[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 $xly, $xlf, $axp, $jpm the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::24590532/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +62% - X Year XXXXXXXXX -XXXX% ### Mentions: XX [#](/creator/twitter::24590532/posts_active)  - X Week XX +14% - X Month XXX -XX% - X Months XXX -XX% - X Year XXXXX +85% ### Followers: XXXXXX [#](/creator/twitter::24590532/followers)  - X Week XXXXXX +0.12% - X Month XXXXXX +0.16% - X Months XXXXXX +2.80% - X Year XXXXXX +5.40% ### CreatorRank: XXXXXXX [#](/creator/twitter::24590532/influencer_rank)  ### Social Influence [#](/creator/twitter::24590532/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [fashion brands](/list/fashion-brands) XXXX% [luxury brands](/list/luxury-brands) XXXX% [social networks](/list/social-networks) XXXX% [finance](/list/finance) XXXX% **Social topic influence** [$xly](/topic/$xly) 9.87%, [$xlf](/topic/$xlf) 9.21%, [$axp](/topic/$axp) 6.58%, [$jpm](/topic/$jpm) 4.61%, [amex](/topic/amex) 4.61%, [$dal](/topic/$dal) 4.61%, [$hesay](/topic/$hesay) #1, [$cfruy](/topic/$cfruy) #1, [$lvmuy](/topic/$lvmuy) #1, [amzn](/topic/amzn) #673 **Top accounts mentioned or mentioned by** [@andreafelsted](/creator/undefined) [@anjanitrivedi](/creator/undefined) [@dmckdani](/creator/undefined) [@kiwipmi](/creator/undefined) [@mattjmcclintock](/creator/undefined) [@djebitda](/creator/undefined) [@roveees1](/creator/undefined) [@appalacheglobal](/creator/undefined) [@dj_ebitda](/creator/undefined) [@sauropodcapital](/creator/undefined) [@onlybull](/creator/undefined) [@logoinvestor](/creator/undefined) [@raeckart](/creator/undefined) [@stockjock84](/creator/undefined) [@russellgates_](/creator/undefined) [@benif_ch](/creator/undefined) [@catholicgop2016](/creator/undefined) [@sparks_capital](/creator/undefined) [@lkpreserve](/creator/undefined) [@investy_](/creator/undefined) **Top assets mentioned** [American Express Company (AXP)](/topic/$axp) [JPMorgan Chase (JPM)](/topic/$jpm) [DAOLaunch (DAL)](/topic/$dal) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Walmart, Inc. (WMT)](/topic/$wmt) [Mastercard, Inc. (MA)](/topic/$ma) [Wells Fargo & Co (WFC)](/topic/$wfc) [Basis Cash (BAC)](/topic/$bac) [Airbnb Inc (ABNB)](/topic/$abnb) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Coca-Cola Co (KO)](/topic/$ko) [Ralph Lauren Corp (RL)](/topic/$rl) [Tapestry, Inc. (TPR)](/topic/$tpr) [Capital One Financial Corp. (COF)](/topic/$cof) [PepsiCo, Inc. (PEP)](/topic/$pep) [Marriott International Inc (MAR)](/topic/$mar) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [J M Smucker Co (SJM)](/topic/$sjm) [General Mills, Inc. (GIS)](/topic/$gis) [Campbell Soup Company (CPB)](/topic/$cpb) [Kraft Heinz Co (KHC)](/topic/$khc) [British American Tobacco (BTI)](/topic/$bti) [Philip Morris International Inc. (PM)](/topic/$pm) [Altria Group Inc (MO)](/topic/$mo) [Elcoin (EL)](/topic/$el) [Nike Inc (NKE)](/topic/$nke) [DarkShield Games Studio (DKS)](/topic/$dks) [Foot Locker, Inc. (FL)](/topic/$fl) [Southwest Airlines Co (LUV)](/topic/$luv) [Microsoft Corp. (MSFT)](/topic/$msft) [Apple, Inc. (AAPL)](/topic/$aapl) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Robonomics Network (XRT)](/topic/$xrt) [Urban Outfitters Inc (URBN)](/topic/$urbn) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [American Eagle Outfitters (AEO)](/topic/$aeo) [American Airlines Group Inc (AAL)](/topic/$aal) [JetBlue Airways Corp (JBLU)](/topic/$jblu) [Booking Holdings Inc (BKNG)](/topic/$bkng) ### Top Social Posts [#](/creator/twitter::24590532/posts) --- Top posts by engagements in the last XX hours "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, 1034 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, 3194 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, 2017 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, 2266 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, 3864 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, 4446 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, 3174 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 $JPM"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1946175916339544294) 2025-07-18 11:51:11 UTC 13.4K followers, 1146 engagements "Burberry colour on luxury by region: Americans chipper but shopping more at home ($ 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, 1855 engagements "Dicks released main details about Q when it announced Footlocker deal but still doesn't make Q any less impressive. 5th straight Q with comp X% with traffic & selling margins both up. Even as Nike struggles. No wonder $NKE stance has changed. $DKS $FL $ADDYY"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1927694907994431984) 2025-05-28 11:54:15 UTC 13.4K followers, 3482 engagements "JD Sports one of Nike's preferred partners with circa XX% of sales from $NKE reports comp -XXX% in Q1. Reflects continued problems at Nike but also how impressive Dicks performance with +4.5% comp is relative to category and peers. $DKS $FL $ADDYY"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1925171050582544786) 2025-05-21 12:45:21 UTC 13.4K followers, 1767 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, 1328 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, 3209 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, 2088 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, 6599 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 $PPRUY"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1945456262952468505) 2025-07-16 12:11:32 UTC 13.4K followers, 11.6K engagements "$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, 15.8K 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, 2141 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, 1503 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, 2213 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, 1743 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, 2816 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, 4198 engagements "@DMckdani Branding issues much harder to call - just look at Kering. That said this is still a strong portfolio & everyones consensus buy so any whiff of improvement will make it fly"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1948719132603457912) 2025-07-25 12:17:01 UTC 13.4K followers, XX 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 "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, 2390 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, 1166 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 $AMZN"  [@Retail_Guru](/creator/x/Retail_Guru) on [X](/post/tweet/1948354716699701625) 2025-07-24 12:08:57 UTC 13.4K followers, 5741 engagements "$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, 3035 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 $xly, $xlf, $axp, $jpm the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +62%
- X Year XXXXXXXXX -XXXX%
Mentions: XX #
- X Week XX +14%
- X Month XXX -XX%
- X Months XXX -XX%
- X Year XXXXX +85%
Followers: XXXXXX #
- X Week XXXXXX +0.12%
- X Month XXXXXX +0.16%
- X Months XXXXXX +2.80%
- X Year XXXXXX +5.40%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% cryptocurrencies XXXXX% technology brands XXXX% countries XXXX% fashion brands XXXX% luxury brands XXXX% social networks XXXX% finance XXXX%
Social topic influence $xly 9.87%, $xlf 9.21%, $axp 6.58%, $jpm 4.61%, amex 4.61%, $dal 4.61%, $hesay #1, $cfruy #1, $lvmuy #1, amzn #673
Top accounts mentioned or mentioned by @andreafelsted @anjanitrivedi @dmckdani @kiwipmi @mattjmcclintock @djebitda @roveees1 @appalacheglobal @dj_ebitda @sauropodcapital @onlybull @logoinvestor @raeckart @stockjock84 @russellgates_ @benif_ch @catholicgop2016 @sparks_capital @lkpreserve @investy_
Top assets mentioned American Express Company (AXP) JPMorgan Chase (JPM) DAOLaunch (DAL) Amazon.com, Inc. (AMZN) Walmart, Inc. (WMT) Mastercard, Inc. (MA) Wells Fargo & Co (WFC) Basis Cash (BAC) Airbnb Inc (ABNB) United Airlines Holdings, Inc. (UAL) Coca-Cola Co (KO) Ralph Lauren Corp (RL) Tapestry, Inc. (TPR) Capital One Financial Corp. (COF) PepsiCo, Inc. (PEP) Marriott International Inc (MAR) Metadium (META) Alphabet Inc Class A (GOOGL) J M Smucker Co (SJM) General Mills, Inc. (GIS) Campbell Soup Company (CPB) Kraft Heinz Co (KHC) British American Tobacco (BTI) Philip Morris International Inc. (PM) Altria Group Inc (MO) Elcoin (EL) Nike Inc (NKE) DarkShield Games Studio (DKS) Foot Locker, Inc. (FL) Southwest Airlines Co (LUV) Microsoft Corp. (MSFT) Apple, Inc. (AAPL) SPDR S&P XXX ETF Trust (SPY) Robonomics Network (XRT) Urban Outfitters Inc (URBN) Abercrombie & Fitch Co. (ANF) American Eagle Outfitters (AEO) American Airlines Group Inc (AAL) JetBlue Airways Corp (JBLU) Booking Holdings Inc (BKNG)
Top Social Posts #
Top posts by engagements in the last XX hours
"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, 1034 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, 3194 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, 2017 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, 2266 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, 3864 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, 4446 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, 3174 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 $JPM" @Retail_Guru on X 2025-07-18 11:51:11 UTC 13.4K followers, 1146 engagements
"Burberry colour on luxury by region: Americans chipper but shopping more at home ($ 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, 1855 engagements
"Dicks released main details about Q when it announced Footlocker deal but still doesn't make Q any less impressive. 5th straight Q with comp X% with traffic & selling margins both up. Even as Nike struggles. No wonder $NKE stance has changed. $DKS $FL $ADDYY" @Retail_Guru on X 2025-05-28 11:54:15 UTC 13.4K followers, 3482 engagements
"JD Sports one of Nike's preferred partners with circa XX% of sales from $NKE reports comp -XXX% in Q1. Reflects continued problems at Nike but also how impressive Dicks performance with +4.5% comp is relative to category and peers. $DKS $FL $ADDYY" @Retail_Guru on X 2025-05-21 12:45:21 UTC 13.4K followers, 1767 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, 1328 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, 3209 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, 2088 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, 6599 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 $PPRUY" @Retail_Guru on X 2025-07-16 12:11:32 UTC 13.4K followers, 11.6K engagements
"$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, 15.8K 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, 2141 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, 1503 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, 2213 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, 1743 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, 2816 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, 4198 engagements
"@DMckdani Branding issues much harder to call - just look at Kering. That said this is still a strong portfolio & everyones consensus buy so any whiff of improvement will make it fly" @Retail_Guru on X 2025-07-25 12:17:01 UTC 13.4K followers, XX 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
"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, 2390 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, 1166 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 $AMZN" @Retail_Guru on X 2025-07-24 12:08:57 UTC 13.4K followers, 5741 engagements
"$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, 3035 engagements