# ![@Retail_Guru Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::24590532.png) @Retail_Guru Rahul Sharma

Rahul Sharma posts on X about $xly, $xlf, strong, $lvmuy the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::24590532/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::24590532/c:line/m:interactions.svg)

- [--] Week [------] -23%
- [--] Month [-------] +259%
- [--] Months [---------] +5.40%
- [--] Year [---------] +9.30%

### Mentions: [--] [#](/creator/twitter::24590532/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::24590532/c:line/m:posts_active.svg)

- [--] Week [--] +7.50%
- [--] Month [---] +46%
- [--] Months [---] -5.90%
- [--] Year [---] -15%

### Followers: [------] [#](/creator/twitter::24590532/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::24590532/c:line/m:followers.svg)

- [--] Week [------] +0.01%
- [--] Month [------] +0.16%
- [--] Months [------] +0.75%
- [--] Year [------] +2.90%

### CreatorRank: [-------] [#](/creator/twitter::24590532/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::24590532/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  84.41% [cryptocurrencies](/list/cryptocurrencies)  37.1% [technology brands](/list/technology-brands)  16.67% [countries](/list/countries)  15.05% [finance](/list/finance)  13.44% [fashion brands](/list/fashion-brands)  11.83% [luxury brands](/list/luxury-brands)  10.75% [financial services](/list/financial-services)  #1062 [automotive brands](/list/automotive-brands)  2.15% [formula 1](/list/formula-1)  2.15%

**Social topic influence**
[$xly](/topic/$xly) #1, [$xlf](/topic/$xlf) #7, [strong](/topic/strong) #2946, [$lvmuy](/topic/$lvmuy) #1, [luxury](/topic/luxury) #3135, [$axp](/topic/$axp) #61, [china](/topic/china) 11.83%, [$ma](/topic/$ma) #97, [$hesay](/topic/$hesay) #2, [$cfruy](/topic/$cfruy) #1

**Top accounts mentioned or mentioned by**
[@mattjmcclintock](/creator/undefined) [@traceyryniec](/creator/undefined) [@ssgy12356](/creator/undefined) [@emogirl](/creator/undefined) [@atlienscapital](/creator/undefined) [@meadowcapital](/creator/undefined) [@atliens_capital](/creator/undefined) [@deanm0riarty](/creator/undefined)

**Top assets mentioned**
[American Express Company (AXP)](/topic/$axp) [Mastercard, Inc. (MA)](/topic/$ma) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [ELYSIA (EL)](/topic/$el) [Coca-Cola Co (KO)](/topic/$ko) [Colgate-Palmolive Company (CL)](/topic/$cl) [Tapestry, Inc. (TPR)](/topic/$tpr) [Ralph Lauren Corp (RL)](/topic/$rl) [Wall Street Memes (WSM)](/topic/$wsm) [JPMorgan Chase (JPM)](/topic/$jpm) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Delta Air Lines, Inc. (DAL)](/topic/$dal) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Basis Cash (BAC)](/topic/$bac) [Marriott International Inc (MAR)](/topic/$mar) [Urban Outfitters Inc (URBN)](/topic/$urbn) [Capital One Financial Corp. (COF)](/topic/$cof) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Nordstrom, Inc. (JWN)](/topic/$jwn) [Walmart, Inc. (WMT)](/topic/$wmt) [RH (RH)](/topic/$rh) [Starbucks Corporation (SBUX)](/topic/$sbux) [Hilton Hotels Corporation Common Stock (HLT)](/topic/$hlt) [Ermenegildo Zegna N.V. (ZGN)](/topic/$zgn) [Kraft Heinz Co (KHC)](/topic/$khc) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Unilever plc (UL)](/topic/$ul) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [Procter & Gamble (PG)](/topic/$pg) [Expedia Group Inc (EXPE)](/topic/$expe) [Arhaus, Inc.  (ARHS)](/topic/$arhs) [PepsiCo, Inc. (PEP)](/topic/$pep) [Lowes Companies Inc (LOW)](/topic/$low) [Kroger Co (KR)](/topic/$kr) [TJX Companies, Inc. (TJX)](/topic/$tjx) [General Mills, Inc. (GIS)](/topic/$gis) [Home Depot, Inc. (HD)](/topic/$hd) [Capri Holdings Limited (CPRI)](/topic/$cpri) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [MONDELEZ INTERNATIONAL INC (MDLZ)](/topic/$mdlz) [Anheuser-Busch INBEV SA/NV (BUD)](/topic/$bud) [Toyota Motor Corporation (TM)](/topic/$tm) [MemeCore (M)](/topic/$m) [Estee (ESTEE)](/topic/estee) [Wells Fargo & Co (WFC)](/topic/$wfc) [Campbell Soup Company (CPB)](/topic/$cpb) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [McDonald's Corp (MCD)](/topic/$mcd) [Kohl's Corporation (KSS)](/topic/$kss)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$BAC CEO stresses again watch what folks do NOT what they say. Continuing to defy perennial Cassandras since [----] January spend at $BAC +5% up across income cohorts. Driven by healthy labor market & with rates set to fall outlook is still constructive. $JPM $XLY $XLF $WFC"  
[X Link](https://x.com/Retail_Guru/status/2021334256413483422)  2026-02-10T21:23Z 13.5K followers, [----] engagements


"Marriott saw strong Q4 leisure demand offset slower corporate travel. $MAR now sees slower corporate recovery to [----] levels offset by high-end leisure. Sees disparity between high & low end narrowing from [----] levels. $HLT $ABNB $DAL $UAL $AXP $V $MA $XLF $XLY Standouts at Marriott: US luxury revpar MUCH stronger vs lower prices hotels in more evidence of two-speed economy. And of course government shutdown hurt US but international travel MUCH stronger with revpar +6% vs flat in US. $MAR $HLT $ABNB $DAL $AXP $UAL $XLY $XLF $V $MA https://t.co/LMqwSVV7B6 Standouts at Marriott: US luxury"  
[X Link](https://x.com/Retail_Guru/status/2021344161149091965)  2026-02-10T22:02Z 13.5K followers, [----] engagements


"Amid improving backdrop Hermes & Richemont show top tier luxury in class of its own. $HESAY has now grown 10%+ in every Q4 since [----]. China better US strong. On broader sector readthru accessible areas like silk & RTW improving. $CFRUY $LVMUY $PPRUY $BURBY $EL"  
[X Link](https://x.com/Retail_Guru/status/2021932366822830165)  2026-02-12T13:00Z 13.5K followers, [----] engagements


"L'Oreal Q3 sales accelerated to +4.9% from +3.2% y/y in H1. Mirroring LVMH acceleration led by luxe +5% 300bp faster strong in both DMs & EMs. China luxury US mass improved while Europe very solid for a supposedly swooning consumer. $LRCLY $LVMUY $EL $ULTA $PG $UL"  
[X Link](https://x.com/Retail_Guru/status/1980676149786341468)  2025-10-21T16:42Z 13.5K followers, [----] engagements


"Prada Zegna echo peers in latest evidence rising luxury tide floating weaker boats. $PRDSY accelerated as Prada improved even as rockstar MiuMiu slowed. US & China both better. $ZGN saw much improved retail sales. $LVMUY $PPRUY $LRLCY $HESAY Still dreadful at Kering on 4-year stack & Gucci down 14%+ for seventh straight Q. That said when easy compares finally begin to deliver y/y improvements at most troubled luxury brands another sign street/press pessimism has gone too far. $PPRUY $LVMUY $CFRUY $HESAY https://t.co/6uJ7Y08o6D Still dreadful at Kering on 4-year stack & Gucci down 14%+ for"  
[X Link](https://x.com/Retail_Guru/status/1981370471754190997)  2025-10-23T14:41Z 13.5K followers, [----] engagements


"'Better' than expected but still poor at Mills. US retail managed up volume but look at the price cuts needed to get there. And ultimately big profit hit to reignite sales growth which still looks elusive as at all US food peers. ☠ $GIS $CPB $KHC $CAG $PEP $XLP"  
[X Link](https://x.com/Retail_Guru/status/2001277205486178398)  2025-12-17T13:04Z 13.5K followers, [----] engagements


"This divide between the lower end others is everywhere. This is Tesco largest UK retailer on consumer. In much of Europe higher end remains robust for same reasons as US. $AMZN $RL $TPR $ANF $URBN $AXP $V $MA $XLY $XLF"  
[X Link](https://x.com/Retail_Guru/status/2009255962172117340)  2026-01-08T13:28Z 13.5K followers, [----] engagements


"November US retail ex autos/gas healthy +4.4%. Apparel & sporting goods highlights while web healthy +7%. Among lowlights DIY stores & furniture both down in $s & influenced by housing. $XLY $XRT $XLF $DKS $AMZN $WMT $URBN $ANF $IDEXF $HD $LOW $WSM $RH"  
[X Link](https://x.com/Retail_Guru/status/2011436100062167045)  2026-01-14T13:51Z 13.5K followers, [---] engagements


"United follows Delta with similarly strong premium revenue. But at +9% vs +7% in basic economy gap at $UAL isn't anywhere near as marked as $DAL. Also points to strong start to year despite current crazy world $EXPE $BKNG $ABNB $XLY $XLF"  
[X Link](https://x.com/Retail_Guru/status/2013722222490234902)  2026-01-20T21:16Z 13.5K followers, [----] engagements


"@emo__girl_ And to Burberry I think $RL & $TPR & even $CPRI are very valid comps. The demo match especially in US is much greater"  
[X Link](https://x.com/Retail_Guru/status/2014080829169746377)  2026-01-21T21:01Z 13.5K followers, [---] engagements


"Greater China acceleration highlight at Burberry with overall cluster turning positive. Price resistance low with top end product doing best. Also in US where step down all on fewer markdowns. Both read through well to luxury sector. $BURBY $CFRUY $LVMUY $HESAY $EL Cartier & Cucinelli show top tier still flying but Burberry = rising luxury tide floating weaker boats. Sales accelerated 100bp from prior Q with China main driver. Full-price & read on S/S [--] strong. Upscale remains 🔥. $BURBY $CFRUY $HESAY $VMUY $TPR $RL $EL $XLY $PPRUY https://t.co/9Zkut1Lxzr Cartier & Cucinelli show top tier"  
[X Link](https://x.com/Retail_Guru/status/2014095166714331312)  2026-01-21T21:58Z 13.5K followers, [----] engagements


"P&G sales 200bp slower on both price & volume. All segments bar healthcare slower. Beauty solid. $PG did warn Q2 would be worst of year. But signs company reliant on getting average Joe to trade up struggling a bit in K-shape economy. $UL $XLP $XLY $LRLCY $EL $CL $XLF $WMT $KR"  
[X Link](https://x.com/Retail_Guru/status/2014322631797870676)  2026-01-22T13:01Z 13.5K followers, [----] engagements


"P&G saw markedly better (& accelerating) sales outside US pretty much everywhere in positive read for peers with bigger overseas exposure. Hopes to see US (which saw underlying volume -1%) pick up from here. $PG $UL $CL $EL $LRLCY $XLP $XLY P&G sales 200bp slower on both price & volume. All segments bar healthcare slower. Beauty solid. $PG did warn Q2 would be worst of year. But signs company reliant on getting average Joe to trade up struggling a bit in K-shape economy. $UL $XLP $XLY $LRLCY $EL $CL $XLF $WMT $KR https://t.co/o5lSwbBZ3o P&G sales 200bp slower on both price & volume. All"  
[X Link](https://x.com/Retail_Guru/status/2014459744644198527)  2026-01-22T22:06Z 13.5K followers, [----] engagements


"We've already heard from card issuers. Here's Mastercard saying US spend remains healthy & steady (deceleration is due to Capital One Debit Migration). International even accelerating a bit. Cross-border especially online but also travel strong. $MA $V $JPM $COF $BAC $XLY $XLF"  
[X Link](https://x.com/Retail_Guru/status/2016863112175968682)  2026-01-29T13:16Z 13.5K followers, 12.3K engagements


"I may be missing something on methodology but what does it say about the mindset of the EU consumer that the balance of responses on consumer confidence has never actually been positive 😱"  
[X Link](https://x.com/Retail_Guru/status/2016874567759704383)  2026-01-29T14:02Z 13.5K followers, [----] engagements


"Apparel was in sweet-spot this Holiday but Levi's here confirms acceleration into peak (best in decade) & strength across board. Also seeing no resistance to tariff-related pricing in US. And remember $LEVI is a middle income brand. 💪 $URBN $AEO $WMT $AMZN $XLY $XLF We've already heard from card issuers. Here's Mastercard saying US spend remains healthy & steady (deceleration is due to Capital One Debit Migration). International even accelerating a bit. Cross-border especially online but also travel strong. $MA $V $JPM $COF $BAC $XLY $XLF https://t.co/UJuaF1Baab We've already heard from card"  
[X Link](https://x.com/Retail_Guru/status/2016895358476206221)  2026-01-29T15:25Z 13.5K followers, [----] engagements


"Here's Visa reiterating consumer strength. Visa already accelerated 300bp in Q3 & over Holiday quarter $V kept that pace of 8% & overseas accelerated from 10% to 13%. January more of the same. Like Mastercard cross-border strong particularly online. 🔥. $MA $AXP $XLY $XLF We've already heard from card issuers. Here's Mastercard saying US spend remains healthy & steady (deceleration is due to Capital One Debit Migration). International even accelerating a bit. Cross-border especially online but also travel strong. $MA $V $JPM $COF $BAC $XLY $XLF https://t.co/UJuaF1Baab We've already heard from"  
[X Link](https://x.com/Retail_Guru/status/2016983657261449284)  2026-01-29T21:15Z 13.5K followers, [----] engagements


"Visa & Mastercard reported strength but Amex shows higher end at top of consumer heap at +9% 200bp better than $V & $MA led by bet on younger cohorts. $AXP unique in seeing customer appetite for loans. But beauty is credit quality remains pristine below pre-Covid. 🔥 $XLF $XLY"  
[X Link](https://x.com/Retail_Guru/status/2017218493704224957)  2026-01-30T12:49Z 13.5K followers, [----] engagements


"Amex is clearly a very impressive franchise. Apart from best-in-class card holder spend card fee growth remains very impressive. And for all talk of growing competition in premium space $AXP continues to leverage expenses handily. $JPM $C $BAC $XLF $XLY"  
[X Link](https://x.com/Retail_Guru/status/2017220005562028365)  2026-01-30T12:55Z 13.5K followers, [----] engagements


"No other surprises at Amex. Corporate steady with SME also holding on (just) to improved growth vs pat year. Travel & entertainment healthy & growth across categories despite government shutdown. Eating out in particular solid. $AXP $XLF $XLY $XLI $DAL $UAL $MAR $ABNB Visa & Mastercard reported strength but Amex shows higher end at top of consumer heap at +9% 200bp better than $V & $MA led by bet on younger cohorts. $AXP unique in seeing customer appetite for loans. But beauty is credit quality remains pristine below pre-Covid. 🔥 $XLF $XLY https://t.co/mmaAHHAaoY Visa & Mastercard reported"  
[X Link](https://x.com/Retail_Guru/status/2017221507953606948)  2026-01-30T13:01Z 13.5K followers, [----] engagements


"Visa says Holiday retail spend was better than [----]. Both $V & Mastercard point to strength across income bands with higher end growing fastest. $MA points to low confidence data being contrary to actual consumer spend. Also sees no impact from tariffs. $XLF $XLY 💪 Here's Visa reiterating consumer strength. Visa already accelerated 300bp in Q3 & over Holiday quarter $V kept that pace of 8% & overseas accelerated from 10% to 13%. January more of the same. Like Mastercard cross-border strong particularly online. 🔥. $MA $AXP $XLY $XLF https://t.co/wDIj7IqJJx Here's Visa reiterating consumer"  
[X Link](https://x.com/Retail_Guru/status/2017224779367911838)  2026-01-30T13:14Z 13.5K followers, [----] engagements


"This time with the right chart on US consumer 😂 $AXP Visa & Mastercard reported strength but Amex shows higher end at top of consumer heap at +9% 200bp better than $V & $MA led by bet on younger cohorts. $AXP unique in seeing customer appetite for loans. But beauty is credit quality remains pristine below pre-Covid. 🔥 $XLF $XLY https://t.co/mmaAHHAaoY Visa & Mastercard reported strength but Amex shows higher end at top of consumer heap at +9% 200bp better than $V & $MA led by bet on younger cohorts. $AXP unique in seeing customer appetite for loans. But beauty is credit quality remains"  
[X Link](https://x.com/Retail_Guru/status/2017271285047234675)  2026-01-30T16:18Z 13.5K followers, [----] engagements


"Zegna brand ex-China accelerated to high-teens in Q4 mainly on US. $ZGN has continued on a similar trend with US Europe strong & China still muted. #luxury $RL $TPR $CFRUY $BURBY $LVMUY $CFRUY $HESAY Burberry & Zegna direct-to-consumer Q4 acceleration in fashion = luxury continues to improve. LVMH is outlier not these companies or Cartier. Yes jewelry in sweet-spot but $LVMUY still struggling to digest post Covid pricing/innovation while others moving on. $HESAY $CFRUY https://t.co/slm53hT553 Burberry & Zegna direct-to-consumer Q4 acceleration in fashion = luxury continues to improve. LVMH is"  
[X Link](https://x.com/Retail_Guru/status/2018436391550509467)  2026-02-02T21:28Z 13.5K followers, [----] engagements


"Momentum at Google Search for a business thought to be under siege until very recently is just 🔥. Revenue +17% an acceleration of almost 400bp on 4-year stack. TAC still up less = services margin just off prior Q's ATH. $GOOGL $AMZN $META $NVDA"  
[X Link](https://x.com/Retail_Guru/status/2019166627884110172)  2026-02-04T21:50Z 13.5K followers, [----] engagements


"Of course $GOOGL planned [----] capex is sobering. $180 billion is 2X [----] & over 3X [----]. The one thing you can say $GOOGL will still generate free cash flow in [----] (operating cash flow was $165 billion in 2025). So still living within its means $AMZN $MSFT $META $ORCL On top of stellar Search stand-out Cloud performance. At $GOOGL capex is paying off. Cloud revenue accelerated nearly [--] points to +48%. As important margin zoomed to 30% levels we've only seen so far at $AMZN & $MSFT (and they are both above this level). 🔥🔥 https://t.co/knfrmsHH3k On top of stellar Search stand-out Cloud"  
[X Link](https://x.com/Retail_Guru/status/2019169629017440433)  2026-02-04T22:02Z 13.5K followers, [----] engagements


"On Services & Cloud alone this would have been another monster margin quarter at $GOOGL. Of course some of that ballooning AI spend is showing up corporate ($3 billion higher) plus look at the tripled loss in Other Bets including Waymo. On top of stellar Search stand-out Cloud performance. At $GOOGL capex is paying off. Cloud revenue accelerated nearly [--] points to +48%. As important margin zoomed to 30% levels we've only seen so far at $AMZN & $MSFT (and they are both above this level). 🔥🔥 https://t.co/knfrmsHH3k On top of stellar Search stand-out Cloud performance. At $GOOGL capex is"  
[X Link](https://x.com/Retail_Guru/status/2019171751146713258)  2026-02-04T22:10Z 13.5K followers, [----] engagements


"As with $GOOGL discomfort at $AMZN is that $200 billion in capex more than 4X [----] levels. Unlike $GOOGL $AMZN unlikely to be able to generate enough free cash flow to finance this 42% higher y/y capex bill although balance sheet is plenty strong. Of course $GOOGL planned [----] capex is sobering. $180 billion is 2X [----] & over 3X [----]. The one thing you can say $GOOGL will still generate free cash flow in [----] (operating cash flow was $165 billion in 2025). So still living within its means $AMZN $MSFT $META $ORCL https://t.co/gDbNX1SZ0Q Of course $GOOGL planned [----] capex is sobering. $180"  
[X Link](https://x.com/Retail_Guru/status/2019536472504955016)  2026-02-05T22:19Z 13.5K followers, 13.4K engagements


"Ex capex $AMZN earnings just fine. Ex one-times it would have reported $2.15 c10% above street estimate. AWS accelerated to +24%. Ads 3P Subs all healthy up double digit. Product sales remain slowest grower as high margin revenue streams continue to grow MUCH faster. As with $GOOGL discomfort at $AMZN is that $200 billion in capex more than 4X [----] levels. Unlike $GOOGL $AMZN unlikely to be able to generate enough free cash flow to finance this 42% higher y/y capex bill although balance sheet is plenty strong. https://t.co/D7XhokmUck As with $GOOGL discomfort at $AMZN is that $200 billion in"  
[X Link](https://x.com/Retail_Guru/status/2019538279243346240)  2026-02-05T22:27Z 13.5K followers, [----] engagements


"@MattJMcClintock Yup. Longstanding issue. But its really a rounding error for them Mark. That 10% margin is terrific although again not really a retail margin - its all ads subs & 3P"  
[X Link](https://x.com/Retail_Guru/status/2019550816135442778)  2026-02-05T23:16Z 13.5K followers, [---] engagements


"Jassy throws shade at $GOOGL saying +24% on $142 billion base is special. True. But to spend capex at pace $AMZN is AWS needs to accelerate beyond +24%. Backlog +40% is a start. But Q1 sales guide (into accelerating capex) at +9-13% doesn't evidence planned acceleration. As with $GOOGL discomfort at $AMZN is that $200 billion in capex more than 4X [----] levels. Unlike $GOOGL $AMZN unlikely to be able to generate enough free cash flow to finance this 42% higher y/y capex bill although balance sheet is plenty strong. https://t.co/D7XhokmUck As with $GOOGL discomfort at $AMZN is that $200 billion"  
[X Link](https://x.com/Retail_Guru/status/2019765040442744888)  2026-02-06T13:28Z 13.5K followers, [----] engagements


"Slightly underwhelming Q but Coke still a standout. Rare staple that has digested bumper Covid pricing not seen brand equity/volume hit & still strong pricing: US +3% Lat Am (staples treasure island) +6%. Speaks to strength of brands execution. $KO $PEP $XLP $KHC $PG $GIS"  
[X Link](https://x.com/Retail_Guru/status/2021204759244312689)  2026-02-10T12:49Z 13.5K followers, [----] engagements


"Gucci still a struggle at Kering. Optically better but very weak on 4-year stack. US flat but tough elsewhere. Margin 16% vs 38% just [--] years ago. Much more cyclical with higher fashion risk so multiple vs luxury should reflect that. $PPRUY $LVMUY $CFRUY $HESAY"  
[X Link](https://x.com/Retail_Guru/status/2021210290776588579)  2026-02-10T13:11Z 13.5K followers, [----] engagements


"By profit jewelry is even more dominant at Richemont. Cartier (& to lesser extent Van Cleef & Piaget) accounts for 100% of profits. These brands & the huge opportunity in branded jewelry is what Arnault & LVMH openly covet. $CFRUY $LVMUY $HESAY"  
[X Link](https://x.com/anyuser/status/1791442291061641494)  2024-05-17T12:15Z 13.5K followers, [----] engagements


"Yes Hermes is exceptional but here $HESAY pushes back on street view that middle income is too stretched to buy luxury especially outside France. Evidenced also by 🔥 at Polo Coach etc. Plus wealth creation in EMs big driver too. $CFRUY $LVMUY $TPR $RL $ZGN $XLY Amid improving backdrop Hermes & Richemont show top tier luxury in class of its own. $HESAY has now grown 10%+ in every Q4 since [----]. China better US strong. On broader sector readthru accessible areas like silk & RTW improving. $CFRUY $LVMUY $PPRUY $BURBY $EL https://t.co/shlDt1PxWF Amid improving backdrop Hermes & Richemont show"  
[X Link](https://x.com/Retail_Guru/status/2022315416069038188)  2026-02-13T14:22Z 13.5K followers, [----] engagements


"In latest sign of rising luxury tide floating weaker boats Burberry comp up for first time in [--] years led by China. Leather still struggling = very hard to build credibility in handbags. Anyway shows how dangerous it is to write off luxury $LVMUY $BURBY $HESAY $CFRUY $RL $CPRI"  
[X Link](https://x.com/Retail_Guru/status/1988958812171059636)  2025-11-13T13:15Z 13.5K followers, [---] engagements


"Cucinelli finished on high in Q4 with modest acceleration to +11.9% despite stiff comps. Retail +14.5% with big US acceleration offsetting slower Europe with Asia steady. Top tier luxury continues to outpace peers. 🔥 $CFRUY $HESAY $LVMUY $PPRUY $RL $TPR $EL $XLY"  
[X Link](https://x.com/Retail_Guru/status/2011072839651377610)  2026-01-13T13:48Z 13.5K followers, [----] engagements


"Cartier & Van Cleef standouts at Richemont confirming jewelry sweetspot. But also note watch division grew for second straight quarter at +7% fastest pace in [--] months up in ALL regions. Take that for the 'death of bling' chatter 🔥🔥 $CFRUY $HESAY $LVMUY Luxury upturn continues but top-tier brands like Cartier still lead. Richemont sales +11% second-highest pace of [---] years. Marked strength in US Japan & Middle East led by retail. US up 10%+ for two straight years. 🔥 🔥 $CFRUY $LVMUY $HESAY $BURBY $PPRUY $RL $TPR $EL https://t.co/4jBzKaG7oE Luxury upturn continues but top-tier brands like"  
[X Link](https://x.com/Retail_Guru/status/2011786445053186145)  2026-01-15T13:04Z 13.5K followers, [----] engagements


"United premium as strong as Delta with [--] point gap vs coach on unit revenue. Globally all airlines chasing upscale travel boom: 50% of new $UAL capacity is premium. Why wealth matters so much to more & more consumer businesses. Dont look down $DAL $AXP $RL $DIS $TPR $WSM United bullish & is firing on all cylinders: premium corporate & also lower coach capacity = $UAL guide is low-balled barring of course more Trump bombshells during year. Which is impossible to rule out 🤷♂ $DAL $XLY $AXP $EXPE $BKNG $MAR $V $MA $ABNB https://t.co/th1fS9Brmw United bullish & is firing on all cylinders:"  
[X Link](https://x.com/Retail_Guru/status/2014086360672436371)  2026-01-21T21:23Z 13.5K followers, [----] engagements


"Not just US airlines. Travel still very strong in Europe too. Ryanair lifts guide for both passenger and fare growth. Ryanair is a discounter also benefiting from price umbrellar of major airlines. $UAL $DAL $AXP $V $MA $XLF $XLY $BKNG $EXPE $ABNB $MAR $HLT United follows Delta with similarly strong premium revenue. But at +9% vs +7% in basic economy gap at $UAL isn't anywhere near as marked as $DAL. Also points to strong start to year despite current crazy world $EXPE $BKNG $ABNB $XLY $XLF https://t.co/hLOCjSdXWI United follows Delta with similarly strong premium revenue. But at +9% vs +7%"  
[X Link](https://x.com/Retail_Guru/status/2015773344377741438)  2026-01-26T13:06Z 13.5K followers, [----] engagements


"Like United & Delta American gives bullish outlook with January trends very strong. Note how premium-centric all these $AAL $UAL & $DAL outlooks are. Almost everything in releases centres around driving that business. $XLY $BKNG $EXPE $MAR $HLT United follows Delta with similarly strong premium revenue. But at +9% vs +7% in basic economy gap at $UAL isn't anywhere near as marked as $DAL. Also points to strong start to year despite current crazy world $EXPE $BKNG $ABNB $XLY $XLF https://t.co/hLOCjSdXWI United follows Delta with similarly strong premium revenue. But at +9% vs +7% in basic"  
[X Link](https://x.com/Retail_Guru/status/2016130569097380031)  2026-01-27T12:46Z 13.5K followers, [----] engagements


"Against tougher compares LVMH grew organic sales 1% modestly ahead of street. Overall a better H2 remains main story for luxury & that top tier leading. Local demand in all regions solid but lower tourist sales hurting everywhere. $LVMUY $HESAY $CFRUY $BURBY $PPRUY"  
[X Link](https://x.com/Retail_Guru/status/2016196016026820835)  2026-01-27T17:06Z 13.5K followers, [----] engagements


"But relatively low quality sales beat from LVMH vs peers: talismanic fashion division in line. Booze awful. Beat from watches & jewelry (which highlights what a beauty Cartier/Richemont is) & Sephora (good read for $ULTA $EL & $LRLCY). $LVMUY $HESAY $CFRUY Against tougher compares LVMH grew organic sales 1% modestly ahead of street. Overall a better H2 remains main story for luxury & that top tier leading. Local demand in all regions solid but lower tourist sales hurting everywhere. $LVMUY $HESAY $CFRUY $BURBY $PPRUY https://t.co/Y8K9CrT5uW Against tougher compares LVMH grew organic sales 1%"  
[X Link](https://x.com/Retail_Guru/status/2016197158085554671)  2026-01-27T17:10Z 13.5K followers, [----] engagements


"Credit where it's due: solid margin protection at LVMH despite organic sales -1% & -5% on strong . Profit fall limited to -9%. Decent margin in fashion with balance driven by big improvement at DFS in Asia & growth at Sephora. $LVMUY $HESAY $CFRUY But relatively low quality sales beat from LVMH vs peers: talismanic fashion division in line. Booze awful. Beat from watches & jewelry (which highlights what a beauty Cartier/Richemont is) & Sephora (good read for $ULTA $EL & $LRLCY). $LVMUY $HESAY $CFRUY https://t.co/06QuK2QrEq But relatively low quality sales beat from LVMH vs peers: talismanic"  
[X Link](https://x.com/Retail_Guru/status/2016199396241592806)  2026-01-27T17:19Z 13.5K followers, [----] engagements


"Yes easy comps yes travel & arrive but here's the thing. This 4% Starbucks US comp is first positive # in [--] Qs led by traffic. Jan strong. Highest China comp in [--] Qs. For all the focus on explosion of $BROS independents & even Luckin' there's plenty of equity in $SBUX brand"  
[X Link](https://x.com/Retail_Guru/status/2016503284140323177)  2026-01-28T13:27Z 13.5K followers, [----] engagements


"Amid recent street chatter about higher promos during Wave season $RCL guides above street demolishing that talk. Similar to airlines has seen very strong recent bookings. This consumer is unstoppable. 🔥 $CCL $DAL $UAL $MAR $ABNB $HLT $EXPE $BKNG $XLY $XLF $AXP $V $MA"  
[X Link](https://x.com/Retail_Guru/status/2016851066613338205)  2026-01-29T12:29Z 13.5K followers, [----] engagements


"Richemont saw fastest growth at luxury watchmakers in almost [--] years in Q4 + it was only standout division at LVMH. Today watch pure-play Swatch confirms strong Q4 acceleration to +7% vs -7% in H1. Prone to over-optimism but notable vs downbeat $LVMUY. $CFRUY $HESAY Cartier & Van Cleef standouts at Richemont confirming jewelry sweetspot. But also note watch division grew for second straight quarter at +7% fastest pace in [--] months up in ALL regions. Take that for the 'death of bling' chatter 🔥🔥 $CFRUY $HESAY $LVMUY https://t.co/KBFsiFEMHx Cartier & Van Cleef standouts at Richemont"  
[X Link](https://x.com/Retail_Guru/status/2017291853066797471)  2026-01-30T17:40Z 13.5K followers, [----] engagements


"Despite tariff-related monthly volatility US was the main highlight at Swatch up nearly 20%. And ex-Greater China sales grew 10.4%. That itself suggests (as at peers) and sizeable improvement in China too. $CFRUY $LVMUY $HESAY Richemont saw fastest growth at luxury watchmakers in almost [--] years in Q4 + it was only standout division at LVMH. Today watch pure-play Swatch confirms strong Q4 acceleration to +7% vs -7% in H1. Prone to over-optimism but notable vs downbeat $LVMUY. $CFRUY $HESAY https://t.co/GlkJcnJs8E Richemont saw fastest growth at luxury watchmakers in almost [--] years in Q4 + it"  
[X Link](https://x.com/Retail_Guru/status/2017294439861940651)  2026-01-30T17:50Z 13.5K followers, [----] engagements


"Burberry & Zegna direct-to-consumer Q4 acceleration in fashion = luxury continues to improve. LVMH is outlier not these companies or Cartier. Yes jewelry in sweet-spot but $LVMUY still struggling to digest post Covid pricing/innovation while others moving on. $HESAY $CFRUY But relatively low quality sales beat from LVMH vs peers: talismanic fashion division in line. Booze awful. Beat from watches & jewelry (which highlights what a beauty Cartier/Richemont is) & Sephora (good read for $ULTA $EL & $LRLCY). $LVMUY $HESAY $CFRUY https://t.co/06QuK2QrEq But relatively low quality sales beat from"  
[X Link](https://x.com/Retail_Guru/status/2018354884467163428)  2026-02-02T16:04Z 13.5K followers, [----] engagements


"On top of stellar Search stand-out Cloud performance. At $GOOGL capex is paying off. Cloud revenue accelerated nearly [--] points to +48%. As important margin zoomed to 30% levels we've only seen so far at $AMZN & $MSFT (and they are both above this level). 🔥🔥 Momentum at Google Search for a business thought to be under siege until very recently is just 🔥. Revenue +17% an acceleration of almost 400bp on 4-year stack. TAC still up less = services margin just off prior Q's ATH. $GOOGL $AMZN $META $NVDA https://t.co/nASv2XmM4h Momentum at Google Search for a business thought to be under siege"  
[X Link](https://x.com/Retail_Guru/status/2019168193005400091)  2026-02-04T21:56Z 13.5K followers, [----] engagements


"To be fair you can only critique $AMZN because it guides to revenue $GOOGL guiding to even bigger capex jump but doesnt guide revenue Both coming off strong Qs. Only difference is $GOOGL can fund capex surge from operating cash flow $AMZN probably cant. Jassy throws shade at $GOOGL saying +24% on $142 billion base is special. True. But to spend capex at pace $AMZN is AWS needs to accelerate beyond +24%. Backlog +40% is a start. But Q1 sales guide (into accelerating capex) at +9-13% doesn't evidence planned acceleration. https://t.co/4fhMWJQ9r9 Jassy throws shade at $GOOGL saying +24% on $142"  
[X Link](https://x.com/Retail_Guru/status/2019796594384601160)  2026-02-06T15:33Z 13.5K followers, [----] engagements


"Standouts at Marriott: US luxury revpar MUCH stronger vs lower prices hotels in more evidence of two-speed economy. And of course government shutdown hurt US but international travel MUCH stronger with revpar +6% vs flat in US. $MAR $HLT $ABNB $DAL $AXP $UAL $XLY $XLF $V $MA"  
[X Link](https://x.com/Retail_Guru/status/2021207277269594579)  2026-02-10T12:59Z 13.5K followers, [----] engagements


"Wells echoes Bank of America on solid US consumer saying credit quality looks very good as well. Commercial fine but as usual corporate confidence (and low appetite for loans) is the sluggish driver not the consumer $BAC $JPM $WFC $AXP $COF $XLF $XLY $XLI $V $MA $BAC CEO stresses again watch what folks do NOT what they say. Continuing to defy perennial Cassandras since [----] January spend at $BAC +5% up across income cohorts. Driven by healthy labor market & with rates set to fall outlook is still constructive. $JPM $XLY $XLF $WFC https://t.co/LmehkXep4o $BAC CEO stresses again watch what"  
[X Link](https://x.com/Retail_Guru/status/2021337231366160495)  2026-02-10T21:35Z 13.5K followers, [----] engagements


"This is the payoff from having a luxury leather franchise with carefully managed brand equity & demand. Hermes sells mostly to locals rather than tourists & $HESAY results come despite biggest exposure to (of late weak) China vs peers. 🔥 $CFRUY $LVMUY $RACE Amid improving backdrop Hermes & Richemont show top tier luxury in class of its own. $HESAY has now grown 10%+ in every Q4 since [----]. China better US strong. On broader sector readthru accessible areas like silk & RTW improving. $CFRUY $LVMUY $PPRUY $BURBY $EL https://t.co/shlDt1PxWF Amid improving backdrop Hermes & Richemont show top"  
[X Link](https://x.com/Retail_Guru/status/2021934059996278850)  2026-02-12T13:07Z 13.5K followers, [----] engagements


"Market often gets fixated with business segments rather than bigger picture. Overall $LVS beat expectations on monster Singapore beat even if Macau underwhelmed. Macau is seeing margin pressure but that largely seems cyclical & financially offset by Marina Bay. 🤷♂"  
[X Link](https://x.com/Retail_Guru/status/2016870368011542845)  2026-01-29T13:45Z 13.5K followers, [----] engagements


"More color from Amex from higher-end US spend. Across categories $AXP saw an acceleration in H2 vs H1. Note retail was stronger at +10% & within that luxury MUCH stronger. Travel decent with dining a relative standout on Resy. $JPM $C $COF $XLY $XLF $TPR $RL $EL This time with the right chart on US consumer 😂 $AXP https://t.co/JvCbUKo11g This time with the right chart on US consumer 😂 $AXP https://t.co/JvCbUKo11g"  
[X Link](https://x.com/Retail_Guru/status/2018340196119412790)  2026-02-02T15:06Z 13.5K followers, [----] engagements


"Amex will always claim lower incentive costs for refreshes but in fairness $AXP leveraging expenses. Fascinating how young new Platinum/Gold cardmembers are. More likely to aim to max benefits & so more likely to spend more of their spend on cards over longer period. $JPM $COF Amex is clearly a very impressive franchise. Apart from best-in-class card holder spend card fee growth remains very impressive. And for all talk of growing competition in premium space $AXP continues to leverage expenses handily. $JPM $C $BAC $XLF $XLY https://t.co/d1Si2F3jmm Amex is clearly a very impressive"  
[X Link](https://x.com/Retail_Guru/status/2018343933571481852)  2026-02-02T15:21Z 13.5K followers, [----] engagements


"Pepsico categories put it squarely in eye of GLP storm. But brands matter - note improving volume vs awful numbers at US foods. Activist breathing down back = margin momentum on top. Plus $PEP has under-appreciated assets in Lat Am & overseas snacks. $KO $GIS $CPB $MDLZ $KHC $XLP"  
[X Link](https://x.com/Retail_Guru/status/2018668047087616210)  2026-02-03T12:49Z 13.5K followers, [----] engagements


"Building blocks to recovery of Estee margin all evident this Q. Highest margin skincare accelerated to +6% & $EL calling out La Mer significant positive. All categories bar fragrance improved as did all major geographies. Margin better across board. $LRLCY $ULTA $LVMUY"  
[X Link](https://x.com/Retail_Guru/status/2019392820444873003)  2026-02-05T12:49Z 13.5K followers, [----] engagements


"Hard to stress how awful Kraft-Heinz is. Trifecta of bad sales margin & outlook. US foods have no answer to GLPs & troubled brand equity just seem to be roadkill. Much maligned $PEP looks like a superstar in comparison. $KHC $GIS $CPB $XLP $KO Pepsico categories put it squarely in eye of GLP storm. But brands matter - note improving volume vs awful numbers at US foods. Activist breathing down back = margin momentum on top. Plus $PEP has under-appreciated assets in Lat Am & overseas snacks. $KO $GIS $CPB $MDLZ $KHC $XLP https://t.co/19F5a5lFTj Pepsico categories put it squarely in eye of GLP"  
[X Link](https://x.com/Retail_Guru/status/2021583220823712033)  2026-02-11T13:52Z 13.5K followers, [----] engagements


"Unilever out-performing P&G by wide margin (4 points) & with +4% point forward sales guide despite being widely considered far inferior. Not just greater EM exposure - $UL doing far better in US. $PG legacy of aggressive premium-isation likely hurting. $CL $LRLCY $XLP P&G sales 200bp slower on both price & volume. All segments bar healthcare slower. Beauty solid. $PG did warn Q2 would be worst of year. But signs company reliant on getting average Joe to trade up struggling a bit in K-shape economy. $UL $XLP $XLY $LRLCY $EL $CL $XLF $WMT $KR https://t.co/o5lSwbBZ3o P&G sales 200bp slower on"  
[X Link](https://x.com/Retail_Guru/status/2021929783047643164)  2026-02-12T12:50Z 13.5K followers, [----] engagements


"For all the share gains in the world a business of McDonalds scale doesn't hit 7% comp if consumer is swooning. Chimes with $BAC & $V citing spend growth even in lower income cohorts. And way fewer mentions by $MCD on call of stressed low end vs [--] months ago. $XLF $XLY $BAC CEO stresses again watch what folks do NOT what they say. Continuing to defy perennial Cassandras since [----] January spend at $BAC +5% up across income cohorts. Driven by healthy labor market & with rates set to fall outlook is still constructive. $JPM $XLY $XLF $WFC https://t.co/LmehkXep4o $BAC CEO stresses again watch"  
[X Link](https://x.com/Retail_Guru/status/2021941195719491915)  2026-02-12T13:35Z 13.5K followers, [----] engagements


"Strength at Airbnb as retail lodging platform vs hotels another pointer to how solid US consumer is. And $ABNB gracious enough to admit strength is partly macro. $MAR $HLT $DAL $UAL $BKNG $CCL $AXP $XLY $XLF Marriott saw strong Q4 leisure demand offset slower corporate travel. $MAR now sees slower corporate recovery to [----] levels offset by high-end leisure. Sees disparity between high & low end narrowing from [----] levels. $HLT $ABNB $DAL $UAL $AXP $V $MA $XLF $XLY https://t.co/oWhRB0YYQS Marriott saw strong Q4 leisure demand offset slower corporate travel. $MAR now sees slower corporate"  
[X Link](https://x.com/Retail_Guru/status/2022309321254609331)  2026-02-13T13:58Z 13.5K followers, [----] engagements


"Hermes on two biggest markets: In China signs of improvement though aspirational cohort still weak. US seeing very broad strength and no change in trend. Ties in with strong $AXP luxury spend & in contrast to LVMH caution Brands matter $HESAY $CFRUY $LVMUY $PPRUY $RL $TPR Amid improving backdrop Hermes & Richemont show top tier luxury in class of its own. $HESAY has now grown 10%+ in every Q4 since [----]. China better US strong. On broader sector readthru accessible areas like silk & RTW improving. $CFRUY $LVMUY $PPRUY $BURBY $EL https://t.co/shlDt1PxWF Amid improving backdrop Hermes &"  
[X Link](https://x.com/Retail_Guru/status/2022317059078488207)  2026-02-13T14:28Z 13.5K followers, [----] engagements


"Early read from Wayfair shows shopper interest in furniture remains strong. Sales +9% accelerating [--] points from prior Q at good margin. Consumer strength getting broader - this isnt just $RH $WSM or $ARHS any more. $W $ETD $XLY $XLF"  
[X Link](https://x.com/Retail_Guru/status/1983142425918087265)  2025-10-28T12:02Z 13.5K followers, [----] engagements


"Solid Q at Arhaus. Treat 'demand' comp with caution + $ARHS pulls promo lever often. Still Q3 +7.4% vs -3.6% in Q2 & September strongest month EVER. Big ticket furniture solid in latest sign upscale shoppers continue to motor on. 💪 $WSM $RH $XLY $XLF $HD $LOW Like clockwork Polo reports stellar Q. 13% global comp including remarkably in US at very strong margin. Both $RL & $TPR continue to benefit from brand heat luxury price rises & very strong spend by (wealthier) upscale consumers everywhere. 🔥🔥 $CPRI $LVMUY $CFRUY $HESAY https://t.co/K8BCp8ZC7I Like clockwork Polo reports stellar Q."  
[X Link](https://x.com/Retail_Guru/status/1986424077620531678)  2025-11-06T13:23Z 13.5K followers, [----] 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, [----] engagements


"$RH brand with 'no peer' struggling when virtually every high-end business is flying. No mention of made up 'demand' comp RH England Modern or more incredibly Paris performance. Hardly any text other than big bold warnings about tariffs. Very telling folks. $WSM 🫣 $RH underperforms big on margin & whole release is one big moan about why Gary isn't getting credit for missing his own guidance. And as usual green with envy at Williams Sonoma actually putting this table in then with a huge pout. Couldn't make it up 😂 $WSM $RH $ARHS https://t.co/8eLm5DYife $RH underperforms big on margin & whole"  
[X Link](https://x.com/Retail_Guru/status/1999238495521353829)  2025-12-11T22:02Z 13.5K followers, 12.1K engagements


"This question on $RH call which as usual got a non-answer is so telling. First hotels then London then Paris & we've moved on to restaurants yet the big industry disruptor never wants to talk about his main business. 😂 $WSM $ARHS $RH brand with 'no peer' struggling when virtually every high-end business is flying. No mention of made up 'demand' comp RH England Modern or more incredibly Paris performance. Hardly any text other than big bold warnings about tariffs. Very telling folks. $WSM 🫣 https://t.co/kNpWIIJck9 $RH brand with 'no peer' struggling when virtually every high-end business is"  
[X Link](https://x.com/Retail_Guru/status/1999473059250733269)  2025-12-12T13:35Z 13.5K followers, [----] engagements


"@TraceyRyniec I think you need to read transcripts from $WSM $ARHS & $W. Oh BTW 9% growth in B2B is nowhere near enough to be only factor moving furniture sales into +ve at $WSM. Honestly Tracey with all the gyrations this guy has made over past [--] years I'm amazed you buy his s*** Q after Q"  
[X Link](https://x.com/Retail_Guru/status/1999525966352167160)  2025-12-12T17:05Z 13.5K followers, [---] engagements


"United bullish & is firing on all cylinders: premium corporate & also lower coach capacity = $UAL guide is low-balled barring of course more Trump bombshells during year. Which is impossible to rule out 🤷♂ $DAL $XLY $AXP $EXPE $BKNG $MAR $V $MA $ABNB United follows Delta with similarly strong premium revenue. But at +9% vs +7% in basic economy gap at $UAL isn't anywhere near as marked as $DAL. Also points to strong start to year despite current crazy world $EXPE $BKNG $ABNB $XLY $XLF https://t.co/hLOCjSdXWI United follows Delta with similarly strong premium revenue. But at +9% vs +7% in"  
[X Link](https://x.com/Retail_Guru/status/2014083399422562480)  2026-01-21T21:11Z 13.5K followers, [----] engagements


"Synchrony insight into squeezed lower-end US consumer: Purchase volume actually ticked up 100bp to +3%. Delinquencies/charge-offs still down y/y within planned range & payment rates elevated. Much less drama in actual data vs commentators. $SYF $COF $XLF $XLY $WMT $DG $DLTR"  
[X Link](https://x.com/Retail_Guru/status/2016134858842456323)  2026-01-27T13:03Z 13.5K followers, [----] engagements


"Synchrony Financial says not seeing any signs of consumer weakness - in fact seeing business strengthening likely boosted further by tax refunds. Holiday focused spend even stronger than reported 3% purchase volume growth rate. $SYF $COF $XLY $XLF $WMT $LOW $V $MA $DG $DLTR Synchrony insight into squeezed lower-end US consumer: Purchase volume actually ticked up 100bp to +3%. Delinquencies/charge-offs still down y/y within planned range & payment rates elevated. Much less drama in actual data vs commentators. $SYF $COF $XLF $XLY $WMT $DG $DLTR https://t.co/4dCg6tP7y8 Synchrony insight into"  
[X Link](https://x.com/Retail_Guru/status/2016259352068317582)  2026-01-27T21:17Z 13.5K followers, [----] engagements


"Many used cautious McDonalds & select restaurant comments last year to fret about consumer. Credit card volume & retailer Qs showed concern was misplaced. Today we have strength from $SBUX (led by traffic) $EAT & $SYY even in restaurant space. 💪 $MCD $XLF $XLY $V $MA $AXP Yes easy comps yes travel & arrive but here's the thing. This 4% Starbucks US comp is first positive # in [--] Qs led by traffic. Jan strong. Highest China comp in [--] Qs. For all the focus on explosion of $BROS independents & even Luckin' there's plenty of equity in $SBUX brand. https://t.co/I3Hc4bYVOi Yes easy comps yes travel"  
[X Link](https://x.com/Retail_Guru/status/2016506042872369166)  2026-01-28T13:38Z 13.5K followers, [----] engagements


"Parker is just a beast. Momentum even in its dinosaur businesses is now improving on economic cues even as aerospace continues to thrive. And just that bit ahead of the street every time. But when do you say it's in the price 😮 $PH"  
[X Link](https://x.com/Retail_Guru/status/2016859579716362700)  2026-01-29T13:02Z 13.5K followers, [----] engagements


"So latest datapoint from a small but big-ticket-heavy retailer Ethan Allen. January orders flipped positive & note tone on consumer relative to vs Tuesday's doomsday confidence report. Watch what folks do not what they say. $ETD $RH $WSM $XLF $XLY $V $MA $AXP We've already heard from card issuers. Here's Mastercard saying US spend remains healthy & steady (deceleration is due to Capital One Debit Migration). International even accelerating a bit. Cross-border especially online but also travel strong. $MA $V $JPM $COF $BAC $XLY $XLF https://t.co/UJuaF1Baab We've already heard from card"  
[X Link](https://x.com/Retail_Guru/status/2016892841952469413)  2026-01-29T15:15Z 13.5K followers, [----] engagements


"It's all about expectations. But still amazes me how street still sticks to $CPRI super-low bar after so many years. Kors getting worse vs Coach & Polo but this is 'improvement'. Still Jimmy Choo improving in latest sign of tick up in luxury fashion. $TPR $RL $ZGN $BURBY $LVMUY"  
[X Link](https://x.com/Retail_Guru/status/2018669555359363152)  2026-02-03T12:55Z 13.5K followers, [----] engagements


"Costco momentum ticked up in January with US comp accelerating 50bp to 6.8% led by ticket +4.6%. Non-food up double digits (led by jewelry = gold). Another pointer US retail has started year strong. $COST $LEVI $URBN $SBUX $XLY $XLF Costco kicks off holiday reporting with modest US acceleration to solid +6.3% comp. Global traffic stellar 2.7%. Non-food healthy. 💪 $COST $WMT $AMZN $XLY $XRT $V $MA $AXP $JPM $XLY https://t.co/pwCBROhp58 Costco kicks off holiday reporting with modest US acceleration to solid +6.3% comp. Global traffic stellar 2.7%. Non-food healthy. 💪 $COST $WMT $AMZN $XLY"  
[X Link](https://x.com/Retail_Guru/status/2019173452188377542)  2026-02-04T22:17Z 13.5K followers, [----] engagements


"Coach is 🔥 🔥 🔥 at +25% with 10%+ growth in every region. Brand heat & share gains from LV et al as upscale fashion flies way harder than luxury. Plus points to rude health of higher-end globally ($AXP saw 15% growth in US luxury retail). $TPR $RL $BURBY $LVMUY $ZGN $XLY"  
[X Link](https://x.com/Retail_Guru/status/2019390560398643514)  2026-02-05T12:40Z 13.5K followers, [----] engagements


"On consternation over guide this does feel a bit like the Estee of old with ultra-conservative guides. Note guide still above street & references higher marketing investment (not just tariffs) something $EL used all the time in stronger times to keep lid on estimates. Building blocks to recovery of Estee margin all evident this Q. Highest margin skincare accelerated to +6% & $EL calling out La Mer significant positive. All categories bar fragrance improved as did all major geographies. Margin better across board. $LRLCY $ULTA $LVMUY https://t.co/IyRL2cgdCw Building blocks to recovery of Estee"  
[X Link](https://x.com/Retail_Guru/status/2019394270655049831)  2026-02-05T12:54Z 13.5K followers, [----] engagements


"Polo follows up Coach with strength but with some blemishes. Europe soft reflecting $RL has doing well there much longer than $TPR & is more mature. Also like $EL $RL citing higher marketing (guide management) but also higher tariffs - as boost from early shipments fades. Coach is 🔥 🔥 🔥 at +25% with 10%+ growth in every region. Brand heat & share gains from LV et al as upscale fashion flies way harder than luxury. Plus points to rude health of higher-end globally ($AXP saw 15% growth in US luxury retail). $TPR $RL $BURBY $LVMUY $ZGN $XLY https://t.co/hUCQtSCdsV Coach is 🔥 🔥 🔥 at +25%"  
[X Link](https://x.com/Retail_Guru/status/2019398718953341403)  2026-02-05T13:12Z 13.5K followers, [----] engagements


"While AWS & Capex get all the focus at $AMZN US retail grew revenue 10% yet again in home marlet. Margin hit a record 9% (likely 10% ex charges). International margin also adjusted north of 4% at a record. And with high asset turns retail returns very healthy. Ex capex $AMZN earnings just fine. Ex one-times it would have reported $2.15 c10% above street estimate. AWS accelerated to +24%. Ads 3P Subs all healthy up double digit. Product sales remain slowest grower as high margin revenue streams continue to grow MUCH faster. https://t.co/zKK8eWjrWl Ex capex $AMZN earnings just fine. Ex"  
[X Link](https://x.com/Retail_Guru/status/2019539760889679909)  2026-02-05T22:32Z 13.5K followers, [----] engagements


"Kering confirms sector wide luxury improvement led by China. Gucci woes mean $PPRUY looks worse relative in US Europe but other brands growing now. So far LVMH is outlier on downside. $LVMUY $CFRUY $HESAY $BURBY $ZGN Burberry & Zegna direct-to-consumer Q4 acceleration in fashion = luxury continues to improve. LVMH is outlier not these companies or Cartier. Yes jewelry in sweet-spot but $LVMUY still struggling to digest post Covid pricing/innovation while others moving on. $HESAY $CFRUY https://t.co/slm53hT553 Burberry & Zegna direct-to-consumer Q4 acceleration in fashion = luxury continues to"  
[X Link](https://x.com/Retail_Guru/status/2021209033429090372)  2026-02-10T13:06Z 13.5K followers, [----] engagements


"US December retail sales ex gas/autos +3.5% below prior trend in contrast to retailer/payment provider updates. Furniture rough but all other categories including DIY up. Sport eating out web all stand-outs on upside. $XLY $XLF $HD $LOW $AMZN $SBUX $MCD $DKS $WSM"  
[X Link](https://x.com/Retail_Guru/status/2021216608912327031)  2026-02-10T13:36Z 13.5K followers, [---] engagements


"@SSGY12356 Richemont is now c80% jewelry which is a much healthier category. Also much less wholesale. The issues you describe are related to watches. Look at Swatch as pure play and contrast"  
[X Link](https://x.com/Retail_Guru/status/2021251421069353387)  2026-02-10T15:54Z 13.5K followers, [--] engagements


"Incidentally after early hiccup results from wide swathe of staples (Pepsi Coke Unilever Bud etc) suggest after hiccup in early [--] Lat Am has reverted to being treasure island. Most back to pricing well above inflation while decrying macros. $XLP $KO $PEP $UL $BUD $PM Unilever out-performing P&G by wide margin (4 points) & with +4% point forward sales guide despite being widely considered far inferior. Not just greater EM exposure - $UL doing far better in US. $PG legacy of aggressive premium-isation likely hurting. $CL $LRLCY $XLP https://t.co/C1UNUhk2TI Unilever out-performing P&G by wide"  
[X Link](https://x.com/Retail_Guru/status/2021930867711787045)  2026-02-12T12:54Z 13.5K followers, [----] engagements


"@ATLiens_Capital IMHO dont see signs of Hermes desirability falling. Yes 2nd hand market for a Birkin is naturally much bigger than Ferrari. But virtually every intro becomes a classic is made in limited runs is pretty incredible - not just Birkin. Pricing also way more tempered than peers"  
[X Link](https://x.com/Retail_Guru/status/2022378099799646686)  2026-02-13T18:31Z 13.5K followers, [--] engagements


"VW Dec sales down 7.9%. But markets most impacted by scandal barely down: EU -2% & North America -1%. So much for the Cassandras. $F $GM"  
[X Link](https://x.com/Retail_Guru/status/685532140528877568)  2016-01-08T18:42Z 12.9K followers, [--] engagements


"$KSS #Kohls few surprises - guidance raised but a lot down to share repos. Soft sales margin reflect gas impact on low/mid income shopper"  
[X Link](https://x.com/Retail_Guru/status/68649135208792064)  2011-05-12T12:10Z 13.4K followers, [--] engagements


"Ultra #luxe clothier Cucinelli serves up latest strong set of #s says current trade is very strong. $TIF $EL"  
[X Link](https://x.com/Retail_Guru/status/686612805164904449)  2016-01-11T18:17Z 13K followers, [--] engagements


"Naysayers point to Starbucks China softness. But US is 70% of biz. Macro speed-bump in growth driver manageable when main biz flying $SBUX"  
[X Link](https://x.com/Retail_Guru/status/690552953682296832)  2016-01-22T15:13Z 13K followers, [--] engagements


"#HMV gasping for breath receives #Waterstones offer from Mamut. Kiss of death as $HMV sells family silver (although that too is oxidised)"  
[X Link](https://x.com/Retail_Guru/status/69082086832746496)  2011-05-13T16:50Z 13.5K followers, [--] engagements


"Do the macro tourists constantly telling us US consumer is 'weak' & slowing ever check in with likes of $AMZN $SBUX $HD $UA $ULTA $LB et al"  
[X Link](https://x.com/Retail_Guru/status/693136424753692672)  2016-01-29T18:19Z 12.9K followers, [--] engagements


"LVMH closes out [----] on decent note with organic sales +5%. Fashion #luxe steady despite Paris & very weak US results $TIF $EL $RL"  
[X Link](https://x.com/Retail_Guru/status/694580199812403200)  2016-02-02T17:56Z 13K followers, [--] engagements


"Jan US retail sales +3.4% y/y. Back out gas stations & up a full point higher at a healthy +4.3% $$"  
[X Link](https://x.com/Retail_Guru/status/698139859953827840)  2016-02-12T13:41Z 13K followers, [--] engagements


"6% comps at $TJX suggest even in apparel share shifts a bigger factor than overall softness. $TJX sales now 10% higher than Macys $M $JWN"  
[X Link](https://x.com/Retail_Guru/status/702490928901177345)  2016-02-24T13:51Z 12.9K followers, [--] engagements


"Footlocker's blockbuster 8% comp latest to shows with right product demand is there for the taking $FL $JCP $TGT $SBUX $HD $M $RL $KSS"  
[X Link](https://x.com/Retail_Guru/status/703212569922818048)  2016-02-26T13:38Z 12.9K followers, [--] engagements


"Feb Euro car sales +14% up for 30th straight month (2.5 years). Broad strength with [--] of [--] markers up most double digit $F $GM $TM"  
[X Link](https://x.com/Retail_Guru/status/710083731671949313)  2016-03-16T12:42Z 12.9K followers, [--] engagements


"Sonoma #s show Restoration CEO apocalyptic calls misplaced. Furniture up FL & TX no worse than others & decent pick up in Q1 $WSM $RH"  
[X Link](https://x.com/Retail_Guru/status/710448985224429568)  2016-03-17T12:53Z 12.9K followers, [--] engagements


"Daimler had best month EVER in March on Mercedes strength in Europe China. Monthly sales top 200K for 1st time. #Luxe $F $TIF $EL"  
[X Link](https://x.com/Retail_Guru/status/717808738443399169)  2016-04-06T20:18Z 13K followers, [--] engagements


"LVMH #s suggest intensification of recent #luxe trends. Mass consumers trading up high end cautious & ultra high end fine $TIF $EL"  
[X Link](https://x.com/Retail_Guru/status/719577591527706625)  2016-04-11T17:27Z 13K followers, [--] engagements


"Many said Venezuela inflation drives Pepsi growth. Out now & $PEP still posted 3.5% sales growth. Something good about this portfolio"  
[X Link](https://x.com/Retail_Guru/status/722030400210673664)  2016-04-18T11:53Z 13K followers, [--] engagements


"PepsiCo beat driven by strong margins - despite upping marketing margins bounced in key divisions. And volume responded nicely too $PEP"  
[X Link](https://x.com/Retail_Guru/status/722031446358155264)  2016-04-18T11:58Z 13K followers, [--] engagements


"Remarkable at L'Oreal: +4% volume in Q1 & strength in devd markets. Pricing power & brands - key reason for high staples PEs. $PEP $EL $CL"  
[X Link](https://x.com/Retail_Guru/status/722471252850511873)  2016-04-19T17:05Z 12.9K followers, [--] engagements


"But so-so Q doesn't obscure Coke message on balancing price & volume to drive profit. US prices strong +3% $KO $PEP"  
[X Link](https://x.com/Retail_Guru/status/722761059052961792)  2016-04-20T12:17Z 13K followers, [--] engagements


"Heineken latest staple to knock it out of the park. Q1 volume 3x forecast at +7% led by acceleration in China Vietnam & Americas $PEP $UN"  
[X Link](https://x.com/Retail_Guru/status/722761910005940224)  2016-04-20T12:20Z 12.9K followers, [--] engagements


"Achieving balance at Coke: Still drinks outpaced soda by a mile & margins still went up nicely. Allays the secular decline fear. $KO $PEP"  
[X Link](https://x.com/Retail_Guru/status/722768620024172544)  2016-04-20T12:47Z 13K followers, [--] engagements


"Procter underperformance fast becoming chronic. Q1 sales +1% vs Unilever +5% & L'Oreal +4%. Running out of excuses as to why $PG $UN $PEP"  
[X Link](https://x.com/Retail_Guru/status/724930145556029440)  2016-04-26T11:56Z 12.9K followers, [--] engagements


"Mondelez as with Coke Pepsi & L'Oreal suggest US staples showing signs of life. Makes Procter #s even more disconcerting $MDLZ $KO $PEP $PG"  
[X Link](https://x.com/Retail_Guru/status/725305988547497984)  2016-04-27T12:49Z 13K followers, [--] engagements


"Mondelez Q looked a lot like Pepsi: ok sales & superb margins. And rare in growing both in West & EMs. Another resilient staple $MDLZ $PEP"  
[X Link](https://x.com/Retail_Guru/status/725306863458373632)  2016-04-27T12:53Z 13K followers, [--] engagements


"Colgate EM business spiked a full point to +7.5% y/y & as at Pepsi this was despite taking out hyper-inflationary Venezuela $PEP $CL"  
[X Link](https://x.com/Retail_Guru/status/725660601402404865)  2016-04-28T12:19Z 12.9K followers, [--] engagements


"Awful as Nordstrom Q was interesting nugget - Rack got better. Channel shifts to off-price & web seem to be accelerating $AMZN $TJX $JWN"  
[X Link](https://x.com/Retail_Guru/status/731094255301726208)  2016-05-13T12:10Z 12.9K followers, [--] engagements


"Blistering 10%+ comps from Zara world's #1 apparel retailer. And we're told apparel is in a funk $GPS $M $JWN $GPS $RL"  
[X Link](https://x.com/Retail_Guru/status/743065980545466368)  2016-06-15T13:01Z 12.9K followers, [--] engagements


"Pepsi brings home bacon again for Staples Inc. Steady organic sales in most environments is why $PEP et al highly rated $PM $CL $UN $CLX"  
[X Link](https://x.com/Retail_Guru/status/751023189132795906)  2016-07-07T12:00Z 12.9K followers, [--] engagements


"Even as Tods & Swatch blew up ice-cool Hermes served accelerating sales +8%. Cool +17% in $$$ bags. Even in France & US. #uberluxe $TIF $EL"  
[X Link](https://x.com/Retail_Guru/status/756537207972831233)  2016-07-22T17:11Z 12.9K followers, [--] engagements


"Standouts at LVMH: stronger US and for the first time in ages a positive Asia growth number. Booze-led but fashion improving $TIF $EL $DEO"  
[X Link](https://x.com/Retail_Guru/status/757983620078379008)  2016-07-26T16:59Z 13K followers, [--] engagements


"LVMH #luxe cosmetics slower but solid. Make-up still leads. 10%+ US Sephora comps = big share gains vs department stores $EL $ULTA $M $JWN"  
[X Link](https://x.com/Retail_Guru/status/757987051207790592)  2016-07-26T17:12Z 13K followers, [--] engagements


"Apparel improvement main driver of better dept store results. Wholesale woes at $KORS $COH & $RL as much to do with over-distribution"  
[X Link](https://x.com/Retail_Guru/status/763833378835660800)  2016-08-11T20:24Z 13K followers, [--] engagements


"Q2 sales improved at all [--] dept stores in contrast to vendors. Vendor woes more about over-distribution & brand $RL $KORS $FOSL $M $JWN"  
[X Link](https://x.com/Retail_Guru/status/764084874198212609)  2016-08-12T13:03Z 13K followers, [--] engagements


"Early retail reports suggest US consumer steady. Apparel improving esp those with exclusive assortments $HD $JWN $TJX $URBN $JCP"  
[X Link](https://x.com/Retail_Guru/status/765891232627298308)  2016-08-17T12:41Z 13K followers, [--] engagements


"PepsiCo organic growth accelerates nicely to 4%+. Despite what macros throw at them high quality staples keep delivering $PEP $CL $UN $PM"  
[X Link](https://x.com/Retail_Guru/status/781477065124147200)  2016-09-29T12:53Z 12.9K followers, [--] engagements


"Slowdown Mercedes BMW Audi set all-time sales records in Sept. China Europe up big US soft. SUVs yuge #luxe $TIF $EL $F $GM"  
[X Link](https://x.com/Retail_Guru/status/786912392965918720)  2016-10-14T12:51Z 12.9K followers, [--] engagements


"Colgate consistency continues. 4.5% organic growth near top of class in staples. EMs up 8% but up in developed markets too $PEP $CL $UN"  
[X Link](https://x.com/Retail_Guru/status/791611604802609152)  2016-10-27T12:04Z 13K followers, [--] engagements


"Colgate success owes lot to blessed categories. But success across broad geography also = staples resilience #NotJustYieldPlays $CL $PEP $UN"  
[X Link](https://x.com/Retail_Guru/status/791613535952470016)  2016-10-27T12:12Z 13K followers, [--] engagements


"Hoping not to jinx it but worlds #1 apparel retailer comping 10%+ is extraordinary & huge validation of Zara's model $GPS $URBN #H&M"  
[X Link](https://x.com/Retail_Guru/status/809021449096855552)  2016-12-14T13:05Z 13K followers, [--] engagements


"No warm weather excuses. Zara responsive model keeps delivering. Eating rivals for breakfast lunch & dinner. $GPS $M $URBN $ANF $RL #H&M"  
[X Link](https://x.com/Retail_Guru/status/809021867814223872)  2016-12-14T13:06Z 13K followers, [--] engagements


"Philip Morris again shows just how much pricing power tobacco wields. Q4 pricing +9% incl 6% in low-inflation Europe $PM $MO $CL $PEP"  
[X Link](https://x.com/Retail_Guru/status/827138327702827009)  2017-02-02T12:55Z 12.9K followers, [--] engagements


"Coke finally taking a leaf from $BUD playbook Pricing +6% (not just Lat Am) - why not maximise pricing in declining category. $KO $PEP"  
[X Link](https://x.com/Retail_Guru/status/829675678958239744)  2017-02-09T12:57Z 12.9K followers, [--] engagements


"PepsiCo move years ago to reposition portfolio towards good-4-u paying off without margin dilution $KO & US food cos having to make $PEP"  
[X Link](https://x.com/Retail_Guru/status/831852319297961984)  2017-02-15T13:07Z 13K followers, [--] engagements


"$VFC saw notable acceleration in both Asia Europe & guides to 7-9% growth there in [----]. US guided at best +1% $RL $KORS $M $PVH $TIF"  
[X Link](https://x.com/Retail_Guru/status/832584570390319104)  2017-02-17T13:36Z 12.9K followers, [--] engagements


"Kraft move suggests it wants an asset that adds both better categories and better geography not just cost saves. $KHC $UN $CL $GIS $K"  
[X Link](https://x.com/Retail_Guru/status/832587703791263745)  2017-02-17T13:49Z 12.9K followers, [--] engagements


"Decent Walmart Q. Solid comp & for once faster web growth than Amazon. But a lot of margin pain to get there. $WMT $TGT $AMZN"  
[X Link](https://x.com/Retail_Guru/status/834019824326029312)  2017-02-21T12:39Z 12.9K followers, [--] engagements


"Sobering that $TJX whips dept stores despite selling mostly same brands in even more tired environment. Price all that matters $M $RL $PVH"  
[X Link](https://x.com/Retail_Guru/status/834403473257021440)  2017-02-22T14:04Z 13K followers, [--] engagements


"Williams Sonoma rare beast: retailer selling mostly 3rd party products with +ve 1.4% comp. Not all of retail is being Amazoned $WSM $AMZN"  
[X Link](https://x.com/Retail_Guru/status/842355344336646145)  2017-03-16T12:42Z 12.9K followers, [--] engagements


"Pattern of over-promising & under-delivering is becoming chronic at Ford. Mulally seems to have set his successors up to fail $F $GM"  
[X Link](https://x.com/Retail_Guru/status/844915549188579329)  2017-03-23T14:15Z 12.9K followers, [--] engagements


"Burberry beauty key culprit in underwhelming wholesale numbers. Shows how hard breaking oligopoly of Estee L'Oreal & Dior is. $EL"  
[X Link](https://x.com/Retail_Guru/status/854677080822480897)  2017-04-19T12:44Z 13K followers, [--] engagements


"The rich are clearly feeling good about life. Luxury is on fire. Gucci Q1 sales +48%() - the fastest I can ever recall $TIF $EL"  
[X Link](https://x.com/Retail_Guru/status/856903927148752902)  2017-04-25T16:13Z 13K followers, [--] engagements


"Well-telegraphed as Pepsi pointed to calendar comparisons. Still first time in a very long time that $PEP hasn't beaten street"  
[X Link](https://x.com/Retail_Guru/status/857202230524620801)  2017-04-26T11:58Z 13K followers, [--] engagements


"Been a while since $PEP sales sported 2-handle. Easter shift didn't help US-focused staple but still needs solid acceleration to hit sales"  
[X Link](https://x.com/Retail_Guru/status/857204645181046784)  2017-04-26T12:08Z 12.9K followers, [--] engagements


"$PEP $PG $KO $PM: together all point to slower Q1 staples markets esp in Western world. Contrasts with sharp acceleration in luxury"  
[X Link](https://x.com/Retail_Guru/status/857215962138988544)  2017-04-26T12:53Z 13K followers, [--] engagements


"Key question when US consumer confidence surging: why is spend on basics struggling Colgate's US topline at -6% shockingly bad $CL $PG"  
[X Link](https://x.com/Retail_Guru/status/857928501139320833)  2017-04-28T12:04Z 12.9K followers, [--] engagements


"Estee confirms premium beauty sweetspot. Strong sales stellar margins. Healthy despite over-indexing to US department stores $EL $M"  
[X Link](https://x.com/Retail_Guru/status/859740828180369409)  2017-05-03T12:06Z 12.9K followers, [--] engagements


"After every Q including this blow-out Estee will re-invest to 'further momentum'. But 20% beat shows huge underlying leverage in $EL model"  
[X Link](https://x.com/Retail_Guru/status/859742109657698305)  2017-05-03T12:11Z 12.9K followers, [--] engagements


"$TJX two-year traffic UP 9%+. Macy's DOWN 13%. In broadly similar categories. Shows how deep department stores structural hole is. $M"  
[X Link](https://x.com/Retail_Guru/status/864460560284475392)  2017-05-16T12:40Z 13K followers, [--] engagements


"Kroger higher LIFO charge suggests deflation is not causing margin problem. Inability to pass on higher prices to consumer is $KR $WMT $WFM"  
[X Link](https://x.com/Retail_Guru/status/875326060124147712)  2017-06-15T12:16Z 13K followers, [--] engagements


"Yes $AMZN Whole Foods but not great for other grocers. But also signals it sees value of (& future for) physical stores $WMT $KR $TGT $WFM"  
[X Link](https://x.com/Retail_Guru/status/875706939677847552)  2017-06-16T13:29Z 13K followers, [--] engagements


"German luxury car strength driven by China; Europe solid nascent recovery in Lat Am. US relative weak spot $F $GM $TIF $TM"  
[X Link](https://x.com/Retail_Guru/status/885111708855017473)  2017-07-12T12:20Z 12.9K followers, [--] engagements


"Chinese #luxe spend strong but gradually closing price gaps = spending more in Asia. Europe softer also hit by terrorism fears $TIF $EL"  
[X Link](https://x.com/Retail_Guru/status/885117109327589376)  2017-07-12T12:42Z 13K followers, [--] engagements


"That Target caught between Walmart & $AMZN crossfire is seeing better trends suggests US consumer perking up. $COST $TGT $WMT"  
[X Link](https://x.com/Retail_Guru/status/885470510720614400)  2017-07-13T12:06Z 13K followers, [--] engagements


"Coke finally fully taking on board tobacco mantra. Maxing pricing & no longer volume at all cost. 3% price & zippo volume in Q2 $KO $PEP"  
[X Link](https://x.com/Retail_Guru/status/890181913092247554)  2017-07-26T12:08Z 12.9K followers, [--] engagements


"Considering how dept stores are being shunned by former high flyers like $RL & $KORS creditable that Macy's can put up -3% comp $M"  
[X Link](https://x.com/Retail_Guru/status/895622554446163973)  2017-08-10T12:27Z 13K followers, [--] engagements


"Hand it to them: Nordstrom began ruthlessly culling Polo & $KORS well before street & esp. Macy's realised they were uncool. $JWN $RL $M"  
[X Link](https://x.com/Retail_Guru/status/895751563251245056)  2017-08-10T20:59Z 13K followers, [--] engagements


"Tiffany Asia -7% comp poor for 2nd straight Q given strength of #luxe spend there & at peers like Bulgari & Chow Tai Fook $TIF $EL"  
[X Link](https://x.com/Retail_Guru/status/900694337792741377)  2017-08-24T12:20Z 13K followers, [--] engagements


"Macau stays strong; Sept revenues +16%. Despite rising restrictions. China spending momentum alive & well $LVS $WYNN #luxe"  
[X Link](https://x.com/Retail_Guru/status/914836380106321920)  2017-10-02T12:56Z 12.9K followers, [--] engagements


"Icahn tries to get bidders out of the woodwork for bleach maker Clorox $CLX. CLX lacks scale overseas & a bigger player could bring that"  
[X Link](https://x.com/Retail_Guru/status/91903882292248576)  2011-07-15T16:16Z 13K followers, [--] engagements


"But are Clorox's $CLX brands strong abroad or will this just be a cost savings deal Better to buy a Heinz $HNZ where brands have real cache"  
[X Link](https://x.com/Retail_Guru/status/91904201688485888)  2011-07-15T16:17Z 13K followers, [--] engagements


"H&M quarterly comps down shocking 10%+. Raise all the wrong questions for former high flier: off-target product too much stock and worst of all too many stores. $GPS $RL $URBN"  
[X Link](https://x.com/Retail_Guru/status/941651952311635968)  2017-12-15T12:51Z 13K followers, [--] engagements


"Share price struggling with great expectations Macy's +1% comp is first positive comp since [----]. US shoppers clearly out in force this holiday driving up even share losers with struggling brands $M $RL $JWN $JCP $KSS"  
[X Link](https://x.com/Retail_Guru/status/948907130765000704)  2018-01-04T13:21Z 12.9K followers, [--] engagements


"Mercedes sales +10% in 2017; half of that growth from China +26%. China is Mercedes's #1 market; China volume nearly 75% higher than US Mercedes #2 market $EL $TIF $F $GM"  
[X Link](https://x.com/Retail_Guru/status/950403575460474880)  2018-01-08T16:27Z 13K followers, [--] engagements


"Cartier/Van Cleef Xmas retail sales stellar 13%+ powered by jewelry. Strength in Asia & US. Tiffany will underperform but should also benefit from turbo strength in jewelry $TIF"  
[X Link](https://x.com/Retail_Guru/status/951442313829429248)  2018-01-11T13:14Z 13K followers, [--] engagements


"Diageo grew in [--] of [--] booze categories; sales +7% in Asia & Lat Am & up nicely in devd markets. Pricing power of alcohol tobacco (& select other staples) in its full glory $DEO $PM $BTI $BUD $MO $KO $PEP"  
[X Link](https://x.com/Retail_Guru/status/956513619956654080)  2018-01-25T13:06Z 12.9K followers, [--] engagements


"LVMH closed out [----] in fine form. Q4 salles +11% vs street at 9%. Fashion still strong at +10% but real standouts are beauty & selective retail (mostly Sephora) at +14%. Confirms luxury still on fire & beauty its sweet spot $EL $ULTA $TIF"  
[X Link](https://x.com/Retail_Guru/status/956579672560689153)  2018-01-25T17:29Z 13K followers, [--] engagements


"In line doesnt = not impressive. Superb for company of McDonalds size to post 5.5% comp & accelerating 8% system sales. Also stealing Starbucks fastest sector growth crown $MCD $SBUX $QSR"  
[X Link](https://x.com/Retail_Guru/status/958327213463605248)  2018-01-30T13:13Z 13K followers, [--] engagements


"Unilever organic sales accelerate to +4% best pace in over [--] months. Volume +3.2% best since weather-boosted Q3 [----] $PG $UL $CL $PEP $KO $PM $EL"  
[X Link](https://x.com/Retail_Guru/status/959048392054837249)  2018-02-01T12:58Z 13K followers, [--] engagements


"Estee accelerated everywhere including US. Phenomenal 30% growth in Asia accelerating from 17% in prior Q Cash flow +75%. Guidance raise only reflects Q2 beat & tax upside. Room for forecasts to rise $EL"  
[X Link](https://x.com/Retail_Guru/status/959409065553166336)  2018-02-02T12:52Z 13K followers, [--] engagements


"German Jan car sales +12% best Jan in almost [--] years. France Spain saw solid gains; UK remains sick man of Europe down 6% $F $GM $TM"  
[X Link](https://x.com/Retail_Guru/status/960506684232945664)  2018-02-05T13:33Z 13K followers, [--] engagements


"Coach revival much more reassuring than Polos. Modest sales healthy margin and tight costs. And unanticipated tax benefit icing on cake $TPR $RL $KORS"  
[X Link](https://x.com/Retail_Guru/status/960860368259239936)  2018-02-06T12:58Z 13K followers, [--] engagements


"Mercedes hits another record in Jan. Sales +8% led by China. China is now 35% of Mercedes volume. $F $GM $VLKAY $TM $TIF $EL"  
[X Link](https://x.com/Retail_Guru/status/960878700937072640)  2018-02-06T14:11Z 13K followers, [--] engagements


"$KORS pulled back big on promos & -5% comp = demand still wobbly like Polo. But clear signal that $KORS & Coach want to milk handbags on price. Good for both. $M $RL $TPR"  
[X Link](https://x.com/Retail_Guru/status/961221675026010113)  2018-02-07T12:54Z 12.9K followers, [--] engagements


"Kering broad-based strength across luxury brands & categories remarkable. But with Gucci at 6bn+ in sales - you have to ask should it be limiting growth to stay exclusive"  
[X Link](https://x.com/Retail_Guru/status/963403685337489408)  2018-02-13T13:25Z 13K followers, [--] engagements


"Key word of staples earnings season: dynamic environment. In other words our sales will suck for a while yet. $KHC $PEP $PG $GIS"  
[X Link](https://x.com/Retail_Guru/status/963408659853250560)  2018-02-13T13:44Z 13K followers, [--] engagements


"Reading corporate tea leaves: $HLT & $IPG say business activity picking up $TAP says inflation in beer sticking and retail sales steady"  
[X Link](https://x.com/Retail_Guru/status/963773386810970112)  2018-02-14T13:54Z 12.9K followers, [--] engagements


"$WPP insists Facebook & Google not disrupting ad agencies. Yet [----] was first down revenue year in non-recessionary period in at least [--] years. $GOOG $FB $OMC $IPG"  
[X Link](https://x.com/Retail_Guru/status/969247475914690561)  2018-03-01T16:26Z 13K followers, [--] engagements


"Iconic luxury on a roll: Herms sales tripled & profit quadrupled over past [--] years. 9% comps in [----] says it all $EL $KORS $TIF $RL"  
[X Link](https://x.com/Retail_Guru/status/976451865809473537)  2018-03-21T13:34Z 12.9K followers, [--] engagements


"H&M slow-motion wreck shows why apparel retail runs (& needs) high gross margin. Q1 operating margin 2.6% from 11.5% in just [--] years. And inventory is still too high. $GPS $URBN $CHS $RL"  
[X Link](https://x.com/Retail_Guru/status/978602906629918725)  2018-03-27T12:01Z 12.9K followers, [--] engagements


"Smashing Q at LVMH blowing past estimates. Sales +13% vs street +10%. Wealthy out in force across globe $EL $TIF $ULTA $DEO"  
[X Link](https://x.com/Retail_Guru/status/983372336354267136)  2018-04-09T15:53Z 13K followers, [--] engagements


"Brand desirability closed distribution allowing luxury to thrive in Amazon age. LVMH standouts: fashion +16% beauty +17% & jewelry +20%. $EL $TIF $ULTA"  
[X Link](https://x.com/Retail_Guru/status/983372933925130240)  2018-04-09T15:55Z 13K followers, [--] engagements


"Asia & the US led LVMH sparkling performance. Asia remarkable +21% for a business of this size. US +10% mostly comp growth. $EL $TIF"  
[X Link](https://x.com/Retail_Guru/status/983690564683091968)  2018-04-10T12:58Z 13K followers, [--] engagements


"Hey big spender Amex billed biz accelerates again as US well heeled up their spending. However even $AXP cant escape a sharp jump in loan losses $TIF $EL $JWN"  
[X Link](https://x.com/Retail_Guru/status/986707260394147841)  2018-04-18T20:45Z 13K followers, [--] engagements


"Nestle & Unilever saw modest Q1 sales acceleration. Driven by volume as price fades as a driver relative past few years $UN $CL $PEP $PG $KO"  
[X Link](https://x.com/Retail_Guru/status/986936883291803653)  2018-04-19T11:57Z 12.9K followers, [--] engagements


"Unilever EM growth 5x developed markets Nestle 3X. China acceleration key driver. But Lat Am heavy staples seeing past pricing tailwinds turn to deflation $CL $UN $PG $PEP $KO $PM"  
[X Link](https://x.com/Retail_Guru/status/986938184692092929)  2018-04-19T12:02Z 13K followers, [--] engagements


"Coke better overall but similar contours to other staples: more volume less pricing & emerging markets far outpacing developed markets $KO $PEP $PM $UN"  
[X Link](https://x.com/Retail_Guru/status/988762918425579520)  2018-04-24T12:53Z 12.9K followers, [--] engagements


"Pepsico Q looks much like its last. If it didn't have US beverages we would be remarking how strong organic momentum is $PEP $KO $PG $UN"  
[X Link](https://x.com/Retail_Guru/status/989482217083633664)  2018-04-26T12:31Z 13K followers, [--] engagements


"For all fears about US soda & despite a likely 20% profit plunge there Pepsico will still deliver 9% profit growth. Timely reminder this is a portfolio & exposure to right categories in staples is key $PEP $KO $PG $UN $PM"  
[X Link](https://x.com/Retail_Guru/status/989483685295546369)  2018-04-26T12:37Z 12.9K followers, [--] engagements


"Macau revenue +29% in April fastest underlying pace since last July. Chinas big spenders on a roll $LVS $WYNN"  
[X Link](https://x.com/Retail_Guru/status/991296138186776576)  2018-05-01T12:39Z 12.9K followers, [--] engagements


"Amid staples crisis of confidence $BUD shows categories geography matter. For all the moaning about US global pricing +5% without a volume collapse. $CL $PG $PM $KHC"  
[X Link](https://x.com/Retail_Guru/status/994194539182206981)  2018-05-09T12:37Z 12.9K followers, [--] engagements


"Way to go Macys Some hints in yesterdays retail sales report showing apparel as beneficiary of US shopper confidence. And $M brand curation helping for once"  
[X Link](https://x.com/Retail_Guru/status/996724137497366528)  2018-05-16T12:08Z 12.9K followers, [--] engagements

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