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Allocation Models

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Analyze asset allocation and optimization decisions from the three lenses of allocation indicators, proxy portfolio performance and asset class returns under varying scenarios of growth and inflation.

Allocation Models

HQ

Tips

Analyze asset allocation and optimization decisions from the three lenses of allocation indicators, proxy portfolio performance and asset class returns under varying scenarios of growth and inflation.

Macro Dashboard

UNITED STATES - Macroeconomic Data & Trends

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CONSUMER Staples Sector Dashboard

Sector Drivers for Food & Staples Retailers, Food and Beverage Manufacturers, Household & Personal Care Products

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Tips

Sector drivers depict key revenue and cost proxies such as components of price, volume and cost of goods sold or alternative data that are correlated with the movement of these PnL drivers for the sector. Use these to assess whether operating conditions are changing or stable. Also linked are bellwether stocks for the sector, that other sector participants typically take a lead from and sector specific news. Bellwether stocks are presented as indications for the sector & do not constitute recommendations.

Functions
Daily Briefing
Research Desk
Charting
Macro Trends
Ideas
Screener
Thesis Creator
Earnings Cal
Excess Returns

Sectors
Tech
Consumer
Industrials
Health Care
Financials
Materials
Comm Services
Utilities
Real Estate

Geographies
US/ Nth Am
Europe
China Asia Pac
Japan

External Tools
Factset Podcasts
Insiders
Analyst Changes
Fund Holdings
Trending Stocks

Consumer Discretionary (& Sub-sector) ABSOLUTE Returns: (raw ETF performance)

Chart Consumer Discretionary sector and sub-sector indices (proxied by their ETF). Use watchlist on right to select primary security per legend descriptions below. Select "%" on bottom right for the percentage performance measure on Y-axis.

1. US Consumer Discretionary ETF  (XLY, default)

2. Global Consumer Discretionary ETF (RXI, USD)

3. China Consumer Discretionary ETF (CHIQ, USD)

4. India Consumer Discretionary ETF (INCO, USD)

5. US Retail Subsector ETF (XRT)

6. US Online Retail ETF (IBUY)

7. Global Luxury ETF  (LUXG, USD)

8. US Small Cap Retail ETF (PSCD)

9. US Hotelier ETF (BEDZ)

10. US Hotel, Airline & Cruise ETF (CRUZ)

11. US Health & Wellness ETF (BFIT)

12. US Gaming ETF (BJK)

Consumer Discretionary (& Sub-sector) RELATIVE Returns: (return relative to benchmark)

Chart Consumer Discretionary sector and sub-sector indices (proxied by their ETF) against the specified benchmark index ETF to measure relative performance. Use watchlist on right to select primary security pair per legend descriptions below. Select "%" on bottom right for the percentage performance measure on Y-axis.

1. US Consumer Discretionary ETF / SPY  (XLY / SPY, default)

2. Global Consumer Discretionary ETF / MSCI World ETF  (RXI / URTH, USD)

3. China Consumer Discretionary ETF / MSCI China ETF (CHIQ / MCHI, USD)

4. India Consumer Discretionary ETF / India ETF (INCO / INDA, USD)

5. US Retail Subsector ETF / SPY (XRT / SPY)

6. US Online Retail ETF / SPY (IBUY / SPY)

7. Global Luxury ETF / MSCI World ETF  (LUXG / URTH, USD)

8. US Small Cap Retail ETF / SPY (PSCD / SPY)

9. US Hotelier ETF / SPY (BEDZ / SPY)

10. US Hotel, Airline & Cruise ETF / SPY (CRUZ / SPY)

11. US Health & Wellness ETF / SPY (BFIT / SPY)

12. US Gaming ETF / SPY (BJK / SPY)

Charts & Data by TradingView.com

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