Consumer Cyclical Sector

Sector-level sentiment and macro signals, built from public earnings calls.

As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Consumer Cyclical sector is 6.1/10 across 58 companies.

1-year performance — largest members & equal-weight index

+54%-40%0%

Sep 25Aug 26

AMZN+18.2%YTD +15.4%PDD-29.6%YTD -24.4%F+18.4%YTD +5.8%GM+47.4%YTD +6.1%HD-18.7%YTD -4.0%TSLA+5.9%YTD -22.5%LOW-19.6%YTD -13.7%

Equal-weight sector (58)-3.7%YTD -1.7%SPY+20.2%YTD +12.8%

% 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.

TJX-2.5%YTD -12.0%

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Current-quarter sentiment, macro signals, and shifts as earnings season unfolds
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