---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41474803.md"
description: "Altria Group rose slightly, Costco barely moved; essential consumer goods and membership-based retail remained stable amidst today's broad market decline. Lululemon basically held steady, while Victoria's Secret dipped slightly—discretionary consumption was weaker. When the market seeks safety, funds flow into defensive consumer sectors, putting pressure on discretionary consumption; this shift was quite evident today.How long can this defensive premium last? I believe it will continue in the short term—although the VIX isn't high, a strong dollar and geopolitical uncertainties make capital prefer assets with stable cash flows. Discretionary consumption will only be re-priced when demand data shows signs of recovery."
datetime: "2026-06-04T10:46:44.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41474803.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41474803.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41474803.md)
author: "[风铃木](https://longbridge.com/en/profiles/27514700.md)"
---

# Altria Group rose slightly, Costco barely moved; e…


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