First Trust Consumer Discretionary AlphaDEX Fund

As of December 31, 2014, Hyatt’s cash, cash equivalents, and marketable securities as a percentage of total assets is one of the highest among its peers, at 10%.

As of December 15, Kohl’s was trading at a forward PE multiple of 10.2x. Kohl’s is trading at a premium valuation compared to Macy’s and Dillard’s.

A global hospitality group, Hyatt (H) operates industry-leading brands such as Park Hyatt, Andaz, Hyatt, Grand Hyatt, and Hyatt Regency. As of December 31, 2014, the company operated 587 properties with more than 155,000 rooms.

While the latest unemployment rate indicates that the US economy is healthy, it’s important to remember that the labor force participation fell over time.

Ross Stores’ inventory management system is supported by its strong supplier relationships and the strategic location of its buying offices.

One of the key reasons why McDonald’s (MCD) stock has remained firm is because of its real estate portfolio.

Performance for Nike and peers has been strong in North America over the past few years. The sports gear category has benefited from the improving US economy.

Nike’s sales performance was the strongest in the key markets of North America, Western Europe, and Greater China.

Nordstrom’s online channel has been very instrumental in growing sales. In fiscal 2014 ending January 31, 2015, sales of Nordstrom.com grew 23.0% to $2.0 billion.

Coach, Inc. (COH) distributes products through wholesale and direct-to-customer channels. It runs wholesale shops-within-shops at major department stores.