XLY

Consumer Discretionary Select Sector SPDR Fund

Lululemon joined peers Nike and Puma to bring a change at the helm, a move intended to drive growth amid challenging U.S. sales and a lack of proper innovation that have weighed on revenue and profits.

Even though shoppers have remained resilient and visited Costco’s stores to buy everything from household products to discretionary items, its private brand, Kirkland Signature, seems to be pulling customers.

Amid inflation, job losses, and tariff-linked price hikes, consumers turned to discount chains — and Dollar General and Dollar Tree made smart tweaks to capture the increased traffic.

The retail behemoth looks to enter 2026 with several changes, including one-hour delivery and a new CEO at the helm. Walmart is trying to position itself for further growth.

Victoria’s Secret was once the go-to place for women and is now trying to revive its lost glory under a new CEO, who is ensuring her experience at the likes of Gap and American Eagle benefits the company.

Right now, Trump's tariffs are prompting Coca-Cola to rethink its costs and strategize as it continues its move toward a more sustainable packaging strategy.

While consumer spending has slowed broadly, Ulta has benefited from consumers willing to turn to the chain for beauty and skincare needs, driven by the company’s efforts to offer a wide range of products.

The year did not pan out as expected, as the Trump Administration's tariffs introduced more uncertainty and chaos, with companies and consumers scrambling alike to navigate the storm.

Dollar Tree, on Wednesday, in a post-earnings call, noted that its growing multi-price assortment is resonating with shoppers by helping them meet their needs.