[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, $el, $lrlcy the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::24590532/interactions)  - X Week XXXXXXX +210% - X Month XXXXXXX +31% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXX -XXXX% ### Mentions: XX [#](/creator/twitter::24590532/posts_active)  - X Week XX +7% - X Month XXX +4.10% - X Months XXX -XX% - X Year XXXXX -XXXX% ### Followers: XXXXXX [#](/creator/twitter::24590532/followers)  - X Week XXXXXX +0.17% - X Month XXXXXX +0.08% - X Months XXXXXX +0.93% - X Year XXXXXX +3.90% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::24590532/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXXX% [countries](/list/countries) XXXX% [fashion brands](/list/fashion-brands) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [$xly](/topic/$xly) #1, [$xlf](/topic/$xlf) #2, [$el](/topic/$el) #4, [$lrlcy](/topic/$lrlcy) #1, [$wmt](/topic/$wmt) #730, [$amzn](/topic/$amzn) #81, [$ma](/topic/$ma) #44, [$ulta](/topic/$ulta) #7, [$tjx](/topic/$tjx) #3, [strong](/topic/strong) XXXXX% **Top accounts mentioned or mentioned by** [@pnani456](/creator/undefined) [@potus](/creator/undefined) [@ustraderep](/creator/undefined) [@retailguru](/creator/undefined) [@econompic](/creator/undefined) [@ft](/creator/undefined) [@jeffmacke](/creator/undefined) [@gmoney101_nft](/creator/undefined) [@mattjmcclintock](/creator/undefined) [@madbofo](/creator/undefined) [@chokha19](/creator/undefined) [@cryptopunk2020](/creator/undefined) **Top assets mentioned** [Elcoin (EL)](/topic/$el) [Walmart, Inc. (WMT)](/topic/$wmt) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Mastercard, Inc. (MA)](/topic/$ma) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [TJX Companies, Inc. (TJX)](/topic/$tjx) [Wall Street Memes (WSM)](/topic/$wsm) [Procter & Gamble (PG)](/topic/$pg) [American Express Company (AXP)](/topic/$axp) [McDonald's Corp (MCD)](/topic/$mcd) [Dillards Inc. (DDS)](/topic/$dds) [JPMorgan Chase (JPM)](/topic/$jpm) [Basis Cash (BAC)](/topic/$bac) [Kohl's Corporation (KSS)](/topic/$kss) [Ross Stores, Inc. (ROST)](/topic/$rost) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Decentral Games (DG)](/topic/$dg) [Home Depot, Inc. (HD)](/topic/$hd) [Robonomics Network (XRT)](/topic/$xrt) [Urban Outfitters Inc (URBN)](/topic/$urbn) [American Eagle Outfitters (AEO)](/topic/$aeo) [Lowes Companies Inc (LOW)](/topic/$low) [Unilever plc (UL)](/topic/$ul) [Ralph Lauren Corp (RL)](/topic/$rl) [Airbnb Inc (ABNB)](/topic/$abnb) [Marriott International Inc (MAR)](/topic/$mar) [Kroger Co (KR)](/topic/kroger) [Gapcoin (GAP-1)](/topic/$gap) [Alibaba Group (BABA)](/topic/$baba) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [RH (RH)](/topic/$rh) [TC Energy Corporation (TRP)](/topic/$trp) [DAOLaunch (DAL)](/topic/$dal) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Southwest Airlines Co (LUV)](/topic/$luv) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Hilton Hotels Corporation Common Stock (HLT)](/topic/$hlt) [Target Corporation (TGT)](/topic/$tgt) [DarkShield Games Studio (DKS)](/topic/$dks) [Tapestry, Inc. (TPR)](/topic/$tpr) [Capri Holdings Limited (CPRI)](/topic/$cpri) [aelf (ELF)](/topic/$elf) ### Top Social Posts Top posts by engagements in the last XX hours "Finally light at end of very dark tunnel at Estee. $EL returned to growth ( high-margin skincare up) & expanded margin significantly. For first time in ages management didn't cut guide & actually sounds upbeat (too much to expect them to raise 😱). $LRLCY $LVMUY $ULTA" [X Link](https://x.com/Retail_Guru/status/1983864294434345232) 2025-10-30T11:51Z 13.5K followers, 3698 engagements "While there ARE under-investment issues ton of Estee woes to do with China over-emphasis & duty-free one-offs. That low hanging fruit being picked as duty-free is now growing & $EL showing share gains in China - clue was in just reported downbeat L'Oreal Q. $LRLCY $LVMUY $ULTA" [X Link](https://x.com/Retail_Guru/status/1983865717956194479) 2025-10-30T11:57Z 13.5K followers, 3501 engagements "L'Oreal Luxe CEO updates on premium beauty trends in #1 & #2 markets. China recovery continues - after being down in H1 Oct/Nov +5%. US improving to +3% - $LRLCY believes consumers feeling gradually better driving fragrance. Encouraging all round $EL $LVMUY $ULTA" [X Link](https://x.com/Retail_Guru/status/1993669868764213393) 2025-11-26T13:15Z 13.5K followers, 1179 engagements "Here Sonoma lays out what makes $WSM brands special. Contrast to Depot/Lowes furniture moving DESPITE housing. Several years into lower promos selling margin still up big not just tariff timing but price rises & crucially product resonating with consumers $HD $LOW $XLY $XLF" [X Link](https://x.com/Retail_Guru/status/1991236676350333265) 2025-11-19T20:06Z 13.5K followers, 3137 engagements "Kohls says Sephora is comping at -1%. Disappointing given maturing stores & so much hype around brand. Suspect $ULTA will be better although Estee/LOreal $AMZN push also not helping. $LRLCY $EL $LVMUY" [X Link](https://x.com/Retail_Guru/status/1993718250593812725) 2025-11-26T16:27Z 13.5K followers, 7142 engagements "Despite selling to 'very affluent' base Arhaus sales very sensitive to promos. With that dose of scepticism $ARHS remains very positive on high-end furniture. Doing much better than DIY as high-end less tied to housing turnover & willing to spend. $WSM $RH $HD $LOW $XLF $XLY" [X Link](https://x.com/Retail_Guru/status/1995891760707633544) 2025-12-02T16:24Z 13.5K followers, 1188 engagements "Those P&G comments about down October may not be turning point they seemed. Not great but context is important: $PG already forecast softness in current Q but made worse by shutdowns SNAP etc. But worth noting US 'most volatile'. $LRLCY $EL $WMT $XLP $XLF $XLY" [X Link](https://x.com/Retail_Guru/status/1995904755445424423) 2025-12-02T17:15Z 13.5K followers, 2053 engagements "In contrast Western Europe which usually catches a cold when the US only sneezes is stable for P&G & only a touch weaker. And more unusually for Europe and in positive sign for staples private label is struggling to gain traction. $PG $UL $XLP $XLY" [X Link](https://x.com/Retail_Guru/status/1995905941829455899) 2025-12-02T17:20Z 13.5K followers, 1207 engagements "Mastercard on US consumer: divergence between gloomy surveys & 'hard' spend data. Spend consistent across demos & solid over Black Friday weekend. $MA or $V won't call turning points but watch what consumers do not what they say. $XLY $XLF $WMT $AMZN $TJX $LRLCY $EL $PG" [X Link](https://x.com/Retail_Guru/status/1995910431001452577) 2025-12-02T17:38Z 13.5K followers, 24.9K engagements "Walmart says weakness at lower-end pre-dates shutdown/SNAP. Both wealth & income disparity mean businesses serving higher-end are flying while others are so-so. $WMT says gap widened in most recent Q though that's a bit self-serving. $AMZN $WSM $EL $TRP $RL $CFRUY $XLY $XLF" [X Link](https://x.com/Retail_Guru/status/1995926246501315056) 2025-12-02T18:41Z 13.5K followers, 8349 engagements "For all fears over low-end consumer Dollar Tree solid with traffic at highest pace of year +4.5%. $DLTR sets Q4 guide average X% above street. 4-6% comp guide at low end stable on multi-year stack & high end an acceleration. $WMT $MA $V $XLY $XLF $TJX $DG" [X Link](https://x.com/Retail_Guru/status/1996199236921385221) 2025-12-03T12:46Z 13.5K followers, 4920 engagements "Post shutdown Delta says bookings healthy for current Q & 'strong' for 2026. Corporate has room to grow but $DAL stresses exposure to higher-end & incredible wealth accumulation for uniquely strong #s. Says that consumer 'isn't tapped out at all'. $UAL $ABNB $AXP $XLY $XLF" [X Link](https://x.com/Retail_Guru/status/1996345101929591040) 2025-12-03T22:25Z 13.5K followers, 2524 engagements "Dollar General comp solid +2.5% acceleration on multi-year stack. Margin strong on higher mark-ups & discretionary sales driving significant upgrade. Latest pointer to resilience even in low-end (of course $DG will cite gains from higher-end) $DLTR $WMT $V $MA $XLY $XLF" [X Link](https://x.com/Retail_Guru/status/1996564256590868795) 2025-12-04T12:56Z 13.5K followers, 6872 engagements "$ULTA comp strong margin strong echoing Estee & LOreal who cite strength in US premium beauty & general upbeat consumer reporting. Also seems to massively outperforming Sephora. $LVMUY $EL $LRLCY $XLF $XLY $M $XRT" [X Link](https://x.com/Retail_Guru/status/1996692611323887722) 2025-12-04T21:26Z 13.5K followers, 8547 engagements "Street needs to pull up many of these managements. Prime examples at Kroger that make you go 🤔. $KR cautious on weakness in Oct/Nov but then goes on to Nov was actually above plan Or that middle-income quest for value evident from (scratches head) no SNAP benefits. 🤷" [X Link](https://x.com/Retail_Guru/status/1996932581703491739) 2025-12-05T13:20Z 13.5K followers, XXX engagements "Marriott says US hotel woes due to crisis of corporate not consumer confidence. Leisure on plan at $MAR led by high-end. But group & transient below plan. Divergence also evident in $AXP corporate vs consumer card spend. Also why $ABNB holding up better. $HLT $BKNG $XLF $XLY" [X Link](https://x.com/Retail_Guru/status/1996937610543956107) 2025-12-05T13:40Z 13.5K followers, 1547 engagements "Not an all clear at Estee: US (50% of sales) margin WAY too low at 3.5%. L'Oreal Luxe at XX% & $EL group ijust reported X% Really no reason why $EL should be a lot lower even if lifting US margin will be harder. But plenty of duty-free/non-US margin upside to tap. $LRLCY" [X Link](https://x.com/Retail_Guru/status/1983866943305347381) 2025-10-30T12:01Z 13.5K followers, 2176 engagements "Meanwhile everyone's unfavorite retailer Dillards chalks up X% comp with strong margins (this vs -X% in Q2). And this is a department store 🙃. Spend still a lot stronger than most think despite chinks here & there. $DDS $M $KSS $XLY $XLF $V $MA $AXP $AMZN $WMT" [X Link](https://x.com/Retail_Guru/status/1988980290019344521) 2025-11-13T14:40Z 13.5K followers, 8576 engagements "Large retailers reporting today: Kohls Dicks Best Buy & even A&F look more like $WMT $WSM & $TJX than $TGT or $HD. All saw Q3 sales acceleration at strong selling margin. And most of these do NOT skew to upper end. $XLY $XLF $JPM $BAC $V $AXP $MA" [X Link](https://x.com/Retail_Guru/status/1993303973064065349) 2025-11-25T13:01Z 13.5K followers, 5900 engagements "Amid all recession & consumer confidence on the floor talk someone clearly forgot to pass on the memo to department store investors 🙂 $M $DDS $KSS $XLY $XRT $XLF" [X Link](https://x.com/Retail_Guru/status/1993357127922913715) 2025-11-25T16:32Z 13.5K followers, 10.4K engagements "Much higher end customer but $URBN seeing similar strong traffic & strength in November. Though even this consumer responding to promos/events although delivering healthy margin. $KSS $DKS $WMT $WSM $XLF $XLY" [X Link](https://x.com/Retail_Guru/status/1993715171773301132) 2025-11-26T16:15Z 13.5K followers, 1497 engagements "Beauty moving scary fast to web. Until recently $ULTA & Sephora were disruptors killing department stores. Now themselves being disrupted by $AMZN. L'Oreal web pushing XX% of sales. And shift happening way faster in India Brazil & China. $LVMUY $LRLCY $EL $M $DDS $BABA $JD" [X Link](https://x.com/Retail_Guru/status/1995851202718806182) 2025-12-02T13:43Z 13.5K followers, 2967 engagements "Estee Lauder echoes L'Oreal on strength in US around Thanksgiving with obvious caveats about Q. At very least folks are still coming out in force to buy at events. And encouraging (& rare) to see $EL outperform in US. $LRLCY $AMZN $ULTA $XLY $XLF $PG $UL $XLP" [X Link](https://x.com/Retail_Guru/status/1995899445565686148) 2025-12-02T16:54Z 13.5K followers, 1311 engagements "Estee goes further than L'Oreal saying web is where consumer is (as he/she has been for a while in China). But also it's self-sustaining with Tik-Tok driving traffic to $AMZN (& in MAC's case to $EL stores rather than department stores/Sephora/ $ULTA). $M $DDS $LRLCY" [X Link](https://x.com/Retail_Guru/status/1995901420499804455) 2025-12-02T17:02Z 13.5K followers, 1704 engagements "Eagle beats big & lifts guide on strength through Thanksgiving weekend. $AEO by no means upscale retailer & skewss towards that younger customer restaurant chains have created much street angst about. On heels of upside at Urban $ANF $URBN $CMG $CAVA $MCD $XLY $XLF" [X Link](https://x.com/Retail_Guru/status/1995971872132096139) 2025-12-02T21:42Z 13.5K followers, 2466 engagements "Eagle beats big & lifts guide on strength through Thanksgiving weekend. $AEO by no means upscale retailer & skewss towards that younger customer restaurant chains have created much street angst about. On heels of upside at Urban $ANF $URBN $CMG $CAVA $MCD $XLY $XLF" [X Link](https://x.com/Retail_Guru/status/1995973166334967821) 2025-12-02T21:47Z 13.5K followers, 1394 engagements "Two standouts from $M. One of weakest retail nameplates Macys grew comp = consumer ok. But as important Bloomingdales comp blow-out X% (4.5X Macys) = high-end on 🔥 so yes consistent with folks feeling ok but high/low end gap wider than ever. $WMT $XLY $XLF $LVMUY $V $MA" [X Link](https://x.com/Retail_Guru/status/1996196689099866469) 2025-12-03T12:35Z 13.5K followers, 25.5K engagements "You can almost imagine the excitement at $M HQ. Yes as usual continuing go-forward blah blah but even without any adjustment Macys actually managed to comp positive. Doubt it will last for long but take every win you can $DDS $KSS $TJX $ROST" [X Link](https://x.com/Retail_Guru/status/1996198236076519666) 2025-12-03T12:42Z 13.5K followers, 2792 engagements "Zara #1 global apparel retailer updates on consumer in US AND Europe (60% of $IDEXF sales). November accelerated to +10.6% vs +8.4% in Q3 (itself fastest of year) with turbo Black Friday week which is sadly a global phenomenon 🔥 $MA $V $AEO $LRLCY $EL $XLY $XLF" [X Link](https://x.com/Retail_Guru/status/1996203011702739288) 2025-12-03T13:01Z 13.5K followers, 1829 engagements "Zara proximity sourcing paying off ($IDEXF retains agility even at XX billion scale 🔥) as it reacts fast to trends maxing full-price sell-thru lowering inventory risk. But despite being #1 global apparel player local shares still low with plenty of scope to grow. $XRT" [X Link](https://x.com/Retail_Guru/status/1996204279099527319) 2025-12-03T13:06Z 13.5K followers, XXX engagements "Every year at Boss seems to be a transition year. Even as peers fly & high-end consumer is on fire especially at aspirational apparel/accessories price points. Talk about snatching defeat from jaws of victory 😱 $RL $TPR $CPRI" [X Link](https://x.com/Retail_Guru/status/1996248604470571256) 2025-12-03T16:02Z 13.5K followers, 1040 engagements "Dollar Tree discretionary goods sales grew faster than staples. And while $DLTR benefited from new higher end shoppers spend by lower end grew 2X as fast showing the solidity Visa & Mastercard have cited. $DG $MCD $WMT $XLY $XLF $V $MA $BAC" [X Link](https://x.com/Retail_Guru/status/1996270782495002770) 2025-12-03T17:30Z 13.5K followers, 7222 engagements "Speaks volumes about your format & brand that your best comp for 3+ years is a rounded up 1-something $M $DDS $KSS" [X Link](https://x.com/Retail_Guru/status/1996325619630805221) 2025-12-03T21:08Z 13.5K followers, 1523 engagements "Dollar General margin helped by tight inventory down X straight years -X% vs sales +12%. Plus higher margin discretionary goods rising as % of mix. $DG discretionary sales inflected positive in Q1 in reassuring signal on low-end & that continues. $DLTR $WMT $XLY $XLF" [X Link](https://x.com/Retail_Guru/status/1996565842000216156) 2025-12-04T13:02Z 13.5K followers, 1830 engagements "This from @FT is really stretching it. Dollar stores beat forecasts but comps are at bottom-end of retail & in both cases after several years of pain. Walmart did way better even Kroger out-comped Dollar General. And discretionary heckMacys is running a positive comp people" [X Link](https://x.com/Retail_Guru/status/1996709767763709970) 2025-12-04T22:34Z 13.5K followers, 1045 engagements "Plenty of tariff-related inflation still in the post. Remember many companies shipped in stock to pre-empt tariffs but it is beginning to hit now. This is $ULTA on beauty. $EL $LRLCY $ELF $XLY $XLF" [X Link](https://x.com/Retail_Guru/status/1996942687245639849) 2025-12-05T14:00Z 13.5K followers, 1078 engagements
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@Retail_Guru Rahul Sharma
Rahul Sharma posts on X about $xly, $xlf, $el, $lrlcy the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXXX +210%
- X Month XXXXXXX +31%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX -XXXX%
Mentions: XX #
- X Week XX +7%
- X Month XXX +4.10%
- X Months XXX -XX%
- X Year XXXXX -XXXX%
Followers: XXXXXX #
- X Week XXXXXX +0.17%
- X Month XXXXXX +0.08%
- X Months XXXXXX +0.93%
- X Year XXXXXX +3.90%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% cryptocurrencies XXXXX% technology brands XXXXX% finance XXXXX% countries XXXX% fashion brands XXXX% social networks XXXX%
Social topic influence $xly #1, $xlf #2, $el #4, $lrlcy #1, $wmt #730, $amzn #81, $ma #44, $ulta #7, $tjx #3, strong XXXXX%
Top accounts mentioned or mentioned by @pnani456 @potus @ustraderep @retailguru @econompic @ft @jeffmacke @gmoney101_nft @mattjmcclintock @madbofo @chokha19 @cryptopunk2020
Top assets mentioned Elcoin (EL) Walmart, Inc. (WMT) Amazon.com, Inc. (AMZN) Mastercard, Inc. (MA) Ulta Beauty Inc (ULTA) TJX Companies, Inc. (TJX) Wall Street Memes (WSM) Procter & Gamble (PG) American Express Company (AXP) McDonald's Corp (MCD) Dillards Inc. (DDS) JPMorgan Chase (JPM) Basis Cash (BAC) Kohl's Corporation (KSS) Ross Stores, Inc. (ROST) Dollar Tree Inc (DLTR) Decentral Games (DG) Home Depot, Inc. (HD) Robonomics Network (XRT) Urban Outfitters Inc (URBN) American Eagle Outfitters (AEO) Lowes Companies Inc (LOW) Unilever plc (UL) Ralph Lauren Corp (RL) Airbnb Inc (ABNB) Marriott International Inc (MAR) Kroger Co (KR) Gapcoin (GAP-1) Alibaba Group (BABA) CAVA Group, Inc. (CAVA) Abercrombie & Fitch Co. (ANF) Chipotle Mexican Grill, Inc. (CMG) RH (RH) TC Energy Corporation (TRP) DAOLaunch (DAL) United Airlines Holdings, Inc. (UAL) Southwest Airlines Co (LUV) Booking Holdings Inc (BKNG) Hilton Hotels Corporation Common Stock (HLT) Target Corporation (TGT) DarkShield Games Studio (DKS) Tapestry, Inc. (TPR) Capri Holdings Limited (CPRI) aelf (ELF)
Top Social Posts
Top posts by engagements in the last XX hours
"Finally light at end of very dark tunnel at Estee. $EL returned to growth ( high-margin skincare up) & expanded margin significantly. For first time in ages management didn't cut guide & actually sounds upbeat (too much to expect them to raise 😱). $LRLCY $LVMUY $ULTA"
X Link 2025-10-30T11:51Z 13.5K followers, 3698 engagements
"While there ARE under-investment issues ton of Estee woes to do with China over-emphasis & duty-free one-offs. That low hanging fruit being picked as duty-free is now growing & $EL showing share gains in China - clue was in just reported downbeat L'Oreal Q. $LRLCY $LVMUY $ULTA"
X Link 2025-10-30T11:57Z 13.5K followers, 3501 engagements
"L'Oreal Luxe CEO updates on premium beauty trends in #1 & #2 markets. China recovery continues - after being down in H1 Oct/Nov +5%. US improving to +3% - $LRLCY believes consumers feeling gradually better driving fragrance. Encouraging all round $EL $LVMUY $ULTA"
X Link 2025-11-26T13:15Z 13.5K followers, 1179 engagements
"Here Sonoma lays out what makes $WSM brands special. Contrast to Depot/Lowes furniture moving DESPITE housing. Several years into lower promos selling margin still up big not just tariff timing but price rises & crucially product resonating with consumers $HD $LOW $XLY $XLF"
X Link 2025-11-19T20:06Z 13.5K followers, 3137 engagements
"Kohls says Sephora is comping at -1%. Disappointing given maturing stores & so much hype around brand. Suspect $ULTA will be better although Estee/LOreal $AMZN push also not helping. $LRLCY $EL $LVMUY"
X Link 2025-11-26T16:27Z 13.5K followers, 7142 engagements
"Despite selling to 'very affluent' base Arhaus sales very sensitive to promos. With that dose of scepticism $ARHS remains very positive on high-end furniture. Doing much better than DIY as high-end less tied to housing turnover & willing to spend. $WSM $RH $HD $LOW $XLF $XLY"
X Link 2025-12-02T16:24Z 13.5K followers, 1188 engagements
"Those P&G comments about down October may not be turning point they seemed. Not great but context is important: $PG already forecast softness in current Q but made worse by shutdowns SNAP etc. But worth noting US 'most volatile'. $LRLCY $EL $WMT $XLP $XLF $XLY"
X Link 2025-12-02T17:15Z 13.5K followers, 2053 engagements
"In contrast Western Europe which usually catches a cold when the US only sneezes is stable for P&G & only a touch weaker. And more unusually for Europe and in positive sign for staples private label is struggling to gain traction. $PG $UL $XLP $XLY"
X Link 2025-12-02T17:20Z 13.5K followers, 1207 engagements
"Mastercard on US consumer: divergence between gloomy surveys & 'hard' spend data. Spend consistent across demos & solid over Black Friday weekend. $MA or $V won't call turning points but watch what consumers do not what they say. $XLY $XLF $WMT $AMZN $TJX $LRLCY $EL $PG"
X Link 2025-12-02T17:38Z 13.5K followers, 24.9K engagements
"Walmart says weakness at lower-end pre-dates shutdown/SNAP. Both wealth & income disparity mean businesses serving higher-end are flying while others are so-so. $WMT says gap widened in most recent Q though that's a bit self-serving. $AMZN $WSM $EL $TRP $RL $CFRUY $XLY $XLF"
X Link 2025-12-02T18:41Z 13.5K followers, 8349 engagements
"For all fears over low-end consumer Dollar Tree solid with traffic at highest pace of year +4.5%. $DLTR sets Q4 guide average X% above street. 4-6% comp guide at low end stable on multi-year stack & high end an acceleration. $WMT $MA $V $XLY $XLF $TJX $DG"
X Link 2025-12-03T12:46Z 13.5K followers, 4920 engagements
"Post shutdown Delta says bookings healthy for current Q & 'strong' for 2026. Corporate has room to grow but $DAL stresses exposure to higher-end & incredible wealth accumulation for uniquely strong #s. Says that consumer 'isn't tapped out at all'. $UAL $ABNB $AXP $XLY $XLF"
X Link 2025-12-03T22:25Z 13.5K followers, 2524 engagements
"Dollar General comp solid +2.5% acceleration on multi-year stack. Margin strong on higher mark-ups & discretionary sales driving significant upgrade. Latest pointer to resilience even in low-end (of course $DG will cite gains from higher-end) $DLTR $WMT $V $MA $XLY $XLF"
X Link 2025-12-04T12:56Z 13.5K followers, 6872 engagements
"$ULTA comp strong margin strong echoing Estee & LOreal who cite strength in US premium beauty & general upbeat consumer reporting. Also seems to massively outperforming Sephora. $LVMUY $EL $LRLCY $XLF $XLY $M $XRT"
X Link 2025-12-04T21:26Z 13.5K followers, 8547 engagements
"Street needs to pull up many of these managements. Prime examples at Kroger that make you go 🤔. $KR cautious on weakness in Oct/Nov but then goes on to Nov was actually above plan Or that middle-income quest for value evident from (scratches head) no SNAP benefits. 🤷"
X Link 2025-12-05T13:20Z 13.5K followers, XXX engagements
"Marriott says US hotel woes due to crisis of corporate not consumer confidence. Leisure on plan at $MAR led by high-end. But group & transient below plan. Divergence also evident in $AXP corporate vs consumer card spend. Also why $ABNB holding up better. $HLT $BKNG $XLF $XLY"
X Link 2025-12-05T13:40Z 13.5K followers, 1547 engagements
"Not an all clear at Estee: US (50% of sales) margin WAY too low at 3.5%. L'Oreal Luxe at XX% & $EL group ijust reported X% Really no reason why $EL should be a lot lower even if lifting US margin will be harder. But plenty of duty-free/non-US margin upside to tap. $LRLCY"
X Link 2025-10-30T12:01Z 13.5K followers, 2176 engagements
"Meanwhile everyone's unfavorite retailer Dillards chalks up X% comp with strong margins (this vs -X% in Q2). And this is a department store 🙃. Spend still a lot stronger than most think despite chinks here & there. $DDS $M $KSS $XLY $XLF $V $MA $AXP $AMZN $WMT"
X Link 2025-11-13T14:40Z 13.5K followers, 8576 engagements
"Large retailers reporting today: Kohls Dicks Best Buy & even A&F look more like $WMT $WSM & $TJX than $TGT or $HD. All saw Q3 sales acceleration at strong selling margin. And most of these do NOT skew to upper end. $XLY $XLF $JPM $BAC $V $AXP $MA"
X Link 2025-11-25T13:01Z 13.5K followers, 5900 engagements
"Amid all recession & consumer confidence on the floor talk someone clearly forgot to pass on the memo to department store investors 🙂 $M $DDS $KSS $XLY $XRT $XLF"
X Link 2025-11-25T16:32Z 13.5K followers, 10.4K engagements
"Much higher end customer but $URBN seeing similar strong traffic & strength in November. Though even this consumer responding to promos/events although delivering healthy margin. $KSS $DKS $WMT $WSM $XLF $XLY"
X Link 2025-11-26T16:15Z 13.5K followers, 1497 engagements
"Beauty moving scary fast to web. Until recently $ULTA & Sephora were disruptors killing department stores. Now themselves being disrupted by $AMZN. L'Oreal web pushing XX% of sales. And shift happening way faster in India Brazil & China. $LVMUY $LRLCY $EL $M $DDS $BABA $JD"
X Link 2025-12-02T13:43Z 13.5K followers, 2967 engagements
"Estee Lauder echoes L'Oreal on strength in US around Thanksgiving with obvious caveats about Q. At very least folks are still coming out in force to buy at events. And encouraging (& rare) to see $EL outperform in US. $LRLCY $AMZN $ULTA $XLY $XLF $PG $UL $XLP"
X Link 2025-12-02T16:54Z 13.5K followers, 1311 engagements
"Estee goes further than L'Oreal saying web is where consumer is (as he/she has been for a while in China). But also it's self-sustaining with Tik-Tok driving traffic to $AMZN (& in MAC's case to $EL stores rather than department stores/Sephora/ $ULTA). $M $DDS $LRLCY"
X Link 2025-12-02T17:02Z 13.5K followers, 1704 engagements
"Eagle beats big & lifts guide on strength through Thanksgiving weekend. $AEO by no means upscale retailer & skewss towards that younger customer restaurant chains have created much street angst about. On heels of upside at Urban $ANF $URBN $CMG $CAVA $MCD $XLY $XLF"
X Link 2025-12-02T21:42Z 13.5K followers, 2466 engagements
"Eagle beats big & lifts guide on strength through Thanksgiving weekend. $AEO by no means upscale retailer & skewss towards that younger customer restaurant chains have created much street angst about. On heels of upside at Urban $ANF $URBN $CMG $CAVA $MCD $XLY $XLF"
X Link 2025-12-02T21:47Z 13.5K followers, 1394 engagements
"Two standouts from $M. One of weakest retail nameplates Macys grew comp = consumer ok. But as important Bloomingdales comp blow-out X% (4.5X Macys) = high-end on 🔥 so yes consistent with folks feeling ok but high/low end gap wider than ever. $WMT $XLY $XLF $LVMUY $V $MA"
X Link 2025-12-03T12:35Z 13.5K followers, 25.5K engagements
"You can almost imagine the excitement at $M HQ. Yes as usual continuing go-forward blah blah but even without any adjustment Macys actually managed to comp positive. Doubt it will last for long but take every win you can $DDS $KSS $TJX $ROST"
X Link 2025-12-03T12:42Z 13.5K followers, 2792 engagements
"Zara #1 global apparel retailer updates on consumer in US AND Europe (60% of $IDEXF sales). November accelerated to +10.6% vs +8.4% in Q3 (itself fastest of year) with turbo Black Friday week which is sadly a global phenomenon 🔥 $MA $V $AEO $LRLCY $EL $XLY $XLF"
X Link 2025-12-03T13:01Z 13.5K followers, 1829 engagements
"Zara proximity sourcing paying off ($IDEXF retains agility even at XX billion scale 🔥) as it reacts fast to trends maxing full-price sell-thru lowering inventory risk. But despite being #1 global apparel player local shares still low with plenty of scope to grow. $XRT"
X Link 2025-12-03T13:06Z 13.5K followers, XXX engagements
"Every year at Boss seems to be a transition year. Even as peers fly & high-end consumer is on fire especially at aspirational apparel/accessories price points. Talk about snatching defeat from jaws of victory 😱 $RL $TPR $CPRI"
X Link 2025-12-03T16:02Z 13.5K followers, 1040 engagements
"Dollar Tree discretionary goods sales grew faster than staples. And while $DLTR benefited from new higher end shoppers spend by lower end grew 2X as fast showing the solidity Visa & Mastercard have cited. $DG $MCD $WMT $XLY $XLF $V $MA $BAC"
X Link 2025-12-03T17:30Z 13.5K followers, 7222 engagements
"Speaks volumes about your format & brand that your best comp for 3+ years is a rounded up 1-something $M $DDS $KSS"
X Link 2025-12-03T21:08Z 13.5K followers, 1523 engagements
"Dollar General margin helped by tight inventory down X straight years -X% vs sales +12%. Plus higher margin discretionary goods rising as % of mix. $DG discretionary sales inflected positive in Q1 in reassuring signal on low-end & that continues. $DLTR $WMT $XLY $XLF"
X Link 2025-12-04T13:02Z 13.5K followers, 1830 engagements
"This from @FT is really stretching it. Dollar stores beat forecasts but comps are at bottom-end of retail & in both cases after several years of pain. Walmart did way better even Kroger out-comped Dollar General. And discretionary heckMacys is running a positive comp people"
X Link 2025-12-04T22:34Z 13.5K followers, 1045 engagements
"Plenty of tariff-related inflation still in the post. Remember many companies shipped in stock to pre-empt tariffs but it is beginning to hit now. This is $ULTA on beauty. $EL $LRLCY $ELF $XLY $XLF"
X Link 2025-12-05T14:00Z 13.5K followers, 1078 engagements