Consumer Discretionary ETF Vanguard (VCR) 120.89 $VCR
The NRF predicts 4.1% increase in retail sales
Seeking Alpha - at Seeking Alpha - Thu Feb 12, 10:22AM CST
PEJ: 36.97 (-0.02), WMT: 85.81 (-0.08), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
Reasons To Remain Bullish On U.S. Equities
Economics Fanatic - at Seeking Alpha - Thu Feb 12, 8:43AM CST
VCR: 120.89 (+0.81), VDC: 127.48 (-0.41), SPY: 209.78 (+0.86), WMT: 85.81 (-0.08), ITA: 121.07 (+0.83), VIS: 107.96 (+0.65), VHT: 130.56 (+0.66)
No Oil 'Windfall' Either
Joseph Calhoun - Seeking Alpha - Thu Feb 12, 3:15AM CST
By Jeffrey P. Snider The problem with a high rate of inventory build is that it eventually has to go somewhere. In an actual economic "boom" that isn't much of a concern as businesses remain relatively confident that even if inventory is...
PEJ: 36.97 (-0.02), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
U.S. Retail Sales: January 2015 Preview
James Picerno - Seeking Alpha - Thu Feb 12, 12:09AM CST
US retail sales are expected to rise 0.2% in Thursday's January report vs. the previous month, according to The Capital Spectator's median point forecast for several econometric estimates. The median prediction reflects a rebound vs. the previous...
PEJ: 36.97 (-0.02), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
What's Next For The American Consumer?
Cam Hui, CFA - Seeking Alpha - Tue Feb 10, 5:07AM CST
This Thursday, we will see the Retail Sales report. Despite the drop in energy prices, retail sales haven't exactly been setting records. The Street estimate for MoM Core Retail Sales (ex-autos) is -0.4%. On the other hand, retailing stocks have...
PEJ: 36.97 (-0.02), USO: 19.62 (+0.44), UCO: 9.19 (+0.39), OLO: 7.58 (+0.02), DTO: 81.31 (-5.12), XLY: 74.89 (+0.45), BNO: 23.05 (+0.78), UWTI: 3.71 (+0.23), RTH: 75.72 (unch), SCO: 70.05 (-3.45), XRT: 98.02 (+0.58), FDIS: 30.22 (+0.19), VCR: 120.89 (+0.81), PMR: 40.07 (+0.24), SZO: 60.00 (-4.31), DNO: 54.24 (-1.32), DBO: 14.88 (+0.08), RETL: 123.53 (+1.13), OIL: 12.01 (+0.34), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), OLEM: 25.07 (+0.30), DWTI: 95.90 (-7.40), USL: 26.81 (+0.40)
Retailers threatened by West Coast port slowdown
Seeking Alpha - at Seeking Alpha - Thu Feb 05, 6:36AM CST
KSS: 68.25 (-0.58), M: 64.32 (-0.34), WMT: 85.81 (-0.08), RTH: 75.72 (unch), UPS: 101.79 (+0.38), FDIS: 30.22 (+0.19), PMR: 40.07 (+0.24), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), HMC: 32.87 (+0.14), FDX: 176.47 (+0.17), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), LULU: 65.98 (-0.06), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), JCP: 8.05 (+0.14), MCD: 95.65 (+0.56), GPS: 41.20 (-0.37)
Why U.S. GDP Growth Will Remain Robust
Economics Fanatic - at Seeking Alpha - Mon Feb 02, 12:12PM CST
VCR: 120.89 (+0.81), VDC: 127.48 (-0.41), SPY: 209.78 (+0.86), CMG: 674.89 (+4.60), WMT: 85.81 (-0.08), VHT: 130.56 (+0.66)
Dollar Will Keep The Fed Very Patient
Economics Fanatic - at Seeking Alpha - Thu Jan 29, 12:15PM CST
VCR: 120.89 (+0.81), VDC: 127.48 (-0.41), SPY: 209.78 (+0.86), WMT: 85.81 (-0.08), ITA: 121.07 (+0.83), UUP: 24.91 (-0.01), VIS: 107.96 (+0.65), VHT: 130.56 (+0.66)
Retail reads don't dazzle
Seeking Alpha - at Seeking Alpha - Tue Jan 27, 8:13AM CST
IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), RTH: 75.72 (unch), XRT: 98.02 (+0.58), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), VCR: 120.89 (+0.81), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), RETL: 123.53 (+1.13), SZK: 26.30 (unch), UCC: 104.23 (+0.23), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), RHS: 107.77 (-0.29), FXG: 44.35 (+0.11), PSCD: 52.50 (+0.09)
US And India Remain Bright Spots In IMF Growth Outlook
Economics Fanatic - at Seeking Alpha - Tue Jan 20, 9:41AM CST
VCR: 120.89 (+0.81), VDC: 127.48 (-0.41), SPY: 209.78 (+0.86), IBN: 11.70 (+0.06), ITA: 121.07 (+0.83), INFY: 36.60 (-0.13), VIS: 107.96 (+0.65), INDA: 32.95 (+0.32), VHT: 130.56 (+0.66)
West Coast port conflict making industries increasingly nervous
Seeking Alpha - at Seeking Alpha - Fri Jan 16, 4:57PM CST
IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), PEJ: 36.97 (-0.02), VDC: 127.48 (-0.41), IYC: 142.85 (+0.77), XLY: 74.89 (+0.45), PBJ: 30.70 (-0.05), RTH: 75.72 (unch), XRT: 98.02 (+0.58), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), FXD: 36.45 (+0.13), RHS: 107.77 (-0.29), FXG: 44.35 (+0.11)
Retail Sales Downturn Adds To U.S. Growth Worries
Markit - Seeking Alpha - Fri Jan 16, 4:05AM CST
Retail sales fell sharply in December, catching analysts by surprise but adding to survey evidence which points to a potentially marked slowdown in the US economy towards the end of last year. The data have led to a rethink by many analysts on the...
FDIS: 30.22 (+0.19), VCR: 120.89 (+0.81), PMR: 40.07 (+0.24), RETL: 123.53 (+1.13), XLY: 74.89 (+0.45), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), RTH: 75.72 (unch), XRT: 98.02 (+0.58)
About That Awful Retail Sales Report
Hale Stewart - at Seeking Alpha - Thu Jan 15, 6:04PM CST
By New Deal democrat Yesterday saw the second anomalous horrible number in 4 days from the Census Bureau. Last Friday it was a big decline in average hourly wages for December. Yesterday it was a -0.9% drop in December retail sales. Even...
FDIS: 30.22 (+0.19), VCR: 120.89 (+0.81), PMR: 40.07 (+0.24), RETL: 123.53 (+1.13), XLY: 74.89 (+0.45), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), RTH: 75.72 (unch), XRT: 98.02 (+0.58)
Is $2 gas a jackpot for state lotteries?
Seeking Alpha - at Seeking Alpha - Thu Jan 15, 8:52AM CST
FDIS: 30.22 (+0.19), VCR: 120.89 (+0.81), PMR: 40.07 (+0.24), RETL: 123.53 (+1.13), XLY: 74.89 (+0.45), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), RTH: 75.72 (unch), XRT: 98.02 (+0.58)
2014's 'Robust' Jobs Market Produced No Wages, And Now No Spending
Joseph Calhoun - Seeking Alpha - Thu Jan 15, 2:43AM CST
By Jeffrey P. Snider For all the hype about jobs and the booming (GDP) economy, the major portion of the retailer calendar around Christmas was a total bust. In many ways it was worse than last year, which emphasizes simply how the business...
SINF: 47.80 (unch), XLY: 74.89 (+0.45), RTH: 75.72 (unch), XRT: 98.02 (+0.58), RINF: 30.25 (+0.05), FDIS: 30.22 (+0.19), VCR: 120.89 (+0.81), FINF: 42.47 (-0.64), PMR: 40.07 (+0.24), RETL: 123.53 (+1.13), INFL: 39.28 (+0.47), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), UINF: 27.79 (+0.01), DEFL: 58.00 (unch)
Ignore Retail Sales
Calafia Beach Pundit - Seeking Alpha - Thu Jan 15, 12:26AM CST
Markets have been worried that the big drops in commodities and oil prices might be symptomatic of weakening global demand, and Wednesday those concerns intensified because December retail sales came in much weaker than expected (-0.9% vs. -0.1%)....
USO: 19.62 (+0.44), FDIS: 30.22 (+0.19), VCR: 120.89 (+0.81), DBC: 18.30 (+0.20), PMR: 40.07 (+0.24), RETL: 123.53 (+1.13), XLY: 74.89 (+0.45), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), RTH: 75.72 (unch), XRT: 98.02 (+0.58)
Retail: Holiday sales +4%; pull-forward effect in play?
Seeking Alpha - at Seeking Alpha - Wed Jan 14, 8:54AM CST
IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), RTH: 75.72 (unch), XRT: 98.02 (+0.58), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), VCR: 120.89 (+0.81), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), RETL: 123.53 (+1.13), SZK: 26.30 (unch), UCC: 104.23 (+0.23), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), RHS: 107.77 (-0.29), FXG: 44.35 (+0.11)
Key Takeaways From The Employment Report
Economics Fanatic - at Seeking Alpha - Fri Jan 09, 9:08AM CST
VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), WMT: 85.81 (-0.08), RTH: 75.72 (unch), XRT: 98.02 (+0.58), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), VCR: 120.89 (+0.81), PMR: 40.07 (+0.24), SPY: 209.78 (+0.86), FSTA: 30.05 (-0.11), RETL: 123.53 (+1.13), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), RHS: 107.77 (-0.29), FXG: 44.35 (+0.11), VHT: 130.56 (+0.66)
Holiday retail sales something of a revelation
Seeking Alpha - at Seeking Alpha - Thu Jan 08, 7:18PM CST
BBY: 39.11 (-0.08), WMT: 85.81 (-0.08), WSM: 82.11 (+0.73), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), PMR: 40.07 (+0.24), DLTR: 76.82 (+0.97), UGE: 100.04 (+0.53), TGT: 76.12 (-0.75), COST: 147.10 (-0.66), UCC: 104.23 (+0.23), RCD: 90.73 (+0.45), DG: 68.82 (+1.23), FXD: 36.45 (+0.13), FL: 53.96 (-0.13), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), HGG: 6.78 (+0.34), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), FDO: 77.86 (+0.31), FIVE: 33.01 (+0.11), LULU: 65.98 (-0.06), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), CONN: 24.69 (-0.07), RETL: 123.53 (+1.13), SZK: 26.30 (unch)
Specialty retail starts the year with some tailwinds
Seeking Alpha - at Seeking Alpha - Tue Jan 06, 10:29AM CST
BEBE: 3.90 (+0.01), NWY: 2.42 (+0.03), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), PMR: 40.07 (+0.24), ANF: 26.08 (+0.85), PIR: 12.52 (+0.17), AEO: 14.68 (-0.12), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), VRA: 20.18 (+0.47), CHS: 18.38 (+0.10), CACH: 0.03 (-0.02), ZUMZ: 38.84 (+0.14), PSUN: 2.95 (unch), EXPR: 14.61 (+0.33), CBK: 5.40 (+0.08), XLY: 74.89 (+0.45), ANN: 36.52 (+0.52), TCS: 20.17 (+0.15), ARO: 3.63 (+0.04), XRT: 98.02 (+0.58), GES: 19.01 (+0.49), BBBY: 77.91 (-0.49), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), GPS: 41.20 (-0.37), LE: 35.84 (+0.19)
The NRF predicts 4.1% increase in retail sales
Seeking Alpha - at Seeking Alpha - Thu Feb 12, 10:22AM CST
PEJ: 36.97 (-0.02), WMT: 85.81 (-0.08), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
Reasons To Remain Bullish On U.S. Equities
Economics Fanatic - at Seeking Alpha - Thu Feb 12, 8:43AM CST
VCR: 120.89 (+0.81), VDC: 127.48 (-0.41), SPY: 209.78 (+0.86), WMT: 85.81 (-0.08), ITA: 121.07 (+0.83), VIS: 107.96 (+0.65), VHT: 130.56 (+0.66)
No Oil 'Windfall' Either
Joseph Calhoun - Seeking Alpha - Thu Feb 12, 3:15AM CST
By Jeffrey P. Snider The problem with a high rate of inventory build is that it eventually has to go somewhere. In an actual economic "boom" that isn't much of a concern as businesses remain relatively confident that even if inventory is...
PEJ: 36.97 (-0.02), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
U.S. Retail Sales: January 2015 Preview
James Picerno - Seeking Alpha - Thu Feb 12, 12:09AM CST
US retail sales are expected to rise 0.2% in Thursday's January report vs. the previous month, according to The Capital Spectator's median point forecast for several econometric estimates. The median prediction reflects a rebound vs. the previous...
PEJ: 36.97 (-0.02), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
What's Next For The American Consumer?
Cam Hui, CFA - Seeking Alpha - Tue Feb 10, 5:07AM CST
This Thursday, we will see the Retail Sales report. Despite the drop in energy prices, retail sales haven't exactly been setting records. The Street estimate for MoM Core Retail Sales (ex-autos) is -0.4%. On the other hand, retailing stocks have...
PEJ: 36.97 (-0.02), USO: 19.62 (+0.44), UCO: 9.19 (+0.39), OLO: 7.58 (+0.02), DTO: 81.31 (-5.12), XLY: 74.89 (+0.45), BNO: 23.05 (+0.78), UWTI: 3.71 (+0.23), RTH: 75.72 (unch), SCO: 70.05 (-3.45), XRT: 98.02 (+0.58), FDIS: 30.22 (+0.19), VCR: 120.89 (+0.81), PMR: 40.07 (+0.24), SZO: 60.00 (-4.31), DNO: 54.24 (-1.32), DBO: 14.88 (+0.08), RETL: 123.53 (+1.13), OIL: 12.01 (+0.34), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), OLEM: 25.07 (+0.30), DWTI: 95.90 (-7.40), USL: 26.81 (+0.40)
Retailers threatened by West Coast port slowdown
Seeking Alpha - at Seeking Alpha - Thu Feb 05, 6:36AM CST
KSS: 68.25 (-0.58), M: 64.32 (-0.34), WMT: 85.81 (-0.08), RTH: 75.72 (unch), UPS: 101.79 (+0.38), FDIS: 30.22 (+0.19), PMR: 40.07 (+0.24), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), HMC: 32.87 (+0.14), FDX: 176.47 (+0.17), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), LULU: 65.98 (-0.06), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), JCP: 8.05 (+0.14), MCD: 95.65 (+0.56), GPS: 41.20 (-0.37)
Why U.S. GDP Growth Will Remain Robust
Economics Fanatic - at Seeking Alpha - Mon Feb 02, 12:12PM CST
VCR: 120.89 (+0.81), VDC: 127.48 (-0.41), SPY: 209.78 (+0.86), CMG: 674.89 (+4.60), WMT: 85.81 (-0.08), VHT: 130.56 (+0.66)
Dollar Will Keep The Fed Very Patient
Economics Fanatic - at Seeking Alpha - Thu Jan 29, 12:15PM CST
VCR: 120.89 (+0.81), VDC: 127.48 (-0.41), SPY: 209.78 (+0.86), WMT: 85.81 (-0.08), ITA: 121.07 (+0.83), UUP: 24.91 (-0.01), VIS: 107.96 (+0.65), VHT: 130.56 (+0.66)
Retail reads don't dazzle
Seeking Alpha - at Seeking Alpha - Tue Jan 27, 8:13AM CST
IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), RTH: 75.72 (unch), XRT: 98.02 (+0.58), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), VCR: 120.89 (+0.81), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), RETL: 123.53 (+1.13), SZK: 26.30 (unch), UCC: 104.23 (+0.23), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), RHS: 107.77 (-0.29), FXG: 44.35 (+0.11), PSCD: 52.50 (+0.09)
US And India Remain Bright Spots In IMF Growth Outlook
Economics Fanatic - at Seeking Alpha - Tue Jan 20, 9:41AM CST
VCR: 120.89 (+0.81), VDC: 127.48 (-0.41), SPY: 209.78 (+0.86), IBN: 11.70 (+0.06), ITA: 121.07 (+0.83), INFY: 36.60 (-0.13), VIS: 107.96 (+0.65), INDA: 32.95 (+0.32), VHT: 130.56 (+0.66)
West Coast port conflict making industries increasingly nervous
Seeking Alpha - at Seeking Alpha - Fri Jan 16, 4:57PM CST
IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), PEJ: 36.97 (-0.02), VDC: 127.48 (-0.41), IYC: 142.85 (+0.77), XLY: 74.89 (+0.45), PBJ: 30.70 (-0.05), RTH: 75.72 (unch), XRT: 98.02 (+0.58), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), FXD: 36.45 (+0.13), RHS: 107.77 (-0.29), FXG: 44.35 (+0.11)
Retail Sales Downturn Adds To U.S. Growth Worries
Markit - Seeking Alpha - Fri Jan 16, 4:05AM CST
Retail sales fell sharply in December, catching analysts by surprise but adding to survey evidence which points to a potentially marked slowdown in the US economy towards the end of last year. The data have led to a rethink by many analysts on the...
FDIS: 30.22 (+0.19), VCR: 120.89 (+0.81), PMR: 40.07 (+0.24), RETL: 123.53 (+1.13), XLY: 74.89 (+0.45), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), RTH: 75.72 (unch), XRT: 98.02 (+0.58)
About That Awful Retail Sales Report
Hale Stewart - at Seeking Alpha - Thu Jan 15, 6:04PM CST
By New Deal democrat Yesterday saw the second anomalous horrible number in 4 days from the Census Bureau. Last Friday it was a big decline in average hourly wages for December. Yesterday it was a -0.9% drop in December retail sales. Even...
FDIS: 30.22 (+0.19), VCR: 120.89 (+0.81), PMR: 40.07 (+0.24), RETL: 123.53 (+1.13), XLY: 74.89 (+0.45), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), RTH: 75.72 (unch), XRT: 98.02 (+0.58)
Is $2 gas a jackpot for state lotteries?
Seeking Alpha - at Seeking Alpha - Thu Jan 15, 8:52AM CST
FDIS: 30.22 (+0.19), VCR: 120.89 (+0.81), PMR: 40.07 (+0.24), RETL: 123.53 (+1.13), XLY: 74.89 (+0.45), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), RTH: 75.72 (unch), XRT: 98.02 (+0.58)
2014's 'Robust' Jobs Market Produced No Wages, And Now No Spending
Joseph Calhoun - Seeking Alpha - Thu Jan 15, 2:43AM CST
By Jeffrey P. Snider For all the hype about jobs and the booming (GDP) economy, the major portion of the retailer calendar around Christmas was a total bust. In many ways it was worse than last year, which emphasizes simply how the business...
SINF: 47.80 (unch), XLY: 74.89 (+0.45), RTH: 75.72 (unch), XRT: 98.02 (+0.58), RINF: 30.25 (+0.05), FDIS: 30.22 (+0.19), VCR: 120.89 (+0.81), FINF: 42.47 (-0.64), PMR: 40.07 (+0.24), RETL: 123.53 (+1.13), INFL: 39.28 (+0.47), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), UINF: 27.79 (+0.01), DEFL: 58.00 (unch)
Ignore Retail Sales
Calafia Beach Pundit - Seeking Alpha - Thu Jan 15, 12:26AM CST
Markets have been worried that the big drops in commodities and oil prices might be symptomatic of weakening global demand, and Wednesday those concerns intensified because December retail sales came in much weaker than expected (-0.9% vs. -0.1%)....
USO: 19.62 (+0.44), FDIS: 30.22 (+0.19), VCR: 120.89 (+0.81), DBC: 18.30 (+0.20), PMR: 40.07 (+0.24), RETL: 123.53 (+1.13), XLY: 74.89 (+0.45), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), RTH: 75.72 (unch), XRT: 98.02 (+0.58)
Retail: Holiday sales +4%; pull-forward effect in play?
Seeking Alpha - at Seeking Alpha - Wed Jan 14, 8:54AM CST
IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), RTH: 75.72 (unch), XRT: 98.02 (+0.58), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), VCR: 120.89 (+0.81), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), RETL: 123.53 (+1.13), SZK: 26.30 (unch), UCC: 104.23 (+0.23), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), RHS: 107.77 (-0.29), FXG: 44.35 (+0.11)
Key Takeaways From The Employment Report
Economics Fanatic - at Seeking Alpha - Fri Jan 09, 9:08AM CST
VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), WMT: 85.81 (-0.08), RTH: 75.72 (unch), XRT: 98.02 (+0.58), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), VCR: 120.89 (+0.81), PMR: 40.07 (+0.24), SPY: 209.78 (+0.86), FSTA: 30.05 (-0.11), RETL: 123.53 (+1.13), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), RHS: 107.77 (-0.29), FXG: 44.35 (+0.11), VHT: 130.56 (+0.66)
Holiday retail sales something of a revelation
Seeking Alpha - at Seeking Alpha - Thu Jan 08, 7:18PM CST
BBY: 39.11 (-0.08), WMT: 85.81 (-0.08), WSM: 82.11 (+0.73), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), PMR: 40.07 (+0.24), DLTR: 76.82 (+0.97), UGE: 100.04 (+0.53), TGT: 76.12 (-0.75), COST: 147.10 (-0.66), UCC: 104.23 (+0.23), RCD: 90.73 (+0.45), DG: 68.82 (+1.23), FXD: 36.45 (+0.13), FL: 53.96 (-0.13), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), HGG: 6.78 (+0.34), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), FDO: 77.86 (+0.31), FIVE: 33.01 (+0.11), LULU: 65.98 (-0.06), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), CONN: 24.69 (-0.07), RETL: 123.53 (+1.13), SZK: 26.30 (unch)
Specialty retail starts the year with some tailwinds
Seeking Alpha - at Seeking Alpha - Tue Jan 06, 10:29AM CST
BEBE: 3.90 (+0.01), NWY: 2.42 (+0.03), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), PMR: 40.07 (+0.24), ANF: 26.08 (+0.85), PIR: 12.52 (+0.17), AEO: 14.68 (-0.12), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), VRA: 20.18 (+0.47), CHS: 18.38 (+0.10), CACH: 0.03 (-0.02), ZUMZ: 38.84 (+0.14), PSUN: 2.95 (unch), EXPR: 14.61 (+0.33), CBK: 5.40 (+0.08), XLY: 74.89 (+0.45), ANN: 36.52 (+0.52), TCS: 20.17 (+0.15), ARO: 3.63 (+0.04), XRT: 98.02 (+0.58), GES: 19.01 (+0.49), BBBY: 77.91 (-0.49), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), GPS: 41.20 (-0.37), LE: 35.84 (+0.19)
