industry intelligence
Measured conclusion
Latest qualified tape
Industry Sentiment Dossier
Specialty Retail sentiment intelligence
Company-news tone, narrative breadth, confidence, catalyst concentration and market confirmation examined as separate evidence layers.
Weighted tone52.9Neutral is 50
Constructive but selective
56/100 narrative breadth
73/100 evidence confidence
188 qualified equities from 295 latest records
Executive Evidence Brief
A balanced headline masks a selective company tape
Aggregate tone remains near neutral, so breadth, catalysts and company-level outliers carry more information than the headline score alone.
Evidence that supports the read
Constructive participation reaches 56/100 across qualified company reads.
Evidence confidence is 73/100 across 188 qualified equities.
Direct company coverage supplies 91% of the measured article set.
Positive one-week price responses appear across 56% of measured equities.
Conditions that limit conviction
No material evidence constraint is currently dominant.
Narrative Breadth
How widely tone is shared
56Breadth
Constructive2513.3%
Balanced16185.6%
Cautious21.1%
Score Distribution
Shape of the company tape
0Strong caution
2Cautious
161Balanced
22Constructive
3Strongly constructive
Evidence Quality
Reliability of the read
73/100 group confidence
High confidence110
Usable evidence28
Developing50
2889 relevant story observations across 1416 publisher signals. 91% is direct company evidence.
13-Week Trajectory
Weighted tone and participation
18 May29 Jun10 Aug
Weighted toneNarrative breadthNeutral 50
The path uses a fixed quality sample of up to 180 current constituents to keep the historical query reproducible. Earlier observations are not rewritten by later headlines.
Market Confirmation
How price is responding to the news tape
Price response is a diagnostic cross-check. It does not alter the sentiment score, so agreement and disagreement remain visible.
Internal Leadership
Country map
Strongest tone
🇹🇭 Thailand56.65 equities · 54/100 confidence🇧🇷 Brazil56.38 equities · 66/100 confidence🇯🇵 Japan54.521 equities · 55/100 confidence🇺🇸 United States54.143 equities · 82/100 confidence🇲🇽 Mexico52.38 equities · 72/100 confidence🇬🇧 United Kingdom51.711 equities · 66/100 confidence🇸🇬 Singapore51.55 equities · 62/100 confidence🇦🇺 Australia51.012 equities · 72/100 confidenceWeakest tone
🇨🇦 Canada49.45 equities · 75/100 confidence🇨🇳 China50.010 equities · 44/100 confidence🇭🇰 Hong Kong50.819 equities · 56/100 confidence🇦🇺 Australia51.012 equities · 72/100 confidence🇸🇬 Singapore51.55 equities · 62/100 confidence🇬🇧 United Kingdom51.711 equities · 66/100 confidence🇲🇽 Mexico52.38 equities · 72/100 confidence🇺🇸 United States54.143 equities · 82/100 confidence17 thin groups are withheld because they contain fewer than 5 qualified securities.
Narrative Dispersion
Parent-sector context
Strongest tone
Consumer Cyclical52.9188 equities · 73/100 confidencePeer Comparison
Where this read sits in the ranked tape
Oil & Gas Integrated57.070/100 confidence · 102 equitiesDiscount Stores56.575/100 confidence · 50 equitiesBanks - Diversified55.975/100 confidence · 123 equitiesOil & Gas Midstream55.778/100 confidence · 110 equitiesRailroads52.359/100 confidence · 145 equitiesReit - Mortgage52.282/100 confidence · 43 equitiesSpecialty Retail52.262/100 confidence · 295 equitiesPaper & Paper Products52.260/100 confidence · 135 equitiesRental & Leasing Services52.260/100 confidence · 132 equitiesDiversified Telecommunication Services50.056/100 confidence · 1 equitiesCoking Coal49.961/100 confidence · 31 equitiesInsurance49.072/100 confidence · 2 equitiesSoftware41.082/100 confidence · 1 equities
Catalyst Lens
What is moving the narrative
Market update11460.6% of equities · tone 51.8
Earnings5931.4% of equities · tone 55.2
Macro sensitivity52.7% of equities · tone 50.6
Analyst action31.6% of equities · tone 58.6
Balance sheet31.6% of equities · tone 50.8
Deals and strategy21.1% of equities · tone 53.7
Guidance10.5% of equities · tone 51.0
Capital return10.5% of equities · tone 50.0
Publisher Lens
Where the latest observations came from
TradingView4423.4% of equities · tone 51.5
simplywall.st2010.6% of equities · tone 54.3
MarketBeat179.0% of equities · tone 53.1
TipRanks158.0% of equities · tone 53.0
Market source84.3% of equities · tone 52.5
Kalkine84.3% of equities · tone 49.7
Moomoo63.2% of equities · tone 53.7
finance.yahoo.com52.7% of equities · tone 54.9
Positioning Lens
What deserves attention
Score rank#74among 157 measured industries
Parent spread+1.0versus Consumer Cyclical
Cross-company dispersion4.4higher values mean a less uniform tape
Security Evidence
The equities behind the read
Constructive leaders
BBY69
Best Buy Co., Inc.
Balanced read · +0.0% 1W
Market update · 33/100 confidence · 3 direct stories817367
Joshin Corporation
News confirmed by price · +4.6% 1W
Earnings · 69/100 confidence · 7 direct storiesBBYY3466
Best Buy Co., Inc.
Positive news being faded · -6.2% 1W
Analyst action · 70/100 confidence · 5 direct storiesBWMX65
Betterware de México, S.A.P.I. de C.V.
Balanced read · +0.4% 1W
Earnings · 79/100 confidence · 24 direct storiesU1LT3465
Ulta Beauty, Inc.
News confirmed by price · +6.9% 1W
Earnings · 66/100 confidence · 4 direct storiesCASY64
Caseys General Stores Inc
Positive news being faded · -4.3% 1W
Earnings · 92/100 confidence · 27 direct storiesBEAUTY64
Beauty Community Public Company Limited
Balanced read · +0.0% 1W
Earnings · 75/100 confidence · 8 direct stories741963
Nojima Corporation
News confirmed by price · +1.2% 1W
Earnings · 56/100 confidence · 4 direct storiesCautious laggards
RH39
RH
Price moving ahead of tone · -5.2% 1W
Earnings · 80/100 confidence · 10 direct storiesCEC41
Ceconomy AG
Balanced read · +1.3% 1W
Earnings · 65/100 confidence · 6 direct storiesTPW43
Temple & Webster Group Ltd
Price moving ahead of tone · +9.0% 1W
Market update · 77/100 confidence · 11 direct stories188044
China Tourism Group Duty Free Corporation Limited
Price moving ahead of tone · -4.0% 1W
Analyst action · 45/100 confidence · 2 direct storiesLAHAV45
Lahav LR Real Estate Ltd
Price moving ahead of tone · -5.6% 1W
Market update · 30/100 confidence · 3 direct storiesBAP46
Bapcor Limited
Price moving ahead of tone · +18.9% 1W
Market update · 75/100 confidence · 17 direct stories241146
Shenzhen Pagoda Industrial (Group) Corporation Limited
Balanced read · -0.7% 1W
Market update · 69/100 confidence · 7 direct storiesCGTL47
Creative Global Technology Holdings Limited Ordinary Shares
Price moving ahead of tone · -16.6% 1W
Market update · 80/100 confidence · 35 direct storiesAttention leaders
MUSA57
Murphy USA Inc
Balanced read · -0.9% 1W
Earnings · 78/100 confidence · 57 direct storiesBBWI54
Bath & Body Works Inc.
Balanced read · +1.1% 1W
Market update · 79/100 confidence · 56 direct storiesASO58
Academy Sports Outdoors Inc
Balanced read · +1.9% 1W
Market update · 80/100 confidence · 55 direct storiesBOBS54
Bob's Discount Furniture, Inc.
Price moving ahead of tone · +10.3% 1W
Market update · 80/100 confidence · 53 direct storiesULTA56
Ulta Beauty Inc
Price moving ahead of tone · +7.9% 1W
Market update · 80/100 confidence · 52 direct storiesARHS51
Arhaus Inc
Price moving ahead of tone · -6.3% 1W
Market update · 80/100 confidence · 52 direct storiesMNSO54
Miniso Group Holding Ltd
Price moving ahead of tone · +6.5% 1W
Market update · 80/100 confidence · 52 direct storiesSBH54
Sally Beauty Holdings Inc
Balanced read · +2.3% 1W
Earnings · 80/100 confidence · 51 direct storiesLatest Evidence Ledger
Recent company-level observations
TSCO53
Tractor Supply set grand opening weekend events for Lafayette store
The Daily Advertiser | Lafayette, Louisiana · Macro sensitivity · Price moving ahead of tone
91/100 confidence · 100% direct evidenceGRWG58
GrowGeneration jumps as Q2 revenue beats expectations
seekingalpha.com · Earnings · News confirmed by price
92/100 confidence · 100% direct evidence5WJ50
MoneyMax Financial Services (SGX:5WJ) Stock Rebounds While Debt Questions Persist
simplywall.st · Balance sheet · Price moving ahead of tone
48/100 confidence · 100% direct evidenceBEAUTY64
The worldwide popularity of K-beauty is proving to be a remarkable achievement. Earnings surprises h..
매일경제 · Earnings · Balanced read
75/100 confidence · 100% direct evidenceCASY64
Casey's General Stores, Inc. $CASY Shares Sold by Wedge Capital Management L L P NC
MarketBeat · Earnings · Positive news being faded
92/100 confidence · 100% direct evidenceTPW43
Temple & Webster Group Ltd (ASX:TPW) Share Price Falls as Investors Track Profitability and Growth Balance
Kalkine · Market update · Price moving ahead of tone
77/100 confidence · 100% direct evidencePRAXIS52
Praxis Home Retail revises promoter reclassification disclosure
scanx.trade · Market update · Price moving ahead of tone
71/100 confidence · 100% direct evidenceBBYY3466
Sector Update: Consumer Stocks Decline Late Afternoon
finance.yahoo.com · Analyst action · Positive news being faded
70/100 confidence · 100% direct evidenceGME55
Skip short-term gains: Jim Cramer says retirement wealth comes down to 3 key assets. Do you own the right ones?
finance.yahoo.com · Deals and strategy · Price moving ahead of tone
89/100 confidence · 100% direct evidenceULTA52
Will Ulta Beauty's Omnichannel Edge Help Sustain Business Growth?
Market source · Market update · Price moving ahead of tone
90/100 confidence · 100% direct evidenceBWMX65
Positive Signal: Luis Campos Shows Faith, Buying $425K In Betterware de Mexico SAPI Stock
Benzinga · Earnings · Balanced read
79/100 confidence · 100% direct evidenceEMIL59
Electronics Mart India Q1FY27 PAT surges 458%, guides 18-20% growth
scanx.trade · Earnings · News confirmed by price
85/100 confidence · 100% direct evidenceFRAS48
Harvey Nichols plunges to £49m loss as it races to strike rescue deal
uk.finance.yahoo.com · Market update · Balanced read
68/100 confidence · 100% direct evidenceCURY53
Currys plc (CURY) Executes Buy-Back of 1.797 Million Shares for Cancellation from 4-10 August 2026
Kalkine Media · Market update · Balanced read
66/100 confidence · 100% direct evidenceBBW55
Why Build-A-Bear Workshop, Inc. (NYSE:BBW) Could Be Worth Watching
simplywall.st · Market update · Price moving ahead of tone
82/100 confidence · 100% direct evidenceU1LT3465
Sanders Capital, LLC Expands Ulta Beauty Inc (ULTA) Stake in Second Quarter
GuruFocus · Earnings · News confirmed by price
66/100 confidence · 100% direct evidence828256
K's Holdings (TSE:8282) Posted Strong First Quarter Results, Is The Stock Overvalued Or Undervalued?
simplywall.st · Earnings · Balanced read
59/100 confidence · 100% direct evidenceCHPT56
ChargePoint Holdings, Inc. (CHPT) Sees a More Significant Dip Than Broader Market: Some Facts to Know
finance.yahoo.com · Earnings · Price moving ahead of tone
64/100 confidence · 100% direct evidenceReproducible Method
How to read this dossier
The score measures the polarity of qualified published news after relevance, source quality, event importance and freshness weighting. It is centred at 50.
Breadth measures how widely constructive or cautious classifications are shared. A few extreme equities cannot create broad participation.
Confidence measures sample depth, direct-company coverage, publisher diversity, freshness and agreement. It is intentionally separate from direction.
Completed weekly price data tests whether the market confirms, rejects or absorbs the narrative. Price never feeds back into the sentiment score.
Unqualified ticker records are excluded, and subgroup maps require at least five qualified securities. Thin slices are disclosed instead of ranked.
This is a current evidence classification, not a forecast, target, recommendation or measure of investor positioning.