Carvana

Modine Manufacturing

Royal Caribbean Cruises

Toll Brothers

Netflix

Amazon

Cava Group Inc

Murphy USA

DoorDash

Texas Roadhouse

Invesco DWA Consumer Cyclicals Momentum ETF

PEZ tracks an index of US consumer cyclical firms selected and weighted by price momentum.

Loncar Cancer Immunotherapy ETF

First Trust SkyBridge Crypto Industry and Digital Economy ETF

Sprott Junior Uranium Miners ETF

SPDR S&P Homebuilders ETF

Wall Street was upbeat last week on Fed rate cut hopes.

Best-Performing ETF Areas of Past Week

Brinker International

Global X Funds - Global X E-commerce ETF

Fidelity MSCI Consumer Discretionary ETF

Fidelity MSCI Consumer Staples ETF

First Trust Consumer Discretionary AlphaDEX Fund

First Trust Consumer Staples AlphaDEX Fund

Home Depot

Amplify Online Retail ETF

iShares Evolved U.S. Discretionary Spending ETF

First Trust S-Network E-Commerce ETF

iShares U.S. Consumer Services ETF

iShares U.S. Consumer Goods ETF

iShares Global Consumer Staples ETF

Proshares Online Retail ETF

Invesco S&P SmallCap Consumer Staples ETF

 Invesco S&P SmallCap Consumer Discretionary ETF

Invesco DWA Consumer Staples Momentum ETF

Invesco S&P 500 Equal Weight Consumer Discretionary ETF

Invesco S&P 500 Equal Weight Consumer Staples ETF

VanEck Vectors Retail ETF

iShares Global Consumer Discretionary ETF

Starbucks

Vanguard Consumer Discretionary ETF

Vanguard Consumer Staples ETF

To date, 145 of the 199 companies in our Retail/Restaurant Index have reported their EPS results for Q2 2024, representing 73% of the index. The blended revenue growth estimate for the 199 companies in this index is 3.5% for Q2 2024. Home Depot reported better-than-expected Q2 earnings and revenue.

U.S. Retail Earnings Update - August 13, 2024

iShares MSCI Poland ETF

iShares U.S. Home Construction ETF

First Trust NASDAQ ABA Community Bank Index Fund

Invesco PHLX Semiconductor ETF

Wall Street is ending the fourth quarter on a sweet note. After a Downbeat October 2023, stocks surged in November and December on the hopes of Fed rate cuts in 2024.

5 Best Investing Areas of Q4 & Their Top ETFs

Global X Blockchain ETF

SPDR S&P Regional Banking ETF

All three major indices wrapped up their eighth consecutive weekly advance. We have highlighted the best ETFs, each from the top five segments of the fourth quarter.

5 Sector ETFs That Beat the Market in Q4

ARK Innovation ETF

Roundhill Cannabis ETF

Strategic Crispr & Gene Editing Technology ETF

Wall Street has been on a stellar ride, with all three major indices on track to wrap up their best monthly performance of 2023.

5 Sector ETFs That Beat the Market in November

Advisorshares Restaurant ETF

iShares U.S. Aerospace & Defense ETF

SPDR S&P 500 ETF Trust

Let's delve into some of the best ETF charts of Q3 earnings.

5 Best ETF Charts of This Earnings Season

Qraft AI-Enhanced US Large Cap Momentum ETF

VanEck Vectors Social Sentiment ETF

SPDR S&P 1500 Momentum Tilt ETF

Invesco DWA Technology Momentum ETF

Alpha Architect US Quantitative Momentum ETF

Wall Street appears ready to rally, with the S&P 500 notching its eight straight days of gains on Wednesday and the Nasdaq continuing its own streak for nine successive sessions.

Wall Street Hits 2-Year Best Mark: Momentum ETFs to Play

Invesco Treasury Collateral ETF

Asian Growth CUBS ETF

Invesco Defensive Equity ETF

Invesco DWA SmallCap Momentum ETF

Invesco S&P MidCap 400 Equal Weight ETF

Strategy Shares Nasdaq 5handl Index ETF

PGIM Global High Yield Fund

iBet Sports Betting & Gaming ETF

NightShares 500 1x/1.5x ETF

Invesco Dynamic Biotechnology & Genome ETF

Invesco Dynamic Food & Beverage ETF

Invesco Dynamic Media ETF

Invesco PureBeta 0-5 Yr US TIPS ETF

Invesco PureBeta MSCI USA ETF

Invesco DWA Momentum ETF

Invesco Dynamic Leisure and Entertainment ETF

Invesco DWA Financial Momentum ETF

Invesco DWA Emerging Markets Momentum ETF

Invesco DWA Developed Markets Momentum ETF

Invesco Dynamic Pharmaceuticals ETF

Invesco Dynamic Building & Construction ETF

Invesco 1-30 Laddered Treasury ETF

Invesco DWA Industrials Momentum Portfolio

Invesco Dynamic Semiconductors ETF

A total of nine funds launched during the week ending Sept. 1, thus a dip after the 17 ETF launches last week but not unusual in the leadup to a holiday weekend.

This Week in ETFs: Invesco Makes Changes to 35 Funds

Amplify Travel Tech ETF

First Trust NASDAQ Global Auto Index Fund

Defiance Hotel Airline and Cruise ETF

Goldman Sachs Future Consumer Equity ETF

ALPS Global Travel Beneficiaries ETF

Tema Luxury ETF

Roundhill S&P Global Luxury Etf

Direxion Daily Travel & Vacation Bull 2X Shares

Consumer Staples Select Sector SPDR Fund

Consumer Discretionary Select Sector SPDR Fund

SPDR S&P Retail ETF

Some consumer discretionary stocks have performed better than others. Luxury, homebuilding, and travel have been a bright spots.

Outlook For Consumer Discretionary Stocks Amid Shifting Spending Patterns

In the midst of one of the biggest seasonal periods for car buyers in the United States, online used auto retailer Carvana is surging on Wednesday, lifting online retail ETFs, thanks to a debt restructuring agreement that will lower the company's existing by over $1.2 billion, according to sources from the company.

Carvana's Debt Restructuring Stock Surge Helps Boost Online Retail ETFs

Vanguard U.S. Momentum Factor ETF

With the U.S. economy witnessing upbeat economic datapoints and Q2 earnings season unfolding in a decent manner, Wall Street is likely to continue its run ahead.

Momentum ETFs to Ride Upbeat Data & Good Start to Q2 Earnings

U.S. consumers have been able to increase savings even as they increased spending.

Consumer Savings at One-Year High: ETFs to Buy

The first month of 2023 (and the last month of the retail industry's Q4 2022) saw America's largest party supply store file for Chapter 11 bankruptcy, a move that the StarMine credit models had predicted about a year ago. According to StarMine, Bed Bath & Beyond scores in the bottom decile when it comes to the Relative Valuation, Val-Mo, and Short Interest models.

Inflation Continues To Dampen U.S. Retail Sales While Luxury Shines

Advisorshares Hotel ETF

First Trust Nasdaq Food & Beverage ETF 

iShares Evolved U.S. Consumer Staples ETF

40% of the online merchandise for U.S. retailers is on sale as we enter Black Friday week of 2022. The average percent discount in November is 36.3%; this has come down from the YTD levels of 37.6% and is significantly below the pre-pandemic levels.

U.S. Retailers Ramp Up Black Friday Deals

John Hancock Multifactor Consumer Discretionary ETF

John Hancock Multifactor Consumer Staples ETF

The mismatch between supply and demand within the retail space has reversed in advance of this year's holiday shopping season. Higher prices that retailers have successfully implemented since the pandemic are not going to reverse entirely.

Retail Outlook: Who Will Be In The Driver's Seat This Holiday Season?

As inflation reached its highest point in four decades, consumers spent more in June across a range of pricier goods and services like gasoline, groceries, furniture, and even restaurants. In a sign that consumers' spending habits remain resilient amid record inflation and a continued COVID-19 pandemic, the Commerce Department reported on Friday that U.S.

Despite Record Inflation, Consumers Are Still Shopping

The broader retail space has been weak relative to the S&P 500 so far this year. On a YTD basis, the VanEck Vectors Retail ETF has underperformed the S&P 500 by 4.5 percentage points, trading down by 18.2% as of today.

Weakness In Retail

US Consumer Discretionaries have fallen back to old support relative to Staples.

Relative Support For Consumer Discretionary Stocks

First Trust Nasdaq Retail ETF

Retail sales have posted gains in four consecutive months but November is the slowest pace of the four. Most categories were up in November though breadth was weaker than in October.

Retail Spending Posted A Modest Gain In November

Dillard's

Macy's

Signet Jewelers

We highlight 3 ETFs poised to benefit from record holiday sales

ETFs to Gain from a Supercharged Consumer

On Wednesday, the Federal Reserve made it clear that it will begin dialing back its $120 billion in monthly bond buying later this month. That's also known as tapering.

This ETF Can Survive and Thrive During Fed Tapering

Fernandes: U.S. retail sales in June 2020 were already higher than in December 2019. Fernandes: US consumer is in a much better position than they were in 2008.

What The U.S. Retail Sales Recovery Says About Corporate Earnings

Direxion Daily Retail Bull 3X Shares

ProShares UltraShort Consumer Discretionary 

ProShares UltraShort Consumer Goods

ProShares Ultra Consumer Services

ProShares Ultra Consumer Goods

Retail sales and food services spending rose 0.7 percent in August following a 1.8 percent drop in July. The three-month annualized growth rate is -0.9 percent though the level of sales is still well above the most recent nine-year trend. From a year ago, total retail sales are up 15.1 percent.

Core Retail Sales Post A Strong Gain In August

VanEck Vectors Gaming ETF

In the 12 months since the bull market began, shares of Caesars Entertainment Corp. have gained more than any other component of the S&P 500, up 1523%, according to Select Sector SPDRs data, and exchange-traded funds that bet on the stock have made out well, too. The ETF with the most exposure to CZR is the VanEck Vectors Gaming ETF , with a 4.5% stake, which has gained 149.3% in the past year.

ETFs that 'gambled' on the recovery have beat the house

Invesco S&P SmallCap Information Technology ETF

SPDR S&P Metals & Mining ETF

The January non-farm payroll reading of an addition of 49,000 jobs was below the estimated rise of 50,000. As many as 10 million jobs are still short from the boom in February 2020.

Sector ETF Winners & Loser in Light of January Job Gains

News for Invesco DWA Consumer Cyclicals Momentum ETF ETF (PEZ)