CONSUMER DISC (XLY)

An analyst cautioned that pricing headwinds and stiff competition from Chinese EV makers could weigh on near-term sales.

Sentiment on Stocktwits turned ‘extremely bullish’ from ‘bullish’ from a week ago.VTI

According to the firm, fears of Hoka growth slowing down are overblown.

Wall Street bounced back on Monday, recovering from Friday's robust decline fueled by tariff concerns, as investors remained focused on strong earnings from the fourth-quarter reporting season while awaiting further clarity on trade policie

Last week was certainly memorable, and it looks like this week is off to a similar start.

2025 is going to drive a lot of investors crazy due to frustrating market behavior and fear. The fear will be real because the source of frustration will be grounded in you, the consumer. It’s already here, and it’s getting more obvious in the data.

Weak China sales data further drove Friday’s market reaction.

For the second quarter, Tapestry posted earnings per share of $2.00, beating Wall Street estimates of $1.75, according to Stocktwits data

Sentiment on Stocktwits turned ‘extremely bullish’ from ‘neutral’ a week ago.

Wall Street slumped into negative territory late in the week as renewed fears over inflation and trade tariffs eroded risk appetite.

Investor frustration was evident on Stocktwits, with several bearish users blaming Musk’s political distractions for Tesla’s underperformance.

The company also expects first-quarter EBIT to be roughly breakeven, citing lower wholesales, an unfavorable vehicle mix, and major plant launch activities at Kentucky Truck and Michigan Assembly.

Wall Street analysts expect the company to post earnings per share of $1.49 on revenues of $187.31 billion.

Effective Thursday, Sherry House will succeed John Lawler as CFO. She was formerly vice-president of Finance from June 2024.

For 2025, Chipotle expects full year comparable restaurant sales growth in the low to mid-single digits

HSBC says that the company is returning to growth and that consensus estimates are “low enough” for Aptiv to start delivering positive surprises.

According to a Barron’s report, about 15% of the parts in a Model Y sold in the U.S. come from Mexico.

Sentiment on Stocktwits, where Tesla has nearly a million followers, improved to ‘neutral’ Friday afternoon from ‘extremely bearish’ a day ago.

Stocks posted slight gains for the week as investors shrugged off concerns over China's DeepSeek open-source API and the latest reading on inflation

The slide comes amid regulatory uncertainty over former President Donald Trump’s proposal to impose tariffs next month of up to 25% on auto imports from Mexico and Canada.

Earnings per share stood at $3.00 compared to $2.61 quoted by analysts