StandardPoorly
— Sector · serious —

Consumer Spending

Retail, payment apps, travel throughput, app-store activity.

The most direct read on what U.S. consumers are doing with their money right now. We blend retail sales (Census), TSA boarding throughput (travel), credit-card balance growth, plus high-frequency app-store ranking signals from payment apps (Venmo, Cash App, Klarna) and shopping apps (Amazon, Shein, Temu). App-store rankings are a leading indicator of behavioral pivots that show up in retail revenue 30-90 days later.
Analyst · previewYou're seeing the public read on the Consumer Spending sector. Analyst unlocks the full firing history for every indicator here + alerts when a roster ticker breaks out + the roster past the top 12 by market cap. Trader adds intraday quotes across the whole roster + the cross-sector co-fire matrix + the API / MCP feed.Compare tiers →
61 indicators in this sector·← All sectors·Full universe explorer →

— Flagship signals —

Standardtravel_leisureSP-5373

TSA daily passenger throughput

2,865,564↑ 12%vs ~6 weeks ago
Daily TSA-screened passenger count (2019+).
last fired 11 months ago

When this fires, SPY averaged -12.8% over the next year — moving in the opposite direction as the signal 77% of the time.

−5.1%SPY 3 mo into the 1 yr window so far
EXCEEDED HISTORY
↓53%
−0.04%
1 d
↓55%
−0.13%
1 wk
↓56%
−0.47%
1 mo
↓58%
−1.5%
3 mo
↓64%
−4.5%
6 mo
↓77%
−12.8%
1 yr
StandardmacroSP-4590

Retail Sales ex Food Services (monthly)

656,115↑ 10%vs ~6 weeks ago
Headline consumer spending strength.
last fired 3.9 years ago

Historically, on fire days, SPY averaged -1.5% over the next trading quarter — moving in the opposite direction as the signal 60% of the time.

+2.8%SPY over the 3 mo after the last fire
OPPOSITE OF HISTORY
51%
+0.14%
1 d
↓55%
−0.15%
1 wk
↓54%
−0.40%
1 mo
↓60%
−1.5%
3 mo
↓59%
−1.8%
6 mo
50%
—
1 yr
StandardmacroSP-4986

UMich Consumer Sentiment (monthly)

49.8↓ 22%vs ~6 weeks ago
U Michigan Consumer Sentiment Survey, mid-month preliminary + final.
last fired 17.7 years ago

Historically, on fire days, SPY averaged +3.0% over the next year — moving in the same direction as the signal 57% of the time.

+12.6%SPY over the 3 mo after the last fire
EXCEEDED HISTORY
↑55%
+0.16%
1 d
51%
+0.40%
1 wk
↓54%
−0.37%
1 mo
↑55%
+0.48%
3 mo
↑56%
+0.87%
6 mo
↑57%
+3.0%
1 yr

— All consumer spending indicators —