Geopolitics Alpha

Are Retail-Wholesale Stocks Lagging Dollar General (DG) This Year?

Published . Updated .

Key takeaways

  • Exposed: XRT, XLY, WMT, AMZN, COST
  • Market reaction: XRT −1.2% on the day (still updating); XLY −0.9% on the day (still updating); TGT −2.4% on the day (still updating)

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

GEOPOLITICS ALPHAAre Retail-Wholesale StocksLagging Dollar General (DG) ThisYear?DGGEOPOLITICS ALPHA

This report is about retail and consumer goods.

Directly affected

  • DG Dollar General+11.0% 30d

    Named in this report.

Indirectly affected

  • XRT SPDR S&P Retail ETF

    SPDR S&P Retail ETF: it holds retailers. Linked by “retail” (retail and consumer goods) in this story.

  • XLY Consumer Discretionary Select Sector SPDR+6.6% 30d

    Consumer Discretionary Select Sector SPDR: it holds retailers. Linked by “retail” (retail and consumer goods) in this story.

  • WMT Walmart+16.0% 30d

    Walmart (variety stores): retailers move with shopper spending and import costs. Linked by “retail” (retail and consumer goods) in this story.

  • AMZN Amazon.com-3.6% 30d

    Amazon.com (catalog and mail-order houses): retailers move with shopper spending and import costs. Linked by “retail” (retail and consumer goods) in this story.

  • COST Costco Wholesale+15.7% 30d

    Costco Wholesale (variety stores): retailers move with shopper spending and import costs. Linked by “retail” (retail and consumer goods) in this story.

  • TGT Target+2.6% 30d

    Target (variety stores): retailers move with shopper spending and import costs. Linked by “retail” (retail and consumer goods) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
DG-6.60%-4.21%base-2.56%after closeafter closeafter close
XRT-3.55%-1.68%base-1.16%after closeafter closeafter close
XLY-2.29%-1.67%base-0.91%after closeafter closeafter close
WMT-6.59%-5.06%base-2.03%after closeafter closeafter close
AMZN+3.01%-0.81%base+0.37%after closeafter closeafter close
COST-4.67%-4.31%base-1.92%after closeafter closeafter close
TGT-6.63%-4.21%base-2.42%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Are Retail-Wholesale Stocks Lagging Dollar General (DG) This Year? Yahoo Finance

Source: Yahoo Finance

How far Spdr Series Trust (XRT) has moved since 3 Nov 2026

CompanyWhenMoveStatus
Amazon Com (AMZN)that day+0.37%still updating
Amazon Com (AMZN)three days earlier-0.81%final price
Amazon Com (AMZN)five days earlier+3.01%final price
Costco Wholesale (COST)that day-1.92%still updating
Costco Wholesale (COST)three days earlier-4.31%final price
Costco Wholesale (COST)five days earlier-4.67%final price
DGthat day-2.56%still updating
DGthree days earlier-4.21%final price
DGfive days earlier-6.60%final price
Target (TGT)that day-2.42%still updating
Target (TGT)three days earlier-4.21%final price
Target (TGT)five days earlier-6.63%final price
Walmart (WMT)that day-2.03%still updating
Walmart (WMT)three days earlier-5.06%final price
Walmart (WMT)five days earlier-6.59%final price
Select Sector Spdr Tr (XLY)that day-0.91%still updating
Select Sector Spdr Tr (XLY)three days earlier-1.67%final price
Select Sector Spdr Tr (XLY)five days earlier-2.29%final price
Spdr Series Trust (XRT)that day-1.16%still updating
Spdr Series Trust (XRT)three days earlier-1.68%final price
Spdr Series Trust (XRT)five days earlier-3.55%final price

Congressional trades in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Spdr Series Trust (XRT)

Companies mentioned with this story

  • XRT Spdr Series Trust

    For “Are Retail-Wholesale Stocks Lagging Dollar General (DG) This Year?,” Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Retail ETF: it holds retailers. Linked by “retail” (retail and consumer goods) in this story

  • XLY Select Sector Spdr Tr

    For “Are Retail-Wholesale Stocks Lagging Dollar General (DG) This Year?,” Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence. Reason on file: Consumer Discretionary Select Sector SPDR: it holds retailers. Linked by “retail” (retail and consumer goods) in this story

  • WMT Walmart

    In “Are Retail-Wholesale Stocks Lagging Dollar General (DG) This Year?,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): retailers move with shopper spending and import costs. Linked by “retail” (retail and consumer goods) in this story

  • AMZN Amazon Com

    Amazon Com (AMZN) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Are Retail-Wholesale Stocks Lagging Dollar General (DG) This Year?.” Reason on file: Amazon.com (catalog and mail-order houses): retailers move with shopper spending and import costs. Linked by “retail” (retail and consumer goods) in this story

  • COST Costco Wholesale

    For “Are Retail-Wholesale Stocks Lagging Dollar General (DG) This Year?,” Costco Wholesale (COST) is linked, with no stored direction, medium confidence. Reason on file: Costco Wholesale (variety stores): retailers move with shopper spending and import costs. Linked by “retail” (retail and consumer goods) in this story

  • TGT Target

    Target (TGT) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “Are Retail-Wholesale Stocks Lagging Dollar General (DG) This Year?.” Reason on file: Target (variety stores): retailers move with shopper spending and import costs. Linked by “retail” (retail and consumer goods) in this story

Spdr Series Trust (XRT)

On 3 Nov 2026, “Are Retail-Wholesale Stocks Lagging Dollar General (DG) This Year?” is the story that connects Spdr Series Trust (XRT) to this story.

For Spdr Series Trust (XRT), the reason on file says SPDR S&P Retail ETF: it holds retailers. Linked by “retail” (retail and consumer goods) in this story

Also listed, Select Sector Spdr Tr (XLY): Consumer Discretionary Select Sector SPDR: it holds retailers. Linked by “retail” (retail and consumer goods) in this story

Dates and price levels for Spdr Series Trust (XRT)

WMT traded between 104.49 and 127.91 across 20 sessions. The latest close on file is 127.71. XLY traded between 110.58 and 119.20 across 20 sessions. The latest close on file is 118.15.

How strong the case is around Spdr Series Trust (XRT)

46 out of 100Price not final

“Are Retail-Wholesale Stocks Lagging Dollar General (DG) This Year?” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.