XLY Stock Recent News

With nearly 40% of S&P 500 companies having reported their Q2 earnings, the overall picture is one of continued strength and steady improvement. Sector ETFs like VFH, XLK, XLY and ITA are in sweet spots.

VFH, XLK, XLY and ITA ETFs may benefit as strong Q2 earnings and rising Q3 estimates boost sector optimism.

Consumer sentiment hits a five-month high in July. XLY, VCR, PEZ and RTH ETFs stand to benefit from the upbeat outlook.

I maintain my buy rating on XLY, expecting sector improvement in H2 2025 and double-digit earnings growth in 2026 to drive returns. XLY's targeted exposure to top consumer discretionary stocks, especially Amazon and Home Depot, positions it for strong upside as rate cuts materialize. Despite recent underperformance and Tesla's drag, XLY's concentration in high-growth leaders and economic tailwinds make it an attractive opportunity.

Last week's economic data presented a picture of consumer resilience emerging alongside the continued challenge of rising inflation. While consumer spending staged a significant rebound in June, inflation heated up for a second straight month.

Today's market reminds us of 1999 in many ways. REITs were hated. Tech was loved. But afterward, REITs strongly outperformed. Here's why it could happen again.

XLY, ITA, VGT, XLF and XLU are positioned to benefit as Q2 earnings growth takes off across key S&P 500 sectors.

Last week's economic data presented a mixed picture, emerging against the backdrop of a record market rally. Inflation surprisingly heated up in May, reports on consumer attitudes showed conflicting signals, and the economy's first quarter contraction was deeper than expected.

Rising consumer confidence and cooling inflation are likely to revive interest in discretionary ETFs like XLY, VCR and IYC.

Last week's economic signals were a mix of cautious optimism and renewed concern. While inflation saw a slight uptick in May, it still came in cooler than expected.