XLY Consumer Discretionary Select Sector SPDR Fund

#sectorbreadth Four rank gain for Discretionary ($XLY). Three rank loss for Materials ($XLB). Two rank gain for Health Care ($XLV). Two rank loss for Utilities ($XLU). Strongest sector is Discretionary ($XLY) at 92% bullishness and is in profit take / sell territory. Weakest sector is Energy ($XLE) at 15% bullishness.

Apollo: The first chart below shows that nominal spending growth has been broadly similar across income groups since 2024, all running at roughly +4% to +5% y/y The 2nd chart shows that household net worth has risen substantially across the income distribution since 2019, including by around 80% for the bottom 20% --- Consumer spending continues to be resilient $XLY $XLP $AMZN $WMT $COST

$XLY $GM $HAS Consumer discretionary, week of Oct 19: 16 companies had notable news (21 filings and releases). 📈 Big contracts and results led the week: 3 companies had big contract news, with all 4 filings labelled good for holders, and 3 had results news, 2 good and 1 bad 💰 General Motors, maker of Chevrolet, approved a new $20.0B buyback, about 27% of its roughly $72.6B market value, after its share count fell to 849M from 904M 🚀 GM's third-quarter adjusted operating profit rose 21.6% to $4.1B, and it raised its 2026 adjusted automotive free cash flow (car-unit spare cash) outlook to $11.5–12.5 billion 🚀 Hasbro, maker of Monopoly and Nerf, raised its 2026 adjusted EBITDA (core profit) outlook to $1.575-1.625B from $1.45-1.50B, and Magic: The Gathering had a record $616.1 million quarter ⚠️ Hasbro booked about $55M of tariff refunds, which it calls a risk, and it does not say how much of the outlook raise they make up

$XLY I like the combi of $AMZN mega day and XLY crossing the 50d after that heavy Friday rejection, overturning the rejection with normal volume. maybe AMZN had to wait a bit for the ETF to catch up to the 50d/trend. Now they can run together.

$XLY $AZO $CVNA Consumer discretionary, week of Oct 26: 36 companies made news worth knowing. 📈 Results led the week: 17 companies reported, and most of their results news was good for holders ⚠️ There was bad news too, as one company cut its outlook, one hit debt trouble, and one leader-change filing was bad for holders 🏆 Carvana, the online used-car seller, sold a record 217,385 cars last quarter, up 39%, and net income rose to $483M from $263M 📉 The catch is that each car earned less, as adjusted profit per car fell to $3,680 from $4,085 👤 AutoZone, the car-parts chain, said finance chief Jamere Jackson leaves for FedEx on November 25 with no successor named, though it says the exit has nothing to do with its results 🚀 The RealReal, an online luxury resale site, beat its own forecast and raised its 2026 adjusted profit outlook to $71.1M-$72.6M from $66.0M-$69.0M

$XLY Stephanie Link, wth is wrong with your head? 42 years of your reasoning sucks. I am sorry but many of your picks have massively failed! DO NOT FIGHT THE FED! No money is left to IPO anything too! Wells Fargo nope. The list goes on! Fed is done then we move up. Until that happens, then NO WAY!

😳ADIDAS Q3 2026 REVENUE: EUR7.252B UP 9% TO RECORD OPERATING PROFIT: EUR1.008B, UP 37% TO RECORD - RAISES FY2026 OPERATING PROFIT OUTLOOK TO EUR2.6B - SEES FY2026 CURRENCY-NEUTRAL REVENUE GROWTH OF 9%-10% $XLY

$XLY is showing a sequence of higher highs from the low, suggesting further upside in the near term. The next target area is 115.66–118.75. #XLY #trading