01:38 PM EDT, 10/09/2025 (MT Newswires) -- Consumer stocks were mixed Thursday afternoon, with the Consumer Staples Select Sector SPDR Fund (XLP) increasing 0.2% and the Consumer Discretionary Select Sector SPDR Fund (XLY) shedding 1%.

In corporate news, Delta Air Lines ( DAL ) issued an upbeat Q4 earnings outlook on Thursday amid improving sales trends, while the air carrier's results in the prior three-month period topped market estimates. Its shares jumped 4.8%.

PepsiCo ( PEP ) issued an improved full-year earnings outlook on Thursday amid easing forex headwinds, while the beverage and snacks giant reported better-than-expected fiscal Q3 results. Its shares climbed 3.7%.

Ford (F) will pause production at its plant in Dearborn, Michigan, next week, Reuters reported. The pause is related to a fire at a supplier's New York aluminum factory on Sept. 16, a union official said, according to the report. The fire is expected to disrupt production of Ford's F-150 vehicles for months and potentially result in a $1 billion impact to its bottom line, according to an analyst estimate, the report said. Ford shares were down 1.8%.

Tilray Brands ( TLRY ) shares rose nearly 20% after the company reported stronger-than-expected fiscal Q1 revenue and reiterated its fiscal 2026 core earnings guidance.