Shares of consumer discretionary retail companies are trading higher. Retreating bond yields and investors trimming exposure to AI-exposed tech names are helping drive the rebound following marked declines for the sector in August and September.

8-K filing — Arhaus, Inc. (ARHS)

Filed: 2026-09-30 AccNo: 0001875444-26-000032 Size: 490 KB Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits

Arhaus shares are trading higher after Jefferies upgraded the stock from Hold to Buy and raised its price target from $9.5 $10

Jefferies Upgrades Arhaus to Buy, Raises Price Target to $10

Jefferies analyst Jonathan Matuszewski upgrades Arhaus (NASDAQ:ARHS) from Hold to Buy and raises the price target from $9.5 to $10.

8-K filing — Bath & Body Works, Inc. (BBWI)

Filed: 2026-09-23 AccNo: 0001193125-26-399454 Size: 226 KB Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers Item 9.01: Financial Statements and Exhibits

Argus Research Reiterates Hold on Bath & Body Worksto Hold

Argus Research analyst Taylor Conrad reiterates Bath & Body Works (NYSE:BBWI) from Hold to Hold.

Shares of retail-related consumer discretionary companies are trading lower as energy prices remain elevated, a Fed rate hike on September 16 becomes base case, and traders assess the outlook for more monetary tightening in 2026 and 2027 ahead of the crucial holiday season.