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@Retail_Guru Avatar @Retail_Guru Rahul Sharma

Rahul Sharma posts on X about $ma, $xlf, $xly, $axp the most. They currently have XXXXXX followers and XXX 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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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks #5118 cryptocurrencies #1788 fashion brands #1799 finance XXXX% countries XXXX% technology brands XXXX%

Social topic influence $ma #11, $xlf #1, $xly #1, $axp #10, $bac #2, $cof #6, $jpm #14, $wfc #16, has been #1724, luxury #1064

Top accounts mentioned or mentioned by @traceyryniec @dynamicbrands @onlybull @mattjmcclintock @dboydavid @kiwipmi @catholicgop2016 @andreafelsted @anjanitrivedi @ghostcapitalboo @neilcybart @dmckdani @benif_ch @bleedinglimey @macropulseusa @siyul @jeffmacke @rubbabubub @gregoryboggis @jsiegel88

Top assets mentioned Mastercard, Inc. (MA) American Express Company (AXP) Basis Cash (BAC) Capital One Financial Corp. (COF) JPMorgan Chase (JPM) Wells Fargo & Co (WFC) Campbell Soup Company (CPB) Kraft Heinz Co (KHC) General Mills, Inc. (GIS) Ulta Beauty Inc (ULTA) Elcoin (EL) DAOLaunch (DAL) United Airlines Holdings, Inc. (UAL) Nike Inc (NKE) DarkShield Games Studio (DKS) PepsiCo, Inc. (PEP) Coca-Cola Co (KO) Marriott International Inc (MAR) Airbnb Inc (ABNB) Tapestry, Inc. (TPR) Ralph Lauren Corp (RL) Robonomics Network (XRT) Wall Street Memes (WSM) MONDELEZ INTERNATIONAL INC (MDLZ) Amazon.com, Inc. (AMZN) Best Buy Co Inc (BBY) Lowes Companies Inc (LOW) Darden Restaurants, Inc. (DRI) Walmart, Inc. (WMT) RH (RH) Wormhole (W) Southwest Airlines Co (LUV)

Top Social Posts #

Top posts by engagements in the last XX hours

"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, 16.9K 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, 1549 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, 2653 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, 1588 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, 1705 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, XX 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, 5176 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, 1771 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, 5028 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, 16.5K 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, 1529 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, 2607 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, 1816 engagements

"$NKE margins not great but still better than forecast & at top end of (ridiculous) range. However Nike brand sales flat/up everywhere bar China. Despite all their sandbagging hard to argue brand is in as deep a hole as it seemed to be in XX months ago. $ADDYY $DKS"
X Link @Retail_Guru 2025-09-30T20:30Z 13.5K followers, 4388 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, 4733 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, 2160 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, 14.5K 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, 4987 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, 1949 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, 4982 engagements