Consumer Spending

Consumer Spending
Home Goods
Housewares
Value Investing
Value Stocks

NWL is -50% below its 2022 high. Where is its value price?

Traditional, growth-oriented investing puts most of its emphasis on stocks that have already started moving up. That makes sense when you consider the popular technical idiom that a “stock tends to follow the direction of its next longer trend.”  It’s a basic tenet of trend-based analysis: when you can clearly see a stock going up, […]

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Consumer Discretionary
Consumer Spending
Housewares
Value Investing
Value Stocks

WHR is down more than -44% year to date. Is it a good value yet?

Uncertainty in the market makes a lot of people want to sit on their hands and wait for things to turn around before taking a new opportunity seriously. Value-oriented investors, however, understand that when more and more stocks are testing historical lows, there are also more and more useful targets of opportunity. That doesn’t mean […]

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Apparel
Consumer Discretionary
Consumer Spending
Value Investing
Value Stocks

KTB is up 24% in the last two months. Is there any room left?

Increasing inflation causes all kinds of stress for just about everybody, in every sector of the economy. On the consumer level, rising interest rates raise prices for just about any good or service we may use, which eventually suppresses demand for those goods and services. “Consumer goods” is a term that covers a big swath […]

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Apparel
Consumer Discretionary
Consumer Spending
Value Investing
Value Stocks

Has LEVI’s trend finally found bottom?

t seems that every year, economic and market activity finds a way to revolve around one or two primary themes. It’s safe to say that no matter where you start, the primary economic theme for 2022 boils down to inflation.  Economic metrics were clearly starting show that inflation was picking up steam in late 2021, […]

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Apparel
Consumer Discretionary
Consumer Spending
Value Investing
Value Stocks

Is KTB a bad bet, or a big bargain in this market?

Increasing inflation causes all kinds of stress for just about everybody in every sector. On the consumer level, rising interest rates raise prices for just about any good or service we may use, which eventually suppresses demand for those goods and services. “Consumer goods” is a term that covers a big swath of products, but […]

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Consumer Discretionary
Consumer Spending
Specialty Retailers
Value Investing
Value Stocks

Is SIG a good value right now?

Sometimes, answering the question of whether a stock represents a legitimate, attractive value opportunity can be hard to do. A company could be struggling to grow its business, and as a result be forced to restructure its business in a way that makes most of the traditional measurables investors like to use look very unfavorable. […]

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Consumer Price Index
Consumer Spending

U.S. Consumer Spending Softens; Prices Rise Less Than Forecast

(Bloomberg) — US inflation-adjusted consumer spending fell in May for the first time this year as persistent price pressures strain household budgets. Purchases of goods and services, adjusted for changes in prices, decreased 0.4% in May after a downwardly revised 0.3% gain a month earlier, Commerce Department data showed Thursday. Spending on services advanced while […]

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Consumer Confidence
Consumer Debt
Consumer Discretionary
Consumer Spending

Consumer Spending Is Running Out Of Steam and the Market Isn’t Ready For It

(Bloomberg) — A key source of US economic growth this year — consumer spending — is showing signs of losing steam, even before Wednesday’s round of Federal Reserve rate hikes kick in. Credit card data show that spending in May was just 10% higher from the same month last year, according to a Barclays report […]

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Apparel
Consumer Discretionary
Consumer Spending
Value Investing
Value Stocks

Should you buy LEVI’s bargain price?

A primary economic theme for 2022, no matter whether you start the conversation by talking about the long-term impact of the pandemic, labor shortages, monetary policy, or the devastating conflict in Ukraine really boils down to inflation. Economic metrics were clearly starting show that inflation was picking up steam in late 2021, and this year […]

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Consumer Discretionary
Consumer Spending
Value Investing
Value Stocks
Wearable Accessories

GRMN is down -36% since last summer with solid fundamentals. Is it a good value?

In 2021, one of the common themes that helped buoy the stock market in general, and a lot of consumer-focused industries specifically was the reopening of business and social activity and the expected surge in consumer spending that would accompany it. While COVID didn’t abate as some hoped, and the “return to normal” was more […]

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Apparel
Consumer Discretionary
Consumer Spending
Value Investing
Value Stocks

KTB is extending its downward trend – is it a good bargain yet?

In market and general news media, the last month has, not surprisingly been dominated by Russia’s invasion of Ukraine, with a couple of side notes about the long-term economic effect of increasing Western sanctions on Russia that helped spike oil and energy prices, and rising inflation. This month also saw the Federal Reserve raise its […]

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Consumer Spending
Home Furnishings
Home Goods
Value Investing
Value Stocks

WHR is down more than -26% since last spring, and inflation is rising. Is it a smart buy or a bad risk?

The last two years have seen a lot of different storylines emerge. COVID is still very much a thing, and isn’t likely to go away soon; the question at this stage is when we’ll be able to say that we have moved from “pandemic” conditions to “endemic” – where a virus or disease is regularly […]

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Consumer Discretionary
Consumer Spending
Housewares
Value Investing
Value Stocks

NWL is down -11.5% in the last two weeks. Is it a good value or a bad bet?

Traditional, growth-oriented investing puts most of its emphasis on stocks that have already started moving up. That makes sense when you consider the popular technical idiom that a “stock tends to follow the direction of its next longer trend.” That means that when you can clearly see a stock going up, it should continue to […]

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Consumer Discretionary
Consumer Price Index
Consumer Retail
Consumer Spending
Consumer Staples

Clorox Erases Pandemic Gains, Sees Margin Recovery Taking Years

(Bloomberg) — Clorox Co. shares fell by the most since 2000, erasing their pandemic-era gains, after the company said it would take “several years” to rebuild margins that have been hammered by higher costs. The maker of disinfectant wipes and cleaning products expects a steeper drop in gross margins this fiscal year, which ends in […]

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Consumer Spending
Inflation
Inflation Hedge
Inflation Stocks
Low Interest Rates
Rising Interest Rates

U.S. Consumer Spending Drops With Inflation Hitting 40-Year High

(Bloomberg) — U.S. inflation-adjusted consumer spending fell last month by the most since February, suggesting that Americans tempered their outlays amid the latest Covid-19 wave and the fastest inflation in nearly 40 years. Purchases of goods and services, adjusted for changes in prices, decreased 1% from November, the Commerce Department said Friday. The personal consumption […]

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