic not price. 🔥 $LVMUY $HESAY $CFRUY $PPRUY $BURBY $EL $LRLCY"
X Link @Retail_Guru 2025-10-15T12:30Z 13.5K followers, 6825 engagements

"This point from Moynihan at Bank of America isn't stressed enough about US consumer. 2019 was a dramatically good year for credit quality. That card delinquencies & charge-offs are only modestly up on 2019 is a very robust signal on consumer $BAC $JPM $C $XLF $XLY"
X Link @Retail_Guru 2025-10-15T17:15Z 13.5K followers, 1683 engagements

"Schwab asset gathering machine rolls on. Highest growth in net new assets in a year. And transactional sweep cash is growing again with expensive deposits down sharply lowering $SCHW funding costs. Fabulous franchise"
X Link @Retail_Guru 2025-10-16T13:11Z 13.5K followers, 1126 engagements

"Important to remember as Frito-Lay US continues to falter that Pepsico is a portfolio. International still drove solid #s at $PEP. But between lapping mega Covid consumption healthier eating & GLPs Frito has work cut out if not as bad as food peers. $KO $GIS $KHC $CPB $XLP"
X Link @Retail_Guru 2025-10-09T12:10Z 13.5K followers, 1844 engagements

"For all the headlines Carnival latest to show how unfazed US (& European) consumers are. Yes they skew older with (appreciating) accumulated wealth but strength isn't limited to them as retail reporting showed. $CCL $XLY $XLF $XRT $WMT $AMZN $WSM $BBY $M $DG $AXP $V"
X Link @Retail_Guru 2025-09-29T13:44Z 13.5K followers, 2724 engagements

"Nike Direct -X% vs -XX% in prior Q while wholesale had even bigger positive XX point swing to +5%. Clearly this $NKE recovery will have $DKS etc playing much bigger role. Inventory also ok. Now onto call where management will once again set bar very very low 🙄 $ADDYY"
X Link @Retail_Guru 2025-09-30T21:00Z 13.5K followers, 4746 engagements

"There you have it. Nike lowers margin view on tariffs (despite huge tailwind from lapping discounting) & China (15% of sales) overwhelming upside from XX% of rest of world. BTW China also beat forecast this Q Sandbagging expectations at its finest. 🙄 $NKE $ADDYY $DKS"
X Link @Retail_Guru 2025-10-01T12:25Z 13.5K followers, 2171 engagements

"$JPM first of major card issuers to report & paints strong picture of US consumer. Debit & card spend +9% y/y accelerating 200bp on prior Q & fastest pace in X years. Spend growth has been X% or more for over a year. 🔥 $C $BAC $AXP $COF $V $MA $XLF $XLY"
X Link @Retail_Guru 2025-10-14T11:30Z 13.5K followers, 17.3K engagements

"LVMH premium beauty accelerated in Q3 led by high-end Dior. And skin & make up as good as fragrance. Sephora US also very strong as $LVMUY dismissed $AMZN challenge. All good pointers for premium beauty and also $ULTA. $EL $LRLCY $PG $UL"
X Link @Retail_Guru 2025-10-15T12:35Z 13.5K followers, XXX engagements

"Amid constant sell-side & press gloom on luxury shows you can never count it out. LVMH reports sharp Q3 improvement with all business lines better & fashion showing strongest improvement despite fatigue at both LV & Dior. 💪 $LVMUY $HESAY $CFRUY $PPRUY $EL $ULTA"
X Link @Retail_Guru 2025-10-14T20:38Z 13.5K followers, 5712 engagements

"Obvious takeaway on Delta is more exposure to higher end vs peers is helping $DAL outperform. But note how much runway there is on corporate. Revenues back to 2019 levels but passenger numbers still only at 70%. $UAL $LUV $XLY $XLF $XLI $MAR $ABNB $AXP"
X Link @Retail_Guru 2025-10-10T13:01Z 13.5K followers, 2035 engagements

"Cartier took first price increase in over two years today. Reflecting tougher market unlike past blanket rises very surgical with many lines untouched. Staples like Love & Juste Un Clou +5-7% in both US & Europe despite US tariffs. Nothing in China. $LVMUY $HESAY $CFRUY"
X Link @Retail_Guru 2025-05-14T16:20Z 13.5K followers, 5211 engagements

"Kering profit would be even worse had it not been for Bottega Veneta. After X years of awful sales Gucci's high margin model is beginning to break. With no improvement in sales despite easier comps this Q profit fell over 50%. $PPRUY $HESAY $LVMUY $CFRUY"
X Link @Retail_Guru 2025-07-29T16:08Z 13.5K followers, 2488 engagements

"$WFC & $JPM use 'consistent' & 'strong' to describe US consumer across incomes (though neither has subprime exposure). $WFC says watch what folks are doing not what they say. Even Dimon admits bank is seeing strength even as he reiterates caution Q after Q. $XLF $XLY"
X Link @Retail_Guru 2025-10-14T21:08Z 13.5K followers, 5777 engagements