Consumer Spending

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 […]

Read More
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 […]

Read More
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 […]

Read More
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 […]

Read More
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 […]

Read More
Apparel
Athletic Apparel
Cash
Consumer Discretionary
Consumer Retail
Consumer Spending
Coronavirus
COVID-19
Dividend Stocks
Dividend Yields
Dividends
Fibonacci Retracement
Fitness
Free Cash Flow
Fundamental Analysis
Fundamentals
Inflation
Interest Rates
Retailers
Supply-Demand
Technical Analysis
US Economy
Valuations
Value Investing
Value Stocks
Working From Home

VFC is nearing its 52-week low. Is it a good value, or a big risk?

Uncertainty in the financial markets, and in the economy is usually considered a bad thing, because it makes things more difficult and stressful for everybody. Fear about inflation, the likelihood of rising interest rates, and the continued impact of a pandemic that is now extending into its third year has taken a toll on the […]

Read More
Cash
Consumer Discretionary
Consumer Retail
Consumer Spending
COVID-19
Defensive Stocks
Discretionary
Dividend Stocks
Dividend Yields
Dividends
Drug Stores
Fibonacci Retracement
Free Cash Flow
Fundamental Analysis
Fundamentals
Health
Healthcare
Retailers
Specialty Retailers
Technical Analysis
Valuations
Value Investing
Value Stocks

WBA is up 24.5% in the last six weeks. Is it time to buy, or wait for a pullback?

When you look at the past two years of market activity and commentary, it shouldn’t be too surprising to see that stocks in the Health Care sector have drawn a lot of attention from investors and analysts. That includes stocks in the Pharmacy/Drugstore industry; these are names, like Walgreens Boots Alliance (WBA) and CVS Corporation […]

Read More
Beverages
Cash
Consumer Discretionary
Consumer Retail
Consumer Spending
Consumer Staples
Coronavirus
COVID-19
Discretionary
Dividend Stocks
Dividend Yields
Dividends
Fibonacci Retracement
Free Cash Flow
Fundamental Analysis
Fundamentals
Grocery
Outdoor Recreation
Technical Analysis
Valuations
Value Investing
Value Stocks

TAP might be ready to reverse its downward trend – what about its value?

Moving into a new year includes things like New Year’s resolutions, plans for vacations or weekend getaways, and if you live in a cold-weather area of the U.S. as I do, a little bit of longing for warmer climes where you can sit in the sun with family and friends, put some meat on the […]

Read More
Bear Market
Consumer Spending
Consumer Staples
Leading Stocks
Stock Market Correction
Top Stocks
Top Stocks To Watch

2 Top Consumer Staple Stocks

Coca-Cola Consolidated, Inc. (COKE) Coca-Cola Consolidated, Inc., together with its subsidiaries, produces, markets, and distributes nonalcoholic beverages primarily products of The Coca-Cola Company in the United States. The company offers sparkling beverages, such as carbonated beverages; and still beverages, including energy products, as well as noncarbonated beverages comprising bottled water, tea, ready to drink coffee, […]

Read More
Apparel
Cash
Consumer Discretionary
Consumer Retail
Consumer Spending
Dividend Stocks
Dividend Yields
Dividends
Fibonacci Retracement
Footwear
Free Cash Flow
Fundamental Analysis
Fundamentals
Outdoor Apparel
Retail Investors
Retailers
Specialty Retail Stores
Specialty Retailers
Technical Analysis
US Economy
Valuations
Value Investing
Value Stocks

BKE is down more than -27% since Thanksgiving. Is it an opportunity, or a warning?

Within the scope of long-term investing, there are two primary methods most investors use: investing for growth, or looking for value. I write a lot in this space about value-oriented investing, because more than two decades of study and hard experience have taught me that it is the investing method that suits me best. It […]

Read More
Cash
Consumer Spending
Consumer Staples
Coronavirus
COVID-19
Cyclically Defensive
Defensive Stocks
Dividend Stocks
Dividend Yields
Dividends
Economy
Fibonacci Retracement
Food Prices
Food Products
Free Cash Flow
Fundamental Analysis
Fundamentals
Grocery
Home Goods
Supermarkets
Supply Chain
Technical Analysis
US Economy
Valuations
Value Investing
Value Stocks

KHC could be reversing its downward trend, and that’s good news for value hunters

As a conservative-minded, value and fundamental-driven investor, my natural tendency is to shy away from stocks that market experts and popular market media analysts tend to talk to the most about. That means that my investments rarely look very sexy – but I’m far more interested in being able to keep my money working for […]

Read More
Consumer Spending
Savings

Americans will be forced to draw down their savings in 2022

In 2022, Americans are going to be dipping into their savings as pandemic-related support from Congress and the Federal Reserve recedes. As of November, workers were putting away less money from their wages into savings compared to what they were saving pre-pandemic. This spells the end of the higher levels of saving seen during the […]

Read More
Apparel
Athletic Apparel
Cash
Consumer Discretionary
Consumer Retail
Consumer Spending
COVID-19
Discretionary
Dividend Stocks
Dividend Yields
Dividends
Fibonacci Retracement
Footwear
Free Cash Flow
Fundamental Analysis
Fundamentals
Home Comfort
Home Goods
Value Stocks

KSS is down -20% from its pre-Thanksgiving high, and that looks like a good thing

One of the fairly consistent themes of 2021 has been the impact of the global pandemic on different pockets of the economy. While everybody is anxious to look past the days of social isolation, quarantine and shelter-in-place requirements at the early stages of the crisis, and talk about seeing life get “back to normal,” the […]

Read More
Consumer Spending
Inflation

U.S. Inflation-Adjusted Spending Stagnates as Prices Surge

(Bloomberg) — U.S. consumer spending, adjusted for inflation, stagnated in November as the fastest price gains in nearly four decades eroded purchasing power. Purchases of goods and services, after adjusting for higher prices, were little changed following a 0.7% gain in October, Commerce Department figures showed Thursday. Unadjusted for inflation, so-called nominal spending rose 0.6%, […]

Read More