PBJ

$PBJ chatter on StockTwits

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  Ro Patel@Ro_PatelBullishJun 17

  Retail sales rose +0.9% m/m in May vs est of +0.6% & notable increase from +0.4% in April. May sales rose +6.9% y/y Core retail sales rose +0.7% m/m - sales at gas stations rose +1ppt from April, to +3.4% in May The control-group sales (ex-purchases of autos, gasoline, building materials, & restaurant meals and feed into the BEA measure of economic growt) rose by +0.7% m/m in May $AMZN $WMT $XRT $PBJ $XLE

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  Ro Patel@Ro_PatelBullishJun 17

  Redbook Retail Sales Index up +9.4% y/y for the week ended June 13, 2026 $AMZN $WMT $XLY $XLP $PBJ

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  Ro Patel@Ro_PatelJun 11

  AAA: US gas prices drop for the 3rd week in a row to an avg of $4.129 Gas Buddy: Motorists today will be spending approximately $137M less on gas than they did a month ago, but $385M more than a year ago Prediction markets show traders currently pricing in an 81% chance that US gas prices will drop below $3.80 this year $XLE $UGA $USO $PBJ $XLY

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  Stocktwits News@StocktwitsNewsJun 10

  SBUX Stock Extends Rally: Starbucks Reportedly Explores Japan Stake Sale As CEO Sees More Global Growth Ahead $SBUX $PBJ $XLY $VCR https://stocktwits.com/news/equity/markets/sbux-stock-extends-rally-starbucks-japan-stake-sale-ceo-sees-global-growth/cZ069cyR7T7

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  Ro Patel@Ro_PatelJun 9

  AAA: US avg gasoline: $4.161 [down -3.01% w/w & -8.15% m/m but up +33.19% y/y] Diesel: $5.317 [down -2.12% w/wk, -5.89% m/m but up +52.18% y/y] $XLY $XLE $XLF $XLP $PBJ

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  Ro Patel@Ro_PatelMay 14

  US retail sale up for 3rd straight month in April - inflation & large tax refunds contributed Retail sales rose +0.5% m/m vs est of +0.5%. Up +4.9% y/y Retail ‌sales ex-automobiles, gasoline, building materials & food services rose +0.5% vs est of +0.1% Last month's advance in retail sales was led by electronics & appliance stores, where receipts increased +1.4%. Sales at nonstore retailers, which include online retailers, rose +1.1%. Receipts at gasoline stations increased +2.8% Consumers also increased their discretionary spending, w/ sales at sporting goods, hobby, musical instrument & book stores shooting up +1.4%. Receipts at food services & drinking places, the only services component in the report, rose +0.6% Consumer spending, which accts for more than 2/3ds of the economy, increased at a +1.6% annualized rate in 1Q26 $XLY $XRT $SHOP $AMZN $PBJ

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  Ro Patel@Ro_PatelMay 11

  Black Box Intelligence: Once gas prices hit a certain level, restaurant traffic has historically declined in the US More specifically, when gas prices have exceeded $3.50, traffic declines by -2.4% on avg & when the price exceeds $3.80, traffic drops -2.9% Family dining chains in particular lose customers when gas prices rise, followed by casual dining chains. Conversely, fast-casual chains typically realize the biggest traffic jump, as more lower- and middle-income consumers focus on value meals, which results in continued spending but at lower price point Upscale restaurants, which have benefited from trends playing out across the US’s K-shaped economy in 2026, are largely insulated from the impact of higher gas price Across the restaurant industry, traffic fell -2.3% y/y in March March Gasoline price: $3.73 [up +13.31% y/y] Current AAA US gasoline price: $4.520 [up +44.18% y/y] $PBJ $XLY $MCD $CMG $DPZ

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  Ro Patel@Ro_PatelMay 4

  About 1 in 8 US adults is now on a GLP-1 weight-loss drug, w/ usage more than doubling since early 2024. As prices fall, the next wave of mass-market demand is imminent Recent FDA approval of Foundayo, Eli Lilly’s new once-daily oral weight-loss pill is priced aggressively at $149/month - t is roughly 85% cheaper than the initial list prices of injectable predecessors, moving GLP-1s from "luxury tier" to "mass market" A common side effect is fueling real demand for hair treatments, scalp serums & supplements GLP-1s all list hair loss as a possible side effect. Doctors say it is tied to fast weight loss in general - less protein, fewer nutrients, more stress on the body - & not the GLP-1 itself Circana ests GLP-1 households spend about +30% more on beauty products than non-GLP-1 households Hair treatment products take 3-6 months to show results. That makes the GLP-1 customer especially valuable to brands - this makes the GLP-1 user an "anchor customer" for brands, as they are statistically more likely to retest and reorder during their weight-loss journey Accenture's global beauty industry lead, called the size of the GLP-1 market "unprecedented" - money is flowing into pharma & personal care companies trying to build new solutions Further, many users reduce their intake of certain foods (processed foods are seeing some of the steepest drops in demand), which has caused shifts in consumer behavior & demand These households are shifting that budget toward high-protein dairy (+20%) and fresh produce (+55%) to combat muscle loss and nutrient gaps. JPMorgan ests 25M Americans will be on a GLP-1 by 2030 (up from 5M currently) - a 5x increase $LLY $NVO $ULTA $LRLCY $PBJ

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  Fume Baby@squiggleburpApr 20

  $PBJ Ticker PBJ is looking chomp worthy. Slap some white bread on it, cut the crust off and consume.

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  Ro Patel@Ro_PatelApr 15

  BoA: Gasoline spending per household surged +16.5% m/m in March. Interestingly, we also saw a rise in gasoline transactions despite higher prices - in our view likely as drivers tried to get ahead of price rises by filling up early Lower-income families are most exposed to higher gasoline prices - gasoline spending comprised around 8% of their total card spending in March vs 4% for higher income famillies Focusing on 2 periods where the gasoline spending share rose significantly – 2009 to 2011 & 2016 to 2018 – we find that both durable goods & grocery spending shares saw downward pressure $XLY $XRT.X $PBJ $WMT $AMZN

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  Ro Patel@Ro_PatelApr 15

  Morgan Stanley: US tax refunds are coming in slightly weaker than expected, raising questions about how much support they will provide to household spending this year given higher gasoline & electricity prices - kitchen-table economics Federal refunds are up +14% y/y, just shy of the +15% to +25% range that Morgan Stanley expected The avg refund has risen by $350 (about 11%) to $3,462 The tax rate is now running below last year’s level but above the firm’s f/cast, implying “some downside risk to our ~20bp OBBBA boost to consumption in FY26" The bigger risk, is rising fuel costs. "An increase of +15% in avg gas prices this year (to $3.60 or higher) would more than offset the $350 increase in the average refund” That dynamic could weigh disproportionately on middle-income households, though low-income earners, who receive smaller refunds, also spend less on gasoline in dollar terms. State-level data is reportedly firmer, w/ tax collections trending higher & withholding pointing to continued income growth for high-earning households But at the national level, “higher gas spending could more than offset the average refund increase,” limiting the overall consumption boost policymakers had anticipated $XLY $PBJ $XRT.X $SPY $XLF

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  Ro Patel@Ro_PatelApr 14

  Goldman Sachs: The hit to real disposable income from higher gas prices tends to weigh in particular on spending on cars and discretionary goods & services We expect most of the impact of the war on Gross Domestic Product [GDP] to come through consumer spending, and we have lowered our consumption growth forecast for 2026 year over year from just over 2% before the war to 1.2% We have lowered our 2026 Q4/Q4 GDP growth forecast by 0.5 percentage points to 2.0% to reflect higher oil prices & incoming Q1 tracking data, and we see the risks as tilted toward a larger hit to growth Separately, in early April, the UofM’s Consumer Sentiment Index tanked to a record low of 47.6, down from 53.3 in March. This is the lowest reading since the survey began in 1952, w/ consumers calling out the Iran conflict & soaring gas prices as the main reasons for their pessimism $XLY $XRT $PBJ - $AMZN $COST

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  Ro Patel@Ro_PatelApr 6

  BoA: Underlying demand for freight remains solid despite fears of demand destruction post the Feb 28 start of the Iran/US war (from elevated fuel rates), and given continued supply removal. This week, our proprietary bi-weekly BofA Truckload Demand Indicator for shippers' 0- to 3-month freight demand outlook increased to 60.2, from 57.9 last survey. The Demand Indicator is up 18% yr-yr. Rate Indicator, or shippers’ view on truck rates, surged to 89.8 (the highest level since Jan ’18), from 81.7 last issue $IYT $PBJ $XLY $USO $SPY

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  Scott DiPietro@ScottDipietroBullishMar 12

  @howardlindzon Here is a fresh idea. $PBJ. 4 year base on the weekly chart. Only 168 followers. Volume is pathetic though. I bought some.

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  Ro Patel@Ro_PatelMar 11

  Higher oil prices = higher food prices $WMT $AMZN $COST $DBA - $PBJ

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