Consumer companies fell as fuel-cost concerns intensified.

Shares of Royal Caribbean fell for the 12th consecutive session.

Shipping lines are exposed to rising costs of fuel oil and the impact on discretionary income from rising prices at the pump.

Shares of airlines ticked down but remain far above their wartime lows as earnings reports suggest resilient demand. Discount carrier JetBlue cut its third-quarter capacity-growth outlook nearly in half following summer weather and operational disruptions.

Retailers' sales growth has also proved more resilient than anticipated, though investors remain concerned about consumers' ability to continue weathering gasoline-price increases. Macy's shares plunged even after the department-store chain raised its sales growth projection for the second time this year.