Geopolitics Alpha

Consumer prices increased 0.4% in October, higher than expected

Published . Updated .

Covered by 2 outlets: ABC7 New York, ABC News - Breaking News, Latest News and Videos.

Key takeaways

  • Discontent over prices helped fuel a Democratic landslide in the midterms.
  • Exposed: XRT, XLY, WMT, AMZN, COST
  • Market reaction: XRT −0.9% on the day (still updating); XLY −0.2% on the day (still updating); TGT −4.0% on the day (still updating)

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Consumer prices increased 0.4% in October, higher than expected

Discontent over prices helped fuel a Democratic landslide in the midterms.

Directly affected

  • No company is named in this report.

Indirectly affected

  • XRT SPDR S&P Retail ETF

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

  • XLY Consumer Discretionary Select Sector SPDR+5.7% 30d

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

  • WMT Walmart+20.2% 30d

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

  • AMZN Amazon.com+8.2% 30d

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

  • COST Costco Wholesale+15.3% 30d

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

  • TGT Target-1.0% 30d

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XRT-4.28%-1.83%base-0.95%after closeafter closeafter close
XLY-3.00%-2.74%base-0.19%after closeafter closeafter close
WMT-0.64%+1.67%base-0.40%after closeafter closeafter close
AMZN-6.07%-2.36%base+1.97%after closeafter closeafter close
COST-4.41%-0.01%base-0.46%after closeafter closeafter close
TGT-6.90%-4.79%base-3.95%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.

Consumer prices increased 0.4% in October, higher than expected ABC7 New York

Source: ABC7 New York

How far Spdr Series Trust (XRT) has moved since 10 Nov 2026

CompanyWhenMoveStatus
Amazon Com (AMZN)that day+1.97%still updating
Amazon Com (AMZN)three days earlier-2.36%final price
Amazon Com (AMZN)five days earlier-6.07%final price
Costco Wholesale (COST)that day-0.46%still updating
Costco Wholesale (COST)three days earlier-0.01%final price
Costco Wholesale (COST)five days earlier-4.41%final price
Target (TGT)that day-3.95%still updating
Target (TGT)three days earlier-4.79%final price
Target (TGT)five days earlier-6.90%final price
Walmart (WMT)that day-0.40%still updating
Walmart (WMT)three days earlier+1.67%final price
Walmart (WMT)five days earlier-0.64%final price
Select Sector Spdr Tr (XLY)that day-0.19%still updating
Select Sector Spdr Tr (XLY)three days earlier-2.74%final price
Select Sector Spdr Tr (XLY)five days earlier-3.00%final price
Spdr Series Trust (XRT)that day-0.95%still updating
Spdr Series Trust (XRT)three days earlier-1.83%final price
Spdr Series Trust (XRT)five days earlier-4.28%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

    Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “Consumer prices increased 0.4% in October, higher than expected.” Reason on file: SPDR S&P Retail ETF: it holds retailers. Linked by “consumer” (retail and consumer goods) in this story

  • XLY Select Sector Spdr Tr

    For “Consumer prices increased 0.4% in October, higher than expected,” 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 “consumer” (retail and consumer goods) in this story

  • WMT Walmart

    For “Consumer prices increased 0.4% in October, higher than expected,” 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 “consumer” (retail and consumer goods) in this story

  • AMZN Amazon Com

    In “Consumer prices increased 0.4% in October, higher than expected,” Amazon Com (AMZN) is linked, with no stored direction, medium confidence. Reason on file: Amazon.com (catalog and mail-order houses): retailers move with shopper spending and import costs. Linked by “consumer” (retail and consumer goods) in this story

  • COST Costco Wholesale

    In “Consumer prices increased 0.4% in October, higher than expected,” 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 “consumer” (retail and consumer goods) in this story

  • TGT Target

    Target (TGT) is linked, with no stored direction, medium confidence in the 10 Nov 2026 story “Consumer prices increased 0.4% in October, higher than expected.” Reason on file: Target (variety stores): retailers move with shopper spending and import costs. Linked by “consumer” (retail and consumer goods) in this story

Spdr Series Trust (XRT)

Spdr Series Trust (XRT) is the company in “Consumer prices increased 0.4% in October, higher than expected,” the 10 Nov 2026 this story story.

What ties Spdr Series Trust (XRT) to the headline is this: SPDR S&P Retail ETF: it holds retailers. Linked by “consumer” (retail and consumer goods) in this story

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

Price levels for Spdr Series Trust (XRT)

WMT traded between 108.59 and 130.92 across 20 sessions. The latest close on file is 129.23. XLY traded between 110.58 and 119.20 across 20 sessions. The latest close on file is 118.15.

A simple score for Spdr Series Trust (XRT)

54 out of 100Price not final

“Consumer prices increased 0.4% in October, higher than expected” scores 54 out of 100. The score uses 2 sources, and 6 linked companies. The price is not final yet.