[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Retail_Guru Rahul Sharma Rahul Sharma posts on X about $lvmuy, $hesay, $cfruy, luxury the most. They currently have XXXXXX followers and 3011 posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::24590532/interactions)  - X Week XXXXXX -XXXX% - X Month XXXXXXX +64% - X Months XXXXXXXXX +37% - X Year XXXXXXXXX +1% ### Mentions: XX [#](/creator/twitter::24590532/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX -XX% - X Year XXXXX +81% ### Followers: XXXXXX [#](/creator/twitter::24590532/followers)  - X Week XXXXXX +0.04% - X Month XXXXXX +0.16% - X Months XXXXXX +2.30% - X Year XXXXXX +4.80% ### CreatorRank: XXXXXXX [#](/creator/twitter::24590532/influencer_rank)  ### Social Influence [#](/creator/twitter::24590532/influence) --- **Social category influence** [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) #6023 [luxury brands](/list/luxury-brands) #3336 [countries](/list/countries) [technology brands](/list/technology-brands) [fashion brands](/list/fashion-brands) #2269 [finance](/list/finance) [social networks](/list/social-networks) **Social topic influence** [$lvmuy](/topic/$lvmuy) #1, [$hesay](/topic/$hesay) #1, [$cfruy](/topic/$cfruy) #1, [luxury](/topic/luxury) #878, [$xly](/topic/$xly) #1, [$xlf](/topic/$xlf) #1, [$ppruy](/topic/$ppruy) #1, [$axp](/topic/$axp) #7, [china](/topic/china), [$ma](/topic/$ma) #43 **Top assets mentioned** [American Express Company (AXP)](/topic/$axp) [Mastercard, Inc. (MA)](/topic/$ma) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Walmart, Inc. (WMT)](/topic/$wmt) [Elcoin (EL)](/topic/$el) [Airbnb Inc (ABNB)](/topic/$abnb) [DAOLaunch (DAL)](/topic/$dal) [Ralph Lauren Corp (RL)](/topic/$rl) [JPMorgan Chase (JPM)](/topic/$jpm) [Coca-Cola Co (KO)](/topic/$ko) [Tapestry, Inc. (TPR)](/topic/$tpr) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Marriott International Inc (MAR)](/topic/$mar) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [General Mills, Inc. (GIS)](/topic/$gis) [Kraft Heinz Co (KHC)](/topic/$khc) [Campbell Soup Company (CPB)](/topic/$cpb) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Hilton Hotels Corporation Common Stock (HLT)](/topic/$hlt) [Capital One Financial Corp. (COF)](/topic/$cof) [Basis Cash (BAC)](/topic/$bac) [Wells Fargo & Co (WFC)](/topic/$wfc) [British American Tobacco (BTI)](/topic/$bti) [Philip Morris International Inc. (PM)](/topic/$pm) [Altria Group Inc (MO)](/topic/$mo) [Procter & Gamble (PG)](/topic/$pg) [J M Smucker Co (SJM)](/topic/$sjm) [PepsiCo, Inc. (PEP)](/topic/$pep) [Diageo plc (DEO)](/topic/$deo) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Ermenegildo Zegna N.V. (ZGN)](/topic/$zgn) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Unilever plc (UL)](/topic/$ul) [MGM Resorts International (MGM)](/topic/$mgm) [Las Vegas Sands Corp. (LVS)](/topic/$lvs) [Wynn Resorts, Limited (WYNN)](/topic/$wynn) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Nike Inc (NKE)](/topic/$nke) [Southwest Airlines Co (LUV)](/topic/$luv) [Microsoft Corp. (MSFT)](/topic/$msft) [Apple, Inc. (AAPL)](/topic/$aapl) [Levi Strauss & Co. Class A Common Stock (LEVI)](/topic/$levi) [Expedia Group Inc (EXPE)](/topic/$expe) [Costco Hot Dog (COST)](/topic/$cost) [Change (CAG)](/topic/$cag) ### Top Social Posts [#](/creator/twitter::24590532/posts) --- Top posts by engagements in the last XX hours "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](/creator/x/Retail_Guru) on [X](/post/tweet/1946182204205240824) 2025-07-18 12:16:10 UTC 13.4K followers, 4076 engagements "Booking sees solid accommodation demand. But sees US high end doing much better both at home and abroad despite $ strength. Lower end more shaky hitting value chains. But spending by European locals robust. $BKNG $ABNB $MAR $HLT $AXP $V $XLF $XLY"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1950561276813316306) 2025-07-30 14:17:02 UTC 13.4K followers, XXX 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](/creator/x/Retail_Guru) on [X](/post/tweet/1947761430310142393) 2025-07-22 20:51:27 UTC 13.4K followers, 3518 engagements "Kering's holding company. When a statement put out to reassure somehow does exactly the opposite 🤨 $PPRUY #luxury"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1950222269134852206) 2025-07-29 15:49:56 UTC 13.4K followers, 1094 engagements "Credit where it is due. With imploding margin at Gucci Kering is doing what it can to solidify balance sheet with real estate disposals. Though it does add on higher fixed rental costs & has a touch of selling family silver. $PPRUY $LVMUY $HESAY $CFRUY"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1950234226256724116) 2025-07-29 16:37:27 UTC 13.4K followers, 2426 engagements "Burberry classic pointer (given brand woes) to overall luxury performance. Q4 -X% is slower vs Q3 but H2 still MUCH better than H1. In line with most luxury reporting with LVMH & Kering laggards. $BURBY says US is more choppy since Feb. $LVMUY $HESAY $CFRUY $PRDSY"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1922626798199709747) 2025-05-14 12:15:24 UTC 13.4K followers, 1224 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](/creator/x/Retail_Guru) on [X](/post/tweet/1945456262952468505) 2025-07-16 12:11:32 UTC 13.4K followers, 11.9K engagements "Visa credit payment volume ticked up both in US & International while debut was steady. Notably goods and travel spend both stayed steady (and strong) in sign of remarkable consumer stability. $V $MA $AXP $XLF $XLY"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1950289784049480050) 2025-07-29 20:18:13 UTC 13.4K followers, 1845 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"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1950227017426722830) 2025-07-29 16:08:49 UTC 13.4K followers, 1875 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](/creator/x/Retail_Guru) on [X](/post/tweet/1947641061297557614) 2025-07-22 12:53:09 UTC 13.4K followers, 3296 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](/creator/x/Retail_Guru) on [X](/post/tweet/1946175916339544294) 2025-07-18 11:51:11 UTC 13.4K followers, 1176 engagements "L'Oreal reported modest 100bp Q2 acceleration across divisions ex-luxe after weak Q1. Luxury steady though $LRLCY share gains more muted. Europe slowing after several strong years while China & to lesser extent US improving. $EL $ULTA $LVMUY $PG $UL"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1950231902855549419) 2025-07-29 16:28:13 UTC 13.4K followers, 1301 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](/creator/x/Retail_Guru) on [X](/post/tweet/1947643523735404908) 2025-07-22 13:02:56 UTC 13.4K followers, 1716 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](/creator/x/Retail_Guru) on [X](/post/tweet/1947267897488777551) 2025-07-21 12:10:19 UTC 13.4K followers, 1941 engagements "Bear in mind that Macau gaming revenue is getting here despite virtually no help from VIP gamers and very low levels of international spend. This is being driven by the Chinese mass market. And plenty of potential as still XX% below 2019. $LVS $WYNN $FCHI $MGM"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1697613529493147796) 2023-09-01 14:13:00 UTC 13.4K followers, 2361 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](/creator/x/Retail_Guru) on [X](/post/tweet/1947269147332600113) 2025-07-21 12:15:17 UTC 13.4K followers, 2390 engagements "Hermes here says aspirational luxury buyers cautious due to geopolitical & macro concerns hurting silk perfumes. I would also add price fatigue. On other other hand $HESAY keeps driving sales to regular clients. $LVMUY $CFRUY $LRCLY $EL"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1950557166919680401) 2025-07-30 14:00:42 UTC 13.4K followers, 2196 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](/creator/x/Retail_Guru) on [X](/post/tweet/1945816830527901871) 2025-07-17 12:04:18 UTC 13.4K followers, 4651 engagements "As always talk of death of bling is hyperbole. Luxury remains very desirable with yes clear winners & losers. 10%+ growth was NOT & is NOT the norm. In that context these Cartier numbers speak to brand strength & jewelry sweet-spot. $CFRUY $HESAY $PPRUY $LVMUY"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1945457134440985055) 2025-07-16 12:15:00 UTC 13.4K followers, 1365 engagements "With woeful Q1 results Kering forecast H2 improvement. But Q2 sales on easier comp are even weaker. Easier comp doesn't guarantee a better #s with deep brand issues. All brands weaker & modest improvement in US/China offset elsewhere #luxury $PPRUY $CFRUY $LVMUY $HESAY"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1950225798310265061) 2025-07-29 16:03:58 UTC 13.4K followers, 5136 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](/creator/x/Retail_Guru) on [X](/post/tweet/1948718367424102828) 2025-07-25 12:13:58 UTC 13.4K followers, 1603 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](/creator/x/Retail_Guru) on [X](/post/tweet/1948356320878383260) 2025-07-24 12:15:20 UTC 13.4K followers, 3291 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](/creator/x/Retail_Guru) on [X](/post/tweet/1946177129001226666) 2025-07-18 11:56:00 UTC 13.4K followers, 2321 engagements "You look at a mainstream brand like Levis with ok-ish brand heat. And you really have to strain to find ANY weakness anywhere. Despite the chorus of concern. Pretty telling. Watch what folks do not what they say. $LEVI $WMT $AMZN $XLY $XLF"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1943420687798161619) 2025-07-10 21:22:53 UTC 13.4K followers, 1488 engagements "Discreet lines at Cartier (ostensibly to service clients better) vs walk-ins at Vuitton. As clear a sign of brand heat as any amid meh growth in luxury. $CFRUY $LVMUY $HESAY"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1932161200579879223) 2025-06-09 19:41:42 UTC 13.4K followers, 2429 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](/creator/x/Retail_Guru) on [X](/post/tweet/1946179481644814712) 2025-07-18 12:05:21 UTC 13.4K followers, 2983 engagements "Cucinelli cites strong reception to F/W & excellent orders for S/S XX. Confidence among wealthy remains high & luxury brands that retain their allure from Cucinelli to Hermes to Cartier are doing just fine despite analyst/media angst. $HESAY $LVMUY $CFRUY"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1943418969488015739) 2025-07-10 21:16:03 UTC 13.4K followers, 1668 engagements "Booking room nights ahead of guide by 200bp +8%. Europe & Asia lead but US also up. US seeing some rate pressure & shorter booking window in sign of some pressure. $BKNG $ABNB $MAR $EXPE $AXP $V $MA $MAR $HLT $XLF $XLY $DAL $UAL"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1950560018920591471) 2025-07-30 14:12:02 UTC 13.4K followers, XXX engagements "In more evidence it isn't all bleak in luxury & brand weakness is bigger driver at likes of LVMH & Kering Zegna saw solid acceleration in retail sales in Q2. Total sales weaker on account culling in wholesale $ZGN $CFRUY $HESAY $PPRUY $LVMUY $BURBY"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1950529816328835127) 2025-07-30 12:12:01 UTC 13.4K followers, 2152 engagements "Another look at consumer strength across Visa this time by geography. Strength pretty much everywhere bar Asia. Europe Lat Am & Middle East all up double digit. US healthy. Remember this is as inflation has eased in most regions. $V $MA $AXP $XLF $XLY"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1950293578980479441) 2025-07-29 20:33:18 UTC 13.4K followers, 2505 engagements "Tempting to read LVMH #s as read of US luxury shopper pulling back but this is about Chinese spending slipping again. And Sephora beginning to lose its edge as boost from Kohls openings fades. US spend held up through Q1. $LVMUY $HESAY $CFRUY $RL $LRLCY $EL $DEO $ULTA"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1912492913545592992) 2025-04-16 13:06:57 UTC 13.4K followers, 4714 engagements "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](/creator/x/Retail_Guru) on [X](/post/tweet/1948715856776552798) 2025-07-25 12:04:00 UTC 13.4K followers, 1334 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](/creator/x/Retail_Guru) on [X](/post/tweet/1948003068907262170) 2025-07-23 12:51:38 UTC 13.4K followers, 2120 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](/creator/x/Retail_Guru) on [X](/post/tweet/1947640023190233349) 2025-07-22 12:49:01 UTC 13.4K followers, 6841 engagements "Despite protestations to contrary US corporates passing through tariffs. Walmart & other big retailers are not resisting happy to go along despite 'consumer champion' fighting talk. US consumers will end up footing most of bill. $PG $WMT $COST $AMZN $XLY $XLP $XLF"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1950190826216444072) 2025-07-29 13:45:00 UTC 13.4K followers, 1892 engagements "Amid all the whispers about weakness at Dior/LV & usual media chatter about luxury swoon top tier continues to deliver. Cucinelli delivers beautiful consistent 10%+ growth everywhere. 🔥 $HESAY $LVMUY $CFRUY"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1943417399811936764) 2025-07-10 21:09:49 UTC 13.4K followers, 2955 engagements "Visa card spend steady stays strong & consistent into July. $V says discretionary & non-discretionary spend strong. US consumer still very resilient in contrast to fears. Remember payment providers provide a much broader view than most. 💪 $MA $AXP $XLY $XLF"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1950288726828990818) 2025-07-29 20:14:01 UTC 13.4K followers, 8305 engagements "Burberry colour on luxury by region: Americans chipper but shopping more at home ($ 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](/creator/x/Retail_Guru) on [X](/post/tweet/1946228306967240975) 2025-07-18 15:19:22 UTC 13.4K followers, 1928 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](/creator/x/Retail_Guru) on [X](/post/tweet/1946170650621521989) 2025-07-18 11:30:15 UTC 13.4K followers, 4319 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](/creator/x/Retail_Guru) on [X](/post/tweet/1948354716699701625) 2025-07-24 12:08:57 UTC 13.4K followers, 6482 engagements "Prada retail solid +8% led by Miu Miu. Prada brand not as weak as it looks given tough compare in Japan & fewer tourists in Europe. US & Asia accelerated as at Hermes & Richemont. Luxury not really down & out. $PRDSY $HESAY $CFRUY $LVMUY $ZGN $BURBY $PPRUY $EL $LRLCY"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1950536159521566843) 2025-07-30 12:37:14 UTC 13.4K followers, 1308 engagements "Big divergence in luxury with mega brands Hermes Prada Richemont bigly outperforming LVMH & Kering. But such is mindshare dominance of $LVMUY that street/media narrative is 'luxury is struggling'. So despite strong sales $CFRUY $HESAY & $PRDSY not getting rewarded"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1950538545803755540) 2025-07-30 12:46:43 UTC 13.4K followers, 1401 engagements "Best you can say about Kraft Heinz was this was better than Q1. But down X% volume in US & down X% in developed markets are not markers of strength. US foods remain in a hole. $KHC $GIS $K $CPB $CAG $XLP"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1950523847503155570) 2025-07-30 11:48:18 UTC 13.4K followers, 1225 engagements "Zara remains on 🔥 accelerating strongly in Q2 closing H1 at +16.5%. Almost entirely comp with minimal space growth. World's #1 fashion retailer yet local shares remain low even in large markets like US China & most of Europe. $IDEXF $HNNMY $XLY $XRT $URBN $ANF $AEO"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1701927454980407492) 2023-09-13 11:55:00 UTC 13.4K followers, 1120 engagements "@Rubbabubub You could also say that about Coach. Brand heat IMHO (mostly big ASP increases but you dont do that without brand heat) coupled with brand/price fatigue at Gucci/Vuitton/Dior"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1950273552277504430) 2025-07-29 19:13:43 UTC 13.4K followers, XX engagements "$ weakness (& strength) starting to change luxury spend patterns. US buyers buying more at home +17% at Richemont. Meanwhile Asia improved to flat as watchmakers improve. But overall demand strong everywhere bar China. $CFRUY $HESAY $LVMUY"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1945463711642042643) 2025-07-16 12:41:08 UTC 13.4K followers, 1640 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Retail_Guru Rahul Sharma
Rahul Sharma posts on X about $lvmuy, $hesay, $cfruy, luxury the most. They currently have XXXXXX followers and 3011 posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX -XXXX%
- X Month XXXXXXX +64%
- X Months XXXXXXXXX +37%
- X Year XXXXXXXXX +1%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX -XX%
- X Year XXXXX +81%
Followers: XXXXXX #
- X Week XXXXXX +0.04%
- X Month XXXXXX +0.16%
- X Months XXXXXX +2.30%
- X Year XXXXXX +4.80%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks cryptocurrencies #6023 luxury brands #3336 countries technology brands fashion brands #2269 finance social networks
Social topic influence $lvmuy #1, $hesay #1, $cfruy #1, luxury #878, $xly #1, $xlf #1, $ppruy #1, $axp #7, china, $ma #43
Top assets mentioned American Express Company (AXP) Mastercard, Inc. (MA) Amazon.com, Inc. (AMZN) Walmart, Inc. (WMT) Elcoin (EL) Airbnb Inc (ABNB) DAOLaunch (DAL) Ralph Lauren Corp (RL) JPMorgan Chase (JPM) Coca-Cola Co (KO) Tapestry, Inc. (TPR) Booking Holdings Inc (BKNG) Marriott International Inc (MAR) Ulta Beauty Inc (ULTA) General Mills, Inc. (GIS) Kraft Heinz Co (KHC) Campbell Soup Company (CPB) United Airlines Holdings, Inc. (UAL) Hilton Hotels Corporation Common Stock (HLT) Capital One Financial Corp. (COF) Basis Cash (BAC) Wells Fargo & Co (WFC) British American Tobacco (BTI) Philip Morris International Inc. (PM) Altria Group Inc (MO) Procter & Gamble (PG) J M Smucker Co (SJM) PepsiCo, Inc. (PEP) Diageo plc (DEO) Metadium (META) Alphabet Inc Class A (GOOGL) Ermenegildo Zegna N.V. (ZGN) SPDR S&P XXX ETF Trust (SPY) Unilever plc (UL) MGM Resorts International (MGM) Las Vegas Sands Corp. (LVS) Wynn Resorts, Limited (WYNN) Lululemon Athletica Inc (LULU) Nike Inc (NKE) Southwest Airlines Co (LUV) Microsoft Corp. (MSFT) Apple, Inc. (AAPL) Levi Strauss & Co. Class A Common Stock (LEVI) Expedia Group Inc (EXPE) Costco Hot Dog (COST) Change (CAG)
Top Social Posts #
Top posts by engagements in the last XX hours
"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, 4076 engagements
"Booking sees solid accommodation demand. But sees US high end doing much better both at home and abroad despite $ strength. Lower end more shaky hitting value chains. But spending by European locals robust. $BKNG $ABNB $MAR $HLT $AXP $V $XLF $XLY" @Retail_Guru on X 2025-07-30 14:17:02 UTC 13.4K followers, XXX 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, 3518 engagements
"Kering's holding company. When a statement put out to reassure somehow does exactly the opposite 🤨 $PPRUY #luxury" @Retail_Guru on X 2025-07-29 15:49:56 UTC 13.4K followers, 1094 engagements
"Credit where it is due. With imploding margin at Gucci Kering is doing what it can to solidify balance sheet with real estate disposals. Though it does add on higher fixed rental costs & has a touch of selling family silver. $PPRUY $LVMUY $HESAY $CFRUY" @Retail_Guru on X 2025-07-29 16:37:27 UTC 13.4K followers, 2426 engagements
"Burberry classic pointer (given brand woes) to overall luxury performance. Q4 -X% is slower vs Q3 but H2 still MUCH better than H1. In line with most luxury reporting with LVMH & Kering laggards. $BURBY says US is more choppy since Feb. $LVMUY $HESAY $CFRUY $PRDSY" @Retail_Guru on X 2025-05-14 12:15:24 UTC 13.4K followers, 1224 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, 11.9K engagements
"Visa credit payment volume ticked up both in US & International while debut was steady. Notably goods and travel spend both stayed steady (and strong) in sign of remarkable consumer stability. $V $MA $AXP $XLF $XLY" @Retail_Guru on X 2025-07-29 20:18:13 UTC 13.4K followers, 1845 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" @Retail_Guru on X 2025-07-29 16:08:49 UTC 13.4K followers, 1875 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, 3296 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, 1176 engagements
"L'Oreal reported modest 100bp Q2 acceleration across divisions ex-luxe after weak Q1. Luxury steady though $LRLCY share gains more muted. Europe slowing after several strong years while China & to lesser extent US improving. $EL $ULTA $LVMUY $PG $UL" @Retail_Guru on X 2025-07-29 16:28:13 UTC 13.4K followers, 1301 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, 1716 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, 1941 engagements
"Bear in mind that Macau gaming revenue is getting here despite virtually no help from VIP gamers and very low levels of international spend. This is being driven by the Chinese mass market. And plenty of potential as still XX% below 2019. $LVS $WYNN $FCHI $MGM" @Retail_Guru on X 2023-09-01 14:13:00 UTC 13.4K followers, 2361 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, 2390 engagements
"Hermes here says aspirational luxury buyers cautious due to geopolitical & macro concerns hurting silk perfumes. I would also add price fatigue. On other other hand $HESAY keeps driving sales to regular clients. $LVMUY $CFRUY $LRCLY $EL" @Retail_Guru on X 2025-07-30 14:00:42 UTC 13.4K followers, 2196 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, 4651 engagements
"As always talk of death of bling is hyperbole. Luxury remains very desirable with yes clear winners & losers. 10%+ growth was NOT & is NOT the norm. In that context these Cartier numbers speak to brand strength & jewelry sweet-spot. $CFRUY $HESAY $PPRUY $LVMUY" @Retail_Guru on X 2025-07-16 12:15:00 UTC 13.4K followers, 1365 engagements
"With woeful Q1 results Kering forecast H2 improvement. But Q2 sales on easier comp are even weaker. Easier comp doesn't guarantee a better #s with deep brand issues. All brands weaker & modest improvement in US/China offset elsewhere #luxury $PPRUY $CFRUY $LVMUY $HESAY" @Retail_Guru on X 2025-07-29 16:03:58 UTC 13.4K followers, 5136 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, 1603 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, 3291 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, 2321 engagements
"You look at a mainstream brand like Levis with ok-ish brand heat. And you really have to strain to find ANY weakness anywhere. Despite the chorus of concern. Pretty telling. Watch what folks do not what they say. $LEVI $WMT $AMZN $XLY $XLF" @Retail_Guru on X 2025-07-10 21:22:53 UTC 13.4K followers, 1488 engagements
"Discreet lines at Cartier (ostensibly to service clients better) vs walk-ins at Vuitton. As clear a sign of brand heat as any amid meh growth in luxury. $CFRUY $LVMUY $HESAY" @Retail_Guru on X 2025-06-09 19:41:42 UTC 13.4K followers, 2429 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, 2983 engagements
"Cucinelli cites strong reception to F/W & excellent orders for S/S XX. Confidence among wealthy remains high & luxury brands that retain their allure from Cucinelli to Hermes to Cartier are doing just fine despite analyst/media angst. $HESAY $LVMUY $CFRUY" @Retail_Guru on X 2025-07-10 21:16:03 UTC 13.4K followers, 1668 engagements
"Booking room nights ahead of guide by 200bp +8%. Europe & Asia lead but US also up. US seeing some rate pressure & shorter booking window in sign of some pressure. $BKNG $ABNB $MAR $EXPE $AXP $V $MA $MAR $HLT $XLF $XLY $DAL $UAL" @Retail_Guru on X 2025-07-30 14:12:02 UTC 13.4K followers, XXX engagements
"In more evidence it isn't all bleak in luxury & brand weakness is bigger driver at likes of LVMH & Kering Zegna saw solid acceleration in retail sales in Q2. Total sales weaker on account culling in wholesale $ZGN $CFRUY $HESAY $PPRUY $LVMUY $BURBY" @Retail_Guru on X 2025-07-30 12:12:01 UTC 13.4K followers, 2152 engagements
"Another look at consumer strength across Visa this time by geography. Strength pretty much everywhere bar Asia. Europe Lat Am & Middle East all up double digit. US healthy. Remember this is as inflation has eased in most regions. $V $MA $AXP $XLF $XLY" @Retail_Guru on X 2025-07-29 20:33:18 UTC 13.4K followers, 2505 engagements
"Tempting to read LVMH #s as read of US luxury shopper pulling back but this is about Chinese spending slipping again. And Sephora beginning to lose its edge as boost from Kohls openings fades. US spend held up through Q1. $LVMUY $HESAY $CFRUY $RL $LRLCY $EL $DEO $ULTA" @Retail_Guru on X 2025-04-16 13:06:57 UTC 13.4K followers, 4714 engagements
"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, 1334 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, 2120 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, 6841 engagements
"Despite protestations to contrary US corporates passing through tariffs. Walmart & other big retailers are not resisting happy to go along despite 'consumer champion' fighting talk. US consumers will end up footing most of bill. $PG $WMT $COST $AMZN $XLY $XLP $XLF" @Retail_Guru on X 2025-07-29 13:45:00 UTC 13.4K followers, 1892 engagements
"Amid all the whispers about weakness at Dior/LV & usual media chatter about luxury swoon top tier continues to deliver. Cucinelli delivers beautiful consistent 10%+ growth everywhere. 🔥 $HESAY $LVMUY $CFRUY" @Retail_Guru on X 2025-07-10 21:09:49 UTC 13.4K followers, 2955 engagements
"Visa card spend steady stays strong & consistent into July. $V says discretionary & non-discretionary spend strong. US consumer still very resilient in contrast to fears. Remember payment providers provide a much broader view than most. 💪 $MA $AXP $XLY $XLF" @Retail_Guru on X 2025-07-29 20:14:01 UTC 13.4K followers, 8305 engagements
"Burberry colour on luxury by region: Americans chipper but shopping more at home ($ 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, 1928 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, 4319 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, 6482 engagements
"Prada retail solid +8% led by Miu Miu. Prada brand not as weak as it looks given tough compare in Japan & fewer tourists in Europe. US & Asia accelerated as at Hermes & Richemont. Luxury not really down & out. $PRDSY $HESAY $CFRUY $LVMUY $ZGN $BURBY $PPRUY $EL $LRLCY" @Retail_Guru on X 2025-07-30 12:37:14 UTC 13.4K followers, 1308 engagements
"Big divergence in luxury with mega brands Hermes Prada Richemont bigly outperforming LVMH & Kering. But such is mindshare dominance of $LVMUY that street/media narrative is 'luxury is struggling'. So despite strong sales $CFRUY $HESAY & $PRDSY not getting rewarded" @Retail_Guru on X 2025-07-30 12:46:43 UTC 13.4K followers, 1401 engagements
"Best you can say about Kraft Heinz was this was better than Q1. But down X% volume in US & down X% in developed markets are not markers of strength. US foods remain in a hole. $KHC $GIS $K $CPB $CAG $XLP" @Retail_Guru on X 2025-07-30 11:48:18 UTC 13.4K followers, 1225 engagements
"Zara remains on 🔥 accelerating strongly in Q2 closing H1 at +16.5%. Almost entirely comp with minimal space growth. World's #1 fashion retailer yet local shares remain low even in large markets like US China & most of Europe. $IDEXF $HNNMY $XLY $XRT $URBN $ANF $AEO" @Retail_Guru on X 2023-09-13 11:55:00 UTC 13.4K followers, 1120 engagements
"@Rubbabubub You could also say that about Coach. Brand heat IMHO (mostly big ASP increases but you dont do that without brand heat) coupled with brand/price fatigue at Gucci/Vuitton/Dior" @Retail_Guru on X 2025-07-29 19:13:43 UTC 13.4K followers, XX engagements
"$ weakness (& strength) starting to change luxury spend patterns. US buyers buying more at home +17% at Richemont. Meanwhile Asia improved to flat as watchmakers improve. But overall demand strong everywhere bar China. $CFRUY $HESAY $LVMUY" @Retail_Guru on X 2025-07-16 12:41:08 UTC 13.4K followers, 1640 engagements