VCR News and Press, Vanguard Consumer Discretion From 11/29/23

2023-11-29 22:25:00 ET Summary Are Canadian shoppers likely to keep shopping through the holidays? How Canadian consumers compare to their US counterparts. The problem with Canada's high household debt troubles. With the holiday shopping season underway, the ...

2023-11-27 04:00:27 ET Black Friday online shoppers in the U.S. spent a record $9.8B, according to Adobe Analytics, up 7.5% from a year ago, a bright spot for retailers that are expecting muted sales this holiday season. The record spending , which was widely expected , was...

2023-11-24 23:35:00 ET Summary Spending for the entire holiday season is only set to rise 1.4% over last year’s sales levels. The LSEG U.S. Retail and Restaurant index is only expected to show a 1.4% revenue growth over last year’s Q4 levels. The estimated earnin...

2023-11-24 22:30:00 ET Summary When considering the broad picture of consumer spending in the United States, many assume the holiday season accounts for a significant percentage of total consumer spending. When considering retail alone, holiday season sales are indeed substantial,...

2023-11-24 05:35:33 ET More on the consumer sector Holiday sales are expected to come in better than feared - watch these stocks Walmart to speed online order deliveries through parcel stations Consumers plan to buy same amount for Thanksgiving, but p...

2023-11-23 01:30:00 ET Summary Slowing inflation and strong growth of GDP are set to keep labor markets tight, wages growing and consumers spending in 2023. According to a new analysis from S&P Global Market Intelligence, retail sales are on track to outpace expectations this ...

2023-11-22 02:15:00 ET Summary Q3 earnings season had many familiar refrains relative to the year’s first two quarters. One difference was a return to positive earnings growth for the first time since Q3 2022. Not unlike the first two quarters of the year, earnings for ...

2023-11-21 08:30:00 ET Summary Consumer inflation is fading fast, and producer prices actually declined last month. This means the Fed is done raising key rates. The prices of imports also declined 0.8% in October, which is the first monthly decline since June, giving evidence of ...

2023-11-20 22:40:00 ET Summary Black Friday deals are arriving earlier this year as U.S. consumers are still dealing with higher prices from a year ago. As a result, retailers know that shoppers have become price-sensitive and are looking for steep promotions and discounts. Th...

2023-11-19 07:48:16 ET Summary The consumer discretionary sector is slightly undervalued relative to 11-year averages. Durables and apparel have the best value score, whereas consumer services have the best quality score. VCR: an alternative to XLY. 9 consumer discretionar...