$XLY is down 13.6% YTD

$AMZN (25% weight) is up 24.9% YTD

Without @Amazon the Consumer Disc sector would be down 19.3% on the year, a result that feels much more consistent with the current state of the US consumer. Read our full analysis here: https://t.co/JZFUiWxClh $SPY https://t.co/IBrMjblQLz