Consumers Sector

[behappyalways]

The world is not crazy about "virtual business opportunities"? The epidemic unsealed and the "real economy" regained the dominance? The chairman of LV "combined virtual reality" became the richest man in the world. The driver's "sentence" changed the fashion circle!?

全球不瘋"虛擬商機"了? 疫情解封"實體經濟"重掌主導權? LV董事長"虛實結合"一躍成世界首富 司機的"一句話"改變了時尚圈!?｜20230504｜@inewsplus

https://m.youtube.com/watch?v=frtUncKb3Rs

[winston]

Traders Should Avoid The Impulse to Chase These Stocks Higher Right Now

by Jeff Clark

Consumer Discretionary Select Sector Fund (XLY) – an exchange-traded fund composed of companies producing non-essential but fun-to-have consumer goods.

XLY is making a parabolic move. It’s not as extreme a move as the Bitcoin and AMC examples.

But we’re not dealing with a speculative asset or meme stock here. This is a diversified basket of consumer goods stocks like Home Depot, Amazon, Starbucks, McDonald’s, and Tesla.

It’s rare to see this type of action in an exchange-traded fund that is diversified among several industries. And, it’s a good indication that the current rally – in this group and in the broad stock market in general – has gone a little too far, too fast.

Once this parabolic move exhausts itself, consumer discretionary stocks will come back down.
They’ll likely give up most, if not all, of the gains for the past two months.

Traders should avoid the impulse to chase these stocks higher right here. We’ll likely have a better chance to buy them at lower prices a few months from now.

Source: Jeff Clark Trader

https://dailytradealert.com/2023/06/17/ ... right-now/

[behappyalways]

Luxury Recession: Diamond Prices Crash, Rolex Downturn Persists
https://www.zerohedge.com/markets/luxur ... n-persists

[winston]

‘C-beauty’ brands such as Jala and Proya no longer ‘cheaper substitutes’, ready to rival likes of L’Oreal and Dior in China, Euromonitor says

Chinese beauty brands, or ‘C-beauty’ brands, have seen their sales grow 51 per cent between 2017 and last year, outperforming the overall market’s 42 per cent growth

It is time to tear off the ‘dupe’ label and target premiumisation, Euromonitor executive says

by Mia Castagnone

Source: SCMP

https://www.scmp.com/business/china-bus ... l-and-dior

[winston]

Go Where the Money Is

by Dr. David Eifrig

Based on the results of happiness surveys from 450,000 participants, they concluded that money does make you happier… but only until your income crosses $75,000 per year. Above that, money does you no extra good.

A new study concluded that experiencing positive feelings rises with income. And it does so at the same rate both below and above $75,000. (The study considered income to “above $120,000.”)

If you use money to increase your freedom and choices, buy back your time from things you don’t want to do, help others, and build security and safety for the people you love… then income and wealth absolutely can mean happiness.

If there was truth to that $75,000 number before, we’d need to adjust that for inflation. And the Consumer Price Index – which is up 39.7% on a nominal basis since 2010 – probably wouldn’t be enough… Housing inflation may be a better barometer. That’s up 48%, putting the “happy income” number at roughly $110,000.

Businesses with richer customers will be happier and spend more through the next couple of years…That’s where you want to invest.

Source: DailyWealth.com

https://dailytradealert.com/2023/08/05/ ... -money-is/

[behappyalways]

These Are The World's Most Popular Sneaker Brands
https://www.zerohedge.com/personal-fina ... ker-brands

[behappyalways]

Bicycle components "super cold winter"! Giant Shimano's revenue in the second half of the year is estimated to drop by 40%

自行車零組件"超級寒冬"!巨頭禧瑪諾下半年營收估驟減4成 二哥也爆裁員...台廠看市況"今年已看不到曙光"｜非凡財經新聞｜20230810

https://m.youtube.com/watch?v=q-gnpTs_lJM

[behappyalways]

Buying Second-Hand Is Gaining Popularity
https://www.zerohedge.com/personal-fina ... popularity

[winston]

Prefer discretionary over staples - Consumer Sector

Eyeing multiple near-term catalysts for China/HK consumer plays, including the return of tourists, low base effect, better operating leverage, working capital rebounds and attractive valuations, we rank our preferred names across 10 sub-segments

Our stress tests also attempt to factor in looming headwinds such as slowing economic growth, negative wealth effects from sluggish stock and property markets, rising bankruptcies and defaults, geopolitical tension, RMB depreciation, etc.

Considering the mixed outlook, we prefer Samsonite, Galaxy, YUM China, Budweiser APAC, CR Beer, and Anta, as we see relatively more near-term catalysts and better prospects for them in the next 6-12 months

Source: DBS

https://www.dbs.com/insightsdirect/scre ... rtid=40600

[winston]

These Stocks Are Selling Off (a Lifetime of Passive Income is Hiding in Plain Sight)

by Daniel Foelber

The Consumer Staples Select Sector SPDR Fund (XLP) — is down on the year and is hovering right around a 52-week low.

The sector is worth investing in if you’re focused on capital preservation, don’t like volatility, and can achieve your financial goals or supplement income in retirement with a lower expected return.

Source: The Motley Fool

https://dailytradealert.com/2023/10/12/ ... ain-sight/