Third-quarter earnings reports repeatedly describe the U.S. consumer as 'resilient', though signs of strain are emerging as diesel hit an all-time high of $6.52 per gallon in September and borrowing costs remain high. Retail sales rose 0.8% in September after a 1.3% gain in August, helped by gas station spending. Coca-Cola beat expectations and raised its full-year comparable EPS growth forecast to at least 11%, while Royal Caribbean's guests rose 9% to 2.7 million and its shares climbed over 8%. Sherwin-Williams' net sales grew 7.9%, but its EPS missed expectations and it maintained full-year guidance. UPS beat estimates, with U.S. revenue up 4.5% to $14.86 billion.
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Related tickers and likely impact
SPY
• NeutralSPDR S&P 500 ETF
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/26/2026 | 765.22 |
| Change that session | +0.69% |
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