VCR News and Press, Vanguard Consumer Discretion From 02/23/22

The U.S. has been importing more crude oil from Russia, especially on the West Coast, due to the decline of Alaska’s crude oil output. So, if the U.S. tried to curtail Russian energy imports, then the record prices at the pump on the West Coast could soar higher. China is expor...

Durables and apparel have the best value and quality scores in the sector. Consumer services have been improving, but their fundamental metrics are lagging. XLY fast facts. 10 stocks cheaper than their peers in February. For further details see: XLY: Consumer Discret...

Non-U.S. markets, including EM, DM, and Asia, are outperforming the U.S. markets after underperforming last year. After slightly underperforming growth last year, value is where the money is flowing. With the economy still in growth mode, cyclical stocks should do better than defe...

According to the Census Bureau’s latest report for the month of January 2022, seasonally adjusted sales by mostly online operators skyrocketed by 14.5% from December 2021. Census reported a huge increase in retail across most segments. Total retail sales were up an enormous 3.7...

In January 2022, not-seasonally-adjusted retail sales plunged by 18.5% from December, to $581 billion, according to the Census Bureau today. General merchandise stores sales jumped 2.5% for the month to $60 billion, seasonally adjusted, up 6.9% year-over-year and up 21% from two years...

Stocks in general are down this year, and retail has been disproportionately hit. This could have value investors interested. With labor gains, wage gains, and home prices on the rise, American consumers should be flush with cash - that would bode well for a leveraged retail fund like...

The positive result for the AIER Leading Indicators Index suggests continued economic expansion with the potential for a broadening of growth in the economy. Ongoing disruptions to labor supply and production, rising costs and shortages of materials, and logistics and transportation b...

The January U.S. CPI report indicated a higher pace of inflation than many observers expected. The price level of the core CPI advanced 0.6% month-over-month, largely driven by price hikes in retail goods. While we believe the CPI report increases the probability of the U.S. Federal R...

U.S. retailers have endured multiple supply chain disruptions during the pandemic – and the costs are huge. The pandemic has affected just about all retailers’ supply chains. The Refinitiv Restaurant Same Store Sales index took a big plunge into negative territory in...

The goal of the DDM is to quickly and easily utilize available resources of an asset to understand what the intrinsic value of that asset is based on certain market and company expectations. If the required return component of the equation rises without expectations of higher company ...