VCR News and Press, Vanguard Consumer Discretion From 03/23/22

Vanguard Consumer Discretionary ETF (VCR) - $0.4636. 30-Day SEC Yield of 0.58% as of Feb. 28. Payable Mar 29; for shareholders of record Mar 25; ex-div Mar 24. For further details see: Vanguard Consumer Discretionary ETF declares quarterly distribution of $0.4636

Retail sales have gone up to start the year as Americans keep spending. Americans are spending a lot more money but they're not getting much more for it. despite surging prices, retail sales came in slightly below expectations in February. For further details see: Americ...

Based on new hopes for a peaceful Ukrainian/Russian resolution to their nearly month-long war, the world is cautiously optimistic. Although China has been trying to help Russia avoid economic sanctions, China is struggling with its own debt problems from Evergrande, slowing economic g...

The most attractive consumer cyclical subsector in value and quality is durables and apparel. Services and auto/components are overvalued by more than 20% relative to 11-year averages. VCR: An alternative to XLY. 10 stocks cheaper than their peers in March. For further d...

New lockdowns in the Chinese manufacturing hub of Shenzhen presage more supply disruptions for companies and higher prices for consumers. As items from electronics to cars become ever more expensive or unavailable, households will revert to pre-pandemic habits and focus their non-esse...

February and January are the worst months of the year for retailers, after the huge holiday season binge. Retail sales are sales of goods, both durable goods and nondurable goods. The number of used vehicles sold to retail customers in February dropped by 7% year-over-year. ...

The Census Bureau's Advance Retail Sales Report for February was released this morning. Headline sales came in at 0.31% month-over-month to two decimals and was below the Investing.com forecast of 0.40%. February headline, core, and control all saw increases, but were slightly bel...

Retail sales and food-services spending rose 0.3% in February following a 4.9% surge in January. However, today’s retail sales data are not adjusted for price changes. Non-store retailers led the decliners, down 3.7%, followed by health and personal care store sales, down 1.8%,...

We separate the XLY into retail and auto components and analyze their historical performance over the last century. Low dividend yields likely point to low returns until 2030. Unusually high long-term relative returns are typically followed by unusually low long-term relative retu...

US Consumer Discretionaries have fallen back to old support relative to Staples. A broader picture also shows a correction to a prior congestion zone for *global* Consumer Discretionary stocks. While a bearish downtrend remains intact, traders should monitor these intermarket tren...