iShares US Consumer Goods
Latest iShares US Consumer Goods News and Updates
Why Did Ford’s Recent Earnings Reflect Weakness?
In 2015, Ford Motor Company’s (F) adjusted earnings stood at $1.84 per after with a rise of $1.53 per share in 2014.
Are Green Vehicles Going Over with US Buyers?
In this series, we’ll look at August sales for hybrids, plug-in hybrids, and battery electric vehicles in the United States, and why battery electric vehicles are gaining strength.
Why Most Analysts Are Suggesting a Hold on Ford’s Stock in April
According to the latest data compiled by Reuters, 33% of analysts covering Ford Motor Company (F) have given the stock “buy” recommendations, while 58% have recommended a “hold.”
Tesla Motors Rose Due to Increased Orders for the Model 3 Sedan
Tesla Motors (TSLA) has a market cap of $31.5 billion. It rose by 4.0% and closed at $246.99 per share on April 4, 2016.
Why No Analyst Thinks You Should ‘Sell’ Honda Stock This Xmas
According to the analysts’ consensus data, ~43% of the analysts covering Honda (HMC) recommend a “buy” as of December 12, while 57% recommend a “hold.”
How Has Harley-Davidson Performed so Far in 3Q16?
Harley-Davidson is set to release its 3Q16 earnings report on October 18, 2016. The company is the most popular heavyweight motorcycle brand in the world.
What Could Drive Tesla’s Valuation Multiples in 4Q16?
As of October 26, 2016, Tesla’s forward EV-to-EBITDA multiple was 26.4x.
Did Lower China Shipments Hurt Ferrari’s Revenues?
For 4Q16, Ferrari (RACE) reported net revenues of 836 million euros or $901 million. Revenues rose ~12% from about 744 million euros in 4Q15.
Inside Ford’s Segmental US Sales in March 2017
In March 2017, Ford’s (F) total US fleet sales were 78,510 vehicle units. That’s a 17.0% YoY (year-over-year) fall in fleet sales for the home market.
How Is Ford Stock Performing ahead of 3Q17 Earnings?
Ford Motor Company (F) is set to release its 3Q17 earnings report on October 26. Ford is the second-largest US auto company by vehicle sales volume after General Motors (GM).
Ford’s China Sales Continued to Disappoint in November 2017
Ford Motor Company (F) sold about 117,593 vehicle units in China in November 2017, a ~8% decrease from its China (IYK) sales in the same month of 2016.
Factors That Could Drive Tesla’s Valuation Multiples in 3Q17
On August 3, Tesla’s forward EV-to-EBITDA multiple was 38.9x.
Under Armour: Slowing North American Sales Weigh on Q1 Top Line
Under Armour’s (UAA) top line slowed to 6.6% YoY (year-over-year) growth in 1Q17, compared to 20%+ average growth over the last eight quarters.
Will Bunge’s Acquisitions Help Revive Its Segment Margins?
Bunge North America, the North American operating segment of Bunge Limited (BG), announced that it had acquired Whole Harvest Foods.
How Auto Stocks Traded Last Week
Last week (ended November 24), the S&P 500 Index posted a minor rise of 0.9%, while General Motors, Ferrari, and Fiat Chrysler largely outperformed SPY.
How Are Analysts Rating Toyota in January 2018?
According to data collected by Thomson Reuters, about 38% of 24 analysts covering Toyota recommended a “buy.”
4Q17 Oil Price Recovery Could Hurt US Truck Demand
As of December 11, WTI crude oil futures were trading at 57.99 per barrel. Oil prices have witnessed a sharp recovery of ~12.2% in 4Q17.
Tenneco Appoints Ben Patel as Chief Technology Officer
Price movement Tenneco (TEN) has a market cap of $3.6 billion. It fell 0.45% to close at $64.37 per share on December 21, 2016. The stock’s weekly, monthly, and year-to-date (or YTD) price movements were 0.88%, 9.5%, and 40.2%, respectively, on the same day. TEN is trading 3.0% above its 20-day moving average, 11.1% above […]
What Does a Technical Analysis of HOG’s Stock Suggest?
As of September 27, 2016, Harley-Davidson’s stock was trading at $52.14. Until the end of 2Q16, the price was well below the downward sloping trendline.
An Overview of the US Nonalcoholic Beverage Industry
The US nonalcoholic beverage market comprises categories like carbonated soft drinks, ready-to-drink tea and coffee, bottled water, sports drinks, and energy drinks.
Analysts’ Recommendations on HOG before Its 4Q17 Results
According to data compiled by Reuters, 68% of analysts covering Harley-Davidson stock gave it “hold” recommendations.
Did GM Maintain the Right Balance between Retail and Fleet Sales in August?
In August 2016, General Motors sold more than 256,000 total vehicles in the United States, which was about 5% lower than its sales in August 2015.
Analyzing Hershey’s Emphasis on Product Innovation
Hershey plans to position dark chocolate as a lifestyle choice in the US. It has thus begun promoting its dark chocolate brands for specific consumption.
Monster’s 1Q16 Sales Benefit from Strategic Deal with Coca-Cola
Monster Beverage’s (MNST) net sales in 1Q16 ended March 31, 2016, were $680.2 million, ahead of the consensus analyst sales estimate of $656.9 million.
How Analysts Rate Tesla Stock after Its 4Q17 Deliveries Data
According to the data compiled by Reuters on January 8, 2018, about 32.0% of the analysts covering Tesla (TSLA) gave its stock “buy” ratings.
What Does Ford Credit’s Improving Performance Mean for Investors?
Ford Credit is the financial services arm of Ford Motor Company (F). It offers a range of automotive financing products to its customers and dealers.
Why Did Brunswick Change Its Revolving Credit Facility?
Brunswick (BC) rose by 6.6% to close at $46.54 per share at the end of the fifth week of June 2016.
Overview of Nike Earnings, Leverage, and Valuation
Nike (NKE) has a positive earnings surprise history. In simple terms, the company has beat Wall Street’s earnings estimates in the past several quarters.
What Can We Expect from US Auto Sales in November?
According to Autodata, October 2017 US auto sales fell 1.3% YoY (year-over-year), after rising ~6.1% YoY in September.
Hershey’s Steps to Improve Suppliers Productivity and Conscious Sourcing
Hershey has set a goal of sourcing 100% cocoa from certified cocoa farms. In fiscal 2014, it sourced 30% certified cocoa.
Most Analysts Rate Ferrari Stock as a ‘Buy’ after Its 4Q17 Results
According to latest consensus data compiled by Reuters, 45% of analysts covering Ferrari (RACE) gave the stock “buy” recommendations.
The Growing Emphasis of Coca-Cola and Peers on Still Beverages
Another plant-based beverage acquisition made by Coca-Cola was that of Xiamen Culiangwang Beverage Technology Company in 2015.
A Look at Fiat Chrysler’s 4Q16 NAFTA Revenues
In 4Q16, Fiat Chrysler Automobiles’ (FCAU) total revenues were 29.7 billion euros, or $31.7 billion.
An Investor’s Guide to Ferrari’s Basic Technical Analysis
Ferrari debuted on the NYSE on October 21, 2015, with a price of $52 per share. The next day, it posted a high of ~$58.20 and then entered a downtrend.
Reading the Analysts’ Yuletide Ratings for Toyota This Year
According to the data collected by Thomson Reuters, ~38% of the 24 analysts covering Toyota recommend a “buy” for the stock, while 50% recommend a “hold.”
These Factors Hurt Honda’s US Sales in January 2018
In January 2018, Honda Motor Company’s (HMC) American division reported a YoY (year-over-year) fall of ~1.7% in its US market sales volumes.
Ford’s European Sales Showcased Strength in February 2018
Ford Motor Company (F) sold ~97,000 vehicle units in Europe in February 2018.
What GS Thinks about How Tesla’s Sales Growth Drives Earnings
Goldman Sachs estimated that Tesla Motors’ (TSLA) 2017 sales would rise 24%.
Exploring FCAU’s Updated Technicals before Its 4Q17 Results
Despite recent positive trends, Fiat Chrysler’s valuation multiples are currently trending lower than those of its direct peers General Motors (GM) and Ford Motor Company (F).
Why GM Stock Posted Its Deepest Weekly Loss in a Year
During the week ended November 3, General Motors (GM) stock settled at $42.34 with ~5.2% value erosion from the previous week’s closing price.
Auto Industry: Industrial Production in October
According to the Fed’s latest release on November 16, 2017, the seasonally adjusted US Industrial Production Index stood at 106.14 in October 2017.
Analysts’ Recommendations on Ford Stock after Its 3Q17 Results
Ford stock’s consensus 12-month target price was $12.27 on October 26 without any upside potential, as its market price was $12.27.
The Week Ahead: Key Dates in Consumer from May 22–26, 2017
In this part of the series, we’ll look at the important events for the week ahead, from May 22–26, 2017.
What Are Analysts’ Recommendations for Ford?
According to the latest Bloomberg consensus, 32% of analysts covering Ford rated it as a “buy,” 56% rated it as a “hold,” and three rated it as a “sell.”
Why China Is Such an Important Market for Hershey in 2015
Hershey is the fastest-growing confectionery company in China, and Hershey expects China to become its second-largest market behind the US by 2017.
Could Harley-Davidson Stock Remain Weak in 4Q17?
In October 2017, Harley-Davidson (HOG) stock turned negative again and lost about 1.8% after gaining 2.6% in September.
General Motors’ Strong 3Q16 Earnings Triggered a Selling Spree
General Motors (GM) released its 3Q16 earnings on October 25. Its adjusted EPS stood at $1.72 for the quarter—14.7% higher than $1.45 in 3Q15.
What Happened to Auto Stocks Last Week?
Last week, Ford (F), Toyota (TM), and Fiat Chrysler (FCAU) underperformed the broader market, falling 2.8%, 4.8%, and 0.9%, respectively.
US Truck Sales Jumped Nearly 16% in March 2018
According to the data compiled by Autodata, March 2018 US auto sales stood at 1.7 million vehicle units.
Must-know: Top auto industry ETFs for investors
The First Trust NASDAQ Global Auto ETF (CARZ) is the most traded auto-focused ETF. The three-year return for the ETF is 48.32%. YTD, CARZ provided a return of 2.23%.
Could Ford’s New Leadership Gain Investors’ Confidence?
In May 2017, Ford Motor Company (F) witnessed big changes in its senior leadership. Jim Hackett replaced Mark Fields as the company’s new CEO.
Why GM Stock Traded on a Weak Note in the 1st Week of December
During the week ended December 8, General Motors (GM) stock settled at $42.02 with an ~1.8% drop from the previous week’s closing price.
How Europe Drove Ford’s Revenues Higher in 1Q17
In 1Q17, Ford’s revenues from Europe rose 10.0% to $7.6 billion from $6.9 billion in the corresponding quarter of the previous year.
How Did China and US Vehicle Sales Look in November?
In this series, we’ll explore key automakers’ November 2017 Chinese and European sales figures. We’ll also look at what these sales figures could mean for these auto companies’ future growth.
Why GM Stock Fell in the First Half of December 2017
In November 2017, General Motors’ home market sales fell 2.9% YoY (year-over-year) to 245,387 units.
Why Is General Motors Stock Silent before Its 4Q16 Results?
Last week, General Motors (GM) stock traded on a mixed note without any change from the previous week’s closing. Investors seem to be more cautious.
How Were Chrysler’s US Sales in July 2017?
In July 2017, Fiat Chrysler’s Jeep brand sales remained weak for the sixth consecutive month while Ram brand sales were flat YoY.
Auto Stocks Began October on a Strong Note
In the week ended October 6, the broader market traded on a positive note, and the S&P 500 benchmark (SPY) saw 1.2% gains. Meanwhile, US automaker stocks continued to outperform the broader market.
What Are Analysts Estimating for Honda’s 1Q18 Earnings?
Analysts estimate that Honda will post adjusted EPS (earnings per share) of 92.5 Japanese yen, or $0.83, in fiscal 1Q18.
What Analysts Are Recommending for Ford Stock in June
According to the latest data compiled by Reuters, 30.0% of analysts covering Ford Motor (F) stock have given it a “buy” recommendation.
Will HOG Zoom Past Analysts’ Earnings Estimates for 2Q16?
In 1Q16, HOG’s adjusted earnings per share (or EPS) stood at $1.36, reflecting a rise of 7% compared to its EPS of $1.27 in 1Q15.
Autonomous Vehicles Could Save 28,000 Lives per Year in US
In 2016, Elon Musk, Tesla co-founder and CEO, spoke publically about how negative media coverage could be responsible for making people believe that autonomous vehicles are not trustworthy.
Dow Jones Could Be in Trouble, Recession Fears Rise
The Dow Jones (DIA) and the S&P 500 (SPY) continue to linger around their all-time highs. Trade tensions between China and the US haven’t eased.
Analyzing Harley-Davidson’s International Market Sales in Q1 2019
In the first quarter, Harley-Davidson’s (HOG) international market retail sales fell 3.3% YoY (year-over-year) to 21,060 motorcycle units.
Could Ford’s Profit Margins Improve in Q1 2019?
In the fourth quarter of 2018, Ford (F) reported automotive segment EBIT (earnings before interest and taxes) of $1.1 billion, down 31.3% YoY.
What to Expect for Harley-Davidson’s Q1 Profit Margin
In the fourth quarter, Harley-Davidson’s (HOG) gross profit from motorcycles and related products fell ~17.5% YoY (year-over-year) to $564 million from $320 million, reducing the segment’s gross margin YoY to 27.6% from 30.6%.
Over 70% of Analysts Call GM Stock a ‘Buy’
According to the latest data compiled by Thomson Reuters, 71% of analysts covering General Motors (GM) have given its stock “buy” recommendations.
What Risk Factors Could Hurt GM’s Valuation Multiples in Q1 2019?
As of March 20, General Motors’ (GM) forward EV-to-EBITDA (enterprise value-to-EBITDA) multiple was 8.5x.
Does GM Have Good Potential despite Trump’s Criticism?
Recently, General Motors faced criticism from President Donald Trump for its November 2018 decision to close its Ohio factory.
Can General Motors Improve Its Profit Margins in 2019?
In 2018, a positive mix helped General Motors (GM) boost its revenue despite its declining sales volumes.
Analyzing the Recent Trend in GM’s Revenue
In the fourth quarter of 2018, General Motors’ (GM) revenue rose 1.8% YoY (year-over-year) to $38.4 billion.
Tesla Stock: Elon Musk and SEC Legal Battle Takes a Toll
While the legal battle between Musk and the SEC continues, it’s hurting investors’ sentiments and driving Tesla stock down in March.
Does the SEC Have Enough Evidence Against Elon Musk?
So far this week, Tesla (TSLA) stock has largely been trading on a positive note.
Analyzing Tesla’s Revenue Beat in Q4 2018
In the fourth quarter, Tesla delivered 90,966 car units to customers with a huge 203.6 YoY increase.
Tesla’s Q4 Deliveries and Production Data: What to Expect
Tesla (TSLA) has been one of the handful of positive-return-yielding stocks in the fourth quarter so far.
Why Ford’s F-Series Sales Weakness Could Do Permanent Damage
The second-largest American auto company, Ford (F), has been having trouble reviving its overall vehicle sales in its home market for the last few years.
Elon Musk Lists Rival Electric Vehicles on Twitter—NIO, GM, Ford
Before Tesla, many automakers launched limited-production electric models only to discontinue them soon after.
How Are Foreign Automakers’ Stocks Faring in December?
US auto sales stood at 1.39 million units in November, down 0.8% from 1.40 million units in November 2017.
Is GM’s Dropping Global Market Share a Concern?
In the third quarter, General Motors’ (GM) global market share fell to 8.6% from 10.0% in the third quarter of 2017.
US Truck Sales Increased over 10% in Second Quarter
Second-quarter US auto sales (IYK) stood at 4.50 million vehicle units, about 1.8% higher than sales of ~4.42 million vehicle units in the second quarter of 2017.
Fiat Chrysler’s European Sales Nearly Flat in May
In May, Fiat Chrysler Automobiles’ (FCAU) total European sales were 110,100 units. That’s a minor rise of 0.2% from May 2017.
Vehicle Sales in China: May Was Strong
According to the China Association of Automobile Manufacturers, vehicle sales in China were 2.29 million units in May, a 9.6% rise YoY.
What You Can Expect from US Auto Sales in June
According to Autodata, US auto sales at a seasonally adjusted annual rate were 16.9 million units in May and 16.8 million in May 2017.
Comparing the Auto Industry’s Valuation Multiples
Valuation multiples are often used by investors to compare auto companies similar in size or business nature.
Why May Consumer Confidence Signals a Strong Second Quarter
The consumer confidence index has increased to 128.0 in May as compared to a downward revised April reading of 125.6.
Why FCAU’s NAFTA Revenue Fell despite Higher Shipments
Fiat Chrysler’s consolidated global shipments in 1Q18 stood at 1.15 million vehicle units, up 7% against 1.08 million in the same quarter of 2017.
Japanese Automakers’ Chinese Sales Fell in February 2018
In February 2018, Toyota Motor (TM), the largest Japanese automaker, reported a year-over-year (or YoY) fall of 6.3% in its Chinese sales to ~77,000 vehicle units.
How Honda’s Fundamentals Look
In its fiscal 3Q18, Honda’s consolidated motorcycle and automobile sales rose 15.7% and 0.8% YoY, respectively.
Will Rough Road Continue for Harley-Davidson?
Harley-Davidson (HOG) disappointed investors in 2017, and its stock witnessed a 12.8% drop.
Are Harley-Davidson’s Weak Sales Driving Pessimism in 1Q18?
In the week that ended on March 16, 2018, Harley-Davidson (HOG) stock traded on a negative note. The stock ended the week at $44.14.
Fiat Chrysler’s Jeep and Ram Retail Sales Jump up in February
In February 2018, Fiat Chrysler (FCAU) sold 1,568 units of its luxury brand, Alfa Romeo, in the US market.
How Foreign Automakers’ Stock Has Fared in March 2018
According to Autodata, US auto sales fell 2.4% year-over-year in February.
Harley-Davidson Begins March 2018 on a Weak Note
Harley-Davidson stock Last week, Harley-Davidson stock (HOG) traded on a mixed note after dropping for the previous three weeks. The stock ended the week at $44.35, with a minor gain of ~0.3% for the week and a fall of~2.3% in March so far. As of March 9, 2018, HOG had lost about 12.8% this quarter, whereas […]
Could Stanley Black & Decker Stock Bounce Back?
Stanley Black & Decker (SWK) stock has remained low since the beginning of 2018.
What Drove Tesla Stock Higher on March 12?
As of March 12, 2018, Tesla stock has risen 11% quarter-to-date compared to the 4.1% rise seen in the S&P 500.
Which US Auto Stocks Do Analysts Suggest You ‘Buy’ in March?
According to recent data compiled by Reuters, only 13% of analysts covering Ford Motor Company (F) stock have given it “buy” ratings.
A Closer Look at GM’s US Sales by Brand in February 2018
In 2017, General Motors’ (GM) Chevrolet brand’s retail sales fell 1.0% YoY (year-over-year). Chevrolet’s total US sales also fell 1.5% YoY in the year.
Analyzing AutoZone’s Segment-Wise Performance in 2Q18
AutoZone’s business segments AutoZone’s (AZO) results are divided into two business segments: the DIY (Do-it-yourself) segment and the Commercial or DIFM (Do-it-for-me) segment. The DIY segment, which targets retail customers, yields wider margins than DIFM. Let’s take a look how these business segments performed in 2Q18 and AutoZone’s other key growth priorities. DIY segment in 2Q18 AutoZone’s […]
How Ford’s Key Brands Performed in China in January 2018
Ford’s key brand, Changan Ford Automobile, saw its sales significantly decrease 29.0% year-over-year to 46,888 vehicle units in January 2018.
Ford’s China Sales Disappointed again in January 2018
Ford Motor Company (F) sold just 75,990 vehicle units in China in January 2018.