StandardPoorly
— Sector · serious —

Consumer Spending

Retail, payment apps, travel throughput, app-store activity.

The most direct read on what U.S. consumers are doing with their money right now. We blend retail sales (Census), TSA boarding throughput (travel), credit-card balance growth, plus high-frequency app-store ranking signals from payment apps (Venmo, Cash App, Klarna) and shopping apps (Amazon, Shein, Temu). App-store rankings are a leading indicator of behavioral pivots that show up in retail revenue 30-90 days later.
Analyst · previewYou're seeing the public read on the Consumer Spending sector. Analyst unlocks the full firing history for every indicator here + alerts when a roster ticker breaks out + the roster past the top 12 by market cap. Trader adds intraday quotes across the whole roster + the cross-sector co-fire matrix + the API / MCP feed.Compare tiers →
the verdict —
1 of 12 tracked tickers in consumer spending are positive on the week. 31 of 61 mapped indicators are firing. Biggest 7-day mover: BKNG -10.9%.
The Sector Mood Ring
mood
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1↑ · 0— · 11↓ · 12 names · 7d basis
61 indicators in this sector·12 tickers tracked·← All sectors·Full universe explorer →

— Top movers · last 7 days —

Ranked by absolute price change. Refreshes every 15 min.
CASY
-19.92%
Casey's General Stores, Inc.
LULU
-19.09%
lululemon athletica inc.
BKNG
-10.88%
Booking Holdings Inc.

— Tickers we track in consumer spending —

Top 12 by market cap. Click to view per-ticker page with live news + related indicators.
AMZN-2.6%
Amazon.com, Inc.
TSLA-4.4%
Tesla, Inc.
HD-3.4%
The Home Depot, Inc.
TM-2.0%
Toyota Motor Corporation
MCD-1.4%
McDonald's Corporation
TJX-5.1%
The TJX Companies, Inc.
BKNG-10.9%
Booking Holdings Inc.
SBUX-7.5%
Starbucks Corporation
LOW-3.3%
Lowe's Companies, Inc.
ABNB-8.9%
Airbnb, Inc.
MAR+1.4%
Marriott International, Inc.
DASH-8.3%
DoorDash, Inc.

— Latest consumer spending news —live

Live from Alpaca / Benzinga. Headlines mentioning AMZN, TSLA, HD…
No recent headlines for AMZN, TSLA, HD, TM, MCD, TJX in the last 7 days.

— Voices on consumer spending —commentarylive

Curated commentary (Kobeissi, Doomberg, Lyn Alden, QuoteTheRaven, Pomp, ZeroHedge) mentioning AMZN, TSLA, HD… Opinion, not wire.
No recent commentary mentioning AMZN, TSLA, HD, TM, MCD, TJX in the last 7 days.

— Flagship signals —

Standardtravel_leisureSP-5373

TSA daily passenger throughput

2,865,564↑ 12%vs ~6 weeks ago
Daily TSA-screened passenger count (2019+).
last fired 1.0 years ago

Historically, on fire days, SPY averaged -12.8% over the next year — moving in the opposite direction as the signal 77% of the time.

−5.1%SPY over the 3 mo after the last fire
EXCEEDED HISTORY
↓53%
−0.04%
1 d
↓55%
−0.13%
1 wk
↓56%
−0.47%
1 mo
↓59%
−1.5%
3 mo
↓64%
−4.6%
6 mo
↓77%
−12.8%
1 yr
StandardmacroSP-4590

Retail Sales ex Food Services (monthly)

656,115↑ 10%vs ~6 weeks ago
Headline consumer spending strength.
last fired 4.0 years ago

Historically, on fire days, SPY averaged -1.5% over the next trading quarter — moving in the opposite direction as the signal 60% of the time.

+2.8%SPY over the 3 mo after the last fire
OPPOSITE OF HISTORY
51%
+0.14%
1 d
↓55%
−0.15%
1 wk
↓54%
−0.40%
1 mo
↓60%
−1.5%
3 mo
↓59%
−1.8%
6 mo
50%
—
1 yr
StandardmacroSP-4986

UMich Consumer Sentiment (monthly)

49.8↓ 22%vs ~6 weeks ago
U Michigan Consumer Sentiment Survey, mid-month preliminary + final.
last fired 17.8 years ago

Historically, on fire days, SPY averaged +3.0% over the next year — moving in the same direction as the signal 57% of the time.

+12.6%SPY over the 3 mo after the last fire
EXCEEDED HISTORY
↑55%
+0.16%
1 d
51%
+0.40%
1 wk
↓54%
−0.37%
1 mo
↑55%
+0.48%
3 mo
↑56%
+0.87%
6 mo
↑57%
+3.0%
1 yr

— All consumer spending indicators —