According to The Kobeissi Letter, Lululemon stock LULU fell more than 13 percent after the company reported weaker than expected earnings, highlighting immediate downside momentum in consumer discretionary equities; source: The Kobeissi Letter on X, Sep 4, 2025. According to The Kobeissi Letter, the move raises concerns that consumer spending may be weakening, a theme traders are watching as they reassess exposure to retail and high beta names; source: The Kobeissi Letter on X, Sep 4, 2025. For crypto traders, monitoring risk sentiment and any short term spillover into BTC and ETH is prudent given the drawdown in a major consumer name; source: The Kobeissi Letter on X, Sep 4, 2025.

According to Stock Talk (@stocktalkweekly), Jefferies recommends buying Five Below (FIVE), Nike (NKE), Shoe Carnival (SN), and Yeti Holdings (YETI) following the announced US-China tariff de-escalation. Both countries will lower reciprocal tariffs by 115% for 90 days, effective May 14th, 2025, leading to improved margins and positive sentiment in consumer discretionary stocks. This easing of trade tensions is likely to reduce global market volatility and could increase risk appetite, positively impacting crypto market liquidity and trading volumes as investors seek higher returns amid a more stable macro environment (source: @stocktalkweekly, May 12, 2025).