---
title: "Goldman \"Surprised\" By Consumer Stocks Sliding After Earnings"
description: "Goldman Sachs consumer specialist Scott Feiler expressed surprise at the decline of consumer stocks following strong second-quarter earnings reports. Despite 83% of S&P 500 companies exceeding profit "
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/251303168.md"
published_at: "2025-08-02T19:46:20.000Z"
---

# Goldman "Surprised" By Consumer Stocks Sliding After Earnings

> Goldman Sachs consumer specialist Scott Feiler expressed surprise at the decline of consumer stocks following strong second-quarter earnings reports. Despite 83% of S&P 500 companies exceeding profit expectations, Feiler noted a trend of stocks fading post-earnings announcements, indicating a potential "sell-the-news" market environment. He highlighted that while some sectors, like housing, show resilience, the overall consumer sector is experiencing downward pressure after earnings results.

The second-quarter earnings season is about two-thirds complete, with 317 S&P 500 companies having reported as of Friday morning.So far, 83% have exceeded profit expectations, with revenues coming in 2.6% above Wall Street estimates and earnings surprising to the upside by 8.3%.On the surface, the results paint a solid picture, butbeneath the headline strength, **Goldman Sachs consumer specialist Scott Feiler has spotted emerging cracks in the consumer sector**.

Feiler told clients Friday that a "**common theme is emerging in consumer:Whether results are good or bad, almost all stocks are fading quickly post the open on EPS days. They are generally continuing lower in the days after results as well**." He noted there are exceptions, includinghousing-exposed names or select outperformers.

This fading price action in consumer stocks may only suggest a**tactical "sell-the-news" market environment**.Feiler added some color around the fades:

### Related Stocks

- [GS.US - Goldman Sachs](https://longbridge.com/en/quote/GS.US.md)

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
