Consumer Cyclical on LunarCrush — live social intelligence and sentiment tracking. Over the last 24 hours it has seen 826.7M engagements and 241.2K posts with 74% positive social sentiment.
AI summary: A social-sentiment topic tracking discretionary consumer brands and spending-sensitive companies across apparel, retail, restaurants, autos, travel, gaming, and lifestyle commerce via real-time social engagement data. Nike's S&P 100 removal highlights the structural decline via DTC overreach and shoddy product cycles, but Tesla's 6% drop is tied strictly to the NHTSA probe over Cybercab safety during Musk's no-show at Austin; the broader 'Tesla-Robotaxi-as-Uber' narrative is drowning out macro concern with bullish hype from aftermarket cashback models.