The Real Numbers | Twelve-Month Returns
The Money Moved. The Tickers Show It.
Six big public companies on either side of the household budget. The ones who sell groceries are winning. The ones who sell streaming are losing. Live entertainment is the surprise on the entertainment side.
Where the dollar went
Grocery and Retail
All three are up. Walmart won not just on groceries but on a $6.4 billion advertising business growing at 41 percent. Costco's membership fee revenue, almost pure profit, hit $1.35 billion in one quarter.
Where the dollar left
Entertainment
Live Nation set records: 159 million fans, $25.2 billion in revenue, Bruno Mars selling 2.1 million tickets in a single day. Netflix peaked at $134 in June and trades at $92 today. The split inside entertainment is the whole story.