Posts tagged consumer-discretionary
Everything we have written about consumer-discretionary.
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Booking, Airbnb and Expedia lost $22.5 billion in two days after Meta's Muse. Marriott rose.
·4 min read
Booking Holdings, Airbnb and Expedia fell 7.5% to 10.3% over 22-23 September as Meta's Muse AI agent was tied to travel booking, losing $22.5 billion combined. Airbnb had its worst day in our history. Marriott rose 2.63% and Hilton was flat.
sectorsconsumer-discretionarytravelmetaaisp500Gen Digital fell 12% for making a bid. MGM fell 11% for losing one.
·4 min read
Two takeover stories gave the S&P 500 its two worst performers on 24 September. Gen Digital lost $1.9 billion after reports that it had approached GoDaddy, more than three times what GoDaddy gained. MGM Resorts lost $1.1 billion after Barry Diller's People Inc. withdrew its $48.30-a-share offer.
sp500sectorstechnologyconsumer-discretionarymergersTesla and Netflix did nearly 80% of Consumer Discretionary's damage today
·2 min read
Consumer Discretionary was the S&P 500's worst sector on September 4, down 1.39% cap-weighted. Tesla and Netflix alone accounted for $106 billion of the sector's $135 billion market-cap loss; strip them out and the sector was flat.
sectorsconsumer-discretionaryteslanetflixsp500