Shop price inflation hits two-year high
Published . Updated .
Covered by 2 outlets: Credit Connect, Drapers.
Shop price inflation rose to 2.1% in October, up from 1.4% in September, according to the latest Shop Price Monitor from the British Retail Consortium (BRC) and NielsenIQ (NIQ).
Directly affected
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+0.3% 16d
Consumer Discretionary Select Sector SPDR: it holds retailers. Linked by “retail” (retail and consumer goods) in this story.
- EWU iShares MSCI United Kingdom ETF-2.3% 30d
iShares MSCI United Kingdom ETF holds stocks listed in the UK, which this story is about (“british”).
- BWX SPDR Bloomberg International Treasury Bond ETF
SPDR Bloomberg International Treasury Bond ETF holds government bonds outside the US, which react to inflation and interest-rate news like this one in the UK
- EFA iShares MSCI EAFE ETF-2.2% 11d
iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes the UK
- WMT Walmart+9.9% 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-2.2% 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+9.2% 30d
Costco Wholesale (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
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| BRCNo price data for this ticker | — | — | — | — | — | — | — |
| NIQNo price data for this ticker | — | — | — | — | — | — | — |
| XRTNo price data for this ticker | — | — | — | — | — | — | — |
| XLYNo price data for this ticker | — | — | — | — | — | — | — |
| EWUNo price data for this ticker | — | — | — | — | — | — | — |
| BWXNo price data for this ticker | — | — | — | — | — | — | — |
| EFANo price data for this ticker | — | — | — | — | — | — | — |
| WMTNo price data for this ticker | — | — | — | — | — | — | — |
| AMZNNo price data for this ticker | — | — | — | — | — | — | — |
| COST | -1.08% | +1.28% | base | after close | after close | after close | after 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.
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Shop price inflation hits two year high Credit Connect
Source: Credit Connect
Ishares Tr (TIP) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Costco Wholesale (COST) | three days earlier | +1.28% | final price |
| Costco Wholesale (COST) | five days earlier | -1.08% | final price |
Trades by members of Congress and officials in the stocks in this story
- Donald J Trump, an executive branch official, sold Brady (BRC), worth $15,001 - $50,000 on 29 Jul 2026. That is 90 days before publication. Filed 22 Sep 2026. View the filing.
- Sen. John Boozman sold EFA (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 48 days before publication. Filed 21 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 29 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 32 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Walmart (WMT) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 46 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Amazon Com (AMZN) (held by a spouse), worth $1,001 - $15,000 on 28 Aug 2026. That is 60 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Amazon Com (AMZN) (held by a spouse), worth $1,001 - $15,000 on 27 Aug 2026. That is 61 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Amazon Com (AMZN), worth $15,001 - $50,000 on 26 Aug 2026. That is 62 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 32 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Richard W. Allen sold Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 18 Sep 2026. That is 39 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 46 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. David J. Taylor sold Procter & Gamble (PG), worth $1,001 - $15,000 on 12 Oct 2026. That is 15 days before publication. Filed 15 Oct 2026. View the filing.
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 Ishares Tr (TIP)
Companies carried with this story
- TIP Ishares Tr
Ishares Tr (TIP) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Shop price inflation hits two-year high.” Reason on file: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
- XLP Select Sector Spdr Tr
Select Sector Spdr Tr (XLP) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Shop price inflation hits two-year high.” Reason on file: Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
- WMT Walmart
In “Shop price inflation hits two-year high,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
- COST Costco Wholesale
Costco Wholesale (COST) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Shop price inflation hits two-year high.” Reason on file: Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
- PG Procter & Gamble
For “Shop price inflation hits two-year high,” Procter & Gamble (PG) is linked, with no stored direction, medium confidence. Reason on file: The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
- KO Coca Cola
For “Shop price inflation hits two-year high,” Coca Cola (KO) is linked, with no stored direction, medium confidence. Reason on file: The Coca-Cola (beverages): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story
How “Shop price inflation hits two-year high” reaches Ishares Tr (TIP)
The 27 Oct 2026 story “Shop price inflation hits two-year high” names Ishares Tr (TIP) because of this story.
The link for Ishares Tr (TIP) is this: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
Also listed, Select Sector Spdr Tr (XLP): Consumer Staples Select Sector SPDR: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story
The price range for Ishares Tr (TIP), and the dates in the story
TIP traded between 103.77 and 105.67 across 20 sessions. The latest close on file is 105.27. WMT traded between 103.39 and 122.40 across 20 sessions. The latest close on file is 119.87. XLP traded between 80.10 and 84.88 across 16 sessions. The latest close on file is 81.02.
How strong the case is around Ishares Tr (TIP)
54 out of 100
“Shop price inflation hits two-year high” scores 54 out of 100. The score uses 2 sources, and 6 linked companies.