Top ETFs to Ride the Target & Lowe's Earnings Surge

On Wednesday, both Target and Lowe's — two vastly different retail giants — reported their Q1 2026 earnings results. Considering the relatively uncertain state of inflation and consumer enthusiasm as of late, these two reports offered a prime opportunity to see how the retail sector is doing.

ETF Trends • May 20, 2026

The Selective Shopper's Portfolio: 6 ETFs Positioned for the Circular Economy Shift

American consumers are rerouting their spending rather than pulling back. With University of Michigan sentiment at 48.2, the savings rate down to 3.6% from 5.1% in early 2025, and energy prices up 14.4% year-over-year, households are making rational adjustments: buying private label at Costco, hunting TJX racks for branded apparel, fixing the old Hyundai instead of financing a new one, and listing the kids' outgrown clothes on eBay.

24/7 Wall Street • May 20, 2026

RTH Owns Amazon and Walmart. XRT Owns Everything Else.

The VanEck Retail ETF (NASDAQ:RTH) and the SPDR S&P Retail ETF (NYSEARCA:XRT) both sit in the retail bucket, yet the year-to-date gap between them tells a different story.

24/7 Wall Street • May 19, 2026

Retail Sales: Consumer Spending Rises for Third Straight Month

For an inflation-adjusted perspective on retail sales, take a look at our Real Retail Sales commentary. Here is the introduction from today's report: Advance Estimates of U.S. Retail and Food Services Advance estimates of U.S.

ETF Trends • May 14, 2026

INVESTOR ALERT: Discretionary sector sends mixed signals

U.S. Bank Asset Manager Group senior investment strategy director Rob Haworth discusses consumer discretionary stocks and sector on 'The Claman Countdown.' 00:00 Luxury Stocks Underperforming 00:26 The Wealthy Are Still Spending 01:01 Luxury vs.

Fox Business • May 4, 2026

Weekly Economic Snapshot: Resilience Amid Record Sentiment Lows

Last week's economic data was defined by conflicting signals from the consumer. While retail figures suggest resilience, sentiment levels have plummeted to record lows.

ETF Trends • Apr 27, 2026

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

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

Zacks Investment Research • Apr 22, 2026

Retail Sales Jump 1.7% in March, Higher Than Expected

The Advance Retail Sales Report from the Census Bureau showed consumer spending was more robust than expected in March. Headline sales jumped 1.7%, a sharp acceleration from February's 0.7% rise and above the projected 1.4% growth.

ETF Trends • Apr 21, 2026

Retail Sales Rise 0.6% in February, More Than Expected

The Advance Retail Sales Report from the Census Bureau showed consumer spending was more robust than expected in February. Headline sales rose 0.6%, a step up from January's 0.1% decline and better than the projected 0.5% growth.

ETF Trends • Apr 1, 2026

RTH: Consumer Discretionary Dashboard For March

Consumer services are moderately undervalued and high quality, while the auto and components subsector is deeply overvalued. Vaneck Retail ETF offers exposure to the largest consumer discretionary sub-sector, with reduced volatility from diversification in staples and healthcare. 10 stocks were cheaper than their peers in March.

Seeking Alpha • Mar 15, 2026