Rep. Ro Khanna has placed notable bets on select consumer names in advance of their quarterly earnings according to the latest congressional trade disclosures. In the most recent filings Khanna purchased four positions in CHWY the online pet retailer showing conviction with all buys and no sells. This stands in contrast to his activity in ACI where he recorded five sells against one buy across six total trades. The timing raises questions given ACI's recent earnings beat on adjusted EPS of $0.36 versus the $0.33 expected though the company withdrew its full-year guidance amid a strategic review and its stock edged lower following the announcement. Home Depot is scheduled to report on November 17 with analysts forecasting EPS of approximately $3.85 on roughly 3.4 percent revenue growth. Congressional activity there was balanced with three buys and three sells among Lloyd Doggett Kevin Hern Ro Khanna David J. Taylor and Rick Larsen. The industrial sector saw clear selling pressure. Kevin Hern sold all four of his LMT trades while FDX saw three sells from Maria Elvira Salazar Khanna and Rick Larsen with no offsetting buys. Other activity included mixed trades in META AVGO and COST suggesting lawmakers are navigating uncertainty in both technology and consumer defensive sectors. In total the earnings watch data captured nearly 75 trades including 38 filings under N/A involving a bipartisan group of eight lawmakers with a slight 19-to-15 buy bias. This activity comes as analysts project modest growth for HD and note longer-term challenges for traditional grocery operators. The data suggests unusual timing with lawmakers appearing to favor e-commerce exposure in pet supplies over brick-and-mortar grocery and certain industrial names potentially signaling expectations of uneven consumer and economic trends. This is data analysis, not financial advice.
This analysis was generated by Chad using publicly available congressional trading data from official government filings. This is not financial advice. All data is sourced from senate.gov, clerk.house.gov, and SEC EDGAR.