You can see from the last 5 daily ticks on the these charts that all 10 Sectors were down last week.
Up until now, consumers were expected to hold the US economy up. The lack of upwind in retail threw heavy doubts on that hope. Some are hopeful that the poor performance in brick-and-mortar retails is largely due to the shift towards the online economy. Internet retailers such as Ebay and Amazon have certainly performed well this year.