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@Retail_Guru Rahul SharmaRahul Sharma posts on X about $xly, $xlf, $wmt, $ma the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% cryptocurrencies #2300 technology brands XXXXX% finance XXXXX% fashion brands XXXX% countries XXXX% social networks XXXX%
Social topic influence $xly #1, $xlf #1, $wmt #269, $ma #20, $amzn #29, $el #1, $tjx #3, $lrlcy #1, strong 20.63%, $wsm #1
Top accounts mentioned or mentioned by @mattjmcclintock @pnani456 @retailguru @econompic @jeffmacke @ft @gmoney101_nft @madbofo @chokha19
Top assets mentioned Walmart, Inc. (WMT) Mastercard, Inc. (MA) Amazon.com, Inc. (AMZN) Elcoin (EL) TJX Companies, Inc. (TJX) Wall Street Memes (WSM) American Express Company (AXP) Ulta Beauty Inc (ULTA) JPMorgan Chase (JPM) Procter & Gamble (PG) Basis Cash (BAC) McDonald's Corp (MCD) Dillards Inc. (DDS) Urban Outfitters Inc (URBN) Robonomics Network (XRT) Decentral Games (DG) Dollar Tree Inc (DLTR) Kohl's Corporation (KSS) Ralph Lauren Corp (RL) Wells Fargo & Co (WFC) Ross Stores, Inc. (ROST) Home Depot, Inc. (HD) Tapestry, Inc. (TPR) Kroger Co (KR) Lowes Companies Inc (LOW) Target Corporation (TGT) RH (RH) CAVA Group, Inc. (CAVA) American Eagle Outfitters (AEO) Abercrombie & Fitch Co. (ANF) Chipotle Mexican Grill, Inc. (CMG) DAOLaunch (DAL) Airbnb Inc (ABNB) Marriott International Inc (MAR) Capri Holdings Limited (CPRI) MONDELEZ INTERNATIONAL INC (MDLZ) Campbell Soup Company (CPB) J M Smucker Co (SJM) General Mills, Inc. (GIS) Wormhole (W) Sherwin-Williams Co (SHW) Levi Strauss & Co. Class A Common Stock (LEVI) Unilever plc (UL) Alibaba Group (BABA) TC Energy Corporation (TRP) United Airlines Holdings, Inc. (UAL) Southwest Airlines Co (LUV) aelf (ELF) Best Buy Co Inc (BBY) Gapcoin (GAP-1) CYCLEAN (CCL) Booking Holdings Inc (BKNG) Hilton Hotels Corporation Common Stock (HLT)
Top posts by engagements in the last XX hours
"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
"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, 5197 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, 8260 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, 7158 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, 6891 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, 1838 engagements
"Street needs to pull up many of these managements. Prime examples at Kroger that make you go 🤔. $KR cautious on weakness in Oct/Nov but then goes on to Nov was actually above plan Or that middle-income quest for value evident from (scratches head) no SNAP benefits. 🤷"
X Link 2025-12-05T13:20Z 13.5K followers, XXX 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
"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, 2890 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, 4933 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 $AMZN"
X Link 2025-12-09T22:23Z 13.5K followers, 3632 engagements
"$AMZN says Q4 capex run rate representative of 2025 capex outlook so $104billion vs $XX billion in 2024 & $XX billion in 2023. Most of this is on AWS. So when you look at that high AWS margin bear in mind it needs to be high otherwise the ROIC would be rotten"
X Link 2025-02-06T22:26Z 13.5K followers, 2253 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, 1596 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, 1197 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, 1235 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, 1324 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, 1750 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, 2066 engagements
"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, 7153 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, 8359 engagements
"Eagle beats big & lifts guide on strength through Thanksgiving weekend. $AEO by no means upscale retailer & skewss towards that younger customer restaurant chains have created much street angst about. On heels of upside at Urban $ANF $URBN $CMG $CAVA $MCD $XLY $XLF"
X Link 2025-12-02T21:42Z 13.5K followers, 2489 engagements
"Eagle beats big & lifts guide on strength through Thanksgiving weekend. $AEO by no means upscale retailer & skewss towards that younger customer restaurant chains have created much street angst about. On heels of upside at Urban $ANF $URBN $CMG $CAVA $MCD $XLY $XLF"
X Link 2025-12-02T21:47Z 13.5K followers, 1398 engagements
"Zara proximity sourcing paying off ($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
"Dollar Tree discretionary goods sales grew faster than staples. And while $DLTR benefited from new higher end shoppers spend by lower end grew 2X as fast showing the solidity Visa & Mastercard have cited. $DG $MCD $WMT $XLY $XLF $V $MA $BAC"
X Link 2025-12-03T17:30Z 13.5K followers, 7320 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
"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 $XLF"
X Link 2025-12-03T22:25Z 13.5K followers, 2539 engagements
"$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, 8612 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, 1110 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
"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
"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
"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
"@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
"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, 7222 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
"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
"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 $HESAY"
X Link 2025-11-06T13:11Z 13.5K followers, 4492 engagements
"$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, 3773 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, 1651 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, 5600 engagements