SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Aventus

Aventus ($AVT.X) is trending as traders discuss its potential, citing its low market cap and limited token supply as key factors for possible significant gains. The community is also closely watching for news of a potential partnership with the Truth Network to catalyze further price movement. Recent LinkedIn updates, use cases with Vodafone and Heathrow Airport, and its integration with Polkadot are being highlighted as bullish signals.

BigBear.ai Holdings, Inc. engages in data-driven decision dominance and advanced analytics that provide its customers with a competitive advantage in a world driven by data that is growing in terms of volume, variety, and velocity. The firm operationalizes artificial intelligence and machine learning at scale through its end-to-end data analytics platform. It deploys its observe, orient and dominate products to customers throughout the defense, intelligence, and commercial markets. The company was founded in 2020 and is headquartered in McLean, VA.

BigBear.ai Holdings Inc

BigBear.ai is trending amid retail-trader buzz fueled by a congressional disclosure of a politician buying shares, sparking speculation of potential government contracts. The community is actively discussing the implications of this purchase, with some drawing comparisons to Palantir and anticipating a breakout due to the company's AI-driven security solutions. Overall sentiment appears bullish, with discussions around chart setups and the potential for a short squeeze.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending as the community discusses Elon Musk's recent $1 billion stock purchase, viewed by some as a sign of confidence and a potential catalyst for further gains. Community members are debating whether this move signals long-term potential or is simply a pump, while also weighing factors like upcoming FSD releases and potential impacts from the Fed. Some traders point to technical indicators and potential resistance levels, while others express concerns about valuation and broader market conditions.

Slopana

Slopana is trending as community members rally around its meme-driven identity on the Solana blockchain. Conversations highlight its availability on Phantom Wallet and anticipation for potential gains, with some suggesting it could become a leading meme coin. The coin's connection to Solana, with some calling it the chain's mascot, is also fueling interest.

Definitive is an onchain trading platform democratizing advanced trading tools for the masses. Trade any token on any chain with advanced trade order types including Market, Limit Buy/Sell, Stop Loss and TWAP orders.  Route your trade instantly across 100+ DEXs and liquidity pools to get the best prices on every trade. Definitive is built by former Coinbase Institutional trading alumni and active DeFi experts.

Definitive

$EDGE.X is trending due to bullish sentiment and community excitement around its potential, with some mentioning a possible listing on Binance. Many traders are actively discussing entry and re-entry points, anticipating a rise to $0.60 and beyond, while also referencing its recent performance relative to other cryptocurrencies like $AVT.X.

WEBTOON Entertainment, Inc. engages in the provision of global storytelling platform. The firm offers creators and users to discover, create, and share new content. Its brands include Munpia, Yonder, Studio Lico, LINE, and Creator Studios. The company was founded by Jun-Koo Kim in 2005 and is headquartered in Los Angeles, CA.

Webtoon Entertainment Inc.

Webtoon Entertainment Inc

Webtoon Entertainment ($WBTN) is trending after a deepened partnership with Disney to create a new digital comics platform, causing a surge in after-hours trading. The community is discussing the potential of this collaboration, with some noting the company's low float and high short interest, while others express caution due to the non-binding nature of the agreement and potential valuation stretch.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as traders discuss the potential impact of the upcoming Fed meeting and a possible "sell the news" event, with some expressing concerns about the market's overextended state. Community members are debating whether a rate cut is already priced in, and monitoring technical indicators for signs of a potential pullback. Some traders are also noting the potential impact of China-US trade talks.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is trending as the market eyes potential rate cuts and digests news of key appointments and legal challenges impacting the Federal Reserve. Community members are debating the implications of these events on market direction, particularly whether the anticipated rate cut is already priced in. Discussions also include observations of unusual correlations between the VIX and SPY, and potential sector rotations.

The New York Times Co. is a media organization, which engages in creating, collecting, and distributing news and information. It offers news products and other interest-specific products, and related content and services. It offers newspapers, print, and digital products and investments. The firm also manages The New York Times, NYTimes.com, and mobile applications. The company was founded by Henry Jarvis Raymond and George Jones on September 18, 1851, and is headquartered in New York, NY.

New York Times Co. - Ordinary Shares - Class A

Recent earnings beat estimates, driven by digital subscription growth, is a key catalyst for NYT. Community members are also discussing the potential impact of political events, particularly on media companies. Some are focused on strategic moves like AI licensing agreements and potential acquisitions.

Denny's Corp. engages in the operation of restaurants and franchised, and licensed restaurants. It operates through the Denny's and Other segments. The Denny's segment includes the results of all company and franchised and licensed Denny’s restaurants. The Other segment refers to the results of all company and franchise restaurants. The company was founded by Harold Butler and Richard Jezak in 1953 and is headquartered in Spartanburg, SC.

Denny`s Corp.

DENN is trending amid discussions around its $5 Slams deal and the return of Pumpkin Pecan Pancakes, which are seen as potential traffic drivers. Community members are drawing comparisons to competitors like $CBRL, with some suggesting Denny's is gaining an edge with budget-conscious consumers. Bullish sentiment is fueled by unusual options activity and positive write-ups highlighting the company's digital innovation.

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Consumer discretionary stocks led gains in the sector last week, a period that also saw the benchmark S&amp;P 500 hitting another record as investors penciled in a 25-basis point rate cut by the Federal Reserve this week.&nbsp;&nbsp;The Consumer Discretionary Select Sector SPDR Fund (XLY) gained 1.5%, recording its second straight week of gains, while the Consumer Staples Select Sector SPDR Fund (XLP) declined 0.7%.Here are the week's top gainers among consumer and retail stocks:&nbsp;DoorDash (weekly gain 4.5%)DoorDash stock registered gains for a second consecutive week and traded near a lifetime high. Last week, the company received a widely expected approval from the European Union regulators for its $3.9-billion buyout of the UK's Deliveroo.Meanwhile, DA Davidson and Wells Fargo lifted price targets on the stock. Currently, 28 of the 40 analysts rate the stock rate ot 'Buy' or higher, and 12 rate it 'Hold,' according to Koyfin data.&nbsp;&nbsp;Stocktwits retail sentiment: Bearish&nbsp;Norwegian Cruise Line (weekly gain 3.9%)The cruise line company's shares have accelerated strongly, gaining over 50% since a recent low in mid-July. Last week, Stifel raised its price target on the stock, while maintaining a 'Buy' call, saying that Norwegian Cruise's traded at a&nbsp; 50% discount to its competitor Royal Caribbean's multiples and are massively undervalued.JPMorgan also raised its target on NCLH. Currently, 16 of the 23 analysts covering the stock rate it 'Buy' or higher, and seven rate it 'Sell.'Stocktwits retail sentiment: Bearish&nbsp;Monster Beverage (weekly gain 3.6%)The beverages firm has been high on investors' radar after its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/monster-beverages-stock-heads-for-best-day-in-over-2-years-after-upbeat-q2-retail-traders-turn-extremely-bullish/chrnEfXRdE0">upbeat</a> second-quarter results, reported in early August, and CEO Hilton Schlosberg’s comments that suggested increased energy drink buying by households. He also noted higher per capita consumption.MNST had no significant stock catalyst last week.Stocktwits retail sentiment: BearishFor updates and corrections, email newsroom[at]stocktwits[dot]com.

Royal Caribbean's passenger cruise ship Allure of the Seas arrives at the French Mediterranean port of Marseille. (Photo by Gerard Bottino/SOPA Images/LightRocket via Getty Images)

DoorDash, Norwegian Cruise, Monster Beverage Lead Consumer Sector Gainers Last Week As Investors Await Fed's Rate Decision

Last week, discretionary stocks found some buying interest amid a rise in risk appetite while defensive staples declined.

Equity

Last week, discretionary stocks found some buying interest amid a rise in risk appetite while defensive staples declined.


Research and consultancy firm Deloitte on Wednesday forecast that U.S. holiday sales will grow at their slowest pace since the pandemic, a warning for retail businesses already pushed against the wall navigating tariff headwinds.The holiday season,&nbsp;spanning from early November to New Year's, marks the busiest shopping period of the year, as retailers lure consumers with deep discounts to drive sales.Sales during the November 2025-January 2026 period are expected to rise between 2.9% and 3.4%, compared to a 4.2% increase&nbsp;in the same period last year, according to a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/retail-consumer/us-holiday-sales-set-slowest-growth-since-pandemic-deloitte-report-forecasts-2025-09-10/">report</a> from Reuters, citing Deloitte.The forecasts are based on data from agencies including the United States Commerce Department and the United States Bureau of Economic Analysis.Sales increased by 7.2% during the holiday season of 2020-2021, following a 4.9% rise in 2019-2020.Deloitte also forecast e-commerce sales to increase between 7% and 9%, in line with 8% growth last year, and in-store sales to rise between 2% and 2.2% versus 3.4% growth a year ago.The projections are worrisome and could compound the disruption from higher operational costs associated with U.S. tariffs, ultimately hurting their earnings. Tariffs have prompted some retailers and brands to raise product prices, which might potentially deter purchases.Retailers have issued mixed forecasts recently. Target and Best Buy have maintained their annual outlooks, while Walmart and Macy's have raised theirs.So far this year, the&nbsp;<a href="https://stocktwits.com/symbol/XRT">SPDR S&amp;P Retail ETF (XRT)</a>, which tracks retail stocks covering supermarkets, automotive, apparel, and restaurants, has gained 8.2%, below the 10.3% gains in the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>.The Stocktwits retail sentiment for these funds is 'neutral' and 'bullish,' respectively.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-mulls-data-centers-in-india-south-korea-after-opening-local-offices-report/chwkP2wRdMn">OpenAI Mulls Data Centers In India, South Korea After Opening Local Offices: Report</a>

Visitors walk through a shopping center. (Photo by Markus Scholz/picture alliance via Getty Images)

US Retailers Beware: Deloitte Projects Lowest Holiday Sales Growth Since Pandemic

The holiday season, stretching from early November through New Year's, marks the busiest shopping window of the year, as retailers lure consumers with deep discounts to drive sales.

Consumer stocks gained last week, in line with the broader market, which hit another record high on renewed expectations of a rate cut by the Federal Reserve this month.The Consumer Discretionary Select Sector SPDR Fund (XLY) rose 1.5%. The Consumer Staples Select Sector SPDR Fund (XLP) rose 0.1% after a significant 2% decline in the week prior.Here are the consumer and retail stocks that posted the highest gains:&nbsp;Williams-Sonoma, Inc. (weekly gain 7.6%)The home decor and furniture retailer saw a relief rally last week, after shares fell over concerns about its annual forecast issued late last month. Shares also received a lift after Argus raised its price target to $212 from $190, alongside growing expectations for rate cuts.Williams-Sonoma's business is closely linked to the housing market, which would significantly benefit from lower interest rates.&nbsp;D.R. Horton Inc. (weekly gain 7.6%)Momentum continued for home builders last week, as confidence after&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/against-the-odds-homebuilder-stocks-climb-as-incentives-offset-housing-market-gloom-dr-horton-pulte-group-pop/ch8wlEPR5Mh">strong quarterly results</a> from the sector's top companies was compounded by rate cut expectations.Lower interest rates translate to lower mortgage rates, which typically boost real estate purchases.Peers PluteGroup and Lennar Corp gained 6.9% and 6.6%, respectively, last week, while DHI shares have gained in six of the previous seven weeks.&nbsp;The Campbell's Co. (weekly gain 7.6%)Shares of the soups and snacks company gained 7% on Wednesday after it forecast fiscal 2026 net sales largely above expectations and beat the fourth-quarter profit estimate.Although the results were mixed (the 2026 profit forecast was below expectations), investors found solace in Campbell's comments on cost-saving and tariff mitigation efforts. A string of analysts&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/campbells-gains-wall-street-confidence-with-multiple-price-target-hikes/chwdg4yRdp2">raised</a> their price target on the stock in the aftermath.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coca-cola-market-share-in-turkey-pakistan-drops-amid-boycotts-over-perceived-links-to-israel/chwWYKeRdAX">Coca-Cola Market Share In Turkey, Pakistan Drops Amid Boycotts Over Perceived Links To Israel</a>

 A sign is posted in front of an available home at a KB Home housing development on March 22, 2023 in Folsom, California. (Photo by Justin Sullivan/Getty Images)

Housing-Linked Stocks Led Consumer Sector Gains Last Week On Renewed Rate Cut Expectations

The benchmark S&P 500 index reached another record high on Thursday.

U.S. holiday spending is projected to decline about 5% in 2024, the first notable drop since the pandemic, as Gen-Z shoppers cut back sharply due to inflation, tariffs, and rising living costs.More than eight in 10 consumers said they plan to reduce spending over the next six months, with Gen Z (ages 17–28) expecting to slash holiday outlays by 23%, while millennials, Gen X, and baby boomers anticipate spending the same or more, according to a PwC survey released Wednesday.The pullback comes as tariffs weigh more heavily on retailers and consumers.&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/de-minimis-ends-today-heres-whos-likely-to-win-and-lose-after-us-tariff-shift/chtThciRdNB">The U.S. ‘de minimis’ exemption</a>, which allowed tariff-free imports under $800 for nearly 90 years, ended Friday after U.S. President Donald Trump scrapped the rule.&nbsp;Chinese e-commerce platforms Shein, Temu, and Alibaba (BABA) had already been hit when the exemption for goods from mainland China and Hong Kong ended in May. By Aug. 29, the exemption ceased worldwide, forcing price hikes and squeezing cross-border sellers.Shein and Temu both raised prices ahead of the May deadline, with Shein’s sales sliding 23% year-on-year in June and Temu’s plunging 33%, before stabilizing post-rule change.Smaller importers and online sellers on eBay (EBAY) and Etsy (ETSY) are getting squeezed by the tariff changes, while giants like Amazon (AMZN), Walmart (WMT), Prologis (PLD) and DHL stand to benefit as more products shift to domestic supply chains.Walmart CEO Doug McMillon had already warned that costs were climbing week by week as the last of the tariff-free inventory disappeared. For shoppers, that means more attention on stretching dollars by picking products that deliver the best value,&nbsp; even as worries about jobs and inflation linger.Fresh signs of consumer anxiety came last week as the Conference Board’s confidence index fell to 97.4 in August from 98.7 in July, following a weak jobs report that underscored cracks in the labor market. Expectations for business conditions slipped, and the gauge of future income edged lower.“Notably, consumers’ appraisal of current job availability declined for the eighth consecutive month,” said Stephanie Guichard, senior economist at the Conference Board.On Stocktwits, sentiment around consumer staples ETF XLP swung sharply this year — from ‘extremely bullish’ in March to ‘extremely bearish’ by month-end, back to ‘bullish’ in August, and now bearish again. Meanwhile, sentiment toward consumer discretionary ETF XLY started the year ‘neutral,’ turned ‘bullish’ in April, softened mid-year, bounced in July, and now sits back at ‘neutral.’For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. holiday spending is projected to decline about 5% in 2024, the first notable drop since the pandemic, as Gen-Z shoppers cut back sharply due to inflation, tariffs, and rising living costs. (Photo credit: Getty Images)

Gen Z Tightens Wallets: US Holiday Spending To Fall For First Time Since Pandemic As Inflation And Tariffs Bite

PwC’s survey indicates that overall spending will decrease by about 5% from last year, with Gen Z reducing their holiday budgets by nearly a quarter, while older shoppers plan to maintain their current spending levels or increase it.

US Holiday Spending To Fall For First Time Since Pandemic As Inflation And Tariffs Bite

Amazon stock moved lower in Tuesday’s early premarket session, after it fell 1.12% last Friday before settling at $229.The stock has traded within a 52-week range of $161.38 to $242.52, which is its all-time high on an intraday basis.&nbsp;Tuesday’s premarket weakness comes amid a worsening of sentiment toward mega-cap stocks with exposure to technology.&nbsp; Amazon’s public cloud business — Amazon Web Services (AWS) – announced in a blog post on Monday the general availability of the AWS Asia Pacific (New Zealand) Region with three Availability Zones and API name ap-southeast-6.&nbsp;With the new region, customers can now run workloads and securely store data in New Zealand while serving end users with even lower latency.AWS has made a&nbsp;NZ$7.5 billion&nbsp;($4.4 billion)&nbsp;investment to establish the AWS Region in New Zealand. The service is expected to contribute NZD $10.8 billion ($6.3 billion) to New Zealand’s gross domestic product (GDP), create 1,000 new jobs annually, and enable Kiwi organizations of all sizes to innovate and scale faster using the most secure and resilient infrastructure.Amazon's AWS business contributed $30.87 billion to the company's top line results in the second quarter and its generated an operating income of $10.16 billion. AWS is among the frontrunners among the cloud service providers, although it faces an increasing threat to its lead position from Microsoft's Azure and Alphabet's Google Cloud Platform.&nbsp;Separately, Amazon announced that the Prime Invitee Program, which allowed Prime members to share their fast, free delivery with others, will end on October 1, 2025.On Stocktwits, retail sentiment toward Amazon stock remained ‘bearish’ (31/100) by early Tuesday, with the message volume at ‘low’ levels.<figure class="image"><img style="aspect-ratio:618/57;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_02_at_5_45_49_AM_png_ef1f3539d4.webp" alt="Screenshot 2025-09-02 at 5.45.49 AM.png" width="618" height="57"><figcaption>AMZN sentiment and message volume as of 5:45 a.m., Sept. 2 | source: Stocktwits</figcaption></figure>&nbsp;Amazon stock has gained just over 4% this year. The Koyfin-compiled analysts' consensus price target for Amazon stock is $263.18, implying nearly 15% upside from Friday's close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/why-lam-research-stock-is-down-3-in-today-s-premarket/chv6VIFRdnj">Why Lam Research Stock Is Down 3% In Today’s Premarket</a>

Amazon Web Services (AWS) logo, a division of Amazon displayed during the 9th edition of the VivaTech show at Parc des Expositions Porte de Versailles on June 12, 2025 in Paris. 

Amazon Stock Slips Over 1% Premarket: Tech Giant Commits $4.4B To Expand Asia-Pacific Cloud Reach In New Zealand

The service is expected to contribute NZ$10.8 billion ($6.3 billion) to New Zealand’s gross domestic product (GDP), and create 1,000 new jobs annually.

Tesla (TSLA) CEO Elon Musk signaled Friday that the company’s long-running ‘Master Plan Part Deux’ may finally be completed next year, nearly a decade after it was first unveiled.&nbsp;Part Deux&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.tesla.com/master-plan-part-deux">laid out</a> Tesla’s ambition to create solar roofs with integrated battery storage, expand its EV lineup across major segments, develop self-driving capabilities “10 times safer than that of humans,” and enable cars to generate income for owners when idle.&nbsp;Investors have traditionally tracked Musk’s master plans as roadmaps for Tesla’s future direction.<a href="http://stocktwits.com/symbol/TSLA">Tesla’s stock</a> was down as much as 2.8% in midday trade on Friday. However, retail sentiment on Stocktwits continued to trend in ‘bullish’ territory over the past day.&nbsp;In a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/1961450257176502656">post</a> on X, Musk acknowledged that Tesla’s most recent strategy blueprint, the Master Plan Part 3, proved “too complex for almost anyone to understand,” despite its sweeping vision for a global shift to sustainable energy. He promised that Master Plan 4 would be “concise,” hinting at a pared-down approach, rather than the sprawling targets across electric vehicles, energy storage, and autonomous driving&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.tesla.com/en_in/master-plan-part-3">described</a> in Master Plan Part 3.&nbsp;<figure class="image"><a href="https://x.com/elonmusk/status/1961450257176502656" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:1080/1771;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_29_21_57_08_14_0b2fce7a16bf2b728d6ffa28c8d60efb_jpg_97856c6a10.webp" alt="Screenshot_2025-08-29-21-57-08-14_0b2fce7a16bf2b728d6ffa28c8d60efb.jpg" width="1080" height="1771"></a><figcaption>Source: @elonmusk/X</figcaption></figure>Musk’s comments come after the CEO had already hinted that he was working on Master Plan 4 during Tesla’s second-quarter 2025 earnings call in July.&nbsp; “What’s going to happen over the next several years is a fundamental transformation of the company from a pre-autonomy world to a post-autonomy [world],” Musk said. “And I’m working on a new Master Plan to articulate that to the Tesla team.” He added that the future will be full of “exciting things” and hinted that the plan will be “profoundly world-changing,” without sharing any additional details.<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.teslarati.com/tesla-ceo-elon-musk-new-master-plan-what-to-expect/">Reports</a> suggest that Master Plan 4 will likely pave the way for a world where self-driving vehicles, such as the Cybercab, and humanoid robots, like Optimus, are in widespread use.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-revokes-intel-samsung-sk-hynix-waivers-on-china-chip-equipment/chtTKpgRdNh">US Revokes Intel, Samsung, SK Hynix Waivers On China Chip Equipment</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tesla CEO Elon Musk attends the official opening of the new Tesla electric car manufacturing plant on March 22, 2022 in Germany. (Photo by Christian Marquardt - Pool/Getty Images)

Musk Says Tesla Will Finish Master Plan Part Deux In 2026, Promises ‘Concise’ Master Plan 4

The company’s Master Plan Part Deux was first unveiled to the public in 2016, and Master Plan Part 3 was unveiled in 2023.

Consumer staples led the declines among the 11 core S&amp;P 500 sectors on Monday as the market corrected after substantial gains at the end of last week, following the Fed's comments that raised hopes for an interest rate cut.After largely staying resilient during the early tariffs-related selloffs and range-bound moves the last few months, the&nbsp;<a href="https://stocktwits.com/symbol/XLP">Consumer Staples Select Sector SPDR Fund (XLP)</a> fell 1.7% on Monday, its steepest in two months.Healthcare and utilities stocks followed up, with the Health Care Select Sector SPDR Fund (XLV) and Utilities Select Sector SPDR Fund (XLU) declining 1.4% and 1.1% respectively, as part of declines in nine sectoral indices. Communication and financial sector stocks rose.Shares of&nbsp;<a href="https://stocktwits.com/symbol/COST">Costco</a>,&nbsp;<a href="https://stocktwits.com/symbol/WMT">Walmart</a>, and&nbsp;<a href="https://stocktwits.com/symbol/PG">Procter &amp; Gamble</a>, the top three XLP constituents based on their weight, fell 0.8% to 1.6%, signaling defensiveness among the top companies. However, Stocktwits sentiment data shows that retail investors are slightly more optimistic on consumer discretionary stocks than staple stocks.The fall comes as investors peruse rate cut predictions ahead of the September meeting of the Fed and Nvidia earnings this week. The latter would determine the broader market sentiment for big tech stocks.A more than 11% drop in shares of&nbsp;<a href="https://stocktwits.com/symbol/KDP">Keurig Dr Pepper</a> also&nbsp;weighed heavily on the sector. Investors grew jittery after the U.S. beverages company announced a $18.4-billion acquisition of European coffee and tea giant JDE Peet's.To be sure, strong earnings from Walmart and Amazon recently have shown that U.S. consumer trends are upbeat, at least for regular and essential items. However, with frequent changes to the tariff policy continuing —&nbsp;President Donald Trump has indicated potential tariffs on furniture, while trade negotiations with the European Union and China are ongoing — risks could emerge.So far this year, XLP has gained 3.12%, while the&nbsp;<a href="https://stocktwits.com/symbol/XLY">Consumer Discretionary Select Sector SPDR Fund (XLY)</a> has gained 3.7%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Customers shop at a supermarket in Manhattan on July 15, 2025 in New York City. (Photo by Liao Pan/China News Service/VCG via Getty Images)

Consumer Staples Stocks Among Worst S&P 500 Performers: What's Behind The Slide?

Shares of Costco, Walmart, and Procter & Gamble, the top three XLP constituents based on their weight, fell 0.8% to 1.6%, signaling defensiveness among the top companies.

Nine of the 11 core sector indices fell on Monday.

Consumer stocks advanced last week,&nbsp;with a significant boost coming in on Friday following Federal Reserve Chair Jerome Powell's indication of an interest rate cut next month.The Consumer Discretionary Select Sector SPDR Fund (XLY) rose 1.8%, notching gains for the third straight week, while the Consumer Staples Select Sector SPDR Fund (XLP) rose 0.6%.The benchmark S&amp;P 500 gained 1.5% on Friday and 0.3% for the whole week, after Powell's dovish remarks at the Jackson Hole conference.Here are the top gainers in the consumer and retail space:&nbsp;Royal Caribbean Group (weekly gain 9.8%)The cruise line operator's share gained for the second week, driven by steady investor confidence after the company reported strong second-quarter results and raised its annual profit forecast late last month.Signals from the travel sector, including from booking sites and airlines, suggest a rebound in activity, especially international travel.Last week, investment advisory firm Tigress Financial raised its price target on the stock to $415 from $330, providing some lift.&nbsp;Deckers Outdoor Corp (weekly gain 6%)Shares of the shoe retailer also registered gains for a second straight week, sans a significant catalyst.While the U.S. tariffs on Southeast Asian manufacturing hubs, such as Vietnam, are expected to weigh on the fundamentals for brands like Deckers, the industry is aggressively&nbsp;seeking ways to mitigate those challenges.Deckers, known for its Hoka and UGG shoes, won investors' vote of confidence after&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/deckers-stock-sparks-extremely-bullish-buzz-on-stocktwits-after-ceo-flags-strategic-reset/chob34cR5wB">outlining plans</a> to strategically pace new launches and implement stricter inventory controls last month.&nbsp;MGM Resorts (weekly gain 6%)MGM Resorts and its fellow casino and hotel chains&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hotel-and-casino-stock-investors-cheer-powell-s-rate-cut-signal-buoying-hopes-of-expansion-plans/chssXfIRdKv">rallied</a> strongly after Friday's rate cut signal.&nbsp;Given their real estate-heavy businesses, where expansion largely occurs through debt, even small changes to the borrowing rate have a significant impact on the company's financials.MGM is investing millions in ongoing renovations across its Las Vegas properties, as well as developing Japan's first integrated casino-resort in Osaka and another in Dubai.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-open-sources-old-grok-ai-model-to-woo-developers-as-rivarly-with-openai-google-gemini-heats-up/chssKSFRd1P">Elon Musk Open-Sources Old Grok AI Model To Woo Developers As Rivarly With OpenAI, Google Gemini Heats Up</a>

Royal Caribbean, Deckers, MGM Shine As Consumer Stocks Extend Weekly Gains After Powell's Rate-Cut Tease

Overall, discretionary stocks gained more than staples last week.

Retail investors' sentiment toward Ross Stores improved Friday as management's assurances on mitigating tariff pressures helped temper concerns over weak earnings and guidance.Discount store chain Ross Brands, known for its private label clothes and household items, missed revenue expectations for the second quarter and issued weak guidance for&nbsp;the&nbsp;third- and fourth-quarter adjusted earnings per share. Still, the stock rose 2% in extended trading.On Stocktwits, the retail sentiment shifted to 'extremely bullish' (93/100) as of early Friday, from the previous day. The message volume was 'extremely high' compared to 'neutral' previously.<figure class="image"><img style="aspect-ratio:635/66;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_22_at_11_10_43_AM_png_a8b018e3bf.webp" alt="Screenshot 2025-08-22 at 11.10.43 AM.png" width="635" height="66"><figcaption>ROST sentiment and message volume as of August 22 | Source: Stocktwits</figcaption></figure>User comments were mixed; some noted mistrust for the after-market move and said the stock will fall in Friday's session, while others said the results were better than feared.On the earnings call, Ross Stores CEO Jim Conroy blamed the additional costs from tariffs&nbsp;for the weak outlook, adding that the company's mitigation strategies were showing results."We are confident that we can continue to offset most of the impact of tariffs, but we do anticipate modest pressure in the third quarter, which we expect will be further mitigated in the fourth quarter," Conroy said.He highlighted the company's efforts in vendor negotiations, diversifying the sourcing mix, and adjusting prices.Conroy admitted that prices are higher across retailers, but Ross Stores would maintain its "value proposition," as the "off-price sector has historically benefited from disruptions" such as those in the current market.<a href="https://stocktwits.com/symbol/ROST">Ross Stores' stock</a> is up 3.8% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cracker-barrel-s-controversial-logo-change-sparks-criticism-plummets-shares/chsmqo9Rd0c">Cracker Barrel's Controversial Logo Change Sparks Criticism, Plummets Shares</a>

A Ross Stores outlet in Las Vegas, Nevada.

Retail Turns Bullish After Ross Stores Signals Gains From Tariff Mitigation Strategies

Shares of the retailer rose after hours on Thursday despite the company missing second-quarter revenue expectations and issuing a weak profit outlook.

Even as the recent earnings from homebuilders soothed some concerns around the persisting sluggishness in the U.S. housing market, results from Home Depot and Lowe's Companies — major retailers of home improvement products — this week will paint a clearer picture of the consumer demand and inflation impact.Home Depot is set to release its quarterly report Tuesday, ahead of the market open, while Lowe’s would report a day later.&nbsp;Home Depot is expected to report a 5%&nbsp;year-over-year (YoY) increase in second-quarter revenue, its lowest in the past four quarters, according to analyst estimates from Koyfin. Lowe's revenue is expected to rise 1.5%, after nine straight quarters of decline.In the first quarter, Home Depot missed quarterly profit estimates, while Lowe's reported results above expectations after raising product prices. Home Depot, which has been trimming its catalog to a smaller number of products, said it would not raise prices yet.RBC Capital Markets said in a recent note that both retailers are likely to miss Wall Street expectations for comparable sales, with Lowe's running the risk of cutting its 2025 earnings forecast.Meanwhile, a July&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/inflation-report/chrxPu3RdJG">inflation reading</a> that aligned with estimates has raised hopes for an interest rate cut at the Federal Reserve's September monetary policy meeting. Lower interest rates translate into cheaper mortgages, spurring home sales and lifting housing-related industries.On Stocktwits, the retail sentiment was 'extremely bullish' for&nbsp;<a href="https://stocktwits.com/symbol/HD">Home Depot</a>, and 'bullish' for&nbsp;<a href="https://stocktwits.com/symbol/LOW">Lowe's</a>. Their stocks have gained 2.7% and 2.1%, respectively, year-to-date.In recent weeks, several analysts, including Evercore ISI, JPMorgan, and Jefferies, have raised their price targets on Home Depot stock. The latter two also raised the targets on Lowe's shares.Last month, Home Depot&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/home-depots-srs-distribution-to-buy-home-building-materials-company-gms-for-5-5b-retail-mood-bullish/chFWRedRRN7">announced</a> a $4.3-billion acqusition of GMS, a major building-products distributor, which is planned to be merged with its roofing services unit SRS Distribution.The move underscores Home Depot's pivot more towards the so-called Pro customers, such as contractors and other home services professionals.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lennar-e-bay-chipotle-lead-consumer-stock-gains-last-week-as-consumer-price-inflation-stays-steady/chsOR1yRdQS">Lennar, eBay, Chipotle Lead Consumer Stock Gains Last Week As Consumer Price Inflation Stays Steady</a>

A person walks inside a Home Depot store in Midtown Manhattan in New York City. (Photo by Eduardo MunozAlvarez/VIEWpress)

Home Depot, Lowe's To Report Earnings This Week: Retail Traders Stay Hopeful Despite Fears Of Price Hikes, Outlook Cut 

A sluggish housing market and high inflation have hurt businesses at these home improvement product retailers.

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