Sectors
Consumer and retail
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 57
- Share
- 6.1%
- Shows
- 44
- Net sentiment
- +0.05
Down from 6.6% of episodes in the weeks before; net sentiment was −0.15.
Bullish 14Mixed 14Neutral 17Bearish 12
5 weeks
Share of each week's episodes, and net sentiment.
0%2%4%6%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 14
- Currys outlines steady like-for-like sales growth and margin targets, supported by market-leading positions.CURRYS PLC - Investor Presentation · Investor Meet Company - Audio Archive · Oct 20
- Strong UK customer growth, rising average account size and profitable scaling support a positive outlook.PENSIONBEE GROUP PLC - Q3 2026 Results for the quarter ending 30 September 2026 · Investor Meet Company - Audio Archive · Oct 21
- Company is growing revenue across many regulated gaming markets, with new launches planned.Meridian Holdings reports revenue growth, targets US and Canadian gaming markets · Proactive - Interviews for investors · Oct 21
- Store remodels, elevated merchandise and seasonal launches like Unicorn Frappuccino are driving customer engagement and sales.Starbucks Global CBO Tressie Lieberman | When Convenience Killed Soul — and Value · Create or Destroy: Reimagining Marketing with Seth Matlins · Oct 20
- Expansion from natural channel to Whole Foods and Walmart shows strong retail traction for the brand.Scaling an Asian Medicine Brand into Whole Foods Market and Walmart · The Startup CPG Podcast · Oct 23
- Beverage growth, Taco Bell's drink goal and KFC's Coca-Cola switch point to strong liquid-format demand.The Food & Beverage Magazine Podcast: Kitchen Robotics, CPG Retail Scale & Industry Leadership · Food & Beverage Magazine News Now! · Oct 19
Show 8 moreShow fewer
- TikTok Shop's extended Black Friday and Cyber Monday window and rising holiday search interest point to strong sales.#565 - Walmart Loves Muse, Amazon Hates It! | 3 Weeks of Black Friday Deals? | Weekly Buzz 10/22/26 · AM/PM Podcast · Oct 22
- Target and Costco placements expand reach and volume, though they add complexity and cannibalize direct sales.How Hulken Hit $50M Without Raising: Founder Alex Schinasi · Operators · Oct 22
- AI lowers the barrier to entry and marketing costs for e-commerce and direct-to-consumer brands.How to Build an E-Commerce Company With AI · AI Marketing · Oct 23
- Connected field tools and offline capability are argued to improve in-store execution and shelf wins.Salesforce's Devin Kunysz: CRM-Driven Consumer Goods Growth · The CPG Guys · Oct 21
- Kaspi's marketplace and payments volumes grew strongly, showing consumer transaction momentum on its platform.Kaspi Is Worth $0.75 or $97,596? Why the DCF Breaks · Deep Values · Oct 22
- Omaha Steaks expects nearly half its revenue in three weeks, with strong brand and holiday demand.Calm Down Markets, Trevor Milton Has A Plane to Sell You, Jay Leno Live in The Ultradome | Alex Niehaus, Alex Blania, Nate Rempe, Connor Sweeney, Jay Leno · TBPN · Oct 20
- Covers the expansion of the No Days Off water brand into 14 states and sports partnerships.Training NBA Superstars & Scaling 7 Gyms | Manning Sumner · Big Hitters with Larry Weidel · Oct 20
- ChatGPT ads reached 100,000 advertisers, signaling a durable consumer business model.Reid Hoffman and OpenAI CFO Sarah Friar on where AI goes from here · Pioneers of AI · Oct 22
Bearish 12
- Emerging coffee chains are taking share from Starbucks, pressuring its margins and growth.Will McLane & Max Howard (@CapitalCapi): Starbucks (SBUX), Dutch Bros (BROS), and Investing in Consumer Brands · Value Hive Podcast · Oct 23
- Food manufacturers are raising prices on discretionary snacks and drinks, squeezing shoppers and hurting consumer budgets.10.21.26 Winter Heating Costs / Supermarket Price Update · The Clark Howard Podcast · Oct 21
- Apple downgrade rests on reduced iPhone unit shipments expected in the September quarter.CNBC Investing Club: Cramer’s Morning Take on Apple 10/20/26 · Squawk on the Street · Oct 20
- Dynamic digital pricing at Walmart and Wendy's angers customers and hosts see it as fraud-like.Your Colon Is The Real Victim · Armstrong & Getty On Demand · Oct 19
- A K-shaped consumer and pressured lower-income spending weigh on fast food and discretionary names.the call: Thursday 22 October · The Call from ausbiz · Oct 22
- Iconic brands such as Gap, Target, Lululemon and Nike are described as having lost their brand identity through performance marketing.“Do I even still like marketing? I don’t know.” · Inspiring Futures - Lessons from the Worlds of Marketing and Advertising · Oct 19
Show 6 moreShow fewer
- GLP-1 adoption is pressuring grocery and restaurant margins, forcing aisle repurposing and closures.DWP Bills Have Everyone Furious, Anthropic Pledges Up To 20% & GLP 1s Out Earn AI · Group Chat · Oct 19
- Gas and grocery price increases hurt consumers, and spending gains are driven by the top earners and lower savings.Why The Stock Market Is Booming — But Your Paycheck Isn't · Prof G Markets · Oct 19
- Amex cuts and Deckers guidance cut signal a challenging consumer backdrop.10AM Hour: Apple's Foldable Future, SpaceX Shakes Up Telecom, OpenAI’s New Valuation 10/23/26 · Squawk on the Street · Oct 23
- Consumer staples fundamentals are deteriorating, so chasing them is unwarranted.Beta Out, Quality In: Positioning for the Next Market Cycle · What's Next For Markets · Oct 25
- Discussion of business owners leaving Los Angeles due to crime and lawlessness.Trump Warns America Could Face France-Style Riots · The Larry Elder Show · Oct 21
- Pepsi faces volume pressure, price cuts, and high debt despite a director's purchase.Bumble to be Acquired by Ithaca Holdings for $1.3 Billion – The Special Situations Report Episode #73 · The Special Situations Report · Oct 19
Mixed 14
- Modest same-store sales and possible consumer trade-down make retail growth look tougher than expected.Navigating Retail and Defense in 2026 · The Market Edge · Oct 23
- Like-for-like growth held up but weather, discounting and price pressure weighed on spend.ANGLING DIRECT PLC - Half year results for the six months ended 31 July 2026 · Investor Meet Company - Audio Archive · Oct 20
- Omnichannel retail must balance physical and digital, with brand relevance shifting toward function.The Future of Luxury Beauty: Winning in the Age of Omnichannel, AI & Social Commerce (Mikael Brakker, Europe E-Commerce Channel & Amazon Director, Luxe Division at L'Oréal) · The CPG View · Oct 22
- Earlier promotions boost demand but can erode margins and strain fulfillment capacity.Amazon Takes Control of Multipacks, Google Changes Checkout & Black Friday Starts Early · Selling on Giants: The eCommerce Marketplace Podcast · Oct 20
- Shift toward at-home consumption and smaller formats may help retail channels while hurting on-premise.Drinks Marketing Needs to Target Where People Actually Consume · VinePair Podcast · Oct 22
- Kroger plans price cuts funded by savings while shoppers become more intentional amid grocery inflation.11AM Hour: Kroger CEO, NHL Commissioner & SpaceX Rallies on Earnings 10/21/26 · Squawk on the Street · Oct 21
Show 8 moreShow fewer
- Walmart's bundle strengthens its membership model, but Costco's premium is tested.GM Tanks Despite Earnings Beat, Walmart Takes On Costco · The Rundown · Oct 20
- Midi's expansion into Ulta stores and supplements broadens consumer sales, with upselling risks noted.Why Serena Williams Is Backing Menopause Clinics, Free Egg Freezing With a Catch & Why Oura’s $15B IPO Stalled · This Week in Longevity · Oct 19
- Consumer squeeze hits restaurants, but Chipotle's cash generation is seen as resilient versus self-inflicted brand damage.10 Stocks Drove 60% of Gains: Is Your Index Fund Safe? · Deep Values · Oct 23
- Higher iPhone prices shift the category upmarket but may strain consumers and Apple's volume.Inside the iPhone 18Pro: What's Driving Performance, AI, and Cost · TechInsights: The Chip-Observer · Oct 20
- Discussion of AI-generated products selling in Walmart and on social platforms shows real consumer adoption with questionable quality.Elizabeth Holmes and Theranos, AI Data Center Forecast Jumps, Poppi’s Pepsi Deal | Diet TBPN · TBPN · Oct 20
- Apple's iPhone Duo launch drew mixed reviews over software optimization and polish, with fixes expected soon.Matthew Prince on PHP2Shell, iPhone Duo Early Reactions, Meta Unveils New Class C Stock | Matthew Prince, Kevin Weil, MC Lader, Dillon Baxter, Richard Starson, Brian Manning · TBPN · Oct 22
- Consumer slowdown risks weigh on shopping centres and discretionary sales, though pharmacy retail stays resilient.the call: Wednesday 21 October · The Call from ausbiz · Oct 21
- Smoke-free demand is strong, but geopolitics and input cost inflation are pressuring margins and guidance.10AM Hour: SpaceX-Tesla Merger? Netflix’s Next Episode, Philip Morris CEO on Earnings 10/21/26 · Squawk on the Street · Oct 21
Neutral 17
- Costco discount stacking via delivery apps and gift cards is covered in practical, factual detail.262. Midweek Mini: Save 40% at Costco, Hyatt's Big Update & Rove News · Wonderland on Points | Credit Card Rewards & Budget Travel · Oct 21
- Consumer spending and traffic at Main Street businesses discussed as economic health indicators.America's Real One Percent Has Nothing to Do With Silicon Valley or Wall Street · Motley Fool Hidden Gems Investing · Oct 25
- Discussed factually as the everyday businesses (car dealers, distributors, restaurants) these owners run.Meet The Millionaire Class That Really Runs America · Prof G Markets · Oct 23
- Discussion of consumer financial needs, Gen Z segments and the brand campaign for members.58: Get personal: How one brand engages many mindsets: Insights from Intuit Credit Karma Head of Marketing Natasha Madan · Marketing Beyond with Alan B. Hart · Oct 21
- Trading card market discussed, with the PSA theft and collectors' losses.$1M Trading Cards Heist, Trevor Milton Returns, The Death Of Common Courtesy | Diet TBPN · TBPN · Oct 21
- Discussion of premium small luxury goods and product design appeal to consumers.Apple's HomeView and Robotic Display · Elon Musk Podcast · Oct 20
Show 11 moreShow fewer
- Discussion of WAP's small-business platform and its growth categories.Moderna Drama, WSJ Mansion Section, Genetically Engineered Military Dogs | Thomas Wright, Kyle Schiller, Steven Schwartz · TBPN · Oct 23
- Discussion of Muse shopping agents and Walmart versus Amazon agent commerce.The iPhone Duo should have been an iPad · The Vergecast · Oct 23
- The Tesla Roadster's pricing and reservation tiers are discussed factually, noting its luxury positioning.Andruil's Drone Wingmen - Ep 637 · Ones Ready · Oct 23
- Tenant turnover and lease renewals are discussed factually as part of asset management.Why Family Offices Are Turning to the Outsourced Real Estate CIO · The Mack Podcast · Oct 23
- Discussed only in passing; no clear investing angle.the call: Friday 23 October | small caps · The Call from ausbiz · Oct 23
- Discussion of AI digital twins for job hiring, a consumer-facing product angle.Is Kalshi Gambling? The Billionaire Founder Answers | Fortune Daily · Fortune Daily · Oct 20
- Discussion of Lunchables marketing history and beverage retail rollout.Forgotten War Heroes Who Changed The World - The Fat Electrician - #1165 · Modern Wisdom · Oct 19
- Public understanding of data centres and their environmental and community impact shapes local acceptance.Can the UK Win the AI Infrastructure Race? | Live at The Xcelerated Compute Show 2026 · Inside Data Centre Podcast · Oct 19
- Revolut's signature fragrance branding discussed as an experiment in sensory marketing.1108. News: Ramp hits $60bn valuation, UK venture capital breaks records, and Bank of America and Amex face AML fines · Fintech Insider Podcast by 11:FS · Oct 19
- Brief discussion of the Nike partnership and product placement tied to NBC sitcoms.Seinfeld · Acquired · Oct 19
- Brief mention of the viral OpenAI-branded seaweed crisps as a light opening segment.Who owns AI-generated Tung Tung Tung Sahur? · Raising Generation AI · Oct 19
Around it
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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