CONSUMER DISC (XLY)

According to a Bloomberg report that cited people familiar with the matter, Amazon’s Prime Day 2026 is now expected to be sometime in late June, compared with the typical early July timeline.

As of March 11, 2026, the American consumer is facing a sudden and aggressive "energy tax" at the pump that threatens to derail the post-inflationary recovery of the retail sector. Geopolitical hostilities in the Middle East have sent Brent crude prices screaming past $107 per barrel this week, dragging the

In a post on X, Musk said the project is part of Tesla’s deal with xAI and is designed to build a fast, real-time AI system capable of quickly understanding and responding to digital inputs.

The company said that the new business, including food delivery, Jingxi, has brought growth in traffic, user and shopping frequency on the JD platform.

Gap’s turnaround has now come to fruition, with the company now seeing strong comparable sales for its namesake brand and Old Navy.

More than 21,100 issue reports were raised on Downdetector at the time of writing.

The Beijing-based company said its revenue for the fourth quarter rose 1.5% year-on-year to $50.4 billion, while the company posted a net loss of roughly $0.4 billion.

In an interview with Stocktwits, CEO Martin Hoffmann outlined expansion plans, the company’s LightSpray production, and the benefits of full-price sales.

In a move that has sent ripples across Wall Street, Morgan Stanley (NYSE: MS) has officially upgraded the Consumer Discretionary Goods sector to Overweight, signaling a definitive preference for physical products over services for the first time since the global economic reopening in 2021. This strategic pivot, announced in full

As the company focuses on growing its user base, Duolingo expects to have an impact in the short term, mainly on its profitability.

An algorithm change at an ad partner has impacted Oddity’s results, with the company now expecting about 30% fall in revenues for the first-quarter.

Heading into earnings, data shows that Celsius is gaining market share and competing with traditional soda brands like PepsiCo and Coca-Cola as more people lean into energy and lifestyle drinks.

MELI stock was battered on Wednesday, even after better-than-expected revenue, as a profit miss weighed on investor sentiment.

Home Depot’s Q4 sales fell 3.8% to $38.20 billion, but came above analysts’ estimates of $38.03 billion, according to Fiscal.ai data.

The data center development across Caddo and Bossier Parishes will create 540 full-time jobs, the company said.

KHC is seeing investor optimism return and retail traders turn bullish following quarterly earnings under new CEO Steve Cahillane, who is focused on a turnaround plan rather than a split.

Retail traders are turning bearish on Carvana as signs of growth are becoming less clear.

Wall Street noted that the “poster child” of an old economy, Walmart, will deliver an upside to the guidance issued on Thursday.

Celsius, during a presentation at the CAGNY conference on Thursday, said it has been positioning itself through an expanded assortment that gives retailers more choice and consumers more relevant options

Walmart's quarterly results topped Wall Street expectations, and the company noted strong e-commerce sales growth.

DoorDash’s quarterly results did not impress investors initially, but a stronger gross order value forecast for the current quarter and the decision to consolidate all three platforms into one are now attracting investor attention.

Post-split shares of Booking will be cheaper to buy, and retail traders will eye an entry point once it happens. BKNG revenue for the fourth quarter rose 16% to $6.3 billion, compared with Wall Street estimates of $6.13 billion.

On Wall Street, the 12-month average price target on Dutch Bros is $77.10, based on 21 estimates, which represents an upside of about 47%, according to data from Koyfin.