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Staples ETF Widens Gap Over Discretionary in 2026

ETF Trends · Tue, 22 Sep 2026 09:16:29 -0400

The State Street Consumer Staples Select Sector SPDR ETF (XLP) has climbed 6.6% so far in 2026, according to State Street data as of September 21. The State Street Consumer Discretionary Select Sector SPDR ETF (XLY) has fallen more than 7% over the same stretch, a 13.

3 Retail Dips Backed by Rising Consumer Demand

MarketBeat · Mon, 21 Sep 2026 12:05:37 -0400

The Federal Reserve raised interest rates in September for the first time since 2023, lifting the federal funds target range to 3.75% to 4%, and updated projections showed a strong majority of officials think another increase is possible before year-end. Retail stocks had already spent weeks trading as though that outcome would break the American shopper.

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