Consumer Discretionary Select Sector SPDR ETF
 (XLY)

- NYSEARCA
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  • Dec. 26, 2014, 12:32 PM
    • MasterCard Advisors estimates U.S. retail sales from Black Friday through Christmas Eve were up 5.5% Y/Y, in-line with prior forecasts. The figure follows consensus-beating Redbook and ICSC weekly retail sales data earlier this week.
    • For its part, the National Retail Federation has forecast low gas prices and healthy macro conditions will help U.S. November/December retail sales rise 4.1% Y/Y - the period's highest growth rate since 2011's 4.8%.
    • E-commerce continues taking share from traditional retail. IBM estimates holiday season online sales rose 8.3% Y/Y, with mobile accounting for 34.8% of sales; comScore sales from Nov. 1-Dec. 21 were up 15%. A year ago, Custora estimated U.S. holiday online orders rose 12%, with mobile accounting for 29% of them.
    • Globally, eMarketer forecasts retail sales will rise 6.1% this year to $22.5T, and 6.4% next year to $23.9T. E-commerce is expected to grow 22% this year to $1.3T, and 21% next year to $1.6T.
    • ETFs: XLP, XLY, VDC,VCR, RTH, RETL, FXG, PBJ, IYK, PEJ, FXD, IYC, FDIS, RHS, SCC, FSTA, UCC, PMR, PSL, UGE, RCD, PEZ, PSCC, PSCD, SZK
    | Dec. 26, 2014, 12:32 PM
  • Dec. 23, 2014, 2:59 PM
    • The strong reads on consumer spending (ICSC, Redbook) bode well for Q4 earnings in the retail sector, note analysts.
    • Electronics sellers (BBY, HGG) and the luxury sector (RL, TIF, COH, KORS, KATE, FOSL, VRA) are viewed as being in a good position to see a December boost.
    • Companies which eased off on pulling a bulk of their sales forward with Black Friday/Cyber Monday deals are also seen as potential winners with sub-$2 gas resetting some holiday budgets.
    • Though e-commerce is expected to dazzle again this holiday season. It's not all fun and games for analysts looking at margins. The extension by Amazon (AMZN -0.1%) of its free shipping offer could be a signal that inventory levels are higher than anticipated and that the growth-at-all-costs mentality at the company is as entrenched as ever, notes Nasdaq Advisory Services.
    • The S&P Retail ETF (NYSEARCA:XRT) has doubled up the return of the S&P 500 over the last 3 months, 10.8% vs. 5.1%.
    • Previously: Retail trends to watch: Athleisure, P-E buyouts, and new online channels (Dec. 20 2014)
    • Related ETFs: XLP, XLY, VDC,VCR, RTH, RETL, FXG, PBJ, IYK, PEJ, FXD, IYC, FDIS, RHS, SCC, FSTA, UCC, PMR, PSL, UGE, RCD, PEZ, PSCC, PSCD, SZK
    | Dec. 23, 2014, 2:59 PM | 1 Comment
  • Dec. 19, 2014, 2:18 PM
    • Consumer Discretionary Select Sector SPDR (NYSEARCA:XLY) announces quarterly distribution of $0.293.
    • 30-Day Sec yield of 1.27% (as of 12/17/2014).
    • Payable Dec 30; for shareholders of record Dec 23; ex-div Dec 19.
    | Dec. 19, 2014, 2:18 PM
  • Dec. 17, 2014, 7:41 AM
    • Annual fuel expenditures in 2015 are set to fall to their lowest level in 11 years, according to the EIA, with the average U.S. household expected to spend $1,962 - $550 less than in 2014, and the lowest since 2004's $1,598.
    • Where some of the money may end up going: XLY, XRT, VCR, RTH, RETL, IYK, FXD, IYC, FDIS, SCC, UCC, PMR, RCD, UGE, PEZ, PSCD, SZK
    | Dec. 17, 2014, 7:41 AM | 2 Comments
  • Dec. 15, 2014, 11:35 AM
    • While publicly traded stocks at 35% remain the most popular investment, that's down from 43% one year ago and 49% in 2012. ETFs at 25% are up from 21% one year ago.
    • The most popular equity sectors are financials (NYSEARCA:XLF) at 27%, followed by Consumer Discretionary (NYSEARCA:XLY), and Energy (NYSEARCA:XLE), both at 16%.
    • Apple (NASDAQ:AAPL) and Berkshire Hathaway (BRK.A, BRK.B) again hold the two top spots for individual picks, with the S&P 500 SPDR ETF (NYSEARCA:SPY), the Health Care SPDR (NYSEARCA:XLV), and the MSCI Emerging Markets ETF (NYSEARCA:EEM) rounding out the top five.
    • Source: Tiger 21 Member Favorites Survey
    | Dec. 15, 2014, 11:35 AM | 34 Comments
  • Dec. 12, 2014, 12:04 PM
    • A survey by Bankrate.com indicates consumers aren't quite sold on increasing spending just because gas prices have moderated.
    • 82% of respondents say they don't plan on spending more this holiday season than last.
    • Just 5% said they would boost holiday spending due specifically to the drop in gas prices.
    • Millennials were the age group with the highest percentage (28%) indicating holiday spending would increase this year.
    • The survey contradicts most economic projections for a +4% lift in holiday spending.
    • What to watch: Was the strong report on retail sales for November just a pull-forward of sales typically closer to the holiday?
    • Previously: Strongest month for retail sales since March (Dec. 11 2014)
    • Retail ETFs: XLY, XRT, VCR, RTH, RETL, FXD, FDIS, PMR, RCD
    | Dec. 12, 2014, 12:04 PM | 5 Comments
  • Dec. 11, 2014, 9:30 AM
    • Retail sales struck their biggest gain since March on broad strength.
    • What's working: Strong growth was seen in auto parts (PBY, ORLY, AZO, AAP, MNRO) with the broad parts category showing year-over-year sale growth of over 8% in November. Sales were up 6.8% Y/Y for health and personal care stores (ULTA, SBH, CVS, WAG, RAD) during the month.
    • What's not working: Department stores (DDS, M, SSI, BONT, SHLD, JCP, KSS, JWN) went backwards with sales off 1.1% from a year ago. No surprise, but sales at gas stations (CASY, KR, PTRY) also fell off from a year ago.
    • Retail ETFs: XLY, XRT, VCR, RTH, RETL, IYK, FXD, IYC, FDIS, SCC, UCC, PMR, UGE, RCD, SZK.
    | Dec. 11, 2014, 9:30 AM | 7 Comments
  • Dec. 8, 2014, 12:22 PM
    • The so-called realized correlation of the largest 50 names in the S&P 500 has fallen to 0.062, according to Credit Suisse, about the lowest level since late 1999. It's a far cry from just a couple of years ago, when a writer could describe a day's worth of market action as "risk-on" or "risk-off" and a reader would have a pretty good idea of how their investments fared.
    • The lack of correlation should be manna for active fund managers (a stock picker's market), but it's not so - a full 85% of active large-cap fund managers are shy of their bogeys this year, according to Lipper.
    • Correlations are lowest in Consumer Discretionary (NYSEARCA:XLY) names, theoretically allowing sharp managers to make money buying winners and selling losers. Meanwhile in energy (NYSEARCA:XLE), plummeting oil prices have correlations turning way higher to 0.683 at last check.
    | Dec. 8, 2014, 12:22 PM | 4 Comments
  • Dec. 2, 2014, 2:42 AM
    | Dec. 2, 2014, 2:42 AM | 17 Comments
  • Dec. 1, 2014, 2:35 AM
    • Retail spending over this year's four-day Thanksgiving weekend fell 11% to $50.9B according to the National Retail Federation, although total holiday sales through the end of the year are expected to rise 4.1%.
    • The decline, the second annual drop in a row, comes as retailers, including Target (NYSE:TGT) and Wal-Mart (NYSE:WMT), offer their sales and promotions days or even weeks before the holiday weekend.
    • 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
    | Dec. 1, 2014, 2:35 AM | 8 Comments
  • Nov. 28, 2014, 3:26 PM
    | Nov. 28, 2014, 3:26 PM | 21 Comments
  • Nov. 28, 2014, 1:26 PM
    | Nov. 28, 2014, 1:26 PM | 1 Comment
  • Nov. 28, 2014, 10:26 AM
    • There's a positive vibe across retail as early reports from major chains indicate strong e-commerce sales and an easing off of the promotional fervor that has wrecked profit margins in the sector.
    • Though there's some vibrant debate on the degree of impact of lower oil prices on consumer spending, nearly all retail analysts see some trickle-down benefit for Q4.
    • The catch-all S&P Retail ETF (NYSEARCA:XRT) is up 1.7% on the day.
    • Retail ETFs: XLP, XLY, VDC, XRT, VCR, RTH, FXG, RETL, PBJ, IYK, PEJ, FXD, IYC, FDIS, RHS, SCC, FSTA, UCC, PMR, PSL, UGE, RCD, PEZ, PSCC, PSCD, SZK.
    | Nov. 28, 2014, 10:26 AM
  • Nov. 28, 2014, 5:21 AM
    • The weather did not seem to stop Black Friday shoppers yesterday, as long queues formed in front of retail stores.
    • Economists are closely watching whether retailers can tempt consumers to spend during the biggest shopping weekend of the year, especially after a year of lackluster sales.
    • The National Retail Federation has forecast that sales in November and December, excluding auto, gas and restaurant sales, will rise 4.1% from the same months last year, up a bit from 3.1% in 2013.
    • 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. 28, 2014, 5:21 AM | 3 Comments
  • Nov. 27, 2014, 5:32 PM
    | Nov. 27, 2014, 5:32 PM | 22 Comments
  • Nov. 26, 2014, 1:27 PM
    • Retail-focused ETFs have seen $367M of inflows since the start of October, according to Markit - looking at just XRT, RTH, and PMR - the fastest quarterly pace in nearly five years.
    • Those ETFs have badly lagged the S&P 500 for most of the year, but things have changed recently, with the XRT up 5.9% in November, 310 basis points better than the S&P. RTHi is up an even-better 7% over this time.
    • Looking for a catalyst? Try the steep fall in gasoline prices as leaving consumers with a few more dollars to spend after filling their tanks.
    • ETFs: XLY, XRT, VCR, RTH, RETL, IYK, PEJ, FXD, IYC, FDIS, SCC, UCC, PMR, RCD, UGE, PSCD, SZK
    | Nov. 26, 2014, 1:27 PM | 3 Comments
XLY Description
The Consumer Discretionary Select Sector SPDR® Fund, before expenses, seeks to closely match the returns and characteristics of the Consumer Discretionary Select Sector Index. Our approach is designed to provide portfolios with low portfolio turnover, accurate tracking, and lower costs.
See more details on sponsor's website
Sector: Services
Country: United States
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