Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Sector-level sentiment and macro signals, built from public earnings calls.
Showing calendar 2024 Q4Free· the newest quarter (2026 Q3) is Pro.
Sector Sentiment Index · Calendar 2024 Q4
As of 2024 Q4, the Tellvest aggregate earnings-call sentiment for the Consumer Cyclical sector is 6.5/10 across 59 companies.
The trend appears once this panel has scores in two calendar quarters.
Earnings-call analysis · calendar 2024 Q4
What management and analysts said on calls mapped to this calendar quarter.
| Signal | Companies | Direction breakdown |
|---|---|---|
| Consumer Demand | 52 | 1413187 |
| Trade & Tariffs | 33 | 41811 |
| Inflation | 18 | 2844 |
| FX | 15 | 114 |
| AI & Tech | 11 | 101 |
| Supply Chain | 10 | 2341 |
| Labor Market | 8 | 161 |
| Housing | 8 | 1133 |
| Enterprise Spending | 6 | 321 |
| CAPEX | 5 | 5 |
| Credit | 5 | 122 |
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2024 Q4.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this sector for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Company | Sentiment |
|---|---|
| CVNA Carvana Co. | 10/10 |
| BKNG Booking Holdings | 9/10 |
| GM General Motors | 9/10 |
| RIVN Rivian Automotive, Inc. | 9/10 |
| LCID Lucid Group, Inc. | 9/10 |
| LULU Lululemon Athletica | 9/10 |
| ABNB Airbnb | 9/10 |
| MELI MercadoLibre | 9/10 |
| RL Ralph Lauren Corporation | 9/10 |
| EXPE Expedia Group | 9/10 |
| DECK Deckers Brands | 9/10 |
| CCL Carnival | 9/10 |
| RCL Royal Caribbean Group | 8/10 |
| YUM Yum! Brands | 8/10 |
| TPR Tapestry, Inc. | 8/10 |
| AMZN Amazon.com, Inc. | 8/10 |
| HLT Hilton Worldwide | 8/10 |
| CMG Chipotle Mexican Grill | 8/10 |
| ROL Rollins, Inc. | 8/10 |
| NCLH Norwegian Cruise Line Holdings | 8/10 |
| F Ford Motor Company | 8/10 |
| PHM PulteGroup | 8/10 |
| DKNG DraftKings Inc. | 8/10 |
| EBAY eBay | 7/10 |
| MAR Marriott International | 7/10 |
| PDD PDD Holdings | 7/10 |
| APTV Aptiv | 7/10 |
| TJX TJX Companies | 7/10 |
| PKG Packaging Corporation of America | 7/10 |
| TSCO Tractor Supply | 6/10 |
| ORLY O'Reilly Automotive | 6/10 |
| MCD McDonald's Corporation | 6/10 |
| BALL Ball Corporation | 6/10 |
| BABA Alibaba Group Holding Limited | 6/10 |
| GPC Genuine Parts Company | 6/10 |
| ULTA Ulta Beauty | 6/10 |
| SW Smurfit WestRock | 6/10 |
| ROST Ross Stores | 6/10 |
| DRI Darden Restaurants | 6/10 |
| AMCR Amcor | 6/10 |
| DPZ Domino's | 6/10 |
| CPRT Copart | 6/10 |
| TSLA Tesla, Inc. | 5/10 |
| AZO AutoZone | 5/10 |
| WYNN Wynn Resorts | 5/10 |
| HAS Hasbro | 5/10 |
| HD The Home Depot, Inc. | 5/10 |
| WSM Williams-Sonoma | 5/10 |
| IP International Paper | 5/10 |
| CASY Casey's General Stores, Inc. | 5/10 |
| SBUX Starbucks | 4/10 |
| BBY Best Buy | 4/10 |
| DHI D. R. Horton | 3/10 |
| LOW Lowe's | 3/10 |
| LVS Las Vegas Sands | 3/10 |
| LEN Lennar | 3/10 |
| MGM MGM Resorts | 3/10 |
| HOG Harley-Davidson, Inc. | 2/10 |
| NKE NIKE, Inc. | 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.