Consumer Staples Select Sector SPDR ETF
 (XLP)

- NYSEARCA
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  • Yesterday, 2:28 PM
    | Yesterday, 2:28 PM | 1 Comment
  • Mon, Feb. 8, 2:26 PM
    • Investors are taking refuge in some weathered stocks in the consumer goods sector.
    • Procter & Gamble (PG +0.9%), Hershey (HSY +2.2%), Altria (MO +0.3%), Hormel (HRL +1.9%), Clorox (CLX +1.8%), and Post Holdings (POST +0.4%) are all making gains despite the 375-point slide in the Dow Jones Industrial Average.
    • The Consumer Staples Select ETF (NYSEARCA:XLP) is down 1%, compared to the much steeper losses in the tech and financials sectors.
    | Mon, Feb. 8, 2:26 PM | 12 Comments
  • Sat, Jan. 23, 2:46 PM
    • The economic cost of the blizzard hitting the East Coast could run as high as $850M, according to a forecast from Planalytics.
    • The tally includes lost productivity and a lower level of consumer spending over the duration of the storm - even after factoring in the impact of consumers stockpiling from chains such as Home Depot (NYSE:HD), Lowe's (NYSE:LOW), Wal-Mart (NYSE:WMT), and Kroger (NYSE:KR).
    • The storm is broad enough to impact domestic traffic numbers for restaurant chains (MCD, QSR, WEN, CMG, DENN, DNKN, SBUX) and movie theater operators (RGC, CKEC, CNK, AMC).
    • The number of cancelled flights tied to the storm is tracking rapidly toward 10K. U.S. airlines (LUV, AAL, JBLU, UAL, DAL) have become more efficient with managing major storms, but will still take a hit to Q1 revenue.
    • Looking ahead: Though harsh U.S. winters have lopped off as much as 1% to 2% from retail sales in the past, the 2015-2016 season still sits comfortably in the historical range used by economists when making their projections.
    • Previously: Blizzard rally for HD, LOW, BGG, TTC, ACAT, COLM, and BDE (Jan. 22)
    • Previously: Storm alert for Shake Shack and Dunkin' Donuts (Jan. 22)
    • 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, BITE
    | Sat, Jan. 23, 2:46 PM | 71 Comments
  • Thu, Jan. 14, 8:24 AM
    • Consumer discretionary stocks on watch today include Ethan Allen (NYSE:ETH), La-Z-Boy (NYSE:LZB), Pier 1 Imports (NYSE:PIR), Kirkland's (NASDAQ:KIRK), Select Comfort (NASDAQ:SCSS), and Mattress Firm (NASDAQ:MFRM).
    • The home furnishing/home furniture group is typically seen as benefiting from low gas prices and steady employment trends, but were pummeled yesterday with 4% to 5% losses.
    • The broad consumer discretionary sector has its worst day since last August with the Consumer Discretionary Select Sector SPDR ETF (NYSEARCA:XLP) down 3.37%.
    • ETFs: XLY, XRT, VCR, RTH, RETL, FXD, FDIS, RCD, PMR, PEZ, PSCD, BITE.
    | Thu, Jan. 14, 8:24 AM | 1 Comment
  • Thu, Jan. 7, 10:14 AM
    • A large number of retail stocks are defying the global market sell-off to put in strong gains.
    • The unexpected strength follows a few store chains reporting solid holiday sales growth, headlined by L Brands with a stellar 8% comp. The underlying story behind the good read may be that $2 gas prices are helping to feed consumer spending at U.S. store chains.
    • Gasbuddy.com forecasts gas prices will stay low in the U.S. for all of 2016.
    • Notable gainers include Wal-Mart (WMT +2%), Target (TGT +1%), Gap (GPS +2.3%), Fred's (FRED +1.2%), Express (EXPR +1.1%), American Eagle Outfitters (AEO +1.6%), Tilly's (TLYS +2.3%), Urban Outfitters (URBN +4%), TJX Companies (TJX +0.6%), Ross Stores (ROST +1.6%), Kohl's (KSS +2%), Stein Mart (SMRT +4.4%), Citi Trends (CTRN +1.7%), Buckle (BKE +4.8%).
    • Related ETFs: XLP, XLY, VDC, XRT, VCR, RTH, RETL, FXG, FXD, FDIS, RHS, FSTA, RCD, PMR, BITE
    | Thu, Jan. 7, 10:14 AM | 15 Comments
  • Dec. 28, 2015, 10:31 AM
    • MasterCard reports holiday sales rose 7.9% during the holiday season, led by strong growth for big ticket items. The growth rate is much stronger than the 3.7% gain in holiday sales forecast by the National Retail Federation.
    • Online sales were up 20% Y/Y during the period which implies some acceleration in December after some Black Friday and Cyber Monday reports disappointed.
    • The strong read from MasterCard on top of the volume spike at FedEx adds some weight to the theory that the 2015 holiday shopping season was back-half loaded due in part to a higher reliance on online orders. Warm weather also played a factor by pushing back some apparel buying.
    • Wal-Mart (NYSE:WMT), Target (NYSE:TGT), Macy's (NYSE:M), and Best Buy (NYSE:BBY) are seen as potential beneficiaries of the late rush, while Amazon may have captured even more market share.
    • 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, BITE
    | Dec. 28, 2015, 10:31 AM | 25 Comments
  • Dec. 18, 2015, 5:26 PM
    • Consumer Staples Select Sector SPDR ETF (NYSEARCA:XLP) announces quarterly distribution of $0.3699.
    • 30-Day Sec yield of 2.39% (as of 12/17/2015).
    • Payable Dec. 29; for shareholders of record Dec. 22; ex-div Dec. 18.
    | Dec. 18, 2015, 5:26 PM
  • Dec. 7, 2015, 2:22 PM
    • Select consumer staples continue to show some resiliency after last week's U.S. jobs report came in strong.
    • Personal care stocks Avon Products (AVP +4%), Estee Lauder (EL +1.6%), and Elizabeth Arden (RDEN +3.2%) are all higher. Activist investors circling Avon are also a factor along with the consumer spending optimism.
    • The grocery store sector is up solidly, led by Kroger (KR +2.2%), Sprouts Farmers Market (SFM +2.2%), Ingles Markets (IMKTA +0.7%), and Supervalu (SVU +1.8%). Whole Foods Market (WFM +4.3%) is also up a brisk 4.3%, although the company tiptoes the line between discretionary and staples.
    • The buying action on the names above along with the strong day for the beverage sector have been enough to keep the S&P Consumer Staples ETF (NYSEARCA:XLP) in positive territory even with broad market averages lower.
    • Last week: Rally mode for consumer-facing stocks (Dec. 04 2015)
    • ETFs: XLP, VDC, FXG, RHS, FSTA
    | Dec. 7, 2015, 2:22 PM
  • Dec. 4, 2015, 10:29 AM
    • Economists think that the combination of a stronger U.S. jobs environment and sub-$2 gas prices could improve some consumer spending habits, although not as much for traditional big box retailers, apparel chains, and electronics stores as for specialty retailers selling lower-end personal care, housing, and decor items. Though middle-income and low-income consumers continue to be thrifty with major purchases (logo apparel, gadgets), there have been signs in recent earnings reports of strength in everyday items such as shampoo, mattresses, and underwear.
    • That trend could benefit a variety of chain stores with an U.S. focus including Five Below (NASDAQ:FIVE), Ulta Salon (NASDAQ:ULTA), TJX Companies (NYSE:TJX), Dollar General (NYSE:DG), Ross Stores (NASDAQ:ROST), Kirkland's (NASDAQ:KIRK), Sally Beauty Holdings (NYSE:SBH), Michaels Companies (NASDAQ:MIK), Party City (NYSE:PRTY), and even Mattress Firm (NASDAQ:MFRM).
    • The bump in consumer staples spending could provide a lift to Procter & Gamble (NYSE:PG), Kimberly-Clark (NYSE:KMB), and Clorox (NYSE:CLX) as well for the U.S. side of their business.
    • Related ETFs: XLP, VDC, FXG, RHS, FSTA, PSL, PSCC
    | Dec. 4, 2015, 10:29 AM | 5 Comments
  • Dec. 3, 2015, 1:06 PM
    | Dec. 3, 2015, 1:06 PM | 13 Comments
  • Nov. 29, 2015, 11:32 AM
    | Nov. 29, 2015, 11:32 AM | 31 Comments
  • Nov. 27, 2015, 1:13 PM
    | Nov. 27, 2015, 1:13 PM
  • Nov. 27, 2015, 4:31 AM
    • The shaky condition of U.S. retail will be put to the test this weekend, when stores across the country roll out their Black Friday specials.
    • About 135.8M Americans are expected to shop in stores or online over the four-day weekend, according to the National Retail Federation, but the amount they've spent has declined over the past two years, dropping 11% to $50.9B in 2014.
    • The forecast for frugal shopping also got a boost on Wednesday, when Commerce Department figures showed household spending rose less than expected in October.
    • ETFs: XLP, XLY, VDC, XRT, VCR, RTH, PBJ, RETL, PEJ, IYK, FXG, IYC, SCC, FXD, RHS, UCC, PMR, UGE, RCD, PSL, PSCC, SZK, FDIS, FSTA, PSCD, PEZ
    | Nov. 27, 2015, 4:31 AM | 6 Comments
  • Nov. 25, 2015, 9:26 AM
    • The average price for a gallon of gas in the U.S. has now dropped to $2.06 per gallon - a mark that is 27% lower than where gas prices stood heading into the holiday period last year. Despite the extra dollars in the wallets of consumers, most forecasts for holiday retail sales are on the modest side (below 4%).
    • The extended period of sub-$3 gas prices in the U.S. hasn't exactly lit consumer spending across broad retail on fire (just ask Wal-Mart) - although it has stoked auto sales for the Detroit Three (GM, F, FCAU). The regional casino sector (ISLE, PENN, BYD, ERI, MTN, MCRI) and cruise line stocks (NCLH, RCL) have also benefited more than major chain stores. Some have suggested that lower gas prices are also an understated driver for Starbucks (NASDAQ:SBUX) and Netflix (NASDAQ:NFLX) which both score high on customer stickiness.
    • What next? Seeking Alpha's Stock Pitch Contest on retail is still open until November 30 amid the reset on consumer spending expectations. Current long ideas include PLAY, FRAN, CASY, SKX, WMT, PSUN, HGG, PRTY, TJX, TA, VSTO - while short bets on WMAR, TIF, RT, AMZN, UA, LB, and OUTR are on record.
    • 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, BITE.
    | Nov. 25, 2015, 9:26 AM | 49 Comments
  • Nov. 3, 2015, 3:49 PM
    • U.S. auto sales soared in October with the Detroit Three (F, GM, FCAU) all showing double-digit gains from a year ago. An extra selling weekend helped traffic, while low gas prices drove sales for SUVs and trucks.
    • The annual selling rate came in at 18.2M for the month to sail past almost all estimates. Japanese automakers performed strong, while German brands performed better than expected after some spillover from the Volkswagen cheating scandal was anticipated.
    • If there's a catch, it might be what the crowding out impact is on broad retail as consumers take on larger auto payments. Retail sales have disappointed in recent months with heavyweights such as Wal-Mart (NYSE:WMT), Target (NYSE:TGT), Best Buy (NYSE:BBY), and Staples (NASDAQ:SPLS) unable to pull off the comps the auto sector is rolling out.
    • U.S. auto sales reports
    • 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
    | Nov. 3, 2015, 3:49 PM | 43 Comments
  • Oct. 8, 2015, 12:43 PM
    • Ahead of revisions to the Global Industry Classification Standard structure set to take effect next August in which real estate-related stocks will be broken out of the financial sector, State Street's (NYSE:STT) Real Estate Select Sector SPDR (NYSEARCA:XLRE) opens for trade alongside the FInancial Services Select Sector SPDR (NYSEARCA:XLFS). The Financial Select Sector SPDR (NYSEARCA:XLF) remains the same for those looking for exposure to the whole sector in just one ETF.
    • Concurrent with the launches, SSgA cuts the expense ratio for the entire Select Sector SPDR ETF suite to 0.14% from 0.15%.
    • Other Sector SPDRs: XLY, XLP, XLE, XLV, XLI, XLB, XLK, XLU
    | Oct. 8, 2015, 12:43 PM | 6 Comments
XLP Description
The Consumer Staples Select Sector SPDR® Fund, before expenses, seeks to closely match the returns and characteristics of the Consumer Staples Select Sector Index. Our approach is designed to provide portfolios with low portfolio turnover, accurate tracking, and lower costs.
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Country: United States
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