An entire generation of boyfriends is about to find out what a 28% APR on a Kay Jewelers credit card feels like…
If you thought Taylor Swift, Travis Kelce, and the term “Swifties” were already insufferable in 2025… the term “cushion-cut” is about to join them. In short, America’s favorite “mommy’s” boy put a cushion-cut rock on her finger, and within minutes Signet Jewelers shares spiked 3% as if Wall Street finally discovered that “Swifties” were the new consumer class.
(Source: Giphy)
Translation: From here on out, if fans were willing to torch their rent money on Eras Tour tickets, they’ll probably bully their boyfriends into buying discount-rack replicas of Taylor’s ring. Forget inflation. Forget credit card APRs. Love is dead, but apparently diamond margins aren’t.
(Source: CNBC)
Now what’s interesting about this, is that this is Swiftonomics at its core. This isn’t new. Swift has been the most reliable post-pandemic stimulus program the U.S. has seen. Her tour got a nod in the Fed’s Beige Book last year because economists had to explain why regional hotel revenues looked juiced. Entire metro areas reported GDP bumps that could be traced back to a woman singing about her exes for three hours a night. Now it’s jewelry’s turn. The engagement post racked up 16 million likes and more than 600,000 reshares in an afternoon. Wall Street noticed. Signet’s chart shows the exact moment the Swift effect kicked in… like a mini-meme trade for the hopelessly romantic.
As for Signet, the company owns Zales, Kay, Jared, and trades as one of the only public jewelers big enough to catch this wave. Analysts weren’t exactly modeling “Taylor Swift engagement” into their earnings estimates, but here we are. A stock that usually grinds along with holiday sales just got a halo from a single Instagram post. Of course, even though Signet is up nearly +4% on the day, this pop won’t last. It never does. But in a market where AI chips move trillions, Swift can still move billions… or at least a couple hundred million in cushion-cut copycats.
(Source: Giphy)
But alas, for investors, the read-through is simple: Swiftonomics is real. Ignore it at your own risk. Hotels, airlines, football jerseys, and now jewelry… it sells. Whether that makes Signet a buy is another story, but at the very least it just proved Taylor Swift has more sway over consumer discretionary spending than half of Congress. (LOL and we all thought Sydney Sweeney was the Goddess of market movers…) Until next time, friends…
At the time of publishing, Stocks.News does not hold positions in companies mentioned in the article.
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