These stocks are taking big hits from worries about higher gasoline prices

Published: April 13, 2026 at 2:07 p.m. ET

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Shares of several companies selling stuff people want, rather than need, were trading lower Monday despite a recovery in the broader stock market, as Wall Street worried that failed Middle East peace talks would push up gasoline prices enough to crimp consumer spending.

Although companies that have provided updates on their performance in March have not seen much impact on demand, if at all, from the Iran war, data provided by KeyBanc Capital showed that spending and traffic did take a hit. Analyst Bradley Thomas said that suggests there is a risk that consumers will start pulling back on discretionary spending in the current quarter, after the positive jolt provided by .css-1pe33jk.css-1pe33jk a,.css-1pe33jk.css-1pe33jk a:any-link{color:#262626;border-bottom-color:#262626;}.css-8459s-OverridedLink.css-8459s-OverridedLink:any-link{-webkit-text-decoration:none;text-decoration:none;color:var(–color-interactiveLink010, interactiveLink010);border-bottom:1px solid;border-bottom-color:var(–color-interactiveLink010, interactiveLink010);}.css-8459s-OverridedLink.css-8459s-OverridedLink:any-link.css-8459s-OverridedLink.css-8459s-OverridedLink:any-link svg{fill:var(–color-interactiveLink010, interactiveLink010);}.css-8459s-OverridedLink.css-8459s-OverridedLink:any-link:hover{-webkit-text-decoration:none;text-decoration:none;color:var(–color-interactiveLink020, interactiveLink020);border-bottom:1px solid;border-bottom-color:var(–color-interactiveLink020, interactiveLink020);}.css-8459s-OverridedLink.css-8459s-OverridedLink:any-link:hover.css-8459s-OverridedLink.css-8459s-OverridedLink:any-link:hover svg{fill:var(–color-interactiveLink020, interactiveLink020);}.css-1y1y9ag-OverridedLink{display:inline;color:var(–color-interactiveLink010);-webkit-text-decoration:underline;text-decoration:underline;}@media screen and (prefers-reduced-motion: no-preference){.css-1y1y9ag-OverridedLink{transition-property:color,fill;transition-duration:200ms,200ms;transition-timing-function:cubic-bezier(0, 0, .5, 1),cubic-bezier(0, 0, .5, 1);}}@media screen and (prefers-reduced-motion: reduce){.css-1y1y9ag-OverridedLink{transition-property:color,fill;transition-duration:0ms;transition-timing-function:cubic-bezier(0, 0, .5, 1),cubic-bezier(0, 0, .5, 1);}}.css-1y1y9ag-OverridedLink svg{fill:var(–color-interactiveLink010);}.css-1y1y9ag-OverridedLink:hover:not(:disabled){color:var(–color-interactiveLink020);-webkit-text-decoration:underline;text-decoration:underline;}.css-1y1y9ag-OverridedLink:hover:not(:disabled) svg{fill:var(–color-interactiveLink020);}.css-1y1y9ag-OverridedLink:active:not(:disabled){color:var(–color-interactiveLink030);-webkit-text-decoration:underline;text-decoration:underline;}.css-1y1y9ag-OverridedLink:active:not(:disabled) svg{fill:var(–color-interactiveLink030);}.css-1y1y9ag-OverridedLink:visited:not(:disabled){color:var(–color-interactiveVisited010);-webkit-text-decoration:underline;text-decoration:underline;}.css-1y1y9ag-OverridedLink:visited:not(:disabled) svg{fill:var(–color-interactiveVisited010);}.css-1y1y9ag-OverridedLink:visited:hover:not(:disabled){color:var(–color-interactiveVisited010);-webkit-text-decoration:underline;text-decoration:underline;}.css-1y1y9ag-OverridedLink:visited:hover:not(:disabled) svg{fill:var(–color-interactiveVisited010);}.css-1y1y9ag-OverridedLink:focus-visible:not(:disabled){outline-color:var(–outlineColorDefault);outline-style:var(–outlineStyleDefault);outline-width:var(–outlineWidthDefault);outline-offset:var(–outlineOffsetDefault);}@media not all and (min-resolution: 0.001dpcm){@supports (-webkit-appearance: none) and (stroke-color: transparent){.css-1y1y9ag-OverridedLink:focus-visible:not(:disabled){outline-style:var(–safariOutlineStyleDefault);}}}.css-1y1y9ag-OverridedLink.css-1y1y9ag-OverridedLink:any-link{-webkit-text-decoration:none;text-decoration:none;color:var(–color-interactiveLink010, interactiveLink010);border-bottom:1px solid;border-bottom-color:var(–color-interactiveLink010, interactiveLink010);}.css-1y1y9ag-OverridedLink.css-1y1y9ag-OverridedLink:any-link.css-1y1y9ag-OverridedLink.css-1y1y9ag-OverridedLink:any-link svg{fill:var(–color-interactiveLink010, interactiveLink010);}.css-1y1y9ag-OverridedLink.css-1y1y9ag-OverridedLink:any-link:hover{-webkit-text-decoration:none;text-decoration:none;color:var(–color-interactiveLink020, interactiveLink020);border-bottom:1px solid;border-bottom-color:var(–color-interactiveLink020, interactiveLink020);}.css-1y1y9ag-OverridedLink.css-1y1y9ag-OverridedLink:any-link:hover.css-1y1y9ag-OverridedLink.css-1y1y9ag-OverridedLink:any-link:hover svg{fill:var(–color-interactiveLink020, interactiveLink020);}higher tax refunds passes.