RTH: Balancing Consumer Strength And Labor Market Risk, High Valuation

VanEck Retail ETF offers concentrated exposure to leading U.S. retailers, blending traditional and e-commerce leaders like AMZN, WMT, and COST. RTH has outperformed peer retail ETFs over 5- and 10-year periods but currently trades at a premium P/E of 29.24x and faces elevated valuations. Consumer strength, robust holiday sales, and stable credit trends support the fund, but risks include tariff impacts, labor market weakness, and potential inflation.

Seeking Alpha • Dec 9, 2025

Strong Start to Holiday Season Amid Strains Spotlight These Retail ETFs

Record holiday spending masks consumer strain, but strong retail earnings lift interest in ETFs XRT, RTH, IBUY and ONLN.

Zacks Investment Research • Dec 4, 2025

Retail Sales Up 0.2% in September, Lower Than Expected

The Census Bureau's Advance Retail Sales Report for September showed consumer spending was lower than expected, with headline sales rising 0.2% versus the expected 0.4% monthly growth. This is down from August's 0.6% growth and marks the fourth consecutive monthly increase in headline sales.

ETF Trends • Nov 25, 2025

Holiday Spending to Hit $1 Trillion—Time to Buy This Retail ETF?

Between tariffs, sticky inflation, and ongoing weakness in the U.S. dollar, it has been a difficult year for the consumer discretionary sector. When household budgets are strained, consumers focus their purchasing power on essential goods and services, while new cars, electronics, vacations, and restaurant meals take a back seat.

MarketBeat • Nov 24, 2025

AI Stocks are Cratering. These 3 Defensive ETFs Can Save Your Portfolio

Certain AI stocks have been going through an ugly correction as Wall Street sentiment turns cold.

24/7 Wall Street • Nov 24, 2025

Walmart CEO McMillon Retires Amid Shifting Consumer Trends

Walmart Inc. (WMT) CEO Doug McMillon will retire at the end of January after nearly 12 years leading the nation's largest retailer, according to a company filing released Friday. John Furner, currently Walmart's U.S. CEO, will take over as head of the company on February 1, according to the filing.

ETF Trends • Nov 14, 2025

$1 Trillion Holiday Season Sales Haul: ETFs to Gain Momentum

With U.S. holiday sales set to surpass $1 trillion, ETFs like RTH, EBIZ, and VDC could shine as retail spending surges.

Zacks Investment Research • Nov 11, 2025

Should You Invest in the VanEck Retail ETF (RTH)?

The VanEck Retail ETF (RTH) was launched on December 20, 2011, and is a passively managed exchange traded fund designed to offer broad exposure to the Consumer Discretionary - Retail segment of the equity market.

Zacks Investment Research • Oct 13, 2025

Resilient Retail: How VanEck's RTH ETF Stays Strong Amid Sector Shifts

VanEck's RTH ETF remains resilient amid retail sector shifts by focusing on adaptable, high-performing companies like Amazon, Walmart, and Costco, while limiting exposure to underperformers. Key Takeaways: RTH continues to provide diversified retail exposure to leading retailers.

ETF Trends • Oct 5, 2025

Fed Cuts Rates & Hints at Two More Cuts in 2025: ETFs to Play

Fed's rate cut and hints of more such moves in 2025 spotlight ETFs like SPVU, RTH, SPSM, XYLD, CHAT and HYDR for growth and income plays.

Zacks Investment Research • Sep 18, 2025