Amazon Prime Sale, Emmys Streaming Deal Put XLY in Focus

Amazon Prime members began shopping a 48-hour sale Tuesday as Amazon.com, Inc. (AMZN) kicked off Prime Big Deal Days. The event runs through Oct. 7 and features deals across more than 35 categories, according to the company.

ETF Trends • Oct 6, 2026

4 ETFs to Capitalize on Major Drivers of Q4

Four major Q4 catalysts could support stocks, from holiday spending and strong earnings to midterm-election trends. Here are four ETFs positioned to benefit.

Zacks Investment Research • Oct 6, 2026

The ‘Funflation' Effect: What It May Mean for Retail Stocks

Inflation may be a burden on the wallets of businesses and consumers alike, but “funflation” already sounds like a much more whimsical prospect.  Key Takeaways: A recent report from Bank of America took a look at the rise of “funflation”, also known as the rising price of fun.

ETF Trends • Sep 29, 2026

ValuEngine Weekly Commentary: Sector And ETF Performance

U.S. equity markets were mixed this week, with technology and growth-related areas leading, while several defensive and rate-sensitive sectors moved lower. The NASDAQ 100 ETF rose 3.24%, and the S&P 500 ETF gained 1.29%, supported by strong performance in Technology, Communication Services, Health Care, and Industrials.

Seeking Alpha • Sep 29, 2026

Forget Inflation: Funflation Is Here and These ETFs Are Riding on It

ETFs like AWAY are riding on "funflation" as consumers keep spending on hobbies, travel, music and leisure despite higher prices.

Zacks Investment Research • Sep 28, 2026

S&P 500's Midterm Rally Setup Is Getting Interesting: These ETFs Could Hold the Clues

The U.S. stock market is entering a historically stronger stretch of the midterm-election cycle, but the next leg of the rally may have less to do with November's vote than with which parts of the market participate.

Benzinga • Sep 24, 2026

Staples ETF Widens Gap Over Discretionary in 2026

The State Street Consumer Staples Select Sector SPDR ETF (XLP) has climbed 6.6% so far in 2026, according to State Street data as of September 21. The State Street Consumer Discretionary Select Sector SPDR ETF (XLY) has fallen more than 7% over the same stretch, a 13.

ETF Trends • Sep 22, 2026

XLY: Consumer Plays Still Aren't My Preferred Idea

The Consumer Discretionary Select Sector SPDR ETF remains a 'hold' due to persistent underperformance versus the S&P 500. I use the S&P 500 as my benchmark and expect XLY to continue lagging broader market returns. Inflation is a key risk, pressuring both companies and households, making the sector less attractive for new capital.

Seeking Alpha • Sep 18, 2026

Time for Cyclical Sector ETFs?

Three cyclical ETFs could benefit from improving U.S. growth, resilient consumer spending and AI demand despite inflation and rate-hike risks.

Zacks Investment Research • Sep 19, 2026

US holiday retail sales growth set to accelerate, Deloitte says

U.S. holiday retail sales are expected to grow by as much as 4.8% this year, Deloitte said on ​Thursday, as rising disposable incomes help support spending in ‌the crucial shopping season despite consumers' continued focus on value.

Reuters • Sep 10, 2026