Looking back on a rough year for the retail sector

CNBC's Courtney Reagan joins 'The Exchange' to report on 2025's biggest retail losers and winners, the resilience of the consumer and more.

CNBC Television • Dec 31, 2025

Even if consumers feel stressed, they're spending, says fmr. Toys R Us CEO Gerald Storch

Gerald, Storch, Fmr. Hudson's Bay CEO, Former Toys R Us Chairman & CEO, Fmr.

CNBC Television • Dec 26, 2025

More Fed Rate Cuts in 2026? ETFs to Play the Opportunities

Softer inflation and dovish signals point to more 2026 rate cuts. These ETFs can help investors ride potential gains.

Zacks Investment Research • Dec 19, 2025

Why I Think XLY And XLC Stand Out Over Tech In 2026

Why I Think XLY And XLC Stand Out Over Tech In 2026

Seeking Alpha • Dec 19, 2025

XLY: Consumer Discretionary Dashboard For December

Consumer services are notably undervalued by 15% versus 11-year averages and exhibit strong quality metrics, while retailing and auto/components are overvalued by 20%–23%. Despite recent underperformance, XLY has outperformed the S&P 500 long-term, with higher volatility and similar risk-adjusted returns. All capital-weighted ETFs in the sector have significant exposure to Amazon and Tesla, raising concentration risk.

Seeking Alpha • Dec 16, 2025

Should You Invest in the Consumer Discretionary Select Sector SPDR ETF (XLY)?

Looking for broad exposure to the Consumer Discretionary - Broad segment of the equity market? You should consider the Consumer Discretionary Select Sector SPDR ETF (XLY), a passively managed exchange traded fund launched on December 16, 1998.

Zacks Investment Research • Dec 10, 2025

Weekly Economic Snapshot: Softening Labor Market & Cooling Inflation

The economic narrative last week was dominated by a mix of cooling inflation and a softening labor market. The ADP employment report signaled a continued slowdown by showing a surprise drop in private sector jobs, while the Fed's preferred inflation gauge offered minor relief by unexpectedly inching lower.

ETF Trends • Dec 8, 2025

State Street Now Distributor for Select Sector SPDR ETFs

State Street Investment Management (SSIM) has been the investment advisor for the Select Sector SPDR ETFs since 1998. It will now take over the distribution and marketing for these funds.

ETF Trends • Dec 1, 2025

5 ETFs Primed to Soar if the Fed Cuts Rates in December

XLK and other sector ETFs set to gain as expectations surge for a potential Federal Reserve rate cut in December.

Zacks Investment Research • Nov 28, 2025

Weekly Economic Snapshot: Record Investor Risk & Near-Historic Sentiment Lows

Last week's economic landscape was defined by conflicting signals from key indicators, suggesting a growing divergence between investor behavior and underlying consumer health. Margin debt surged to a new high while consumer confidence simultaneously fell to near-historic lows.

ETF Trends • Nov 24, 2025