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

Through the Retail Lens

Global Data Intelligence |Through the Retail Lens

US Retail Sentiment & Flows

July 27, 2026

Please see below a summary of US retail sentiment and flows, data as of CoB 24th July.

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 : Intel's record quarterly results and raised capital expenditure guidance highlight robust

artificial intelligence-driven demand, AMD's expanded partnerships and major chip deal with Anthropic signal

aggressive moves in AI infrastructure.

Consumer Discretionary : Tesla's record vehicle deliveries, heavy investment in robotics and artificial intelligence, and

cautious rollout of Robotaxi and Optimus projects;Amazon's increased capital expenditures on artificial intelligence

and cloud infrastructure; GameStop's acquisition of a significant stake in eBay and ongoing merger discussions.

Financials : Robinhood's expansion into prediction markets and tokenized equities,SoFi's record revenue and new

exchange-traded fund launch, and American Express's strong earnings with raised revenue guidance and continued

growth in card member spending.

Social Media Sentiment in 74th 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 4 Stocks by absolute number of mentions (cross -sectional)

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