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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Consumer Cyclical sector.
Showing calendar 2026 Q2Free· the newest quarter (2026 Q3) is Pro.
Industry Sentiment Index · Calendar 2026 Q2
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Specialty Retail industry is 6.9/10 across 14 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 14-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q2
What management and analysts said on calls mapped to this calendar quarter.
Average earnings-call sentiment across the group rose 6.43 to 6.86 as pricing worries gave way to input-cost worries. The pricing-pressure theme count fell 4 to 0, while cost-pressure flags rose 2 to 6, now spanning memory and components, fuel and freight, healthcare, and LIFO. GameStop (GME) drove the biggest gain, up 4 to 8 on a record first quarter, while Tractor Supply (TSCO) fell the furthest, 5 to 2, after cutting its full-year outlook.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q2.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| Consumer Demand | 11 | 1433 |
| Trade & Tariffs | 7 | 133 |
| Oil Energy | 6 | 15 |
| Inflation | 6 | 114 |
| Company | Sentiment |
|---|---|
| CASY Casey's General Stores, Inc. | 9/10 |
| AMZN Amazon.com, Inc. | 9/10 |
| GME GameStop Corp. | 8/10 |
| ORLY O'Reilly Automotive | 8/10 |
| ULTA Ulta Beauty | 8/10 |
| EBAY eBay | 8/10 |
| MELI MercadoLibre | 7/10 |
| AZO AutoZone | 7/10 |
| PDD PDD Holdings | 6/10 |
| BABA Alibaba Group Holding Limited | 6/10 |
| WSM Williams-Sonoma | 6/10 |
| BBY Best Buy | 6/10 |
| GPC Genuine Parts Company | 6/10 |
| TSCO Tractor Supply | 2/10 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.