Consumer Sentiment at 56.4: The Number RTH Investors Must Watch in 2026

Quick Read VanEck Retail ETF (RTH) derives roughly 40% of its value from three stocks: Amazon (AMZN) at 18.31%, Walmart (WMT) at 12.77%, and Costco (COST) at 9.29%. Amazon reported $716.92B in 2025 revenue with 24% AWS growth in Q4, but free cash flow fell to $11.19B as the company commits $200B to capital expenditures in 2026. RTH’s performance over the next 12 months hinges on whether consumer sentiment climbs above 65 and tariff policy stabilizes, as Amazon’s massive capex cycle could compress near- ...