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 • 7 hours ago

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

XRT: Retailers Struggle Amid Record-Low Consumer Sentiment (Downgrade)

State Street SPDR S&P Retail ETF (XRT) is downgraded to Hold due to macro and technical headwinds. XRT's valuation is attractive at under 16x earnings, but negative real wage growth and high gas prices weigh on outlook. The ETF's technical setup is precarious, with a head-and-shoulders pattern threatening a breakdown below $78 support.

Seeking Alpha • May 19, 2026

Online Sales Jump 9.8% as Consumers Lean Into Digital Shopping

The most revealing number in the latest spate of retail data may not be how much consumers in the United States spent. It may be that 16.9% of all retail sales now happen online.

PYMNTS • May 19, 2026

Oil Slides as Trump Delays Planned Strike on Iran: ETFs to Win

Oil prices slid after Trump delayed a planned Iran strike, boosting prospects for retail, airline, India and gold mining ETFs.

Zacks Investment Research • May 19, 2026

Weekly Economic Snapshot: Inflation Resurgence

The U.S. economic landscape in April was defined by a significant rebound in inflation across both consumer and wholesale sectors, complicating the path for future monetary policy. While retail sales figures indicated continued consumer activity, the data suggests much of this growth was driven by rising fuel prices rather than increased volume.

ETF Trends • May 18, 2026

Is State Street SPDR S&P Retail ETF (XRT) a Strong ETF Right Now?

A smart beta exchange traded fund, the State Street SPDR S&P Retail ETF (XRT) debuted on 06/19/2006, and offers broad exposure to the Consumer Discretionary ETFs category of the market.

Zacks Investment Research • May 15, 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

Should You Invest in the State Street SPDR S&P Retail ETF (XRT)?

If you're interested in broad exposure to the Consumer Discretionary - Retail segment of the equity market, look no further than the State Street SPDR S&P Retail ETF (XRT), a passively managed exchange traded fund launched on June 19, 2006.

Zacks Investment Research • May 12, 2026

Chart Of The Day: Big Tech Vs. Main Street

There is an increasing bifurcation in performance between big tech stocks and Main Street ones. The MoneyShow Chart of the Day shows the 1-year performance for a range of ETFs, including the iShares Semiconductor ETF at one end of the spectrum and the State Street SPDR S&P Homebuilders ETF at the other.

Seeking Alpha • May 11, 2026