Consumer Discretionary Select Sector SPDR ETF(XLY)- NYSEARCA
  • Tue, Sep. 27, 8:59 AM
    | Tue, Sep. 27, 8:59 AM
  • Tue, Sep. 20, 8:58 AM
    | Tue, Sep. 20, 8:58 AM
  • Fri, Sep. 16, 3:20 PM
    • Consumer Staples Select Sector SPDR ETF (NYSEARCA:XLP) - $0.3281. 30-Day Sec yield of 2.42%.
    • Utilities Select Sector SPDR ETF (NYSEARCA:XLU) - $0.4161. 30-Day Sec yield of 3.35%.
    • Health Care Select Sector SPDR ETF (NYSEARCA:XLV) - $0.2785. 30-Day Sec yield of 1.51%.
    • Consumer Discretionary Select Sector SPDR ETF (NYSEARCA:XLY) - $0.2999. 30-Day Sec yield of 1.44%.
    • Financial Services Select Sector SPDR Fund (NYSEARCA:XLFS) - $0.1455. 30-Day Sec yield of 1.67%.
    • SPDR Russell 2000 ETF (NYSEARCA:TWOK) - $0.2697. 30-Day Sec yield of 1.48%.
    • SPDR S&P 500 Buyback ETF (NYSEARCA:SPYB) - $0.1876. 30-Day Sec yield of 1.55%.
    • SPDR S&P 400 Mid Cap Growth ETF (NYSEARCA:MDYG) - $0.4196. 30-Day Sec yield of 1.12%.
    • SPDR Russell 2000 Low Vol ETF (NYSEARCA:SMLV) - $0.5652. 30-Day Sec yield of 2.81%.
    • Payable Sept. 26; for shareholders of record Sept. 20; ex-div Sept. 16. 30-Day SEC yield as of 9/15/2016
    | Fri, Sep. 16, 3:20 PM
  • Thu, Sep. 15, 9:02 AM
    • Retail sales fell in August on a month-over-month comparison. The drop wasn't a large surprise considering the onslaught of warnings from the retail sector on store traffic.
    • 8 out of the 13 retail categories showed negative growth during the month, with the largest drops recorded in the building material/garden equipment/supplies dealers and miscellaneous store retailers categories. The broad weakness turned on its head the argument that money freed up from a lower level of auto sales would be funneled into other consumer purchases.
    • Food services and drinking places showed a +0.9% M/M and +5.8% Y/Y increase in a somewhat surprising result considering the harsh read from Black Box Intelligence on August same-store sales in the restaurant sector BITE. Is the discrepancy an indication that independent restaurants are taking market share?
    • On a year-over-year basis, retail sales were up 1.9%. As expected the Amazon-influenced nonstore retailers category did the heavy lifting with an 11% gain. Larger U.S. retail chains (WMT, SPLS, TGT, BBY, DG, COST, KR, WBA, CVS, LOW, HD, SWY) have been raising the issue of pricing pressure in recent conference presentations and guidance updates which could be a nagging sales deflator for the balance of the year.
    • Previously: Retail sales disappoint in August (Sept. 15)
    • Retail ETFs: XLP, XLY, VDC, XRT, VCR, RTH, RETL, FXG, PBJ, IYK, FXD, IYC, RHS, FDIS, PEJ, FSTA, PSL, SCC, RCD, UCC, PEZ, PMR, PSCC, UGE, PSCD, SZK, BITE, CNDF, CNSF, IBUY, JHMC, JHMS.
    | Thu, Sep. 15, 9:02 AM | 6 Comments
  • Wed, Sep. 14, 2:09 PM
    • All eyes in the retail sector will be on the Department of Commerce's report on August sales tomorrow. Economists will be looking for confirmation that the dip into negative territory in July was only transitory. The impact of the recent slowdown in auto sales has been debated, with some analysts saying it's indicative of tight consumer spending, while others feel it reverses the "crowding out" effect of auto purchases.
    • The consensus estimate is for a 0.4% M/M gain after backing out the gas and auto categories. The direction of U.S. retail sales will also give Fed watchers their latest talking point.
    • If there's a wildcard in the mix, it could be price deflation in the grocery store category (KR, SFM, WFM, SVU, WMK, IMKTA). That pricing weakness could also spill over to affect general merchandise stores (WMT, TGT), drug store chains (WBA, RAD), and even nip at chains like Casey's General Stores (NASDAQ:CASY) and CST Brands (NYSE:CST).
    • Retail ETFs: XLY, XRT, VCR, RTH, RETL, IYK, FXD, IYC, FDIS, SCC, RCD, UCC, PMR, UGE, SZK.
    | Wed, Sep. 14, 2:09 PM | 6 Comments
  • Tue, Sep. 13, 10:00 AM
    | Tue, Sep. 13, 10:00 AM
  • Fri, Sep. 9, 3:57 AM
    | Fri, Sep. 9, 3:57 AM | 2 Comments
  • Wed, Sep. 7, 9:00 AM
    | Wed, Sep. 7, 9:00 AM
  • Fri, Sep. 2, 7:32 AM
    • "While the situation is still developing, the prospect of harm is significant and apparent,” writes the Retail Industry Leaders Association to the Department of Commerce and the Federal Maritime Commission in wake of the bankruptcy filing of South Korea's Hanjin Shipping.
    • Hanjin handles nearly 8% of trans-Pacific trade volume, and terminal operators, ports, cargo handlers, truckers, and others are refusing to handle its cargo over fear they won't get paid.
    • The resulting chaos in the shipping industry - U.S.-bound cargo isn't leaving port, cargo-filled Hanjin ships can't get into U.S. ports, already delivered cargo sits un-handled - comes as U.S. retailers are about to begin stocking up for the holiday season.
    • Those most exposed include Wal-Mart (NYSE:WMT), Target (NYSE:TGT), and J.C. Penney (NYSE:JCP). Home Depot (NYSE:HD) says Hanjin isn't its only carrier, so it's not expecting a material impact.
    • Previously: Hanjin ships get stranded at sea (Sept. 1)
    • ETFs: XLP, XLY, VDC, XRT, VCR, RTH, RETL, FXG, FXD, RHS, FDIS, FSTA, RCD, PMR, JHMC, JHMS, CNSF, CNDF
    | Fri, Sep. 2, 7:32 AM | 25 Comments
  • Tue, Aug. 30, 10:16 AM
    • There's more confirmation that consumers are doing the heavy lifting in the U.S. to prop up GDP while business investment falls short.
    • "Consumer confidence improved in August to its highest level in nearly a year, after a marginal decline in July," noted The Conference Board director Lynn Franco.
    • Some analysts think the slowdown in auto sales is freeing up some spending in other areas, although certain sectors that rely on foot traffic (restaurants, department stores) aren't necessarily seeing the bounce.
    • Companies that line up neatly with millennial trends seem to be the ones making the outrageous gains in the retail sector. Ulta Salon (NASDAQ:ULTA), Domino's Pizza (NYSE:DPZ), Burlington Stores (NYSE:BURL), and Amazon (NASDAQ:AMZN) come to mind -- with the four generating returns ranging from 40% to 60% over the last year.
    • ETFs: XLY, XRT, VCR, RTH, RETL, FXD, FDIS, RCD, PEZ, PMR, PSCD, JHMC.
    | Tue, Aug. 30, 10:16 AM | 2 Comments
  • Tue, Aug. 30, 8:59 AM
    | Tue, Aug. 30, 8:59 AM
  • Mon, Aug. 29, 11:10 AM
    • Consumer spending fell in July to a 0.3% pace on a tail-off in demand for non-durable goods.
    • Still, many analysts, including Stifel Nicolaus Chief Economist Lindsay Piegza, think that consumer spending will be relatively strong in Q3.
    • "American consumers appear to have loosened their purse strings amid a heightened appetite for goods and services, at least for now," notes Piegza in analysis made available to Seeking Alpha.
    • The steady gains in consumer spending stand in contrast to the tight business investment patterns which could whip around to impact wages in the future.
    • "There is little hope of a near-term bounce in compensation as a result of a tight labor market, " notes Piegza.
    • Consumer discretionary ETFs: XLY, XRT, VCR, RTH, RETL, FXD, FDIS, RCD, PEZ, PMR, PSCD, JHMC, CNDF.
    | Mon, Aug. 29, 11:10 AM | 2 Comments
  • Sat, Aug. 27, 11:34 AM
    • Many retailers are tightening up this year by reducing their store count or converting more locations to e-commerce fulfillment centers. Analysts note that although the strategy will lower revenue, over time the group should see improved bottom lines as underperforming stores are cut back and online efficiency improves. Amid the skittish trading with chain store stocks there could be some value deals.
    • Store chains that currently trade with a PE ratio below 15 and offer a dividend yield of at least 2% include: TLRD, BKE, SMRT, GPS, AEO, CHS, CATO, TGT, KSS, M, HVT, WSM, PIR, BKS, OUTR, ODP, SPLS.
    • ETFs: XLY, XRT, VCR, RTH, RETL, FXD, IYC, FDIS, SCC, RCD, UCC, PMR, JHMC, CNDF.
    | Sat, Aug. 27, 11:34 AM | 15 Comments
  • Tue, Aug. 23, 8:58 AM
    | Tue, Aug. 23, 8:58 AM | 1 Comment
  • Tue, Aug. 16, 10:26 AM
    | Tue, Aug. 16, 10:26 AM
  • Tue, Aug. 16, 10:14 AM
    | Tue, Aug. 16, 10:14 AM
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