[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) "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, 3025 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, 1955 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, 2261 engagements "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, 3858 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, 4315 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, 1482 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, 3131 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 $JPM"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1946175916339544294) 2025-07-18 11:51:11 UTC 13.4K followers, 1142 engagements "Burberry colour on luxury by region: Americans chipper but shopping more at home ($ 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, 1835 engagements "Wells echoes $JPM with picture of steady consumer: solid spend no great appetite for borrowing & no sign of stress. Despite $WFC being more aggressive in building smaller credit card book delinquencies there & across consumer portfolio down. $BAC $XLF $XLY"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1945087188539953587) 2025-07-15 11:44:58 UTC 13.4K followers, 4521 engagements "While almost all aspects of Amex billed business have stayed consistent & strong airlines are the one spot of weakness. Flat this Q after +13% just six months ago. Lodging also bit slower but in contrast restaurants picked up. $AXP $UAL $DAL $MAR $ABNB $V $MA $XLF $XLY"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1946178224028856654) 2025-07-18 12:00:21 UTC 13.4K followers, 1303 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, 3158 engagements "Watches no longer indicator of luxury trends they once were. And Swatch underperformance dreadful vs Cartier/Richemont. Hayek's usual optimism comes with health warning but note comments on strength ex-China & early signs of improvement in China. $CFRUY $LVMUY"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1945819474046656844) 2025-07-17 12:14:48 UTC 13.4K followers, 1770 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, 1118 engagements "Capital One (with lower quality than big X US banks) echoes major themes: underlying card spend steady (& strong) with Q1 +6% & card loans +4% still muted. With MUCH better quality so that $COF released provisions. $JPM $C $AXP $BAC $WFC $XLF $XLY $V $MA"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1948001800193282346) 2025-07-23 12:46:35 UTC 13.4K followers, 2054 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, 6493 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 $PPRUY"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1945456262952468505) 2025-07-16 12:11:32 UTC 13.4K followers, 11.5K engagements "$JPM paints strong picture of US consumer. Card spend +7% y/y in line with Q1. Charge-offs at XXX% close to 2019 level & importantly down vs Q1 & last year. Delinquencies lowest since Q3 2023 breaking pattern of upturn. 💪 $XLF $XLY $WFC $AXP $BAC $WFC $WMT $AMZN"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1945080971390230538) 2025-07-15 11:20:16 UTC 13.4K followers, 15.7K engagements "United cites inflection in demand & lower supply. But note meaningfully higher $UAL capacity in both domestic & international. $DAL & $UAL rely on kindness of others to see higher yield load factors & profits 🤷. $AAL $LUV $JBLU"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1945580520751993302) 2025-07-16 20:25:17 UTC 13.4K followers, 2133 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, 1432 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, 2094 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, 1682 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, 2743 engagements "Macys not one I usually like to cite on consumer health. But this completely chimes with what Ive been saying. Especially with a healthy jobs market watch what folks do not what they say $M $XLY $XLF"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1927788397122212041) 2025-05-28 18:05:45 UTC 13.4K followers, 5261 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, 4194 engagements "Delta says upper end core customer is fine & corporate looks ok into H2. Premium at +5% fully XX points faster than main cabin & Amex card up 10%. Plus falling industry capacity (a first for non-recessionary) adds to $DAL confidence. $UAL $ABNB $MAR $XLF $XLY $AXP"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1943349464426504448) 2025-07-10 16:39:52 UTC 13.4K followers, 2035 engagements "@DJ_EBITDA Haha just posted that $PEP used to be a good contender until Frito got slammed"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1947641236019450229) 2025-07-22 12:53:50 UTC 13.4K followers, XXX engagements "Watch what consumers do NOT what they say. Bumper results from Carnival in eye of storm. $CCL $XLY $XLF $ABNB $DAL $XRT"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1937502268032426154) 2025-06-24 13:25:12 UTC 13.4K followers, 5256 engagements "United echoes Delta is seeing greater H2 visibility on less uncertainty. Not sure what to make of two weeks of higher demand though. But corporate & biz demand up. Although that DC wrecking ball looms $DAL $UAL $AXP $ABNB $MAR $XLY $XLF"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1945578058473156792) 2025-07-16 20:15:30 UTC 13.4K followers, 2386 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 $AMZN"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1948354716699701625) 2025-07-24 12:08:57 UTC 13.4K followers, 5240 engagements "$JPM & $WFC calls reinforce message consumer is fine. As long as labor market is healthy banks will not see significant deterioration in their books. Spending healthy & credit quality strong. Lower income seeing more pressure but that's ALWAYS the case. $XLF $XLY $BAC $WMT"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1945454655686734120) 2025-07-16 12:05:09 UTC 13.4K followers, 2973 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, 1644 engagements "Premium Amex international corporate all gently slower than Q1 at Delta. But $DAL clearly has more visibility guiding to acceleration in Q3 of revenue up to +4% vs +1% in Q2. This consumer keeps going despite naysayers 🔥 $DAL $ABNB $AXP $MAR $UAL $XLY $XLF"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1943267775293657205) 2025-07-10 11:15:16 UTC 13.4K followers, 8933 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
"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, 3025 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, 1955 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, 2261 engagements
"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, 3858 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, 4315 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, 1482 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, 3131 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 $JPM" @Retail_Guru on X 2025-07-18 11:51:11 UTC 13.4K followers, 1142 engagements
"Burberry colour on luxury by region: Americans chipper but shopping more at home ($ 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, 1835 engagements
"Wells echoes $JPM with picture of steady consumer: solid spend no great appetite for borrowing & no sign of stress. Despite $WFC being more aggressive in building smaller credit card book delinquencies there & across consumer portfolio down. $BAC $XLF $XLY" @Retail_Guru on X 2025-07-15 11:44:58 UTC 13.4K followers, 4521 engagements
"While almost all aspects of Amex billed business have stayed consistent & strong airlines are the one spot of weakness. Flat this Q after +13% just six months ago. Lodging also bit slower but in contrast restaurants picked up. $AXP $UAL $DAL $MAR $ABNB $V $MA $XLF $XLY" @Retail_Guru on X 2025-07-18 12:00:21 UTC 13.4K followers, 1303 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, 3158 engagements
"Watches no longer indicator of luxury trends they once were. And Swatch underperformance dreadful vs Cartier/Richemont. Hayek's usual optimism comes with health warning but note comments on strength ex-China & early signs of improvement in China. $CFRUY $LVMUY" @Retail_Guru on X 2025-07-17 12:14:48 UTC 13.4K followers, 1770 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, 1118 engagements
"Capital One (with lower quality than big X US banks) echoes major themes: underlying card spend steady (& strong) with Q1 +6% & card loans +4% still muted. With MUCH better quality so that $COF released provisions. $JPM $C $AXP $BAC $WFC $XLF $XLY $V $MA" @Retail_Guru on X 2025-07-23 12:46:35 UTC 13.4K followers, 2054 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, 6493 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 $PPRUY" @Retail_Guru on X 2025-07-16 12:11:32 UTC 13.4K followers, 11.5K engagements
"$JPM paints strong picture of US consumer. Card spend +7% y/y in line with Q1. Charge-offs at XXX% close to 2019 level & importantly down vs Q1 & last year. Delinquencies lowest since Q3 2023 breaking pattern of upturn. 💪 $XLF $XLY $WFC $AXP $BAC $WFC $WMT $AMZN" @Retail_Guru on X 2025-07-15 11:20:16 UTC 13.4K followers, 15.7K engagements
"United cites inflection in demand & lower supply. But note meaningfully higher $UAL capacity in both domestic & international. $DAL & $UAL rely on kindness of others to see higher yield load factors & profits 🤷. $AAL $LUV $JBLU" @Retail_Guru on X 2025-07-16 20:25:17 UTC 13.4K followers, 2133 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, 1432 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, 2094 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, 1682 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, 2743 engagements
"Macys not one I usually like to cite on consumer health. But this completely chimes with what Ive been saying. Especially with a healthy jobs market watch what folks do not what they say $M $XLY $XLF" @Retail_Guru on X 2025-05-28 18:05:45 UTC 13.4K followers, 5261 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, 4194 engagements
"Delta says upper end core customer is fine & corporate looks ok into H2. Premium at +5% fully XX points faster than main cabin & Amex card up 10%. Plus falling industry capacity (a first for non-recessionary) adds to $DAL confidence. $UAL $ABNB $MAR $XLF $XLY $AXP" @Retail_Guru on X 2025-07-10 16:39:52 UTC 13.4K followers, 2035 engagements
"@DJ_EBITDA Haha just posted that $PEP used to be a good contender until Frito got slammed" @Retail_Guru on X 2025-07-22 12:53:50 UTC 13.4K followers, XXX engagements
"Watch what consumers do NOT what they say. Bumper results from Carnival in eye of storm. $CCL $XLY $XLF $ABNB $DAL $XRT" @Retail_Guru on X 2025-06-24 13:25:12 UTC 13.4K followers, 5256 engagements
"United echoes Delta is seeing greater H2 visibility on less uncertainty. Not sure what to make of two weeks of higher demand though. But corporate & biz demand up. Although that DC wrecking ball looms $DAL $UAL $AXP $ABNB $MAR $XLY $XLF" @Retail_Guru on X 2025-07-16 20:15:30 UTC 13.4K followers, 2386 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 $AMZN" @Retail_Guru on X 2025-07-24 12:08:57 UTC 13.4K followers, 5240 engagements
"$JPM & $WFC calls reinforce message consumer is fine. As long as labor market is healthy banks will not see significant deterioration in their books. Spending healthy & credit quality strong. Lower income seeing more pressure but that's ALWAYS the case. $XLF $XLY $BAC $WMT" @Retail_Guru on X 2025-07-16 12:05:09 UTC 13.4K followers, 2973 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, 1644 engagements
"Premium Amex international corporate all gently slower than Q1 at Delta. But $DAL clearly has more visibility guiding to acceleration in Q3 of revenue up to +4% vs +1% in Q2. This consumer keeps going despite naysayers 🔥 $DAL $ABNB $AXP $MAR $UAL $XLY $XLF" @Retail_Guru on X 2025-07-10 11:15:16 UTC 13.4K followers, 8933 engagements