FSTA News and Press, Fidelity MSCI COnsumer Staples Index From 07/13/22

The American soda giants Coca-Cola and PepsiCo have been at the forefront of consumerist globalization that has occurred since the West’s victory in the Cold War. Deglobalization will likely damage companies whose revenues and profits are most exposed to the global economy whil...

State Street offers the biggest Consumer Staples ETF by AUM, currently managing $15.5 billion. Annual fees are 0.10% and XLP is the most established with nearly 24 years of history. But bigger isn't always better with Consumer Staples ETFs. Five competitors have outperformed over the ...

For Q2 2022, the Refinitiv Retail/Restaurant Index is looking at a -7.6% blended estimated earnings growth rate, and an 8.4% blended estimated revenue growth rate. Currently, low-income consumers are being squeezed the most in the absence of stimulus checks that last year boosted thei...

In “secular” bear markets, staples have historically outperformed much of the broader market, especially tech stocks, and this will likely be the case over the remainder of the 2020s. Staples have also been a relative outperformer during cyclical bear markets, and this w...

Mondelez Inc. is U.S.-based food and beverage company with global presence. I see Mondelez as a defensive investment, giving investors exposure to steady. The company has proven earnings resiliency even in challenging macro-environments and the stock outperformed during past reces...

Kimberly-Clark has a fantastic business that has been around for 150 years. It's not going away anytime soon. Inflationary pressures are taking a bite out of Kimberly-Clark's operating profits, and price increases haven't been enough to keep things moving in the right direction. T...

The Honest Company went public in May 2021, raising $413 million in gross proceeds in an IPO. The company sells a wide selection of eco-conscious products to consumers in the U.S. HNST has produced flat revenue and worsening operating results as consumers have shifted to in-person...

It’s still supply chain chaos for retailers, but different retailers face different kinds of chaos. Overall retailer inventories, in terms of months’ supply, are still near historic lows. Inflation in goods – which is what retailers sell – has been far ...

The probability-weighted target price for The Duckhorn Portfolio under 3 different scenarios is $27.50/share. The Duckhorn Portfolio's competition is represented by established and well-known companies, with many of them being private. Historically, the wine sector performed very ...

It's hard to go wrong investing in one of the strongest big-box retailers out there. One of the reasons why we like Walmart is not only that the company runs an effective big-box operation, but also that it owns fast-growing Sam's Club. Though operating profit performance during i...