US Industrials—Card Insights: Credit Card Insights into US Multi-Industry—June ‘26 Week 2

Research evidence excerpt

US Industrials—Card Insights: Credit Card Insights into US Multi-Industry—June ‘26 Week 2

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17 Jun 2026 04:00:00 ET │ 13 pages

US Industrials—Card Insights

Credit Card Insights into US Multi-Industry – June ’26 Week 2

CITI'S TAKE

Andrew Kaplowitz AC

We continue to examine a subset of Citi US Credit Card data (June ’26 Week +1-212-816-0642

2; ended 6/13) for potential read-throughs. In the “Auto Bucket”, we were andrew.kaplowitz@citi.com

encouraged by all three subcategories reaccelerating this week following

modest deceleration last week (5th consecutive +ve y/y week), which we Vladimir Bystricky

think could benefit GTES/DOV/VNT. In the “HVAC Bucket,” we’ve noticed a +1-212-816-6595

general uptrend the past 5 weeks, and we’ll continue to monitor if this trend vladimir.bystricky@citi.com

continues (potentially +ve TT/CARR/CSW). In the “Consumer Bucket,”

overall trends continue to bounce around flattish with Car Washes (+9.6% Jose Sulca Flores

y/y) and Swimming Pool Sales and Supplies (+9.3% y/y) remaining the jose.alonso.sulcaflores@citi.com

strongest subcategories.

General Description — Card Insights represent a selected subset of Citi’s credit card

transactions and are not representative of Citi’s overall credit cardholder population.

The data is highly aggregated, anonymized and should be considered in the context

of other economic indicators and publicly available information. All cards included

within Card Insights comprise a panel of more than 10 million US cardholders.

Card Insights Disclaimer and Methodology

Week-over-Week Subsector highlights in June'26 Week 2 (ended 6/13) vs. June

'26 Week 1 (ended 6/6) — We saw the largest acceleration in 1) Motor Vehicle

Supplies and New Parts (+13.3% w/w); 2) Electrical Parts and Equipment (+11.0%