[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](/creator/twitter/Retail_Guru)
"$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](https://x.com/Retail_Guru/status/1976665645598093669) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-10T15:06Z 13.5K followers, 2987 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](https://x.com/Retail_Guru/status/1978060869922623572) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-14T11:30Z 13.5K followers, 17.5K 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](https://x.com/Retail_Guru/status/1978440753052307641) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-15T12:40Z 13.5K followers, 1521 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](https://x.com/Retail_Guru/status/1978810988955640210) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-16T13:11Z 13.5K followers, 1411 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](https://x.com/Retail_Guru/status/1973123305784652052) [@Retail_Guru](/creator/x/Retail_Guru) 2025-09-30T20:30Z 13.5K followers, 4399 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](https://x.com/Retail_Guru/status/1973363516615614644) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-01T12:25Z 13.5K followers, 2186 engagements


"Strong Amex cardmember spend +8% led by 200bp acceleration in US consumer to +9% in goods/services AND travel. Not only Millennials & Gen Z - Boomer spend +4% after being just +1% over past X quarters. International consumer also 🔥 +14% $AXP $V $MA $JPM $BAC $XLF $XLY"  
[X Link](https://x.com/Retail_Guru/status/1979149149711822849) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-17T11:35Z 13.5K followers, 1143 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](https://x.com/Retail_Guru/status/1972670671248298010) [@Retail_Guru](/creator/x/Retail_Guru) 2025-09-29T14:31Z 13.5K followers, 2668 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](https://x.com/Retail_Guru/status/1978061724201742500) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-14T11:34Z 13.5K followers, 5343 engagements


"Amex seeing robust acceleration in both consumer and corporate spend despite delinquencies/charge-offs still 20-30bp below 2019 despite its 'risky' bet on Millennials. Really robust read of high-end & $AXP quality 💪 $JPM $XLY $XLF $LVMUY $HESAY $CFRUY $WSM $EL $V $MA"  
[X Link](https://x.com/Retail_Guru/status/1979151715598270548) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-17T11:45Z 13.5K followers, 5866 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](https://x.com/Retail_Guru/status/1976249792289243240) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-09T11:34Z 13.5K followers, 17.1K engagements


"Amex travel & entertainment spend accelerated 300bp sequentially to +8%. Airlines saw biggest uptick at +500bp coming out of funk restaurants modestly better but lodging flat sequentially at 4%. $AXP $XLY $XLF $MCD $SBUX $MAR $HLT $EXPE $BKNG $ABNB $DAL $UAL"  
[X Link](https://x.com/Retail_Guru/status/1979152670691668246) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-17T11:49Z 13.5K followers, 1327 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](https://x.com/Retail_Guru/status/1971609896539115593) [@Retail_Guru](/creator/x/Retail_Guru) 2025-09-26T16:16Z 13.5K followers, 4485 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](https://x.com/Retail_Guru/status/1976674157254586530) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-10T15:40Z 13.5K followers, XX 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](https://x.com/Retail_Guru/status/1976634067140616234) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-10T13:01Z 13.5K followers, 2043 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](https://x.com/Retail_Guru/status/1978438287111950456) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-15T12:30Z 13.5K followers, 6888 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](https://x.com/Retail_Guru/status/1972658860570612037) [@Retail_Guru](/creator/x/Retail_Guru) 2025-09-29T13:44Z 13.5K followers, 2730 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](https://x.com/Retail_Guru/status/1973130748774293976) [@Retail_Guru](/creator/x/Retail_Guru) 2025-09-30T21:00Z 13.5K followers, 4765 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](https://x.com/Retail_Guru/status/1978199605473939874) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-14T20:41Z 13.5K followers, 1797 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](https://x.com/Retail_Guru/status/1978439475618357291) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-15T12:35Z 13.5K followers, XXX engagements


"Amex also points to solid uptick in corporate spend. Large cap spend ticked up to +6% but is more volatile. But SME spend also picked up to +4% the best pace in XX quarters (2.5 years). $AXP $V $MA $JPM $BAC $XLI $XLF $XLY"  
[X Link](https://x.com/Retail_Guru/status/1979150408879571114) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-17T11:40Z 13.5K followers, 1210 engagements


"Early days but Amex trying to demonstrate here its Platinum Refresh is a big deal & $AXP has real loyalty. Not simply a crowded field where cost of business is going up. $XLF $XLY $JPM $C $DAL"  
[X Link](https://x.com/Retail_Guru/status/1979153675785236762) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-17T11:53Z 13.5K followers, 1580 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](https://x.com/Retail_Guru/status/1969023900232118464) [@Retail_Guru](/creator/x/Retail_Guru) 2025-09-19T13:00Z 13.5K followers, 1791 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](https://x.com/Retail_Guru/status/1976258856859664863) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-09T12:10Z 13.5K followers, 1844 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](https://x.com/Retail_Guru/status/1978085795807289355) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-14T13:09Z 13.5K followers, XXX engagements


"@oceanwaves7777 @PythiaR That includes store wages and lots of other expenses. Plus it is for all divisions not just luxury fashion"  
[X Link](https://x.com/Retail_Guru/status/1978494473593106460) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-15T16:13Z 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](https://x.com/Retail_Guru/status/1968299148215554238) [@Retail_Guru](/creator/x/Retail_Guru) 2025-09-17T13:01Z 13.5K followers, 5623 engagements


"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](https://x.com/Retail_Guru/status/1978063233853333715) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-14T11:40Z 13.5K followers, 18.6K 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](https://x.com/Retail_Guru/status/1978198715794968786) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-14T20:38Z 13.5K followers, 5743 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](https://x.com/Retail_Guru/status/1978202379393626257) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-14T20:52Z 13.5K followers, 1938 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](https://x.com/Retail_Guru/status/1978206365072945626) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-14T21:08Z 13.5K followers, 5861 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](https://x.com/Retail_Guru/status/1978442745002762689) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-15T12:48Z 13.5K followers, 3816 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](https://x.com/Retail_Guru/status/1978451058599854342) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-15T13:21Z 13.5K followers, 3091 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](https://x.com/Retail_Guru/status/1978509981264527832) [@Retail_Guru](/creator/x/Retail_Guru) 2025-10-15T17:15Z 13.5K followers, 1734 engagements