Posts filed under “Consumer Spending”

Retail Sector Market Performance

TIcker Sense has a nice few charts up showing how the Markets (Thanksgiving Returns) and the Retail sector perform post Thanksgiving.

Historically, retail stocks run up in anticipation of the holiday season. Once its finally here, many of the gains amy be built in already.

Retail_sector

Source:  Birinyi Associates

MarketBeat Breaks it down for us:

The worst-performing stocks have been consumer-electronics names, which have lost, on average, 9.1% in the post-Thanksgiving period. The best are clothing retailers, which have lost a mere 1.4%. Going back to 1996, the picture looks a little better. Clothing retailers, general merchandisers and home-improvement stocks have shown positive returns in the Thanksgiving-to-New Year’s period, with gains of 1.75%, 2.74% and 6.31%, respectively, beating the S&P 500’s 0.82% return during that time. But consumer-electronics stores, department stores and specialty retailers have all posted negative returns. Electronics retailers have done the worst, with average losses of 4.39%.

Good stuff . . .

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Sources:
Birinyi Associates

Buying Retailer Goods, Selling Retailer Stocks
David Gaffen
WSJ Marketbeat, November 24, 2006, 10:48 am
http://blogs.wsj.com/marketbeat/2006/11/24/
buying-retailer-goods-selling-retailer-stocks/

Category: Consumer Spending, Markets, Retail

Buy Versus Rent Spreadsheet

Category: Consumer Spending, Data Analysis, Real Estate, Web/Tech

Real Estate Sales Slump Generating Ugly Press

Category: Consumer Spending, Data Analysis, Economy, Real Estate, Retail

What Does Wal-Mart’s Prescription Drug Plan Mean?

Category: Consumer Spending, Corporate Management, Economy, Politics, Psychology

Why I think Cramer is Wrong on the Consumer

Category: Consumer Spending, Economy, Fixed Income/Interest Rates, Psychology

Back-to-School Sales

Category: Consumer Spending, Economy, Retail

Is a Housing Crisis Approaching?

Category: Consumer Spending, Economy, Federal Reserve, Real Estate

How We Got To This Point in the Housing Market

Category: Consumer Spending, Economy, Real Estate

The Car Dealer Doldrums Indicator

Category: Consumer Spending, Data Analysis, Economy, Psychology

House of Cards

Category: Consumer Spending, Economy, Real Estate