Vanguard Consumer Staples ETF
 (VDC)

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  • Aug. 12, 2015, 4:27 PM
    • The Panama Canal Authority plans to restrict the amount of cargo ships will be allowed to carry through the canal beginning on September 8.
    • The action is a result of the low level of water in Gatun Lake and Alajuela Lake resulting from this year's El Nino phenomenon.
    • Citigroup has its eyes on the development, noting retailers with potential exposure this fall to reduced shipping to East Coast ports include Carter's (NYSE:CRI), Columbia Sportswear (NASDAQ:COLM), Wolverine Worldwide (NYSE:WWW), Staples (NASDAQ:SPLS), and Steve Madden (NASDAQ:SHOO).
    • Panama Canal Advisory (.pdf)
    • Related ETFs: XLP, XLY, VDC, XRT, VCR, RTH, RETL, FXG, PBJ, IYK, IYC, FXD, PEJ, FDIS, RHS, FSTA, SCC, UCC, RCD, PMR, PEZ, UGE, PSL, PSCC, PSCD, SZK
    | Aug. 12, 2015, 4:27 PM | 1 Comment
  • Aug. 8, 2015, 11:02 AM
    • Retail sales take center stage next week with a rebound for July expected after the headline number fell in June.
    • The consensus estimate is for a 0.5% M/M increase, although some projections range as high as 1%. A reading in negative territory could rattle markets.
    • Only handful of retail chains still issue monthly sales reports, but many of those that do reported positive growth for July. Costco (NASDAQ:COST), Fred's (NASDAQ:FRED), L Brands (NYSE:LB), Stein Mart (NASDAQ:SMRT), and Rite Aid (NYSE:RAD) all showed pockets of strength. Mall retailers Cato (NYSE:CATO), Zumiez (NASDAQ:ZUMZ), and Buckle (NYSE:BKE) were disappointments. Full Thomson/Reuters analysis (.pdf)
    • Two new factors emerged last week which could impact the U.S. retail sales print: (1) U.S. auto sales topped estimates for July; (2) several retailers warned later sales tax holidays in key states pushed back-to-school spending into August from July.
    • There's also the question if Wal-Mart's (NYSE:WMT) Amazon Prime Day counterpunch stoked extra sales. The Bentonville giant and Amazon (NASDAQ:AMZN) both reported strong responses.
    • On a broader scale, the retail sales report will factor into forecasts on when the Federal Reserve will lift interest rates.
    • Related ETFs: XLP, XLY, VDC, XRT, VCR, RTH, RETL, FXG, PBJ, IYK, IYC, FXD, PEJ, FDIS, RHS, FSTA, SCC, UCC, RCD, PMR, PEZ, UGE, PSL, PSCC, PSCD, SZK
    | Aug. 8, 2015, 11:02 AM | 10 Comments
  • Jul. 22, 2015, 9:14 AM
    • The National Retail Federation lowers its forecast for 2015 retail sales to 3.5% from 4.1%.
    • The organization is playing some catch-up after recent retail sales reports have disappointed.
    • The NRF pegs retail sales growth at 2.9% in 1H and projects a 3.7% gain over the next five months.
    • Factors which have cut into sales this year include a strong U.S. dollar and a "deflationary" retail environment this year, says NRF Chief Economist Jack Kleinhenz.
    • Related ETFs: XLP, XLY, VDC, XRT, VCR, RTH, RETL, FXG, IYK, IYC, FXD, FDIS, RHS, FSTA, SCC, UCC, RCD, PMR, PEZ, UGE, SZK.
    | Jul. 22, 2015, 9:14 AM
  • Jul. 14, 2015, 1:39 PM
    • The question of when millennials will open up their checkbooks and stop sharing is posed by Bobbi Rebell in a Reuters piece.
    • The generation seems to unabashedly share houses (AirBnb), cars (Uber), car rentals (Zipcar), and entertainment services (Netflix).
    • Some think millennials aren't wired to covet non-electronics possessions, while others attribute the trend to a tight market for recent college graduates with high student loan balances.
    • The authors of Millennial Majority argues the latter in making the case spending by millennials will pick up dramatically as their resources improve.
    • One sector desperately looking for a millennial bounce is apparel which continues to trail broad retail. Companies such as Gap (NYSE:GPS), L Brands (NYSE:LB), Abercrombie & Fitch (NYSE:ANF), and Ann (NYSE:ANN) have had a few misfires due to the peculiarity of the group.
    • The oldest millennials are now in their lower thirties which should mean the question will be answered soon.
    • Related ETFs: XLP, XLY, VDC, XRT, VCR, RTH, RETL, FXG, IYK, IYC, FXD, FDIS, RHS, FSTA, SCC, UCC, RCD, PMR, UGE, PEZ, PSL, PSCC, PSCD, SZK
    • Previously: Retail sales: No help from department stores (Jul. 14 2015)
    • Previously: June Retail Sales miss expectations (Jul. 14 2015)
    | Jul. 14, 2015, 1:39 PM | 17 Comments
  • May 18, 2015, 1:07 PM
    • Societe Generale is out with a note in which it dissects the impact of higher interest rates on stocks.
    • The investment firm notes the Consumer Staples ETF (NYSEARCA:XLP) boasts a dividend yield of 2.5% which becomes less attractive as rates march upward.
    • Individual consumer staples stocks identified by SG as having the strongest correlation to swings in the 10-year Treasury yield are Colgate-Palmolive (NYSE:CL), Costco (NASDAQ:COST), McKesson (NYSE:MCK), and Brown-Forman (BF.A, BF.B).
    • Consumer Staples ETFs: VDC, FXG, RHS, FSTA, PSL, PSCC.
    | May 18, 2015, 1:07 PM | 8 Comments
  • May 16, 2015, 10:28 AM
    • The retail sector jumps into the spotlight next week with heavyweights Target (NYSE:TGT), Home Depot (NYSE:HD), Lowe's (NYSE:LOW), and Wal-Mart (NYSE:WMT) all scheduled to report Q1 earnings.
    • Retail sales in the U.S. have only recovered slightly in March and April after dropping off from December to February. The flat M/M reading for April deflated the theory that cold weather and a West Coast port slowdown was holding back growth. Many of the rosy forecasts over the impact of sub-$3 gas prices have also been wadded up.
    • The spotlight is now back on the consumer with some some economists reviving classic Milton Friedman behavioral economics to explain the cautious spending trend - while others point to the millennial generation which is online and thrifty.
    • E-commerce accounted for over half the growth of U.S. retail sales in Q1 with a tally of $80.3B (+14.5% Y/Y). The Big 4 reporting this week will all talk e-commerce and others ways they are adapting away from the pure brick-and-mortar model.
    • Earnings conference calls from the quartet should be illuminating as analysts focus on Wal-Mart's new partnership with Alibaba and free shipping service, Target's grocery ambitions, Home Depot's pro/contractor business, and Lowe's view on SG&A.
    • Related ETFs: XLP, XLY, VDC, XRT, VCR, RTH, RETL, FXG, PBJ, IYK, IYC, FXD, PEJ, FDIS, RHS, FSTA, SCC, UCC, RCD, PMR, PEZ, UGE, PSL, PSCC, PSCD, SZK.
    | May 16, 2015, 10:28 AM | 11 Comments
  • May 13, 2015, 8:54 AM
    • Oppenheimer is out with a warning on consumer staples stocks.
    • The investment firm notes the sector underperformed during the last three cycles of rising interest rates.
    • Jarden (NYSE:JAH) and WhiteWave Foods (NYSE:WWAV) are the top sector picks of Oppenheimer come interest rates hikes or not.
    • Consumer staples ETFs: XLP, VDC, FXG, RHS, FSTA, PSL, PSCC.
    | May 13, 2015, 8:54 AM
  • Apr. 24, 2015, 8:44 AM
    • Is the retail rally over? After a 10-month period in which the SPDR S&P Retail ETF (NYSEARCA:XRT) outperformed the S&P 500 by 1.2K basis points, since April 2 the XRT has underperformed by 270 basis points - off 0.4% as the S&P 500 has added 2.3%.
    • The reversal comes alongside a major bounce in oil, up more than 30% since bottoming in mid-March. The thinking isn't too complicated - falling oil prices put more money in consumers pockets to spend at places like Wal-Mart, and surging oil prices is pulling money out.
    • As it turns out though, consumers didn't spend as much of the saved money as thought, with core retail sales shy of estimates for the last four months, and the savings rate hitting its highest level since December 2012.
    • Source: Bloomberg
    • Retail ETFs: XLP, XLY, VDC, XRT, VCR, RTH, RETL, FXG, PBJ, IYK, IYC, FXD, PEJ, FDIS, RHS, FSTA, SCC, UCC, RCD, PMR, PEZ, UGE, PSL, PSCC, PSCD, SZK
    | Apr. 24, 2015, 8:44 AM
  • Apr. 13, 2015, 4:53 AM
    • U.S. consumer stocks have been flying off the shelves, as tumbling oil prices boost Americans' spending power, but some investors are beginning to suffer from sticker shock.
    • Consumer discretionary stocks in the S&P 500 have risen 18.8% in the last six months, outpacing the 10.3% gain in the broader S&P 500, and the segment recently displaced healthcare as the most widely owned sector among stock pickers, according to Bank of America Merrill Lynch.
    • The rally still has some analysts and portfolio managers worried due to elevated valuations and increasing oil prices over the last month is also raising concerns.
    • ETFs: XLP, XLY, VDC, XRT, VCR, RTH, RETL, FXG, PBJ, IYK, PEJ, FXD, IYC, FDIS, RHS, SCC, FSTA, UCC, PMR, PSL, UGE, RCD, PEZ, PSCC, PSCD, SZK
    | Apr. 13, 2015, 4:53 AM
  • Mar. 31, 2015, 9:43 AM
    • Economists don't seem fully convinced that weather is behind the slower-than-anticipated pace of spending on goods and services for the first part of 2015.
    • Most have lowered Q1 GDP estimates without necessarily calling for a spring sales bounce.
    • Despite some indications consumer confidence has improved and a stronger job environment, consumers have increased their level of personal savings instead of spending in droves.
    • The weather excuse will get its test when April numbers start coming in.
    • Related ETFs: XLP, XLY, VDC, XRT, VCR, RTH, RETL, FXG, PBJ, IYK, PEJ, FXD, IYC, FDIS, RHS, SCC, FSTA, UCC, PMR, PSL, UGE, RCD, PEZ, PSCC, PSCD, SZK
    | Mar. 31, 2015, 9:43 AM
  • Mar. 12, 2015, 8:44 AM
    • Retail sales grew only 1.7% Y/Y to trail the pace forecasts by economists.
    • The drop in sales from January was influenced in part by weather, although a higher-than-anticipated propensity by consumers to save was also a factor.
    • Nearly all retail categories showed a year-over-year increase in sales, but a 23% drop in sales at gasoline stations due to lower prices took a big cut.
    • The broad food services category which includes restaurants showed a 8.6% Y/Y rise, while sales at health & personal care stores were up 4.8%.
    • Related ETFs: XLP, XLY, VDC, XRT, VCR, RTH, RETL, FXG, PBJ, IYK, PEJ, FXD, IYC, FDIS, RHS, SCC, FSTA, UCC, PMR, PSL, UGE, RCD, PEZ, PSCC, PSCD, SZK
    • Previously: Retail sales decline in February
    | Mar. 12, 2015, 8:44 AM
  • Mar. 6, 2015, 10:46 AM
    • Global consumer staples stocks are weaker than market averages as concerns on market pricing and F/X sit in the background.
    • The 1.21% gain in the U.S. Dollar Index isn't going unnoticed by traders.
    • Notable decliners include General Mills (NYSE:GIS) -1.6%, Colgate-Palmolive (NYSE:CL) -2.0%, Unilever (NYSE:UL) -1.9%, General Mills (GIS) -1.8%, Mondelez International (NASDAQ:MDLZ) -1.9%, Post Holdings (NYSE:POST) -1.8%, Hershey (NYSE:HSY) -1.8%, Coca-Cola (NYSE:KO) -1.2%.
    • The Consumer Staples ETF (NYSEARCA:XLP) is down 1.2% versus S&P 500 -0.4%.
    • Other staples ETFs: VDC, FXG, RHS, FSTA, PSL, PSCC
    | Mar. 6, 2015, 10:46 AM | 5 Comments
  • Feb. 17, 2015, 8:25 AM
    • Cowen Research takes a broad look at the retail sector in a new note.
    • Analyst Oliver Chen cites tight inventory control, low gas prices, and higher employment rates as positive factors heading into the Spring.
    • F/X pressure and valuation on some names are concerns for investors.
    • Other retail analysts have become more optimistic after taking in the strong comp growth in the restaurant sector. They see the improvement as a potential early indicator on consumer spending, despite the disappointing headline misses on recent retail sales reports.
    • Previously: Restaurant sales show sharp increase in January (Feb. 11 2015)
    • Retail ETFs: XLP, XLY, VDC, XRT, VCR, RTH, RETL, FXG, IYK, FXD, IYC, FDIS, RHS, SCC, FSTA, UCC, PMR, RCD, UGE, SZK
    | Feb. 17, 2015, 8:25 AM
  • Feb. 12, 2015, 11:22 AM
    | Feb. 12, 2015, 11:22 AM
  • Feb. 10, 2015, 8:28 AM
    • Consumer staples giants have been able to price out some of the F/X pain tied to Latin America, notes retail analyst Rahul Sharma.
    • The sector has been under a watchful eye due to the strong currency headwind in South America.
    • Today, Coca-Cola was the latest staples mainstay to navigate through the issue through pricing and allocation strategies.
    • The return on the Consumer Staples ETF (NYSEARCA:XLP) trails the S&P 500 over the last month by about 110 bps.
    • Previously: Coca-Cola +3.1% as N.A. and still beverages lift Q4 results
    • ETFs: VDC, FXG, RHS, FSTA, PSL, PSCC
    | Feb. 10, 2015, 8:28 AM
  • Jan. 27, 2015, 9:13 AM
    • The read from Redbook on retail sales through a good portion of the month indicates sales might decline around 3% M/M from December after the impact of auto and gas are backed out.
    • The December retail sales showed a small decline from November.
    • The Weekly Retail Chain Store Sales Index released today fell 0.6% W/W in another indication of softness in the retail sector, although on a year-over-year comparison the reading was up 2.6%.
    • Related ETFs: XLP, XLY, VDC, XRT, VCR, RTH, RETL, FXG, IYK, FXD, IYC, FDIS, RHS, SCC, FSTA, UCC, PMR, UGE, RCD, PSCD, SZK
    | Jan. 27, 2015, 9:13 AM
VDC Description
Vanguard Consumer Staples ETF seeks to track the performance of a benchmark index that measures the investment return of consumer staples stocks.
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Country: United States
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