Sectors
Consumer and retail
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 74
- Share
- 7.0%
- Shows
- 65
- Net sentiment
- −0.28
Up from 6.2% of episodes in the weeks before; net sentiment was 0.00.
Bullish 12Mixed 14Neutral 21Bearish 27
2 weeks
Share of each week's episodes, and net sentiment.
0%2%4%6%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 12
- Costco's strong results show members still spending and trading up despite high costs.Commerce Riff with Sri & PVSB - September 29, 2026 · The CPG Guys · Sep 30
- Walmart's scale, everyday low prices and diversified revenue streams give it durable competitive advantages.TIP850: Walmart (WMT): From Discount Retailer to eCommerce Powerhouse w/ Kyle Grieve & Shawn O'Malley · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · Oct 1
- Amazon's grocery expansion, same-day perishables delivery and Whole Foods growth are presented as strong momentum.Booze Boycott Numbers & Coffee's Canadian Contribution, with guest co-host Steve Dennis and Jason Buechel, CEO, Whole Foods Market and VP, Amazon Worldwide Grocery Stores · The Food Professor · Oct 1
- Independent merchants can gain Prime-level delivery speed and cost, improving their competitiveness against Amazon.The $3B Company Trying to Beat Amazon Prime · Sourcery · Sep 29
- Adobe forecasts record holiday online spending, rising 6.7% to $275.1 billion, with October promotions adding demand.Amazon Wants to Run Every Marketplace, AI Gets the Keys & Holiday Spending Hits $275B · Selling on Giants: The eCommerce Marketplace Podcast · Sep 29
- Coolcation demand shift toward Alaska and Norway is boosting cruise bookings.Carnival (CCL): Absorbing a $150M fuel spike without hedges [Q3 2026] · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 30
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- Grocery-anchored necessity retail shows limited new supply, rising rents, and defensive demand.Is Real Estate Dead Money? This Investor Says Absolutely Not · In the Money with Amber Kanwar · Oct 1
- Physical stores remain central to retail revenue, with mall occupancy and omnichannel strategies strong.What Retail Legend Ron Johnson Learned from Apple’s Success and JCPenney’s Failure · HBR IdeaCast · Sep 29
- Private label products protect margins while offering consumers cheaper alternatives.Tier Ranking 12 Discount Retail Stocks From Best to Worst · The Canadian Investor · Sep 28
- Consumer services had a steep September underperformance, which the speaker views as a buying opportunity for idiosyncratic names.AI Is Becoming a Stock Picker's Market · The Markets · Oct 2
- Food delivery, e-commerce and quick commerce are scaling rapidly in Nigeria's consumer market.TCS | Norrsken22’s Lexi Novitske on how China is winning African tech · TechCentral (main feed) · Oct 1
- Winmark's franchise model generates strong cash flow and buybacks at attractive valuations.Jim Gillies Tells Us How To Win With Hidden Gem Investing (Multibagger Returns) · Chit Chat Stocks · Sep 30
Bearish 27
- Hosts distrust Walmart's pricing claims and say customers may shift to rivals like Costco and Aldi.Is Walmart Lying to Us? · Clownfish TV Podcasts · Oct 1
- Digital tags and smart carts enable dynamic pricing and biometric tracking that the host sees as harmful to shoppers.WALMART: Digital Price Tags Will Be the New Normal · Philip Teresi · Sep 29
- Revenue fell about four percent with a weak lifestyle segment and a guided high single-digit full-year drop.Nike (NKE): Slashing Dunk supply by 50% to force scarcity [Q1 2027] · Earnings Unscripted: Stock Earnings Calls & Analysis · Oct 2
- Hidden algorithmic price differences can damage reputation and trust, especially in close-knit local businesses.AI Pricing and Your Customers: Why Walmart Promised Not to Charge You Based on Who You Are · Small Business Big AI · Sep 29
- Rising grocery and restaurant prices squeeze household budgets and pressure consumer spending on food.Why ‘What’s for Dinner?’ Is Harder than Ever · The Journal. · Sep 28
- Retail beef prices have risen sharply, squeezing consumers while retailer margins draw government antitrust scrutiny.689. Here’s Why Your Hamburger Just Got So Pricey · Freakonomics Radio · Oct 2
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- Costco trades at high multiples, so Pai sees limited upside despite strong sales; Nike's brand has deteriorated.Money and Me: Is the AI Sell-Off a Buying Opportunity Now? Plus Costco and Nike · Live Well ft. Lance Alexander · Oct 1
- Agents that cancel subscriptions and find overcharges threaten companies that profit from customer friction and inertia.Can Meta's Muse AI Agent Save You Money? · The Prof G Pod with Scott Galloway · Sep 30
- McDonald's AI pricing engine raises consumer backlash and antitrust concerns over price discrimination.Dots Not Bots | Bitcoin News · Bitcoin And | Bitcoin & Economic News · Sep 30
- Hosts argue consumer slowdown and fuel costs will weigh on advertising spend.AI, Ad Spend & the Amazon–OpenAI Deal: What Advertisers Should Watch| E42 · Media Monitor · Sep 30
- Nike guidance miss, China decline and layoffs signal weak consumer demand for the brand.9AM HOUR: Stocks Rally and Yields Fall on Jobs Report, Tesla Delivers, Nike Tumbles 10/2/26 · Squawk on the Street · Oct 2
- Discusses celebrity beauty and skincare brands shuttering and holiday product launches.Cindy Crawford's Parenting Choices, Meghan Markle's Latest Branding Fail, & Tom Kenniff's Debut Novel · The Nerve with Maureen Callahan · Oct 2
- Weak revenue guidance, layoffs and stalled product engine point to a longer recovery.10AM Hour: G7 To Release 100M Barrels of Oil, Nike Goes off Track, Goldman’s First Reaction to Jobs Report 10/2/26 · Squawk on the Street · Oct 2
- AI-generated fake orders and card testing are costing retailers and merchants money.AI Enabled Fraud: When Growth Comes Before Guardrails · Fraudology Podcast with Karisse Hendrick · Oct 1
- Nike's messaging problems and lost retail distribution are seen as severe management failures.Money and Me: Is the AI Sell-Off a Buying Opportunity Now? Plus Costco and Nike · Money and Me · Oct 1
- Older shopping centers look quieter while new malls draw demand, suggesting weak broad consumer spending.Top of the Morning: China at two speeds - Reflections from the ground · UBS On-Air: Market Moves · Oct 1
- Restaurant and consumer stocks are weak under cost pressure, GLP-1 drugs and sagging confidence, though turnarounds exist.Great Companies, Beaten-Down Stocks: Booking & Pool Corp with Jonathan Boyar · The Acquirers Podcast · Oct 1
- Staples are seen as weakest on earnings growth and pricing power amid a strained consumer.Low Conviction, High Crosscurrents — With Danny Kirsch · What's Next For Markets · Oct 4
- Speakers criticize overpriced, feature-bloated consumer products like smart TVs and Bluetooth toasters.Resisting Enshittification w/ Michael from Systems of Human Performance: Ep. 563wsasdaw · The J. Burden Show · Oct 2
- Higher fuel costs ripple into food, farm and goods prices, squeezing consumers and businesses.🚨 MIKE ARIZA: Is California’s Energy Agenda Helping China? The Refinery Crisis Threatening U.S. Military Readiness · Unleashing Intuition Secrets · Sep 30
- Weak restaurant traffic and rising costs squeeze consumers and chains like McDonald's and Wendy's.DHUnplugged #820: Gullible Markets · DHUnplugged Podcast · Sep 30
- Constrained consumers and energy-driven inflation risks weigh on discretionary names; only pricing-power firms look safer.Top Investment Strategist: These trades WIN the AI bull market! · Full Signal · Sep 29
- Warm winters hurt apparel sales, forcing retailers to rework inventory plans.E254｜超级厄尔尼诺来了，我们的日常所需真会因它涨价吗？ · 硅谷101 · Sep 29
- Consoles priced around or above a thousand dollars strain consumer budgets, limiting upgrade demand.Shuhei Yoshida on the future of gaming · The Vergecast · Sep 28
- Rising energy and living costs erode consumer purchasing power, weighing on retail names like Walmart.9AM HOUR: Nvidia Adds $150B to Stock Buyback; Oil Prices and Yields Surge; MongoDB CEO Leaves for Meta 9/28/26 · Squawk on the Street · Sep 28
- Restaurant and travel stocks sold off, suggesting a consumer threatened by higher costs.Rates Keep Rising… And The Quiet Playbook For A Noisy Market 9/28/26 · CNBC's "Fast Money" · Sep 28
- Nike shares fell on weak revenue guidance, restructuring and job cuts.AI Safety with a Facebook Whistleblower & A $110B Media Merger 10/2/26 · Squawk Pod · Oct 2
Mixed 14
- Snack brands rose and fell through pricing wars, branding, and food-safety scandals, with growth shifting to vegetable-based products.No.221 中国辣条江湖 · 半拿铁 | 商业沉浮录 · Sep 30
- Price cuts drove strong volume and revenue beats, but margins compressed and the consumer looks fragile.CarMax (KMX): Routing 100% of customer calls to AI [Q2 2027] · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 30
- Nike's supply cuts protect brand prestige but sacrifice near-term revenue and risk commoditizing its family footwear pivot.Daily Earnings: Suppliers deliberately starve their markets | MU, NKE, ACN | Oct 1 · Earnings Unscripted: Stock Earnings Calls & Analysis · Oct 2
- Consumers are tightening spending, yet Halloween and retail sales show resilient demand with signs of slowing.Costco's $33B Online Lesson, Toys R Us Returns and Best Buy on TikTok Shop | Five Things Friday US, Week 40 · The Retail Podcast · Sep 30
- Consumption growth is slowing but could still rise; the outlook for companies selling to Chinese households is unclear.The Chinese Consumer: Savings and Spending · Data Talks · Oct 1
- Carnival showed strong demand and record pricing, while cheap eggs hurt Cal-Maine's margins.What’s News in Markets: Nvidia’s Big Buyback, Cruise Comeback, Egg Glut · WSJ Your Money Briefing · Oct 3
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- Mixed signals on holiday spending forecasts, with promotions likely squeezing margins.Seth Godin: Solving the Unsolvable, Plus Costco Surges & the AI Backlash · Remarkable Retail Podcast · Sep 29
- Costco digital sales up 20% and warehouse treasure-hunt appeal, but rising grocery prices weigh on shoppers.Meta Poaches A Rival CEO & Costco’s Membership Problem · Brew Markets · Sep 28
- Walmart's digital price tags could save shopper time but may enable surge pricing, prompting regulation and backlash.Walmart Rolls Out Digital Price Tags & Does AI Feel Pain? · Morning Brew Daily · Oct 2
- Hosts debate whether Walmart and McDonald's personalized pricing is fair, profitable, or a risk to consumer trust.McDonald’s & Walmart: Dynamic Pricing? | Best Buy x TikTok Shop | Braze Sues Frost Buddy · Ecomm Cowboy · Sep 30
- Used-car sales rose strongly, but profit per vehicle fell as pricing actions were used to support volume.Daily Earnings: Volume, Inventory and Capacity | CCL, KMX, UEC | Sep 29 · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 30
- Buying groups are expanding into education and networking, pressuring associations, though selective mergers make sense.Wholesale Change: AD Buys Back SupplyForce, Rexel's $1.4B Data Center Bet, and Is Walmart Distribution's Sleeping Giant? · The Wholesale Change Show · Sep 29
- Off-price and value retailers are strong while luxury and China demand weaken; holiday spending looks discerning.Rate Peak or Pause?... Nike Reports Results 10/1/26 · CNBC's "Fast Money" · Oct 1
- Holiday online spending is forecast to grow, but high gas prices and shipping costs pressure low-income shoppers and retailers.Nvidia's record-breaking stock buyback · Marketplace · Sep 28
Neutral 21
- Discussion covers retail marketing campaigns and store tactics without a clear investment call.Target's Isaac Mizrahi Employee Apparel Line, McDonald's Media Network, and More | Reimagining Retail · Behind the Numbers: an EMARKETER Podcast · Sep 30
- Examines customer frustrations with service, self-service and fees across banking and travel experiences.How to Fix the CX Gap in Banking · Banking Transformed with Jim Marous · Sep 30
- Shortages, store lineups and Pokémon Center restrictions shape how retailers sell trading cards.Pokémon trading cards are their own economy · The Vergecast · Sep 29
- Discussion centers on consumer banking product design and customer experience rather than investment implications.Nubank's Ethan Eismann: 'You have to love your customers fanatically for them to love you fanatically' · Tearsheet Podcast: Exploring Financial Services Together · Sep 29
- Holiday spending records, early essential stockpiling and value-shopper habits are described factually.Amazon vs. Meta: Who Controls the AI Shopper? · RETHINK RETAIL · Oct 2
- Describes Ferrari's craft-focused manufacturing and luxury model as a human-centered counterpoint.The Philosophical Debate About Superintelligence · The Josh Bersin Company · Oct 3
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- Talk about Costco and Kirkland brand clothing and Walmart shopping experience, discussed factually.Pineapple Hill Saloon Fights to Stay in Sherman Oaks · Tim Conway Jr. on Demand · Oct 2
- Discusses direct-to-consumer spice sales, pricing commitments, and shifts in product mix.Section 301 and the Spice Man who Sued Trump Over Them · ChinaTalk · Oct 2
- Discussion of brand marketing campaigns like American Eagle and Starbucks' marketing turnaround.Why most ads are terrible: Former Microsoft CSO · Power Players with Brian Sozzi · Sep 28
- Discussion of Apple hardware and product lineup choices with no investing lean.What John Ternus Could Fix at Apple · The Context Machine · Oct 1
- Covers how merchants pay for card acceptance and promotions factually.Why banks pay you to use their credit cards · Complex Systems with Patrick McKenzie (patio11) · Oct 1
- Discussion of everyday product design, consumer goods, and buying habits.#75 Ross Lovegrove: AI Is About to Change Design Forever | Designing Forward · Designing Forward ↗️ · Oct 3
- Covers his Kraft Singles marketing work and his revival of Disney retail stores.Former Disney CEO Bob Chapek on his legacy being erased by Iger · Power Players with Brian Sozzi · Oct 1
- Discussed factually around shopping behavior and agent-driven purchasing.1102. News: Amazon blocks Meta’s AI agent, Ryft raises £20m, and Sprive bags $10m · Fintech Insider Podcast by 11:FS · Sep 28
- Discussion of Tesla delivery trends and consumer ownership of AI and subscription services.Sign-In With GPT, Anthropic Vs. the Pope, Paramount Rebrands as Skydance | Diet TBPN · TBPN · Oct 3
- Costco expanding delivery to Uber Eats and DoorDash after ending its Instacart exclusivity.Take Pictures Of Your Cat For Uber Money and Uber Updates And Hard Truths · The GIG Economy Podcast · Sep 28
- Compares consumer purchasing with the far more complex B2B buying process.#244: How Alibaba.com Is Building the Future of Agent-to-Agent Commerce · The Artificial Intelligence Show · Oct 1
- Brief reference to past work selling sports apparel to schools.How Authenticity and Radical Transparency Build a Multi-Million Dollar Sales Book · Production Under Pressure · Oct 1
- Brief discussion of personal spending and money decisions tied to betting.Inside the life of a 'degenerate' sports gambler · On Point with Meghna Chakrabarti · Sep 30
- McDonald's algorithmic pricing and franchisee pressure reported as a consumer story.Daily Digest Sep 30: Trump Unveils America.gov Chatbot as Europe Attempts to Ease Pump Prices - Is X Money After the Banks? · Peak Prosperity · Sep 30
- Walmart's pledge against personalized pricing is discussed, with hosts noting companies already use customer data.09-28-26 Part One - Walmart Won't Take It Personal · Red Eye Radio · Sep 28
Around it
Companies named
Shows that covered it most
- Earnings Unscripted: Stock Earnings Calls & Analysis5
- Squawk on the Street3
- CNBC's "Fast Money"2
- Power Players with Brian Sozzi2
- The Vergecast2
- Brew Markets1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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