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Mark Jonker

Disclosure: I am in full compliance with all ethics and other policies for Market Realist research analysts. I am not invested in securities that I cover on Market Realist.

More From Mark Jonker

  • uploads///Fund Flows in Consumer Discretionary ETFs
    Macroeconomic Analysis

    Fund Flows Show Optimism in the Consumer Discretionary Sector

    The SPDR S&P Retail ETF (XRT), which has exposure to around 100 US retail stocks, saw net inflows of $335.4 million over the week starting November 16, 2015.

    By Mark Jonker
  • uploads///Comparable Sales Whole Foods Market Vs Save A Lot stores
    Macroeconomic Analysis

    High Price Food Retailers Suffer as Off-Price Retailers Gain

    A recent trend in the food industry is that high priced food retailers have been struggling to attract customers to their stores.

    By Mark Jonker
  • uploads///Putnam Global Consumer Fund Vs XLP ETF Vs XRT ETF
    Macroeconomic Analysis

    How Has the Putnam Global Consumer Fund Performed?

    The Putnam Global Consumer Fund (PGCOX) is an open-ended mutual fund that has performed really well over the years.

    By Mark Jonker
  • uploads/// Year Total Return Comparison
    Earnings Report

    Office Depot: Why the Stock Seems to Have Bottomed Out

    Office Depot’s (ODP) fundamental performance has taken a toll on the company’s stock price.

    By Mark Jonker
  • uploads///Monthly Performance of Sub Sectors of Retail
    Company & Industry Overviews

    Department Stores Performed the Worst in November’s Retail Report

    The department store index performed the worst of all retail subsector indexes in November, falling by 12.3%.

    By Mark Jonker
  • uploads///Consensus Analyst Recommendation
    Company & Industry Overviews

    Wall Street Sizes Up Macy’s: Is a Bottom Forming Yet?

    The consensus analyst recommendation on Wall Street for Macy’s (M) is “hold,” which 13 out of 23 analysts recommend.

    By Mark Jonker
  • uploads///Gap Inc versus XLY ETF versus SPY ETF
    Company & Industry Overviews

    Gap Falls 37.6% in 2015

    Gap (GPS) has fallen 37.6% YTD (year-to-date) as of December 29, 2015. Its peers Ross Stores (ROST) and L Brands (LB) have risen 17.7% and 18.2%, respectively.

    By Mark Jonker
  • uploads///Analyst Consensus Recommendation
    Earnings Report

    Kate Spade: Wall Street Says ‘Buy’

    The consensus analyst recommendation for Kate Spade’s (KATE) stock is “buy,” which was given by 70.0% of the Wall Street analysts surveyed.

    By Mark Jonker
  • uploads///MoM Growth According To Business Type
    Macroeconomic Analysis

    Automobiles and Parts Slowed Growth In Retail Sales

    The retail and food services sales for November 2015 grew by 0.4% if we exclude automobiles and parts retail sales, as the latter section fell by 0.4%.

    By Mark Jonker
  • uploads///top line performance
    Company & Industry Overviews

    Do L Brands’ Fundamentals Justify Its Valuation versus Its Peers?

    In the recent fiscal year, L Brands’ (LB) revenue grew at a rate of 6.32% on a YoY basis. In contrast, the CAGR has been 4.50% over the last four years.

    By Mark Jonker
  • uploads///Gap tot
    Earnings Report

    When Will Gap Stock Bottom Out?

    Gap (GPS) stock has declined by ̴~17.0% over the last three years as of February 26, 2016.

    By Mark Jonker
  • uploads///Continuing Claims On A YTD Basis
    Macroeconomic Analysis

    Continuing Claims Decrease, but Only Marginally

    Continuing claims numbers stood at 2,257,000 for the week ended August 22, which were lower than the 2,266,000 figure the previous week and a decrease of 0.4%.

    By Mark Jonker
  • uploads///Total Return Comparison
    Earnings Report

    Fossil Group Stock Has Been Pressured Due to Weak Fundamentals

    Fossil Group’s stock opened 28% higher than its closing price on February 16, 2016, as it exceeded expectations. If we look at its post-rally price return over the last year, the stock has returned -47.3%.

    By Mark Jonker
  • uploads///Jensens Alpha of Consumer Discretionary Mutual Funds
    Macroeconomic Analysis

    Mutual Funds: A Comparative Analysis Using Jensen’s Alpha

    Jensen’s alpha determines how much extra return a fund has earned above the expected return while considering the non-diversifiable risk of the market.

    By Mark Jonker
  • uploads///Consensus Analyst Recommendation
    Earnings Report

    Most Analysts Recommend to “Hold” Staples’ Stock

    Out of the 17 analysts covering Staples’ stock, 65% have given it “hold” recommendations, whereas the remaining 35% have given it “buy” recommendations.

    By Mark Jonker
  • uploads///Fund Flow Comparison XLP ETF versus ECON ETF
    Macroeconomic Analysis

    Why Consumer Staples ETFs Fell Marginally

    The Consumer Staples Select Sector SPDR ETF fell by 0.4% on November 4, while the Vanguard consumer Staples ETF saw a 0.53% fall in its price.

    By Mark Jonker
  • uploads///
    Macroeconomic Analysis

    Retail Sector ETFs Fell Globally after Strong Jobs Report

    The US Strong Jobs Report was released on Friday, November 6. The retail sector was one of the worst affected as global markets plummeted in anticipation of a rate hike by the Fed.

    By Mark Jonker
  • uploads///Untitled
    Company & Industry Overviews

    What Investors Need to Know about Valuation Price Multiples

    Valuation price multiples are used in the relative valuation technique. This is the most common method used by Wall Street to value stocks.

    By Mark Jonker
  • uploads///Revenue Growth versus EBITDA Margins
    Earnings Report

    Why Did Office Depot’s Sales Fall So Much in 4Q15?

    In 4Q15, Office Depot’s (ODP) sales (VCR) fell 9%. Sales responded to the closure of 56 stores in North America, which had a negative impact of 4.0%.

    By Mark Jonker
  • uploads///Consensus Earnings Estimate versus Actual Results
    Earnings Report

    Tractor Supply’s 3Q15 Earnings Beat Estimates

    Tractor Supply (TSCO) reported its 3Q15 earnings after the market closed on October 21. The stock rose by 5.5% due to the strong performance in 3Q15.

    By Mark Jonker
  • uploads///Operating Performance Comparison
    Earnings Report

    Will Dollar General Meet Consensus Estimates for 4Q15?

    Dollar General (DG) updated its guidance for fiscal 2015. It narrowed its range for its adjusted EPS for fiscal 2015 from $3.85 to $3.95 to a range of $3.88 to $3.93.

    By Mark Jonker
  • uploads///Revenu Growth versus adjEPS Growth
    Earnings Report

    Gap and Its Struggle with Performance

    Gap (GPS) is expected to release its fiscal 3Q15 earnings on November 19, 2015. Wall Street expects Gap’s adjusted EPS to be around $0.63, a decrease of 15.2% from 3Q14.

    By Mark Jonker
  • uploads///Quarterly Sales performance
    Earnings Report

    Warm Winter Cooled Down Tractor Supply Sales

    Tractor Supply (TSCO) saw a considerable decrease in its organic sales growth. The main reason for the decrease was the warmer-than-normal winter conditions across the country.

    By Mark Jonker
  • uploads/// Year Stock Return Comparison
    Earnings Report

    Michael Kors: Stock Soars as Investors Find Value

    Michael Kors stock rose on February 2. The comp numbers improved. Investors saw the value that the international business can add to the company.

    By Mark Jonker
  • uploads///One Year Stock Return Comparison
    Earnings Report

    Tractor Supply’s Earnings Were in Line with Expectations

    Tractor Supply (TSCO) released its 4Q15 earnings on January 27, 2015. Adjusted EPS was $0.82, which was in line with expectations. Sales increased only 3.9%.

    By Mark Jonker
  • uploads///YTD Weekly Continuing Claims
    Macroeconomic Analysis

    Continuing Claims Increase, but There’s a Decreasing Trend YTD

    Continuing claims numbers were released with the Initial Jobless Claims report on November 5. The number was 2,163,000 for the week ended October 24, an increase of 0.8% from the previous week.

    By Mark Jonker
  • uploads///kate
    Earnings Report

    How Has Kate Spade Performed Historically?

    Kate Spade (KATE) (VCR) has been very successful in penetrating the North American and international markets.

    By Mark Jonker
  • uploads///kate
    Earnings Report

    Kate Spade: How Did It Shape Up in 4Q15?

    Kate Spade (KATE) released it 4Q15 earnings for the quarter ended January 31, 2016, on March 1, 2016.

    By Mark Jonker
  • uploads///dollar general
    Earnings Report

    How Has Dollar General Stock Been Performing?

    Dollar General (DG) stock has risen 2.2% in the last one year as of February 29, 2016. DG has provided a dividend of $0.88, and the total return of the stock has been 3.4%.

    By Mark Jonker
  • uploads///dollar general
    Earnings Report

    Strong Fundamental Growth: The Backbone of Dollar General Stock

    Dollar General (DG) (XLY) has been highly consistent growing its top line with high single-digit growth. So far this year, DG has averaged 8.0% growth.

    By Mark Jonker
  • uploads///Analyst Consensus Recommendation
    Earnings Report

    What Do Analysts Recommend for Gap Stock?

    Wall Street analysts are expecting Gap’s 1Q16 adjusted EPS to decrease by 13% on a YoY basis to $0.49 and the fiscal 2016 adjusted EPS to decrease by 7.0% to $2.27.

    By Mark Jonker
  • uploads///Comparable store sales growth
    Earnings Report

    Dollar Tree: A Positive Mix of Organic and Inorganic Growth

    Dollar Tree (DLTR) (XRT) (XLY) is pretty consistent for extracting organic growth from its business, seeing growth in the mid-single digits over the years.

    By Mark Jonker
  • uploads///Retail Sales Growth for FY
    Earnings Report

    Good Picture: Organic and Inorganic Growth in Retail Revenue

    Michael Kors pulled off a mix of organic and inorganic growth. The company’s retail sales grew by 15.7% on a constant currency basis.

    By Mark Jonker
  • uploads///EPS Estimate versus Reported EPS
    Earnings Report

    Michael Kors’s Earnings Surprised Wall Street Analysts

    Michael Kors (KORS) reported its earnings on February 2, 2016. It sent the company’s stock 24% higher. The earnings beat Wall Street analysts’ estimates.

    By Mark Jonker
  • uploads///Analyst Recommendations
    Company & Industry Overviews

    Gap’s Stock Gets a Hold Recommendation from Wall Street Analysts

    The consensus analyst recommendation for Gap’s (GPS) stock is a “hold.” As seen in the chart above, 60.5% of the analysts covering the stock have given it a hold.

    By Mark Jonker
  • uploads///Consumer Confidence versus XRT ETF
    Macroeconomic Analysis

    Consumer Confidence and the Retail Sector

    The SPDR S&P Retail ETF, which could be substituted for the US retail sector, has shown a positive relationship with the Consumer Confidence Index.

    By Mark Jonker
  • uploads///Analyst Recommendations
    Company & Industry Overviews

    The TJX Companies: Wall Street Recommends Buying the Stock

    Among its closest peers, The TJX Companies (TJX) (XLY) is the only company that received a “buy” consensus analyst recommendation by Wall Street.

    By Mark Jonker
  • uploads///Untitled
    Company & Industry Overviews

    Consumer ETFs Decline in the Face of the Fed’s Rate Hike Decision

    During the week ending on December 11, the consumer sector saw notable declines, given fears that the Fed will hike the interest rate on December 16.

    By Mark Jonker
  • uploads///ETF Performance Comparison
    Macroeconomic Analysis

    Consumer Discretionary ETFs Rose on Backdrop of Positive Earnings

    The week ended December 4, 2015, saw consumer discretionary stocks rise on the backdrop of some positive earnings and macroeconomic releases.

    By Mark Jonker
  • uploads///Untitled
    Macroeconomic Analysis

    Technical Indicators Still Bullish, but Only by a Small Margin

    Most consumer discretionary ETFs traded above their simple moving averages. But the margin reduced considerably over the first week of December.

    By Mark Jonker
  • uploads///Total Sales Growth versus Organic Sales Growth
    Earnings Report

    Dollar General’s 3Q15 Sales Were Driven by New Store Openings

    In 3Q15, Dollar General’s (DG) sales grew by 7.3%, which is quite impressive compared to its peers like Dollar Tree (DLTR) and Target (TGT).

    By Mark Jonker
  • uploads///YoY Sales Growth In Quarters
    Company & Industry Overviews

    Why Can’t Macy’s Generate Organic Growth?

    Macy’s (M) has been struggling with sales growth due to declining organic growth. In the last four quarters, its same-store sales growth has averaged -1.2%.

    By Mark Jonker
  • uploads///Total Return Comparison
    Company & Industry Overviews

    Wall Street Continues Its Optimism about E-Commerce Stocks

    Although e-commerce is a relatively new retail-related industry, this subsector is well-developed in the US compared to other global regions.

    By Mark Jonker
  • uploads///Untitled etf performance
    Macroeconomic Analysis

    Technical Indicators Improve for Consumer Discretionary Sector

    The consumer discretionary sector’s 14-day RSI has been moving toward the 70 mark. It can be expected to cross the mark over the next month.

    By Mark Jonker
  • uploads///YTD Total Return Comparison
    Earnings Report

    How’s Dollar Tree Stock Trading Compared to Its Peers?

    Dollar Tree (DLTR) stock rose by 6.5% on a YTD (year-to-date) basis as of November 25, 2015. It hasn’t provided any dividend.

    By Mark Jonker
  • uploads///Total Sales Growth versus Comparable Store Sales Growth
    Earnings Report

    Organic Sales Growth and Margin Expansion in Fiscal 3Q15

    In fiscal 3Q15, L Brands saw a significant margin expansion both in its gross profit margin and operating margin. The gross profit margin expanded by 80 basis points.

    By Mark Jonker
  • uploads///Untitled
    Macroeconomic Analysis

    Why Consumer Discretionary ETFs Are on the Rise

    The Vanguard Consumer Discretionary ETF (VCR) and the Fidelity Consumer Discretionary ETF (FDIS) both rose by 3.3% on a weekly basis, as of November 23.

    By Mark Jonker
  • uploads///Sortino Ratio of Consumer Discretionary Mutual Funds
    Macroeconomic Analysis

    Mutual Funds: A Comparative Analysis Using the Sortino Ratio

    The Sharpe ratio can sometimes be unfavorable for stocks that have high upside volatility. To prevent this, we can use the Sortino ratio.

    By Mark Jonker
  • uploads///R squared of Consumer Discretionary Mutual Funds
    Macroeconomic Analysis

    Mutual Funds: A Comparative Analysis Using R-Squared Values

    The R-squared value is a statistical measure that compares the movement of a fund against that of its benchmark index.

    By Mark Jonker
  • uploads///Information Ratio of Consumer Discretionary Mutual Funds
    Macroeconomic Analysis

    Mutual Funds: A Comparative Analysis Using Information Ratios

    The information ratio can be used evaluate the performance of an actively managed fund.

    By Mark Jonker
  • uploads///Consensus Analyst Recommendation
    Earnings Report

    What Do Wall Street Analysts Think about Gap Stock?

    Of the 38 Wall Street analysts covering Gap (GPS) stock, 24 have given it a “hold” recommendation. Nine investment firms have recommended a “sell” for the stock.

    By Mark Jonker
  • uploads///Treynor Ratio of Consumer Discretionary Mutual Funds
    Macroeconomic Analysis

    Mutual Funds: A Comparative Analysis Using the Treynor Ratio

    The Treynor ratio calculates how much an investment has earned above the risk-free market rate for every unit of risk assumed.

    By Mark Jonker
  • uploads///Sharpe Ratio of Consumer Discretionary Mutual Funds
    Macroeconomic Analysis

    Mutual Funds: A Comparative Analysis Using the Sharpe Ratio

    Investors often use the Sharpe ratio to gauge the performance of portfolios of investments.

    By Mark Jonker
  • uploads///Performance Comparison of COnsumer Discretionary Mutual Funds
    Macroeconomic Analysis

    An Overview of Consumer Discretionary Mutual Funds

    In this series, we’ll analyze some high performing consumer discretionary mutual funds using risk-adjusted performance measures.

    By Mark Jonker
  • uploads///Sales Growth
    Earnings Report

    Will L Brands’ Comparable Store Sales Growth Be a Major Driver?

    L Brands (LB) has seen impressive top-line growth. A major reason for the growth has been its comparable store sales growth.

    By Mark Jonker
  • uploads///Initial Jobless Claims
    Macroeconomic Analysis

    Initial Jobless Claims Remained Steady: What Does It Mean?

    The U.S. Department of Labor released its weekly statistics for initial jobless claims for the week ending November 7, 2015. They stayed the same at 276,000.

    By Mark Jonker
  • uploads///Untitled
    Macroeconomic Analysis

    Focus Should Be on Consumer Discretionary Sector Earnings

    After U.S. Department of Labor data released on Friday, November 6, 2015, all eyes should be on the earnings of consumer discretionary sector (XRT).

    By Mark Jonker
  • uploads///Simple Moving Averages of ECON ETF
    Macroeconomic Analysis

    Emerging Market Retail ETFs Are Trending Downward

    Emerging market ETFs have been declining over deflationary pressures in the markets. The high downside volatility seen in stocks of emerging markets have made investors think twice before investing.

    By Mark Jonker
  • uploads///Unemployment Rate versus XRT ETF
    Macroeconomic Analysis

    US Unemployment Rate Fell in October

    The unemployment rate for October 2015 stood at 5.0%. When compared to the previous month, it has reduced by 0.1% and is the lowest since 2008–2009.

    By Mark Jonker
  • uploads///Hourly Earnings In Last One Year
    Macroeconomic Analysis

    Strong Wage Growth Was Seen in October

    As of October 2015, wages have now grown by 2.5% on a year-to-date basis, which is the highest growth since 2010.

    By Mark Jonker
  • uploads///Untitled
    Macroeconomic Analysis

    XRT ETF Fell as Earnings Disappointed

    The XRT ETF fell by almost 6% in the last three months due to some weak macroeconomic indicators and disappointing earnings in the last quarter of 2015.

    By Mark Jonker
  • uploads///Margin Performance of Tractor Supply Company
    Earnings Report

    Tractor Supply’s Margin Performance and DuPont Analysis

    Tractor Supply Company (TSCO) grew its gross margin by 60 basis points from 34.1% a year ago. This had a positive impact on the cost of freight.

    By Mark Jonker
  • uploads///University of Michigan Sentiment Index
    Macroeconomic Analysis

    University of Michigan Consumer Sentiment Index Rises

    On October 16, 2015, the University of Michigan released its consumer sentiment index. The index rose 4.9 points to reach 92.1 for October.

    By Mark Jonker
  • uploads///
    Macroeconomic Analysis

    How Important Are Retail Sales to the US Economy?

    Two-thirds of the US GDP comes from PCE (personal consumption expenditure), where retail sales play a significant role.

    By Mark Jonker
  • uploads///
    Macroeconomic Analysis

    Analyzing the Johnson Redbook Same-Store Sales Index

    Redbook Research released its report for the week ending October 10, 2015. The same-store sales index rose 1.1% on a YoY basis. It fell by 0.20% last month.

    By Mark Jonker
  • uploads///YTD Weekly Growth in ICSC Goldman Sachs Chain Store Index
    Macroeconomic Analysis

    ICSC-Goldman Sachs Retail Chain Store Index Fell

    The ICSC-Goldman Sachs Retail Chain Store Index showed a similar fall in comparable sales for US retailers. It fell by 0.20% for the week ending October 10.

    By Mark Jonker
  • uploads///DuPont Analysis
    Company & Industry Overviews

    DuPont Analysis of Nordstrom against Its Peers

    The Dupont equation breaks Nordstrom’s return-on-equity into three parts, which are net income margin, asset turnover, and financial leverage.

    By Mark Jonker
  • uploads///Revenue Growth Of Nordstrom
    Company & Industry Overviews

    Breaking Down Nordstrom’s Revenue Growth

    In the last fiscal year, Nordstrom’s revenue growth was 7.7%, a substantial number when compared to its peers.

    By Mark Jonker
  • uploads///Unemployment Rate and Hourly Earnings
    Macroeconomic Analysis

    Unemployment Rate and Hourly Earnings Remain Flat

    September’s unemployment rate stood at 5.1%, which did not change from the previous month, but on a YTD (year-to-date) basis it is the lowest of the year.

    By Mark Jonker
  • uploads/// Years Stock Performance Comparison
    Company & Industry Overviews

    A Company Overview of Nordstrom

    Nordstrom’s stock has been performing quite well on Wall Street, increasing 30.4% in the last three years.

    By Mark Jonker
  • uploads///Consumer Confidence Index versus Consumer Sentiment Index
    Macroeconomic Analysis

    Mixed Consumer Perception of the Economy

    The United States is highly dependent on consumer spending, and consumer perception acts as an indicator of consumer spending in the future.

    By Mark Jonker
  • uploads///MoM Increase Personal Income vs Personal Consumption Expenditure
    Macroeconomic Analysis

    Consumer Income and Spending Increase

    Increase in consumer income and spending is highly positive for the SPDR S&P Retail ETF, which has exposure to 101 of the country’s retail stocks.

    By Mark Jonker
  • uploads///Fidelity Select Consumer Discretionary Portfolio Vs SP  Vs XRT ETF
    Macroeconomic Analysis

    How Has the Fidelity Select Consumer Discretionary Portfolio Performed?

    The Fidelity Select Consumer Discretionary Portfolio (FSCPX) is an open-ended mutual fund that invests in companies that manufacture and distribute consumer discretionary goods and services.

    By Mark Jonker
  • uploads///Fidelity Select Retail Portfolio Vs SP  Vs XRT ETF
    Macroeconomic Analysis

    How Has the Fidelity Select Retailing Portfolio Performed?

    The Fidelity Select Retailing Portfolio (FSRPX) has outperformed both the S&P 500 (SPX) broad market index and the SPDR S&P Retail ETF (XRT).

    By Mark Jonker
  • uploads///l brands
    Company & Industry Overviews

    L Brands Is an Outlier in the Apparel Retail Industry

    L Brands (LB) is one of the prominent specialty retailers in the US. It focuses on apparel, personal care, and beauty care products.

    By Mark Jonker
  • uploads///Unemployment rate Vs SP
    Macroeconomic Analysis

    The Unemployment Rate Hits a 7-Year Low

    The unemployment rate for August provided a huge relief for the US economy when it fell to its lowest figure since the crisis of 2008. August’s unemployment rate stood at a staggering 5.1%.

    By Mark Jonker
  • uploads///Family Dollars Historical Revenue Growth and Operating Margin Performance
    Earnings Report

    A Glance at Family Dollar’s Historical Performance

    Over the last five years, Family Dollar was able to generate a five-year CAGR revenue of 7.2%. That looks decent when you look at it alone. But let’s compare it to its peers.

    By Mark Jonker
  • uploads///Debt Ratio Of Dollar Tree
    Earnings Report

    Dollar Tree’s Debt Levels Are on the Rise Due to Acquisition

    In 2Q15, Dollar Tree’s (DLTR) long-term debt on the balance sheet was $8,265.5 million. In 2Q14, it was $740.2 million. The increase was due to a massive amount of debt to finance the Family Dollar acquisition.

    By Mark Jonker
  • uploads///Total Revenue Growth Vs Comparable Store Sales Growth
    Earnings Report

    How Are Dollar Tree’s Revenue Drivers Shaping Up?

    Dollar Tree (DLTR) has three important revenue drivers responsible for top-line growth. This growth is comparable to store sales growth, changes in sales area, and new area maturity.

    By Mark Jonker
  • uploads///XRT ETF Vs ShopperTrak Retail Traffic Index
    Macroeconomic Analysis

    What Does the ShopperTrak Retail Traffic Index Indicate?

    Retail traffic dipped in July 2015 after increasing in June 2015. The July numbers came in 17% below what was recorded by ShopperTrak in June.

    By Mark Jonker
  • uploads///Bloomberg Consumer Comfort Index Since
    Macroeconomic Analysis

    Bloomberg Consumer Comfort Index Increases after Significant Fall

    The Bloomberg Consumer Comfort Index is a future-looking index that gives Wall Street an idea about how confident consumers are in regards to the future of the economy.

    By Mark Jonker
  • uploads///ICSC Index Increase Vs XRT ETF
    Macroeconomic Analysis

    Prominent US Same-Store Sales Indexes Picked Up in July

    Two of the most well known same-store sales indexes in the US increased 3.1% and 1.9% year-over-year.

    By Mark Jonker
  • uploads///Retail Sales Trend Since
    Macroeconomic Analysis

    What Do Recent Retail Sales Trends Indicate?

    After the June figures not meeting the expectations, investors had a smile on their faces when the July retail sales number increased 0.6% month-over-month, beating the consensus of 0.5%.

    By Mark Jonker
  • uploads///Untitled
    Macroeconomic Analysis

    The Relationship between the Retail Industry and the US Economy

    When we compare the S&P 500 (SPX) with the SPDR S&P Retail ETF (XRT), the retail ETF has beaten the broad market index on a trailing one-year basis.

    By Mark Jonker
  • uploads///Consumer Confidence Index Vs XRT ETF
    Macroeconomic Analysis

    How Are Consumer Confidence and the Retail Sector Related?

    Consumer confidence is one of the major factors that affect consumer spending. As a result, the retail sector has had a direct relationship with this metric.

    By Mark Jonker
  • uploads///DCF
    Company & Industry Overviews

    Is Relative Valuation Alone Sufficient to Value Retail Companies?

    When we talk about retail valuations, it is important not to generalize that all the companies in the SPDR S&P Retail ETF can be valued using the PCF or the PS multiple.

    By Mark Jonker
  • uploads///E_retail chart
    Company & Industry Overviews

    How Are Brick and Mortar Retail Companies Valued?

    Brick and mortar retail companies have high inventory levels and are very capital-intensive companies that require a significant amount of working capital and capital expenditure.

    By Mark Jonker
  • uploads///as
    Miscellaneous

    SUPERVALU’s Spin-Off and the Creation of Value

    Recently, SUPERVALU (SVU) announced that it’s planning to spin off its most valued segment—Save-A-Lot. It’s comprised of 1,300 discount grocery stores.

    By Mark Jonker
  • uploads///Relation between Capex and Stock Price
    Company & Industry Overviews

    Walmart Versus Amazon: Future Prospects

    When it comes to the future prospects of Walmart and Amazon, it is important for investors to look at the nature of their businesses.

    By Mark Jonker
  • uploads///price chart
    Company & Industry Overviews

    Walmart Versus Amazon: Historical Performances

    Amazon has returned 446% over the last five years, while Walmart has returned only 140% to its investors over the same period.

    By Mark Jonker
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