Global Data Intelligence | Through the Retail Lens: US Retail Sentiment & Flows

Research evidence excerpt

Global Data Intelligence | Through the Retail Lens: US Retail Sentiment & Flows

Global Data Intelligence |Through the Retail Lens

US Retail Sentiment & Flows

June 29, 2026

Please see below a summary of US retail sentiment and flows, data as of CoB 26th June.

Do contact us if you would like to discuss this further, or access the data sets via API.

JPM Global Data Intelligenceteam (contact us here), in collaboration with ECS and SNAP, MLCoE

Social Media Sentiment

Most discussed topics in the three most popular sectors on Social Media last week:

Information Technology : Micron Technology's record earnings and long-term supply deals highlight surging AI memory demand,

Apple's significant Mac and iPad price increases signal industry-wide cost pressures, and Palantir Technologies forms a major AI

infrastructure partnership with Zeta Global for enterprise marketing solutions.

Consumer Discretionary : Wendy’s becomes a meme stock as retail investors rally for a turnaround, Tesla expands its battery

storage partnership in Europe and faces regulatory scrutiny, and Amazon launches Prime Day with record online spending and

unveils new robotaxi developments.

Industrials : Rocket Lab's new NASA launch contracts, and the Sunrun-Tesla partnership for a 16-gigawatt virtual power plant

are the most discussed events, alongside Bloom Energy's AI-driven power deals and Uber's expansion into autonomous vehicles

and retail delivery.

Social Media Sentiment in 5th percentile over past 1 year, sector breakdown below (weekly rolling data)

Source: JP Morgan Data Intelligence in collaboration with SNAP, MLCoE.

Social Media Monitor (Single Stocks)

Top Stocks by absolute number of mentions (cross-sectional)

Ticker Name Lookback 5d Mentions Cross-sect. 5d Sentiment Mkt Cap Weekly Returns