Consumer
Consumer discretionary and consumer staples sectors. Retail, food and beverage, automotive, and household products.
COST Q3 2026: filings, holdings, and macro context
Stellantis returns to Q2 2026 profit; STLA shares fall 5%
Stellantis reported a return to profitability in Q2 2026, attributing the improvement to North American vehicle demand. STLA shares fell 5% following the earnings release.
Jersey Mike's Subs IPO raises $1 billion, priced at range midpoint
Jersey Mike's Subs Inc. raised $1 billion in its IPO, priced at the midpoint of the marketed range, with investor orders reported to have exceeded available shares by more than 10 times ahead of Wednesday pricing; shares were scheduled to begin trading Thursday under ticker JRKS.
CL Q2 2026: filings, holdings, and macro context
MO Q2 2026: filings, holdings, and macro context
SBUX Q3 2026: filings, holdings, and macro context
Cracker Barrel CEO Julie Masino steps down; CBRL stock affected
Julie Masino departed as CEO of Cracker Barrel Old Country Store following a period of sales declines linked to a reversed logo rebranding; CBRL was the directly referenced instrument in coverage of the leadership transition.
Shein swings to $99m Q1 loss ahead of Hong Kong IPO
Shein posted a $99m net loss in Q1 2026, reversing a $395m profit a year earlier, as it filed a draft prospectus for a Hong Kong listing with Goldman Sachs, Morgan Stanley and JPMorgan as joint sponsors.
PG Q3 2026 update — filings and holdings
MCD Q2 2026: filings, holdings, and macro context
WMT 2026 update — filings and holdings
NKE Q4 2026: filings, holdings, and macro context
KO Q2 2026: filings, holdings, and macro context
HD Q1 2026 update — filings and holdings
COST Q3 2026: filings, holdings, and macro context
UK retail sales rose 1.0% in June 2026, beating forecasts of -0.3%
UK retail sales volumes grew 1.0% month-on-month in June 2026, against a consensus forecast of a 0.3% decline, with annual growth reaching 4.2% versus a 2.3% estimate. GBPUSD and the FTSE moved following the ONS data release.