Consumer Discret Sel Sect SPDR® ETF

In February, Fiat Chrysler’s Jeep brand sales weakened for the second consecutive month after rising for the previous 12 months.

Today, J.P. Morgan upgraded Domino’s Pizza (DPZ) from “neutral” to “overweight” while keeping its 12-month price target at $270.

Tesla is still a growth company, unlike other legacy auto companies, which have proven track records spanning decades.

Shake Shack (SHAK) is scheduled to post its fourth-quarter earnings results after the market closes on February 25.

In the fourth quarter, Tesla (TSLA) is proving to be one of those exceptional stocks that have seen stellar gains despite the broader market sell-off.

NIO vehicle buyers have several options to charge their electric vehicles (or EVs) including Power Swap, Power Mobile, Power Home, and using China’s nationwide EV charging network.

In the third quarter, General Motors’ (GM) revenue stood at $35.8 billion, an increase of about 6.4% from $33.6 billion in revenue in the third quarter of 2017.

As of August 14, Advance Auto Parts’ forward EV-to-EBITDA multiple was 10.8x. Currently, Advance Auto Parts’ forward PE multiple is 20.8x.

Tesla’s stock price posted a high of $327.33 in early trade on July 10. The stock price settled at $322.47 with 1.2% gains for the session.

In March 2018, Ford Motor Company’s (F) F-Series truck US sales totaled 87,000 units, reflecting a sales rise of ~7% on a YoY (year-over-year) basis.

All major pizza companies have announced their 4Q17 earnings, so it’s time to compare their performance.

In the third quarter of 2017, General Motors’ revenues stood at $33.6 billion, demonstrating a massive drop of 13.5% compared to $38.9 billion in 3Q17.

The majority of analysts are suggesting a “hold” on Tesla at the moment.

In this series, we’ll analyze each component of the Conference Board Leading Economic Index and understand its implications for the consumer discretionary (XLY), industrial (XLI), and housing (XHB) sectors and the overall market (SPY).

In August 2017, Ford Motor’s (F) F-Series truck US sales were 77,007 units with a handsome rise of 15.0% on a YoY (year-over-year) basis.

Lowe’s Companies (LOW) operates 2,129 home improvement and hardware stores in the United States, Canada, and Mexico.

The US hotel industry saw its largest revenue fall of 14% year-over-year (or YoY) in 2009. Since then, recovery has been steep.

News of the Whole Foods acquisition has already given Amazon a boost, pushing its stock up 2.4% and adding $11.0 billion to its market cap, which nearly pays for the $13.7 billion deal.

Headquartered in Tennessee, Dollar General (DG) is the largest discount store retailer in the United States in terms of total sales.

Nike’s top-line growth in 1H17 was fueled by strong performances in its international markets.

The hotel industry is largely driven by the growth of the general economy, which instills spending confidence in both businesses and households.

Defined benefit plans are one of the oldest types of post-retirement benefit plans that automakers offer to their employees.

Retracting monetary accommodation on time is crucial as well. This was the chief reason why three dissents took place in the September FOMC.

Endorsement deals and sponsorships have been key for Nike since the beginning.

As of September 16, 2016, these five fast food restaurants were trading at a median PE multiple of 21.4x.

GDP growth has explained 30% of returns in the consumer discretionary sector in the last ten years. This compares to only 20% for the consumer staples sector.

On August 29, 2016, Chipotle Mexican Grill (CMG) launched its latest promotional offer, targeting students in the back-to-school season.

An analysis of Emerson Electric’s (EMR) ROIC between 1995 and 2015 shows that 2001–2003 were the only years when ROIC fell below 13%.

We analyzed Danaher’s (DHR) ROIC in the 20-year period between 1995 and 2015 and classified the period of study into 16 buckets of five years each.

In 1Q16, Ford (F) reported an 11.3% year-over-year (or YoY) rise in its global revenue, which was $37.7 billion compared to $33.9 billion in 2Q15.

According to Tesla’s (TSLA) SolarCity acquisition proposal, it’s ready to pay $26.50 to $28.50 per share for SolarCity.

The US auto industry has witnessed good times in the past couple of years. In 2015, US auto sales were at their highest, with 17.4 million vehicles sold.

By revenue, Honda’s Automobile segment is the company’s largest division. In fiscal 2016, ~73% of the company’s total revenues came from the Automobile segment.

The Cheesecake Factory (CAKE) is a casual restaurant chain that was founded in 1978. The California-based company owns and operates 201 restaurants.

In fiscal 2016 (April 1, 2015–March 31, 2016), Toyota spent ~3.7% of its revenue, or about 1,055 billion Japanese yen, on its R&D program for its vehicles.

Toyota began using the Just-in-Time method in 1938. However, the true potential of this strategy was realized when it integrated this strategy with TPS.

In 2015, Toyota ranked 11th on Forbes’s list of the world’s largest companies. This ranking was based on a composite score of the revenues, profits, assets, and market value of various companies.

In July 2013, Buffalo Wild Wings developed a guest experience approach that uses a “captain” to help customers to access all entertainment options.

Style investing involves selecting a particular asset class that should outperform during a business cycle phase and positioning your portfolio accordingly.

Buffalo Wild Wings is a casual dining restaurant and sports bar headquartered in Minneapolis. Founded in 1982, the company is also known as BW3.

One such innovation that could soon become large in the two wheeler segment is electric motorcycles.

Last year, currency headwinds stole nearly 4.4% of the company’s total revenues, which resulted in an unfavorable impact on Harley-Davidson’s profitability and margins.

Harley-Davidson (HOG) is a well-known global motorcycle brand that currently produces a variety of motorcycle models. These models range from lightweight motorcycles to large heavyweight motorcycles.

The majority of General Motors’ revenues come from North America. The company’s high dependence on the US market alone can be seen as a big risk.

In recent years, General Motors’ global market share has been falling. In 2015, its global market share stood at 11.2% against 11.5% two years ago.

Since General Motors’ beginning, North America has been its most important market. North America alone accounted for ~70% of GM’s total revenues in 2015.

In 1911, three years after founding General Motors, the founder William C. Durant and road racer Louis Chevrolet created the Chevrolet brand.

In Ford’s case, a number of risk factors may affect its future earnings estimates and could negatively affect its valuation multiples going forward.

Global platform consolidation under the One Ford plan has helped Ford to reduce its vehicle development–related costs.

In 2014 and 2015, Ford Motor Company (F) launched 40 new or upgraded vehicle variants globally. This was done under the One Ford plan.