Vanguard Consumer Staples ETF (ARCA: VDC)

에 대한 최신 뉴스 Vanguard Consumer Staples ETF (ARCA:VDC)

Vanguard Consumer Staples ETF

Vanguard Consumer Staples ETF - DNQ

Consumer Defensive

Consumer Cyclical

Healthcare

Basic Materials

Industrials

The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index/Consumer Staples 25/50, an index made up of stocks of large, mid-size, and small U.S. companies within the consumer staples sector, as classified under the Global Industry Classification Standard. The Advisor attempts to replicate the target index by seeking to invest all, or substantially all, of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.

Procter & Gamble Co/The

Costco Wholesale Corp.

Walmart, Inc.

Coca-Cola Co/The

Pepsico Inc

Philip Morris International Inc

Mondelez International Inc

Altria Group Inc

Colgate-Palmolive Co

Target Corp.

Costco Wholesale Corp

Broad U.S. Equity ETFs

ETFs

COST

USMV

채권 시장은 경고 신호를 보내고 있으며, 투자자들은 이에 주목하고 있다. 경기 둔화에 대한 우려가 커지면서 단기 국채 수익률이 급격히 하락했고, 애널리스트들은 연준의 금리인하가 임박했다고 경고하고 있다. 역사적으로 이러한 신호는 경기침체를 예고하는 신호로, 투자자들이 방어적 자산으로 전환하도록 유도했다.

시장 변동성 및 경기침체 위험을 헤쳐 나갈 수 있는 ETF 3종목

Us,Financial,Inflation,Crisis,With,Stock,Market,Graph,,,Economy

EEMV

GOVT

PowerShares S&P 500 Low Volatility Portfolio

SPLV

세계적인 무역 긴장이 고조되면서 투자자들은 포트폴리오를 보호하기 위한 방법을 모색하고, 시장 변동성이 커지고 있다. 미국은 멕시코, 캐나다, 중국을 포함한 주요 무역 파트너에 관세를 부과하여 경제 불확실성을 야기했다.그 결과, 다양한 자산클래스에 대한 다각화된 노출을 유지하면서 변동성을 헤지하는 수단으로 ETF가 부상했다.

무역 전쟁 격화 속 투자자들에게 안전한 피난처 제공할 ETF는?

New,York,-,May,22:,New,York,Stock,Exchange,May

Analyst Color

Equities

News

Markets

AVGO

AXON

SPDR Dow Jones Industrial Average ETF Trust

NVDA

Fidelity NASDAQmposite Index Fund ETF-Tracking NASDAQmposite Index

ONEQ

PLTR

RSPF

TRGP

USDU

PowerShares DB US Dollar Index Bullish Fund

XLRE

2024년은 이정표를 세운 한 해였다. 현재의 강세장은 거의 26개월이 지났지만 흔들림 없는 상승세를 보이고 있다. 이는 2022년 10월 중순의 저점 대비 70% 이상 상승한 수치다. 한 해를 마무리하며 &#39;산타 랠리&#39;의 가능성을 염두에 두고 2024년의 중요한 시점을 정리해 보려고 한다.

2024년 S&amp;P 500 지수는 57회 사상 최고치 경신, 나스닥 급등의 30%는 &#39;매그 7&#39; 그룹이 주도

Trade tensions, <a href="https://www.benzinga.com/topic/federal-reserve">Fed policy shifts</a> and weakening sentiment are creating a stormy outlook for the global economy.
JPMorgan's Bruce Kasman just upped the ante on recession risks, pegging the odds of a 2025 U.S./global downturn at 40%. That's not just a number—it's a warning shot for investors navigating an increasingly volatile landscape.
<h2 class="wp-block-heading">Trade War Fears Are Back &#8211; ETFs Are Already Reacting</h2>
Kasman's outlook hinges on one major factor: trade policy. With tariffs expected to push the effective U.S. rate above 10%, he sees a 0.5% GDP drag next year. But the real risk? A domino effect. 
If business sentiment cracks, capital expenditures slow and inflation limits Fed maneuverability, markets could turn defensive fast.
Investors aren't waiting for confirmation &#8211; ETF flows are already shifting. The iShares MSCI Emerging Markets ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EEM#NYSE">EEM</a>) has seen a surge in outflows as investors brace for trade turbulence. 
Meanwhile, defensive plays like the Utilities Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>) and iShares 20+ Year Treasury Bond ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLT#NASDAQ">TLT</a>) are catching bids as risk appetite wanes.
Read Also: <a href="https://www.benzinga.com//node/44449713">Jerome Powell&#8217;s Stagflation Fears, Mark Cuban&#8217;s Economic Queries, And Ray Dalio&#8217;s Debt Warning: This Week In Economics</a>
<h2 class="wp-block-heading">Can The Fed Hold The Line?</h2>
The Fed isn't rushing to cut rates despite rising trade war concerns. Kasman notes that while policymakers remain "asymmetric" &#8211; ready to ease in a labor market downturn but unwilling to hike on strong growth &#8211; this stance leaves little cushion if sentiment nosedives.
That's a potential headwind for growth-focused ETFs like Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which relies on a Fed-friendly backdrop.
But it's not all doom and gloom. A front-loaded boost in global trade is temporarily lifting manufacturing ETFs, with the Industrial Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLI#NYSE">XLI</a>) seeing inflows as global industrial production spikes.
The question is: how long does that last before trade war fears fully set in?
<h2 class="wp-block-heading">ETF Playbook For Recession Risks</h2>
With uncertainty mounting, ETF investors are playing both offense and defense. Those bracing for more pain are rotating into SPDR Gold Shares (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>) and Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>), while bargain hunters are eyeing SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) for potential buy-the-dip opportunities.
Bottom line? 
The 40% recession probability isn't just a macro call &#8211; it's already reshaping ETF positioning. If sentiment sours further, this shift is only getting started.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com//node/44450390">Charlie Munger&#8217;s Investment Wisdom: &#8216;If People Weren&#8217;t So Often Wrong, We Wouldn&#8217;t Be So Rich&#8217;</a></li>
</ul>
Photo: Shutterstock

Macro Economic Events

Sector ETFs

Emerging Market ETFs

Economics

Federal Reserve

Analyst Ratings

iShares Trust Barclays 20+ Year Treasury Bond Fund

Trade Wars, Fed Moves And A 40% Recession Risk - Is Your Portfolio Ready?

The bond market is flashing warning signs, and investors are taking notice. <a href="https://www.benzinga.com/markets/25/03/44211421/us-economy-teetering-recession-may-be-looming-as-bond-market-reacts-to-trump-policies">Short-term Treasury yields have dipped sharply</a> as concerns about an economic slowdown grow, and analysts warn that a Federal Reserve rate cut may be on the horizon. Historically, signals like these have preceded recessions, prompting investors to shift toward defensive assets.
For those looking to safeguard their portfolios,<a href="https://www.benzinga.com/etfs"> ETFs that focus on stability</a> and essential industries can be a smart choice. Whether it&#8217;s low-volatility stocks, utilities, consumer staples, or government bonds, these ETFs help minimize risk while keeping your money at work. Let's explore the top options for weathering a potential downturn.
1. iShares MSCI USA Min Vol Factor ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/USMV#BATS">USMV</a>)
For investors looking to stay in the stock market but reduce risk, the iShares MSCI USA Min Vol Factor ETF is a strong pick. This ETF focuses on large- and mid-cap stocks that have historically exhibited lower volatility. It's designed to limit downside risk, making it a great choice for risk-averse investors.
USMV's portfolio includes firms from sectors like technology, financials, healthcare, and consumer staples. While this ETF helps shield investors from large losses during downturns, it also means less upside potential in booming markets. USMV has a year-to-date return of 5.5% and a 12-month return of 13.5%, proving its ability to hold up well in uncertain times. During the downturn of 2020, this ETF was able to pare the losses within a year of its 2020 peak (February 21, 2020).
Also Read: <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/03/44165367/how-to-ride-out-market-turbulence-with-these-5-low-beta-etfs">How To Ride Out Market Turbulence With These 5 Low-Beta ETFs</a>
2. Utilities Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>)
The utilities sector is often a safe haven during economic downturns. The Utilities Select Sector SPDR Fund offers diversified exposure to this sector, holding 31 companies. Its top five positions make up about 39% of its portfolio.
XLU has a low expense ratio of 0.09% and provides a dividend yield of 2.8% as of 2025. Since utility services like electricity and water remain in demand regardless of economic conditions, this ETF is a solid defensive choice. Over the past year, the ETF has delivered a 21.71% return.
3. Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>)
Consumer staples companies produce essential goods like food, beverages, and household products, which people buy regardless of the economic climate. The Vanguard Consumer Staples ETF offers exposure to this sector, holding 103 stocks while balancing exposure to industry giants like Coca-Cola (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>) and Costco Wholesale Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COST#NASDAQ">COST</a>).
With an expense ratio of just 0.09%, VDC is an affordable way to invest in recession-resistant stocks. While consumer staples ETFs tend to be top-heavy, VDC provides a well-rounded mix of large and mid-sized companies.
The Market Signals You Should Watch
While defensive ETFs can help protect your portfolio, it's also important to understand why recession concerns are growing.
Investors have been moving into short-dated Treasuries, signaling concerns about an economic slowdown. Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-03-09/the-bond-market-s-trump-trade-is-looking-like-a-recession-trade?srnd=homepage-americas&amp;sref=TBDibEcD">reports </a>that the Federal Reserve may start cutting interest rates as early as May to counteract slowing growth.
The inverted yield curve, where short-term bond yields exceed long-term yields, flashed warning signs in February, as the spread between three-month treasury yields and those of 10-year notes inverted last week. Historically, this has been a strong predictor of a recession knocking at the door. The curve had inverted in 2019, right before the economic downturn in 2020, according to Reuters.
Meanwhile, indicators such as the CNN Fear &amp; Greed Index <a href="https://edition.cnn.com/2025/03/10/investing/us-stocks-drop-after-trump-says-he-wont-rule-out-a-recession/index.html">dropping </a>into &#8220;Extreme Fear&#8221; territory and the Cboe Volatility Index (VIX) <a href="https://www.msn.com/en-us/money/markets/vix-surge-above-25-implies-above-average-but-far-from-perilous-recession-risk/ar-AA1ACR21?ocid=finance-verthp-feeds">spiking </a>to more than 25 reflect heightened investor anxiety.
Even Warren Buffett seems cautious, as Berkshire Hathaway is<a href="https://www.benzinga.com/markets/equities/25/03/44212672/jamie-dimon-cashed-out-234-million-in-jpmorgan-stock-warren-buffett-stockpiled-334-billion-in-cash-weeks-later-markets-crashed-coincidence"> sitting on record cash reserves</a> while trimming long-held positions.
Final Thoughts: Stay Prepared
Preparing your portfolio in advance rather than reacting at the last minute can help mitigate potential losses during economic downturns. Incorporating low-volatility equity ETFs, utility, and consumer staples funds can provide a more resilient foundation.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/25/03/44224174/wall-streets-worst-week-since-september-5-etfs-that-defied-the-market-slump">Wall Street&#8217;s Worst Week Since September: 5 ETFs That Defied The Market Slump</a></li>
</ul>
Photo: Shutterstock

3 ETFs To Help You Navigate Market Volatility, Recession Risks

WIIM

CALM

MDLZ

Shares of consumer staples stocks are trading higher. Strength in the sector may be due to defensive rotation as investors assess tariff uncertainty and recent economic data.

Mounting global trade tensions are leading to sharp market fluctuations as investors are scrambling for ways <a href="https://www.benzinga.com/topic/trade-war">to protect their portfolios</a>. 
The U.S. has imposed tariffs on major trade partners, including Mexico, Canada, and China, leading to economic uncertainty. 
As a result, <a href="https://www.benzinga.com/etfs">ETFs have emerged</a> as a safe option for those looking to hedge against volatility while maintaining diversified exposure to various asset classes.
Also Read: <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/02/43598271/5-etfs-that-beat-market-turmoil-with-gains-last-week">5 ETFs That Beat Market Turmoil With Gains Last Week</a>
<ul>
<li>SPDR Gold Shares (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>): Gold has long been a preferred asset during market turmoil. The SPDR Gold Shares ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>) provides direct exposure to gold, which often rises with the rise of uncertainties, making it a strong hedge against economic instability. The ETF price has grown 42.88% in the past year.</li>
</ul>
<ul>
<li>Invesco S&amp;P 500 Low Volatility ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPLV#NYSE">SPLV</a>): For those who want equity exposure with reduced volatility, the Invesco S&amp;P 500 Low Volatility ETF selects stocks with historically lower price fluctuations, aiming for steadier performance. The fund boasts a 1-year price return of 13.72%.</li>
</ul>
<ul>
<li>Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>): Consumer staples remain resilient in uncertain economic conditions, as everyday essentials will continue to be in demand. The Vanguard Consumer Staples ETF includes key players like Procter &amp; Gamble (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>) and Coca-Cola (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>), offering a defensive strategy against economic downturns.</li>
</ul>
<h3 class="wp-block-heading">Market Turbulence from the Trade War</h3>
The recent imposition of tariffs by the U.S. on major trade partners—Mexico, Canada, and China—has injected significant uncertainty into the markets. With 25% tariffs on Canadian and Mexican imports and a 10% levy on Chinese goods, equities initially reacted negatively. Although a temporary pause on tariffs for Mexico and Canada provided a brief market recovery, it is widely believed that Trump will go ahead with the policies one day or the other.
In another step in his trade policy overhaul, Reuters reported that on Feb. 9, Trump said he will introduce fresh <a href="https://www.benzinga.com/government/regulations/25/02/43592144/us-steel-aluminum-stocks-rally-as-trump-revives-25-tariff-plan">25% tariffs </a>on all steel and aluminum imports into the U.S. These tariffs will add to the existing metals duties.
Strong retaliatory <a href="https://www.benzinga.com/news/global/25/02/43600852/china-sets-sights-on-us-tech-companies-as-trade-tensions-rise">tariffs from China</a>, and sanction plans on U.S. goods by Canada and Mexico are adding to the nail-biting situation.
Additionally, with the Fed keeping interest rates unchanged in their recent meeting led investors to lower their expectations for lower rates, throwing the market into more uncertainty.
According to the CME <a href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">FedWatch </a>Tool, the Fed has a 91.5% probability of keeping the rates unchanged at 4.25-4.5% in March, while there&#8217;s an 8.1% chance that the Fed cut the rate to 4%-4.25% in its March meeting.
While trade conflicts can cause market swings, investors can mitigate risks by allocating capital to ETFs that focus on keeping investors&#8217; money safe. Whether through gold, Treasuries or defensive equities, these funds offer more opportunities to diversification and manage risks as global trade policies evolve.
Read Next:<a href="https://www.benzinga.com/etfs/new-etfs/25/02/43599972/new-bitcoin-etf-limits-losses-to-20-offers-risk-controlled-exposure"> </a>
<ul>
<li><a href="https://www.benzinga.com/etfs/new-etfs/25/02/43599972/new-bitcoin-etf-limits-losses-to-20-offers-risk-controlled-exposure">New Bitcoin ETF Limits Losses To 20%, Offers Risk-Controlled Exposure</a></li>
</ul>
Photo: Shutterstock

As Trade War Heats Up, These ETFs Offer A Safe Harbor For Investors

The year of milestones, 2024, has seen an unperturbed rise in the current bull market, which is nearly <a href="https://www.benzinga.com/24/12/42430296/carson-researchs-50-year-study-suggests-that-the-26-months-old-bull-market-is-far-from-over">26 months</a> old. It is higher by more than 70% from the mid-October 2022 lows. As we wrap up the year with the possibility of a &#8216;Santa Rally,&#8217; let&#8217;s recap 2024&#8217;s landmark junctures.
<h3 class="wp-block-heading">Major U.S. Benchmarks Scale Fresh Records</h3>
The S&amp;P 500 Index has made 57 new all-time highs this year, hitting the last one on Dec. 6, 2024. Also, &#8220;2024 would go down as the best election year return ever,&#8221; said Ryan Detrick, the chief market strategist at Carson Research in a note.
&#8220;Going back 50 years, we found five other bull markets that had lasted at least this long and the shortest any of them lasted was five total years. Think of it like a cruise ship — once it gets moving, it can be quite hard to stop,&#8221; added Detrick
While the S&amp;P 500 index was up 25.96% on a year-to-date basis as of Dec. 23 close, the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) rose by 25.82% in the same period.
The Dow Jones Industrial Average index, on the other hand, hit a record eight 1,000-point milestones this year. It started the year around the 37,000 level and breached the 45,000 level at the beginning of December. It took only seven trading days for the index to go from 44,000 to 45,000, the second fastest 1,000-point milestone ever. Following that the index also saw one of its longest 10-day losing streak, the first ever since 1974.
Dow was up 13.77% year-to-date as of the Dec. 23 close, whereas the SPDR Dow Jones Industrial Average ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) gained 13.74% in the same period.
The Nasdaq 100 index which includes all the &#8216;magnificent seven&#8217; stocks, unlike Dow, rose 29.98% year-to-date as Dec. 23 close. The ETF tracking the index, Fidelity NASDAQ Composite Index ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ONEQ#NASDAQ">ONEQ</a>) rose by 33.85% in the same period. Whereas, the Invesco QQQ Trust, Series 1 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) rose by 29.88% in 2024.
The smallcap index Russell 2000 was up 11.16% over the year, while iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) was up 10.97% in the same period as of the Dec. 23 close.
<figure class="wp-block-image size-large"><a href="https://pro.benzinga.com/dashboard"><img loading="lazy" decoding="async" width="1024" height="576" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24021350/CHARt-1-INDICES-1024x576.png" alt="" class="wp-image-705432" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24021350/CHARt-1-INDICES-1024x576.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24021350/CHARt-1-INDICES-300x169.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24021350/CHARt-1-INDICES-768x432.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24021350/CHARt-1-INDICES-1536x864.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24021350/CHARt-1-INDICES.png 1920w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
See Also: <a href="https://www.benzinga.com/24/12/42430296/carson-researchs-50-year-study-suggests-that-the-26-months-old-bull-market-is-far-from-over">Is The 26-Month Bull Market Over? Here Is What Carson Research&#8217;s 50-Year Old Study Tells Us</a>
<h3 class="wp-block-heading">U.S. Market Trumps The World</h3>
Among the developed economies, the S&amp;P 500 remains the best index with a 25.96% gain on a year-to-date basis, outperforming all the other developed market indices.
While the <a href="https://x.com/RyanDetrick/status/1871317802306707882">first </a>year of a new president&#8217;s term has usually been strong since 1897, the returns during year one of a second term haven&#8217;t been very good overall, said Detrick.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Returns during year one of a second term haven&#39;t been very good overall, but way better lately. Down 5 in a row, but now up 4 in a row. &#x1f914; <a href="https://t.co/aUrCbf22Gw">pic.twitter.com/aUrCbf22Gw</a>
&mdash; Ryan Detrick, CMT (@RyanDetrick) <a href="https://twitter.com/RyanDetrick/status/1871320275129967103?ref_src=twsrc%5Etfw">December 23, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Developed Markets</td>
<td>Indices</td>
<td>YTD Performance</td>
</tr>
<tr>
<td>United States</td>
<td>S&amp;P 500</td>
<td>25.96%</td>
</tr>
<tr>
<td>Germany</td>
<td>DAX</td>
<td>18.36%</td>
</tr>
<tr>
<td>Japan</td>
<td>Nikkei 225</td>
<td>17.27%</td>
</tr>
<tr>
<td>Hong Kong</td>
<td>Hang Seng</td>
<td>19.71%</td>
</tr>
<tr>
<td>Spain</td>
<td>IBEX 35</td>
<td>12.31%</td>
</tr>
<tr>
<td>United Kingdom</td>
<td>FTSE 100</td>
<td>4.94%</td>
</tr>
<tr>
<td>Switzerland</td>
<td>Swiss Market</td>
<td>2.85%</td>
</tr>
<tr>
<td>France</td>
<td>CAC 40</td>
<td>-3.43%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">(As Of Dec. 23 Close)</figcaption></figure>
<h3 class="wp-block-heading">Communication, Consumer Discretionary, And Technology Lead Gains In 2024</h3>
Tracking the exchange-traded funds that track the major sectors in the U.S. market, communication services emerged as the top sector for the year, followed by consumer discretionary and technology. The information technology sector has the highest weight of 31.3% in the S&amp;P 500, followed by financials a t13.9%.
BlackRock said that they see technology companies&#8217; earnings performing well in 2025. &#8220;We are overweight as the AI theme and earnings growth broaden. Valuations for AI beneficiaries are supported by tech companies delivering on earnings.&#8221;
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Cyclical Sectors</td>
<td>ETFs</td>
<td>YTD Performance</td>
</tr>
<tr>
<td>Communication Services</td>
<td>Communication Services Select SPDR ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLC#NYSE">XLC</a>)</td>
<td>35.97%</td>
</tr>
<tr>
<td>Consumer Discretionary</td>
<td>Vanguard Consumer Discretionary ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VCR#NYSE">VCR</a>)</td>
<td>27.21%</td>
</tr>
<tr>
<td>Technology</td>
<td>Technology Select Sector SPDR ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>)</td>
<td>27.01%</td>
</tr>
<tr>
<td>Financials</td>
<td>Invesco S&amp;P 500 Equal Weight Financial ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSPF#NYSE">RSPF</a>)</td>
<td>23.48%</td>
</tr>
<tr>
<td>Industrials</td>
<td>Vanguard Industrials ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VIS#NYSE">VIS</a>)</td>
<td>17.80%</td>
</tr>
<tr>
<td>Real Estate</td>
<td>Real Estate Select Sector SPDR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLRE#NYSE">XLRE</a>)</td>
<td>0.27%</td>
</tr>
<tr>
<td>Materials</td>
<td>Materials Select Sector SPDR Fund (ARC: XLB)</td>
<td>-0.37%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">(As Of Dec. 23 Close)</figcaption></figure>
<figure class="wp-block-image size-large"><a href="https://pro.benzinga.com/dashboard"><img loading="lazy" decoding="async" width="1024" height="576" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24021831/Chart-2.1-cyclical-sectors-1024x576.png" alt="" class="wp-image-705439" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24021831/Chart-2.1-cyclical-sectors-1024x576.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24021831/Chart-2.1-cyclical-sectors-300x169.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24021831/Chart-2.1-cyclical-sectors-768x432.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24021831/Chart-2.1-cyclical-sectors-1536x864.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24021831/Chart-2.1-cyclical-sectors.png 1920w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
See Also: <a href="https://www.benzinga.com/markets/equities/24/11/42383725/trump-administrations-deregulation-efforts-to-lift-energy-oil-and-gas-sectors-ai-frenzy-to-aid-faang-stocks-and-nvidia-says-fintech-insider">Trump&#8217;s Deregulation Efforts To Benefit Energy, Oil And Gas Sectors, While AI Frenzy Will Boost FAANG Stocks And Nvidia, Says Fintech Insider</a>
Among the defensive sectors, utilities emerged as a winner, whereas energy was an underperformer. Consumer staples, energy, and utilities take up 5.7%, 3.4%, and 2.5% weight, respectively in the S&amp;P 500 index.
As per Morgan Stanley, the energy sector faces a divided future. Trump's deregulation could benefit traditional energy, but the outlook for oil is uncertain due to potential oversupply and weak global demand, especially from China. In contrast, natural gas may see growth from strong European demand and increased domestic use for electrification and AI-powered data centers. The clean energy sector could face challenges, if Trump rollbacks Biden's 2022 Inflation Reduction Act tax credits. However, a full repeal seems unlikely due to the benefits for Republican states.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Defensive Sectors</td>
<td>ETFs</td>
<td>YTD Performance</td>
</tr>
<tr>
<td>Utilities</td>
<td>Vanguard Utilities ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VPU#NYSE">VPU</a>)</td>
<td>18.23%</td>
</tr>
<tr>
<td>Consumer Staples</td>
<td>Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>)</td>
<td>10.04%</td>
</tr>
<tr>
<td>Healthcare</td>
<td>Vanguard Health Care ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VHT#NYSE">VHT</a>)</td>
<td>0.63%</td>
</tr>
<tr>
<td>Energy</td>
<td>The Energy Select Sector SPDR ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>)</td>
<td>-0.96%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">(As Of Dec. 23 Close)</figcaption></figure>
<figure class="wp-block-image size-large"><a href="https://pro.benzinga.com/dashboard"><img loading="lazy" decoding="async" width="1024" height="576" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24022041/Chart-2.2-defensive-sectors-1024x576.png" alt="" class="wp-image-705442" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24022041/Chart-2.2-defensive-sectors-1024x576.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24022041/Chart-2.2-defensive-sectors-300x169.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24022041/Chart-2.2-defensive-sectors-768x432.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24022041/Chart-2.2-defensive-sectors-1536x864.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24022041/Chart-2.2-defensive-sectors.png 1920w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
<h3 class="wp-block-heading">Top S&amp;P 500 Performers In 2024</h3>
Palantir was the top performer within the S&amp;P 500 index this year, as it zoomed 386.67% year-to-date, as of Dec. 23 close. Vistra and Nvidia followed Palantir to advance 269.82% and 189.95% in the same period.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>S&amp;P 500 Stocks</td>
<td>YTD Performance</td>
</tr>
<tr>
<td>Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>)</td>
<td>386.67%</td>
</tr>
<tr>
<td>Vistra Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)</td>
<td>269.82%</td>
</tr>
<tr>
<td>NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</td>
<td>189.95%</td>
</tr>
<tr>
<td>GE Vernova Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>)</td>
<td>162.80%</td>
</tr>
<tr>
<td>Axon Enterprise Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AXON#NASDAQ">AXON</a>)</td>
<td>148.04%</td>
</tr>
<tr>
<td>United Airlines Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>)</td>
<td>144.30%</td>
</tr>
<tr>
<td>Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)</td>
<td>114.07%</td>
</tr>
<tr>
<td>Texas Pacific Land Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TPL#NYSE">TPL</a>)</td>
<td>113.03%</td>
</tr>
<tr>
<td>Targa Resources Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TRGP#NYSE">TRGP</a>)</td>
<td>106.40%</td>
</tr>
<tr>
<td>Howmet Aerospace Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HWM#NYSE">HWM</a>)</td>
<td>105.73%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">(As Of Dec. 23 Close)</figcaption></figure>
<figure class="wp-block-image size-large"><a href="https://pro.benzinga.com/dashboard"><img loading="lazy" decoding="async" width="1024" height="576" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24022228/Chart-3-top-performers-of-SPY-1024x576.png" alt="" class="wp-image-705446" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24022228/Chart-3-top-performers-of-SPY-1024x576.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24022228/Chart-3-top-performers-of-SPY-300x169.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24022228/Chart-3-top-performers-of-SPY-768x432.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24022228/Chart-3-top-performers-of-SPY-1536x864.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24022228/Chart-3-top-performers-of-SPY.png 1920w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
<h3 class="wp-block-heading">U.S. Dollar Surges Over 6% In 2024</h3>
The Dollar index was up 6.72% year-to-date with a 52-week range of 100.1570 to 108.5410 per unit. If the Greenback can hold on to these gains, the currency would leave behind the second-best year since 2015.
The UDS&#8217;s demand has been rising due to the &#8220;Uncertainties arising from expected Trump's policies and hawkish comments from the Fed towards rate cycle,&#8221; said Kunal Sodhani, vice president of the global trading center at Shinhan Bank.
According to Franklin Templeton, &#8220;The Fed easing cycle will be a dominant factor for the USD. The two main comparisons we draw against the Fed cyclically, interest-rate-wise, are emerging markets, and Japan.&#8221;
WisdomTree Bloomberg US Dollar Bullish Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USDU#NYSE">USDU</a>) was up 13.24% on a year-to-date basis, as of Dec. 23 close, where as Invesco DB US Dollar Index Bullish Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UUP#NYSE">UUP</a>) advanced by 7.21% in the same period.
<figure class="wp-block-image size-large"><a href="https://pro.benzinga.com/dashboard"><img loading="lazy" decoding="async" width="1024" height="576" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24022447/Chart-4-Dollar-ETFs-1024x576.png" alt="" class="wp-image-705448" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24022447/Chart-4-Dollar-ETFs-1024x576.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24022447/Chart-4-Dollar-ETFs-300x169.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24022447/Chart-4-Dollar-ETFs-768x432.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24022447/Chart-4-Dollar-ETFs-1536x864.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24022447/Chart-4-Dollar-ETFs.png 1920w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Read Next
<ul>
<li><a href="https://www.benzinga.com/24/12/42642834/market-breadth-turns-positive-after-a-rare-14-day-negative-streak-history-suggests-gains-ahead">Market Breadth Rebounds As Risk Appetite Makes A Comeback: This Analyst Predicts Gains Ahead After S&amp;P 500&#8217;s Record Negative Streak</a></li>
</ul>
Photo courtesy: Shutterstock

S&P 500 Hits 57 All-Time Highs In Record-Breaking 2024: Magnificent 7 Drive 30% Of Nasdaq's Surge

On Thursday, JP Morgan analyst Christopher Horvers raised the price target on Costco Wholesale Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COST#NASDAQ">COST</a>) to $1,090 (from $945 prior) while maintaining an Overweight rating following <a target="_blank" href="https://www.benzinga.com/quote/cost/analyst-ratings" rel="noreferrer noopener">November sales results</a>.
The company reported net sales of $21.87 billion for the retail month of November (four weeks ending December 1, 2024), reflecting a 5.6% <a target="_blank" href="https://www.benzinga.com/pressreleases/24/12/g42326560/costco-wholesale-corporation-reports-november-sales-results" rel="noreferrer noopener">increase from $20.71 billion last year</a>.
For the twelve-week first quarter ending November 24, 2024, net sales reached $60.99 billion, up 7.5% from $56.72 billion last year. Net sales for the first thirteen weeks totaled $66.52 billion, an increase of 7.2% compared to $62.04 billion in the prior year.
E-commerce sales in November were down by an estimated 15 percentage points due to the later timing of Thanksgiving, Black Friday, and Cyber Monday this year compared to last year. This shift resulted in a roughly 1.5% decrease in total and comparable sales.
The analyst writes that they continue to believe that COST remains a core holding due to its unmatched value proposition, characterized by 11% gross margins, a loyal customer base with a ~90% renewal rate, and a global growth opportunity of 2%-3% annually.
The analyst adds that this combination is rare in retail and consumer staples, with the potential to double its current store base. The latter is its GICS classification.
The analyst adds that Costco continues to outperform most of retail in terms of share gains and traffic trends, particularly due to its 70% consumable assortment.
For December, the analyst expects core U.S. comps to be +6.7%, Canada to +8.2%, and Other International to +9.0%, resulting in a total company core comp of +7.2%.
Investors can gain exposure to the stock via Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>) and Fidelity MSCI Consumer Staples Index ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FSTA#NYSE">FSTA</a>).
Price Action: COST shares are down 0.49% at $986.06 at the last check Thursday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42273676/walmart-target-bath-body-works-stand-out-as-black-friday-winners-analysts" target="_blank" rel="noreferrer noopener">Walmart, Target, Bath &amp; Body Works Stand Out As Black Friday Winners: Analysts</a></li>
</ul>
Photo by William James Herath on Shutterstock

Large Cap

Price Target

Trading Ideas

FSTA

Costco's Combo Of Strong Loyalty, Unmatched Value Is Rare In Retail: Analyst

JP Morgan analyst Christopher Horvers expressed views on Walmart Inc&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) strong <a target="_blank" href="https://www.benzinga.com/24/11/42060801/walmart-tops-q3-estimates-ecommerce-growth-shines-with-27-lifts-full-year-forecast" rel="noreferrer noopener">third-quarter FY25 results reported today.</a>
Walmart reported sales of $169.6 billion, beating estimates, with adjusted EPS of $0.58 and global eCommerce sales up 27%.
The company raised FY25 guidance for adjusted EPS to $2.42-$2.47 and sales growth to 4.8%-5.1%, <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">citing strong U.S. performance</a>.
The analyst writes that, similar to prior quarters, Walmart maintains a prudent forecast despite consistent outperformance.
The analyst adds that strong U.S. and international gross margin trends drive structural profitability improvements, <a target="_blank" href="https://www.benzinga.com/quote/WMT/analyst-ratings" rel="noreferrer noopener">supporting their Overweight rating.</a>
Horvers says that ongoing share gains and upward revisions strengthen the bullish case despite FX headwinds and limited SG&amp;A leverage.
The analyst writes that FY guidance suggests fourth-quarter net sales growth of 3.4%-4.5% (vs. Street&#8217;s 3.7%), operating income growth of 5.7%-8.5% (vs. Street&#8217;s 8.7%), and EPS of $0.57-$0.62 (vs. Street&#8217;s $0.66).
Investors can gain exposure to the stock via&nbsp;Vanguard Consumer Staples ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>) and&nbsp;Fidelity MSCI COnsumer Staples Index ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FSTA#NYSE">FSTA</a>).
Price Action: WMT shares are up 3.74% at $87.22 at the last check Tuesday.
Image via Shutterstock
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/global/24/11/42064198/putin-revises-nuclear-doctrine-for-broader-strikes-after-us-backed-ukrainian-attack-markets-drop-bonds-gain" target="_blank" rel="noreferrer noopener">Putin Revises Nuclear Doctrine For Broader Strikes After US-Backed Ukrainian Attack: Markets Drop, Bonds Gain</a></li>
</ul>

Reiteration

Walmart's Q3 Performance Shows Structural Gains Fueling Future Growth: Analyst

Walmart Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) shares are trading higher on Tuesday after the company announced&nbsp;third-quarter results&nbsp;and <a target="_blank" href="https://www.benzinga.com/pressreleases/24/11/b42058916/walmart-reports-strong-revenue-growth-of-5-5-with-operating-income-growing-faster-at-8-2" rel="noreferrer noopener">raised its fiscal-2025&nbsp;guidance</a>.
The retailer reported adjusted EPS&nbsp;of&nbsp;58 cents,&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">beating the consensus of&nbsp;53 cents</a>.
Sales were&nbsp;$169.59 billion, up&nbsp;<a target="_blank" href="https://corporate.walmart.com/content/dam/corporate/documents/newsroom/2024/11/19/walmart-releases-q3-fy25-earnings/q3-fy25-earnings-release.pdf" rel="noreferrer noopener">5.5</a>% year over year or 6.2% (at constant currency), beating the consensus of&nbsp;$167.72 billion.
The gross margin rate was up 21 bps, aided by improvement in the Walmart U.S.
Operating income was up&nbsp;$0.5 billion, or&nbsp;8.2%, and up 9.8%&nbsp;year over year&nbsp;(at constant currency) on higher gross margins, growth in membership income, and reduced eCommerce losses.
Global eCommerce sales rose&nbsp;27%, driven by store-fulfilled pickup and delivery as well as marketplace growth. Global advertising business grew&nbsp;28%, including&nbsp;26% for Walmart Connect in the U.S.
Walmart U.S same-store sales climbed by&nbsp;5.3%&nbsp;year over year, excluding fuel, aided by strong broad-based growth in merchandise categories and physical and digital channels.
Read: <a target="_blank" href="https://www.benzinga.com/24/11/42047989/walmart-q3-earnings-preview-will-eps-beat-streak-continue-analysts-says-retailer-should-remain-a-core-holding" rel="noreferrer noopener">Will Walmart&#8217;s Streak Of Earnings Beats Continue Tuesday? Analysts Say Retailer A &#8216;Core Holding&#8217;</a>
At Sam&#8217;s Club, same-store sales rose&nbsp;7.0%&nbsp;year over year, excluding fuel, led by food and health and wellness categories, along with increased transactions and unit volumes.
Doug McMillon, President and CEO, said, &#8220;In the U.S., in-store volumes grew, pickup from store grew faster, and delivery from store grew even faster than that. Our teams are executing and delighting our customers and members with the value and convenience they expect from Walmart.&#8221;
Walmart generated an operating cash flow of&nbsp;$22.9 billion and free cash flow of&nbsp;$6.2 billion&nbsp;in nine months ended October 31, 2024. It ended the quarter with cash and equivalents of&nbsp;$10.0 billion.
Guidance: For FY25, the big box retailer raised its adjusted EPS&nbsp;outlook&nbsp;to&nbsp;$2.42 &#8211; $2.47 (from&nbsp;$2.35 &#8211; $2.43), vs.<a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener"> the consensus of&nbsp;$2.45</a>.
Walmart boosted FY25 net sales (at constant currency) growth&nbsp;guidance&nbsp;to&nbsp;4.8% &#8211; 5.1% from <a target="_blank" href="https://www.benzinga.com//node/40391777" rel="noreferrer noopener">3.75% &#8211; 4.75%&nbsp;earlier</a>.
Investors can gain exposure to the stock via Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>) and&nbsp;Fidelity MSCI COnsumer Staples Index ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FSTA#NYSE">FSTA</a>).
Price Action: WMT shares are up 3.59% at $87.10 premarket at the last check Tuesday.
Image by Sundry Photography on Shutterstock
Read Next:
<ul>
<li><a href="https://www.benzinga.com/24/11/42041663/walmarts-black-friday-cyber-monday-huge-deals-on-electronics-toys-and-more" target="_blank" rel="noreferrer noopener">Walmart Gears Up For Black Friday, Cyber Monday Specials: Major Discounts On Apple MacBooks, Sony TVs</a></li>
</ul>

Earnings

Guidance

Movers

Walmart Q3 Earnings: Revenue Beat, eCommerce Growth Shines, Issues Bullish Outlook For FY25

Goldman Sachs analyst Bonnie Herzog lowered Procter &amp; Gamble Company&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>) <a target="_blank" href="https://www.benzinga.com/quote/pg/analyst-ratings" rel="noreferrer noopener">first-quarter estimates to reflect softer end markets</a>.
Consequently, the analyst cut the price target to $164 (from $165), with a Neutral rating.
The analyst writes that while scanner trends show resilience for the company and continued growth in the U.S., challenges in international markets like the Middle East and China may offset this.
The analyst anticipates no recovery for SK-II until late 2024, when negative sentiment toward Japanese brands begins to ease.
Herzog is lowering first-quarter estimates, expecting organic sales growth of around 2%, which is expected to be mostly neutralized by FX translation headwinds, leading to flat net sales growth for the quarter.
Moreover, the analyst anticipates slight gross margin expansion supporting 4.7% year-over-year EPS growth to $1.91, down from $1.96 earlier.
The analyst says that due to challenges in Procter &amp; Gamble&#8217;s end markets and a slowdown to 2% growth in fourth-quarter, investor expectations have shifted to the lower end of PG&#8217;s FY25 organic sales growth guidance of 3%-5% (vs. GS/consensus estimates of 3.5% and 3.6%).
Coupled with productivity gains, this should yield over 5% EPS CAGR from FY24 to FY27, slightly below the previous 6.5% CAGR, adds the analyst.
Overall, the analyst remains cautious about the stock, especially as PG's organic sales growth has decelerated over the past few quarters while trading at elevated multiples.
Investors can gain exposure to the stock via&nbsp;iShares U.S. Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYK#NYSE">IYK</a>) and Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>)
Price Action: PG shares are down 0.93% at $167.31 at the last check Monday.
Image from Shutterstock
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/24/09/40820516/metals-in-tampons-fda-initiates-new-safety-measures-and-testing" target="_blank" rel="noreferrer noopener">Metals in Tampons: FDA Initiates New Safety Measures and Testing</a></li>
</ul>

iShares Trust Dow Jones USnsumer Goods Sector Index Fund

Procter & Gamble Q1 Forecast Cut As Global Challenges Persist, Goldman Sachs Warns

Sam&#8217;s Club, the&nbsp;$86 billion&nbsp;division of&nbsp;Walmart Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>), introduced a fresh workforce compensation plan, which boosted pay for close to 100,000 frontline associates and provided guidance for <a target="_blank" href="https://www.benzinga.com/pressreleases/24/09/b40900897/sams-club-reimagines-workforce-compensation-launches-new-plan-focused-on-providing-more-predictabl" rel="noreferrer noopener">longer-term financial futures</a>.
More engaged workers proved productive, offered better service, and were more likely to stay, especially as competition heated up in the retail space.
Sam&#8217;s Club&#8217;s new plan proposes increasing associate hourly wages by 3%—6% based on years of service. The plan sets predictable pay increase milestones.
Also Read: <a href="https://www.benzinga.com//node/40902098">Evaluating Walmart Against Peers In Consumer Staples Distribution &amp; Retail Industry</a>
With these new compensation investments, the average hourly rate for Sam&#8217;s Club associates will likely exceed $19, with the potential to earn thousands of dollars annually in bonuses. In the last five years alone, Sam&#8217;s Club raised the average hourly wage by close to 30%.
In July, Walmart Canada raised the <a target="_blank" href="https://www.benzinga.com/markets/equities/24/07/39989702/walmart-canada-boosts-wages-for-40-000-workers-details" rel="noreferrer noopener">hourly wage for</a> close to 40,000 of its store associates amid easing inflation and rising unemployment in Canada. In June, the company announced bonuses for U.S. hourly store workers benefiting 700,000 front-line staff.
Amazon.Com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) is <a target="_blank" href="https://www.benzinga.com/news/24/09/40792054/amazon-targets-walmarts-grocery-market-with-expanded-prime-discounts" rel="noreferrer noopener">aggressively chasing Walmart&#8217;s</a> U.S. grocery market share by expanding Prime benefits, including discounts on over 3,000 grocery items. Walmart led the U.S. grocery market with a 23.6% market share in 2023, as per&nbsp;<a target="_blank" href="https://www.statista.com/statistics/1450393/leading-grocery-store-by-market-share-us/#:~:text=U.S.:%20leading%20grocers%202023%2C%20by%20market%20share&amp;text=In%202023%2C%20the%20leading%2011,at%20just%20over%2010%20percent." rel="noreferrer noopener">Statista</a>.
Walmart reported <a target="_blank" href="https://www.benzinga.com/news/earnings/24/08/40391777/walmart-q2-earnings-e-commerce-and-advertising-businesses-fuel-revenue-and-profit-beat-hikes-annual" rel="noreferrer noopener">second-quarter sales</a> growth of 4.8% to&nbsp;$169.34 billion, beating the analyst consensus of&nbsp;$168.57 billion. At Sam&#8217;s Club, same-store sales rose&nbsp;5.2% year over year, excluding fuel.
Walmart stock is up 46% in the last 12 months. Investors can gain exposure to the stock through iShares Russell 1000 Value ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWD#NYSE">IWD</a>) and Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>).
Price Action: WMT stock is down 2.53% at $78.52 at last check Tuesday.
Image via Shutterstock

AMZN

Walmart Division Sam's Club Raises Wages For Hourly Associates: A Strategic Move To Stay Ahead In Retail

Target Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) and Ross Stores, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROST#NYSE">ROST</a>) should <a href="https://www.benzinga.com/markets/equities/24/08/40393307/why-is-target-corporation-stock-gaining-today">post better revenues</a> for the second quarter as consumers continue spending despite macro uncertainties, according to analysts from Tesley Advisory Group.
Analyst Joseph Feldman expects Target&#8217;s second-quarter revenue to improve 2% from a year ago to $25.3 billion when it reports earnings on Wednesday before the market opens. His forecast exceeds FactSet revenue consensus of $25.2 billion.
&#8220;Broadly, we believe consumers are showing resiliency as they continue to search for value and focus on essentials, while selectively spending on discretionary items and responding to innovation and newness,&#8221; Feldman wrote in a note on Target, commenting on shoppers in general.
Target continues to focus on its value-offering by cutting prices while offering private brands in new stores, he said.
Feldman maintains an Outperform rating and a $190 price target on Target shares.
Read Also: <a href="https://www.benzinga.com/economics/macro-economic-events/24/08/40393687/retail-sales-soar-in-july-weekly-jobless-claims-undercut-expectations-traders-lea">Retail Sales Soar In July, Weekly Jobless Claims Undercut Expectations: Traders Lean Towards 25-Basis-Point Cut In September</a>
Analyst Dana Tesley forecasts a 6.9% jump in year-over-year second quarter revenue for Ross Stores to $5.28 billion when it releases its results on Thursday after the market closes. Her expectation exceeds revenue consensus of $5.24 billion.
&#8220;We continue to be encouraged by ROST's string of strong results across the past five quarters, with the business navigating macro challenges relatively well despite outsized pressure on some of its core consumers,&#8221; she wrote in a note.
&#8220;We are encouraged by management's efforts to improve the product mix and drive efficiencies across the business.&#8221;
She maintains a Market Perform and $160 price target on the stock.
Price Action: Target gained 1.67% to close at $144.03 on Friday, while exchange-traded funds that track the stock also advanced.
<ul>
<li>VanEck Retail ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RTH#NASDAQ">RTH</a>) gained 0.61</li>
<li>Consumer Staples Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) picked up 0.27%</li>
<li>Simplify Next Intangible Value Index ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/NXTV#BATS">NXTV</a>) edged up 0.15%</li>
<li>Federated Hermes U.S. Strategic Dividend ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDV#NYSE">FDV</a>) went up 0.41%</li>
<li>Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>) gained 0.32%</li>
</ul>
Ross Stores slipped 0.27% to close at $147.40 on Friday, while ETFs that follow its shares had mixed results.
<ul>
<li>VictoryShares THB Mid Cap ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDCP#NASDAQ">MDCP</a>) rose 0.52%</li>
<li>BlackRock Future U.S. Themes ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BTHM#NYSE">BTHM</a>) slipped 0.03%</li>
<li>IShares U.S. Consumer Focused ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IEDI#BATS">IEDI</a>) moved up 0.24%</li>
<li>LG QRAFT AI-Powered U.S. Large Cap Core ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LQAI#NYSE">LQAI</a>) remained unchanged</li>
<li>Invesco S&amp;P 500 Equal Weight Consumer Discretionary ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSPD#NYSE">RSPD</a>) rose 0.29%</li>
</ul>
Read Now: 
<ul>
<li><a href="https://www.benzinga.com/news/retail-sales/24/06/39366813/retail-sales-preview-may-numbers-expected-to-rise-as-consumers-feeling-more-positive">Retail Sales Preview: May Numbers Expected To Rise As Consumers &#8216;Feeling More Positive&#8217;</a></li>
</ul>

Retail Sales

BlackRock ETF Trust BlackRock Future U.S. Themes ETF

BTHM

First Trust Strategic Value Index Fund for Credit Suisse US Value Index

IEDI

Exchange Listed Funds Trust LG QRAFT AI-Powered U.S. Large Cap Core ETF

LQAI

MDCP

Simplify Exchange Traded Funds Simplify Next Intangible Value Index ETF

NXTV

ROST

RSPD

Merrill Lynch Retail HOLDRS Trust due 12/31/41

Target, Ross Stores Expected To Post Higher Revenues As Consumers Stay Resilient: Analysts

Walmart Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) shares are trading higher on Thursday after the company announced&nbsp;strong&nbsp;second-quarter 2025 results&nbsp;<a target="_blank" href="https://www.benzinga.com/pressreleases/24/08/b40390393/walmart-reports-strong-revenue-growth-of-4-8-with-operating-income-growing-faster-at-8-5-adjusted-" rel="noreferrer noopener">and raised full-year&nbsp;guidance</a>.
The retailer reported adjusted EPS&nbsp;of&nbsp;$0.67&nbsp;(+9.8%&nbsp;Y/Y),&nbsp;beating the consensus of&nbsp;$0.64 and sales of&nbsp;$169.34 billion, surpassing the <a target="_blank" href="https://www.benzinga.com//node/40391777" rel="noreferrer noopener">consensus of&nbsp;$168.57 billion</a>.
Walmart expects&nbsp;third-quarter&nbsp;adjusted EPS of&nbsp;$0.51 to $0.52&nbsp;versus a consensus of&nbsp;$0.55, and its net sales to grow 3.25% &#8211; 4.25% in CC.
JP Morgan analyst Christopher Horvers has an <a href="https://www.benzinga.com/quote/wmt/analyst-ratings">Overweight rating on WMT.</a> The analyst anticipates a positive stock price reaction today, given concerns about the consumer market and fears of a slowdown at the end of the second quarter, coupled with strong gross margins exceeding Street expectations in both the U.S. and international markets.  
This assumes management adequately addresses the third-quarter timing shift mentioned, writes the analyst. Horvers adds that the absence of an upgrade to implied fourth-quarter estimates likely reflects caution over consumer trends and uncertainties in the second half due to known headwinds.
The analyst says that the third-quarter guidance accounts for the timing of festive events in the international segment and planned expenses. This includes the impact of FK&#8217;s Big Billion Days events, which frequently shift between the third and fourth quarters (as seen in 2023).
Investors can gain exposure to the stock via&nbsp;Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>) and&nbsp;SPDR Select Sector Fund – Consumer Staples (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>).
Price Action: WMT shares are up 6.55% at $73.15 at the last check Thursday.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo via Shutterstock
Read Next:
<ul>
<li><a href="https://www.benzinga.com//node/40400422" target="_blank" rel="noreferrer noopener">Goldman Sachs Offloads Ireland&#8217;s Largest Mall To Strategic Value Partners: Report</a></li>
</ul>

Walmart's Q4 Outlook Clouded by Consumer Spending Concerns: JP Morgan Analyst

Walmart Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) Walmart Canada disclosed it raised the hourly <a target="_blank" href="https://www.walmartcanada.ca/news/2024/07/25/walmart-canada-raising-store-associate-wages--investing-in-techn" rel="noreferrer noopener">wage </a>earlier this month for approximately 40,000 store associates to remain competitive in providing attractive compensation in its operating markets.
The wage hike is part of Walmart Canada&#8217;s broader strategy to develop talent, modernize work processes, and strengthen its workplace culture.
In addition to wage increases, Walmart Canada has invested in digital handheld devices for store associates. These devices enhance customer service by allowing associates to quickly locate items and communicate more efficiently.
Walmart Canada&#8217;s compensation package includes an annual incentive bonus, enhanced health and dental benefits, mental health care, and gender affirmation care.
Associates also have access to 24/7 virtual care and employee assistance programs through TELUS Health, as well as a Walmart discount card for 10% savings on groceries and general merchandise.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/equities/24/07/39729844/how-walmart-is-planning-to-boost-perishables-distribution-read-to-know" rel="noreferrer noopener">How Walmart Is Planning To Boost Perishables Distribution? Read To Know</a>
Through the Live Better U (LBU) educational program, Walmart covers 100% of tuition, books, and course fees for associates and has already benefitted over 3,000 associates.
&#8220;We&#8217;re on a journey of developing our talent, simplifying and modernizing how we work, investing in our teams, and strengthening our culture,&#8221;&nbsp;said Chief People Officer, Walmart Canada, AnnMarie Mercer.
The development follows similar investments made in recent months for U.S. store workers, aimed at retaining more employees, reported Reuters.
In February, Walmart increased the average annual salary and<a target="_blank" href="https://www.benzinga.com/markets/equities/24/01/36837656/walmarts-store-managers-stand-to-gain-20k-in-stock-annually-exceeding-525k-in-total-compensation" rel="noreferrer noopener"> bonus for U.S. store managers</a>.
Additionally, in June, the company announced bonuses for U.S. hourly store workers, including those in pharmacies and Vision Centers, benefiting 700,000 front-line staff.
Related: <a target="_blank" href="https://www.benzinga.com/markets/equities/24/06/39188408/walmart-sweetens-the-deal-for-hourly-employees-with-annual-bonuses-and-skill-upgrades-details" rel="noreferrer noopener">Walmart Sweetens The Deal For Hourly Employees with Annual Bonuses And Skill Upgrades: Details</a>
The recent move comes amid easing inflation and rising unemployment in Canada. Walmart Canada operates over 400 stores nationwide, employing more than 100,000 associates.
Walmart stock has gained more than 31% in the last 12 months.&nbsp;Investors can&nbsp;gain access to&nbsp;the stock via&nbsp;the Consumer Staples Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) and&nbsp;Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>).
Price Action: WMT shares are trading lower by 0.21% at $69.87 at last check Friday.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Image from Shutterstock
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/24/07/39803132/amazon-to-surpass-walmart-this-year-as-largest-us-retailer-analyst" target="_blank" rel="noreferrer noopener">Amazon To Surpass Walmart This Year As Largest US Retailer: Analyst</a></li>
</ul>

Media

General

Walmart Canada Boosts Wages for 40,000 Workers: Details

Walmart Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) is likely to invest $200 million in self-driving forklifts to automate more of its warehouse operations.
The world&#8217;s largest retailer plans to buy potentially hundreds of autonomous forklifts from Fox Robotics, with whom it has already invested $25 million, reported Reuters citing sources.
This move is part of Walmart&#8217;s broader strategy to increase automation and compete with Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>).
Walmart&#8217;s plan includes exclusive deals with robotics vendors like Fox Robotics and Symbotic Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SYM#NASDAQ">SYM</a>). These agreements will also restrict Walmart&#8217;s competitors from using the technology.
Walmart spokesperson Camille Dunn confirmed that the company is piloting the technology with 19 FoxBots in four facilities.
Also Read: <a href="https://www.benzinga.com/markets/equities/24/07/39729844/how-walmart-is-planning-to-boost-perishables-distribution-read-to-know">How Walmart Is Planning To Boost Perishables Distribution? Read To Know</a>
In recent years, Walmart has focused on robotics to manage costs and keep product prices low. Analysts from Jefferies estimate that Walmart could add $20 billion to its profit before interest and taxes by fiscal 2029 due to automation and AI efforts.
Walmart&#8217;s deal with Symbotic, announced in 2022, involves implementing automation in 42 distribution centers, where Walmart owns more than 13% of Symbotic stock.
FoxBots, tested for over a year, can unload pallets and integrate them into Symbotic&#8217;s automated system. Fox Robotics claims a single operator can manage up to six autonomous forklifts, reducing labor costs by 40%. 
Walmart stock has gained more than 29% in the last 12 months. Investors can gain access to the stock via the Consumer Staples Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) and Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>).
Price Action: WMT shares are trading lower by 0.91% at $69.38 at last check Friday.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/24/07/39803132/amazon-to-surpass-walmart-this-year-as-largest-us-retailer-analyst">Amazon To Surpass Walmart This Year As Largest US Retailer: Analyst</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Walmart Considers $200M Bet On Self-Driving Forklifts To Boost Automation

Philip Morris International Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PM#NYSE">PM</a>) has announced a $600 million investment through one of its U.S. affiliates to establish a <a target="_blank" href="https://www.benzinga.com/pressreleases/24/07/b39789795/philip-morris-international-u-s-affiliate-to-create-500-jobs-investing-600-million-in-aurora-colo-" rel="noreferrer noopener">manufacturing facility in Aurora, Colorado</a>.
The new plant, expected to create 500 direct jobs and generate $550 million in annual economic impact, will also add 1,000 indirect jobs as it produces Swedish Match ZYN nicotine pouches to meet the rising demand for smoke-free products among legal-age consumers.
PMI aims to shift adult smokers in the U.S. away from traditional cigarettes by enhancing its U.S. manufacturing capabilities.
PMI Americas President and U.S. CEO Stacey Kennedy said, &#8220;We believe Colorado is likeminded in its commitment to innovation, economic opportunity and public health, and we&#8217;re eager to work with the state and its talented workforce as we expand our U.S. manufacturing presence.&#8221;
The new facility is scheduled to break ground later this year, with operations starting by the end of 2025 and full production in 2026.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/equities/24/06/39377842/whats-happening-with-tobacco-major-philip-morris-shares-on-tuesday" rel="noreferrer noopener">Swedish Match North America Subpoenaed Over DC Flavored Sales</a>
The construction phase will create nearly 5,000 jobs, contributig nearly $1 billion to the economy. The facility will offer various career opportunities, including engineering, production, technical, and quality control positions, with an average annual salary of approximately $90,000.
PMI&#8217;s Swedish Match North America division is also ramping up production at its Owensboro, Kentucky facility.
PMI entered the U.S. market after acquiring Swedish Match in late 2022. ZYN pouches offer a smoke-free alternative for legal-age nicotine users and have been available in the U.S. for over a decade.
PMI said its U.S. affiliates follow strict marketing practices, ensuring access is limited to adults 21 and older. They do not use social media influencers under 35 and employ age-verification systems like &#8220;Double Verify&#8221; to restrict digital advertising to the legal-age audience.
Philip Morris stock has gained more than 7% in the last 12 months. Investors can gain exposure to the stock via&nbsp;Consumer Staples Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) and Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>).
Price Action: PM shares traded higher by 0.80% at $105.92 on Tuesday.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/markets/equities/24/06/39165115/philip-morris-international-raises-2024-earnings-outlook-expects-growth-despite-currency-impact" target="_blank" rel="noreferrer noopener">Philip Morris International Raises 2024 Earnings Outlook, Expects Growth Despite Currency Impact</a></li>
</ul>

Philip Morris Expands US Operations With $600M Colorado Plant

June&#8217;s U.S. retail sales report indicates that <a href="https://www.benzinga.com/topic/retail-sales">increasingly careful consumers </a>are still opening their wallets, despite a stagnant reading on Tuesday, economists say.
U.S. retail sales remained<a href="https://www.benzinga.com/markets/bonds/24/07/39792320/june-retail-sales-stagnate-traders-fully-price-in-september-interest-rate-cut"> flat in June</a>, falling from an upwardly revised 0.3% growth in May to zero growth and matching the forecasted flat reading, according to preliminary estimates<a href="https://www.census.gov/retail/sales.html"> issued</a> on Tuesday.
&#8220;A more discerning consumer continues to spend,&#8221; Quincy Krosby, chief global strategist for LPL Financial, said on Tuesday.
&#8220;This morning&#8217;s retail report &#8212; coupled with positive revisions &#8212; suggests that the all-important U.S. consumer, while increasingly discerning regarding purchases, continues to spend at a resilient pace.&#8221;
She also noted that Treasury yields inched higher on the favorable print, but equity futures remain positive.
&#8220;This report doesn&#8217;t negate expectations that the Fed will cut rates at its September 18 meeting, unless of course inflation-related data releases indicate an uptick in prices,&#8221; she said.
&#8220;Today&#8217;s report should be positive for markets as investors prefer the launch of a Fed easing cycle to begin with a still solid economic backdrop,&#8221; Krosby added.
Also Read: <a href="https://www.benzinga.com/news/24/06/39381240/us-stocks-mixed-retail-sales-increase-0-1-in-may">US Stocks Mixed; Retail Sales Increase 0.1% In May</a>
<h3 class="wp-block-heading">June Retail Sales Report: Key Highlights</h3>
<ul>
<li>On a year-over-year basis, retail sales rose by 2.3% in June, slowing from an upwardly revised 2.6% in May.</li>
<li>Excluding motor vehicle and parts, retail sales increased by 0.4% month-over-month, up from 0.1% in May and topping the expected 0.1%, according to TradingEconomics data.</li>
<li>Excluding gasoline, motor vehicle and parts, retail sales rose 0.8% month-over-month in June, beating expectations of 0.2% growth and advancing from an upwardly revised 0.3% gain in May.</li>
<li>Among different spending categories, the largest monthly increases were seen in nonstore retailers, with a 1.9% rise, followed by building material, garden equipment and supplies dealers, up 1.4%.</li>
<li>The largest monthly drops were seen in gasoline stations, down 3%, and motor vehicle and parts dealers, down 2%.</li>
</ul>
&#8220;Consumers are pulling back on some items but they still show signs of resilience,&#8221; Jeffrey Roach, chief economist for LPL Financial, said on Tuesday.
&#8220;Investors will get a better picture on the consumer in the upcoming personal income and spending release later this month. So far, those consumers who experienced strong real income growth continue to support the economy with their insatiable appetite to spend,&#8221; Roach added.
Price Action: Major retailers made modest gains on Tuesday morning. Walmart Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) edged up 0.42% to $69.92, while Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) gained 0.79% to $194.24 and The Home Depot Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>) was up 1.81% to $365.03.
Exchange-traded funds that track Walmart, the world&#8217;s largest retailer, were up following the retail sales report. The Consumer Staples Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) gained 0.45% as the Vanguard Consumer Staples Index Fund ETF Shares (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>) gained 0.83%.
Read Now: 
<ul>
<li><a href="https://www.benzinga.com/news/retail-sales/24/06/39366813/retail-sales-preview-may-numbers-expected-to-rise-as-consumers-feeling-more-positive">Retail Sales Preview: May Numbers Expected To Rise As Consumers &#8216;Feeling More Positive&#8217;</a></li>
</ul>
Photo: Shutterstock

Econ #s

Flat Retail Sales Report Shows 'A More Discerning Consumer' Keeps Spending, Economists Say

Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) should beat last year&#8217;s<a href="https://www.benzinga.com/news/24/07/39770529/amazon-gears-up-for-prime-day-2024-with-2t-market-cap"> Prime Day results</a> due to &#8220;early access deals,&#8221; analysts say.
Bank of America (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>) expects sales for this year&#8217;s 48-hour sales spree to jump 7% to $13 billion, beating the 6.1% sales leap to $12.7 billion posted during last year&#8217;s Prime Day, CNBC report <a href="https://www.cnbc.com/2023/07/13/amazon-prime-day-more-than-375-million-items-sold.html">citing</a> Adobe Analytics.
&#8220;In our view, this year&#8217;s press release was more focused on early access deals and discounted services than last year, which could pull forward some sales out of Prime Day(s),&#8221; the bank said in a note on Monday
Amazon will offer discounts on hundreds of items over the two days to consumers with Amazon Prime memberships, including 57% off an Amazon Fire HD tablet computer, 28% off a Kenmore electric oven and 37% off a 55-inch Amazon Fire TV, according to its website.
Also Read: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/07/39695135/analysts-see-upside-ahead-for-amazon-stock-as-prime-day-approaches">Analysts See Upside Ahead For Amazon Stock As Prime Day Approaches</a>
Bank of America noted that Amazon isn&#8217;t the only retailer holding July sales events. Retail giant Walmart Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) just held a deal event that ended July 11. Target Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) held a &#8220;Circle Week&#8221; promotion that closed on July 13. TikTok Shop is holding a &#8220;Deal for You Days&#8221; that began on July 9.
Bank of America maintains a Buy rating and price target of $194.49 for Amazon.
Price Action: Amazon edged up 0.28% to $195.04 by late-morning trading on Monday. Walmart edged up 0.84% to $69.82. 
Exchange-traded funds that hold both Amazon and Walmart shares, however, trended downward.
Consumer Staples Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) slipped 0.01%, while Fidelity MSCI Consumer Staples Index ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FSTA#NYSE">FSTA</a>) and Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>) both dipped 0.08%. ProShares Ultra Consumer Staples (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SZK#NYSE">SZK</a>) declined 0.70% and Van Eck Retail ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RTH#NASDAQ">RTH</a>) slipped 0.19%.
Read Now:
<ul>
<li><a href="https://www.benzinga.com/news/24/06/39479866/whats-going-on-with-amazon-stock-as-prime-day-approaches">What&#8217;s Going On With Amazon Stock As Prime Day Approaches?</a></li>
</ul>
Image: Shutterstock

Amazon Set To Top Last Year's Prime Day Results Due To Early Deals, Analysts Say

Walmart (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) is planning to take steps to enhance <a target="_blank" href="https://corporate.walmart.com/news/2024/07/10/walmarts-grocery-network-transformation-the-next-steps-on-our-supply-chain-modernization-journey" rel="noreferrer noopener">customer </a>satisfaction by expanding its grocery network with advanced technology and focusing on creating a more connected supply chain to ensure faster product availability.
The retail giant is constructing five new perishable distribution centers (DCs) with high-tech capabilities. The first, operational since 2021, is located in Shafter, California.
Additional centers in Lancaster, Texas; Wellford, South Carolina; Belvidere, Illinois; and Pilesgrove, New Jersey, will collectively add around 2,000 jobs to local communities.
These new distribution centers (DCs) will handle temperature-sensitive items like milk, meat, vegetables, and fruits that can spoil quickly, reported Reuters.
Also, Walmart is expanding four traditional perishable DCs, each gaining over 500,000 square feet of automation to boost fresh product capacity.
These expansions are taking place in Mankato, Minnesota; Mebane, North Carolina; Garrett, Indiana; and Shelbyville, Tennessee.
Walmart&#8217;s Winter Haven, Florida perishable DC is undergoing upgrades to integrate the latest technology. This retrofit aims to test the feasibility of updating existing grocery buildings with automation, similar to the company&#8217;s ambient distribution center in Brooksville, Florida.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/equities/24/07/39613518/walmart-explores-sale-of-closed-health-clinics-to-recoup-investments-report" rel="noreferrer noopener">Walmart Explores Sale Of Closed Health Clinics To Recoup Investments: Report</a>
The introduction of state-of-the-art technology in facilities aims to increase speed and capacity, enhancing reliability for customers.
High-tech DCs can store double the cases and process more than twice the volume of traditional perishable DCs, significantly improving efficiency.
This investment in technology supports Walmart&#8217;s goal of providing quick delivery and pickup services for groceries, utilizing its stores to fulfill online orders, reported Reuters.
Walmart, the largest grocery retailer in the U.S., generates<a target="_blank" href="https://www.benzinga.com/news/earnings/24/05/38869341/walmars-q1-earnings-revenue-and-eps-beat-more-members-and-high-income-households-raised-outlook" rel="noreferrer noopener"> nearly $650 billion in annual sales</a>, with groceries accounting for 60% of its revenue, per the report.
By the end of its fiscal year 2026, Walmart aims for about 65% of its stores to be serviced by automation, further streamlining its supply chain and improving efficiency.
Walmart stock has gained more than 36% in the last 12 months.&nbsp;Investors can&nbsp;gain access to&nbsp;the stock via&nbsp;the Consumer Staples Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) and Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>).
Price Action: WMT shares are trading lower by 0.17% at $70.29 at premarket at last check Thursday.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Image from Shutterstock
Read Next:
<ul>
<li><a href="https://www.benzinga.com/markets/equities/24/07/39571952/e-l-f-beauty-expands-roblox-partnership-with-real-world-commerce-test" target="_blank" rel="noreferrer noopener">e.l.f. Beauty Expands Roblox Partnership With Real-World Commerce Test</a></li>
</ul>

How Walmart Is Planning To Boost Perishables Distribution? Read To Know

Walmart Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) has reportedly entered discussions with prospective buyers to offload its recently closed medical clinics.
In April, Walmart announced the shutdown of all 51 of its health clinics and terminated its virtual healthcare services, <a target="_blank" href="https://www.benzinga.com/news/large-cap/24/04/38529328/walmart-to-shut-down-all-clinic-locations-amid-rising-costs-what-it-means-for-your-healthcare" rel="noreferrer noopener">citing the unsustainable nature of the business model.</a>
The retail giant is now exploring options to recover some of its investments in the clinics, engaging in conversations with various entities, including health insurance company Humana Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUM#NYSE">HUM</a>), reported Reuters.
Walmart has expressed its aim to recoup investments through a sale or other takeover arrangements. Although it&#8217;s unclear whether these discussions are still active, the company intends to recover part of the extensive capital poured into the clinics.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/24/06/39330360/walmart-relaunches-no-boundaries-fashion-line-to-attract-gen-z-customers" rel="noreferrer noopener">Walmart Relaunches &#8216;No Boundaries&#8217; Fashion Line To Attract Gen Z Customers</a>
Last week, Walmart sold its virtual care subsidiary, MeMD, to healthcare technology startup Fabric, though the financial details of this transaction were not disclosed.
The retailers revenue for first quarter of 2025 totaled $161.51 billion, up 6.0% year over year, <a target="_blank" href="https://www.benzinga.com/news/earnings/24/05/38869341/walmars-q1-earnings-revenue-and-eps-beat-more-members-and-high-income-households-raised-outlook" rel="noreferrer noopener">beating the consensus of $159.50 billion.</a>
The adjusted EPS&nbsp;was $0.60, beating the analyst consensus estimate of $0.52.
Walmart stock has gained more than 29% in the last 12 months.&nbsp;Investors can&nbsp;gain access to&nbsp;the stock via&nbsp;the Consumer Staples Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) and Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>).
Price Action: WMT shares closed higher by 0.87% at $68.07 on Tuesday.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo by Sundry Photography on Shutterstock
Read Next:
<ul>
<li><a href="https://www.benzinga.com/markets/equities/24/06/39544821/target-tightens-shoplifting-rules-reduces-threshold-to-50-report" target="_blank" rel="noreferrer noopener">Target Tightens Shoplifting Rules, Reduces Threshold To $50: Report</a></li>
</ul>

Asset Sales

Walmart Explores Sale Of Closed Health Clinics To Recoup Investments: Report

As the November election approaches, President Joe Biden and former President Donald Trump are offering two very <a href="https://www.benzinga.com/markets/cryptocurrency/24/06/39556388/joe-biden-to-be-replaced-in-2024-election-newsom-tops-democrat-wish-list-betting-odds-but-">different tax policies</a> for the American people when one of them steps into the Oval Office in late January 2025.
If elected, Trump would uphold his 2017 Tax Cuts and Jobs Act, which features a corporate tax rate of 21% and lower taxes for individuals that dropped the tax rate for top earners from 39.6% to 37%.
The policy, which will expire in 2025, also nearly doubled standard deductions to $14,600 for single filers to $29,200 for married filers, FOX Business <a href="https://www.foxbusiness.com/politics/trump-vs-biden-where-presidential-candidates-stand-taxes">reported</a>. 
If Biden stays in office for a second term, he said he would let Trump&#8217;s tax cuts for the wealthy expire, while holding onto reductions for those making less than $400,000. 
Also Read: <a href="http://Joe Biden's Debate Performance Triggers Democratic Panic: 'Biden Sounds Hoarse, Looks Tired And Is Babbling'">Joe Biden&#8217;s Debate Performance Triggers Democratic Panic: &#8216;Biden Sounds Hoarse, Looks Tired And Is Babbling&#8217;</a>
Biden also proposes returning the top individual income tax rate from 37% to 39.6%, implementing a 25% minimum tax rate on households worth more than $100 million and increasing the capital gains tax rate. 
His policy also includes quadrupling the corporate stock buyback tax to 4%, raising the corporate tax rate to 28% and boosting the Medicare tax paid by wealthy Americans.
During Thursday&#8217;s presidential debate, Trump heralded his tax plan as creating the greatest economy the U.S. has ever seen before the COVID-19 pandemic, while Biden criticized it as a $2 trillion tax policy that benefited the very wealthy.
&#8220;What I'm going to do is fix the tax system,&#8221; Biden said during the debate, <a href="https://www.cnn.com/2024/06/27/politics/read-biden-trump-debate-rush-transcript/index.html">according</a> to a CNN transcript.
Biden also knocked Trump&#8217;s proposed 10% tariff on all imports, saying it would cost the average American at least $2,500 a year as a result in higher prices for food and other goods.
Price Action: Stocks and exchange-traded funds in the tax-preparation and financial sectors, both of which can be sensitive to tax-policy changes, gave mixed reactions on Friday to the proposals being offered by Biden and Trump. 
H&amp;R Block Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HRB#NYSE">HRB</a>) gained 0.67% to reach $53.89 by late-afternoon trading on Friday, while Intuit Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>) edged up 0.90% to $567.30 and Morgan Stanley (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MS#NYSE">MS</a>) improved 0.77% to $96.51.
Shares U.S. Financials ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYF#NYSE">IYF</a>) ticked up 0.27%, but Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>) fell 0.55% in the late afternoon and Utilities Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>) dipped 1.28%.
Read Now: <a href="https://www.benzinga.com/news/24/06/39540074/joe-biden-shares-his-performance-enhancer-drink-ahead-of-2024-us-presidential-debate-i-dont-know-wha">Joe Biden Shares His Performance Enhancer Drink Ahead Of 2024 US Presidential Debate: &#8216;I Don&#8217;t Know What They&#8217;ve Got In These</a>&#8216;
Photo: Shutterstock

Government

Politics

Personal Finance

INTU

iShares Dow Jones US Financial Sector Index Fund

Who Wins, Who Loses? Biden and Trump's Tax Policies Are Very Different

채권 시장은 경고 신호를 보내고 있으며, 투자자들은 이에 주목하고 있다. 경기 둔화에 대한 우려가 커지면서 <a href="https://www.benzinga.com/markets/25/03/44211421/us-economy-teetering-recession-may-be-looming-as-bond-market-reacts-to-trump-policies" target="_blank" rel="noopener">단기 국채 수익률이 급격히 하락했고</a>, 애널리스트들은 연준의 금리인하가 임박했다고 경고하고 있다. 역사적으로 이러한 신호는 경기침체를 예고하는 신호로, 투자자들이 방어적 자산으로 전환하도록 유도했다.
포트폴리오를 보호하려는 사람들에게는<a href="https://www.benzinga.com/etfs" target="_blank" rel="noopener"> 안정성과 필수 산업에 초점</a>을 맞춘 ETF가 현명한 선택이 될 수 있다. 변동성이 낮은 주식, 유틸리티, 필수소비재, 국채 등 어떤 것이든 이러한 ETF는 돈을 운용하는 동안 위험을 최소화하는 데 도움이 된다. 잠재적인 경기 침체를 극복할 수 있는 최고의 옵션을 살펴보자.
<h3>1. iShares MSCI USA Min Vol Factor ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/USMV#BATS">USMV</a>)</h3>
주식시장에 머물면서 위험을 줄이고자 하는 투자자들에게는 iShares MSCI USA Min Vol Factor ETF가 좋은 선택이다. 이 ETF는 역사적으로 변동성이 낮은 대형주와 중형주에 초점을 맞추고 있다. 하락 위험을 제한하도록 설계되어 위험 회피 성향이 강한 투자자들에게 훌륭한 선택지가 된다.
USMV의 포트폴리오에는 기술, 금융, 의료, 필수 소비재 등의 분야 기업들이 포함되어 있다. 이 ETF는 경기침체기에 투자자들이 큰 손실을 입지 않도록 보호하는 데 도움이 되지만, 호황 시장에서는 상승 잠재력이 적다는 의미이기도 하다. USMV는 올해 누적 수익률이 5.5%, 12개월 수익률이 13.5%로 불확실한 시기에도 잘 버틸 수 있는 능력을 입증했다. 2020년 침체 당시, 이 ETF는 2020년 최고점(2020년 2월 21일) 이후 1년 이내에 손실을 줄일 수 있었다.
<h3>2. Utilities Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>)</h3>
유틸리티 부문은 경기침체기에 안전한 피난처가 되는 경우가 많다. Utilities Select Sector SPDR Fund는 이 부문에 대한 다양한 노출을 제공하며, 31개 회사를 보유하고 있다. 상위 5개 포지션이 포트폴리오의 약 39%를 차지한다.
XLU는 낮은 비용 비율(0.09%)을 가지고 있으며, 2025년 기준 2.8%의 배당수익률을 제공한다. 전기나 수도와 같은 공공 서비스는 경제 상황에 관계없이 수요가 유지되기 때문에, 이 ETF는 확실한 방어적 선택이다. 지난 1년 동안, 이 ETF는 21.71%의 수익률을 기록했다.
<h3>3. Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>)</h3>
소비재 회사는 경제 상황에 관계없이 사람들이 구매하는 식품, 음료, 가정용품과 같은 필수품을 생산한다. Vanguard Consumer Staples ETF는 이 부문에 대한 노출을 제공하며, 103개의 주식을 보유하고 코카콜라(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>)와 코스트코 홀세일(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COST#NASDAQ">COST</a>) 같은 대기업에 대한 노출을 균형 있게 제공한다.
VDC는 운용보수율이 0.09%에 불과하기 때문에 경기침체에 강한 주식에 투자할 수 있는 저렴한 방법이다. 소비재 ETF는 상위 종목이 많은 경향이 있지만, VDC는 대형 및 중형 기업을 골고루 포함하고 있다.
<h3>주목해야 할 시장 신호</h3>
방어적 ETF가 포트폴리오를 보호하는 데 도움이 될 수 있지만, 경기침체에 대한 우려가 커지고 있는 이유를 이해하는 것도 중요하다.
투자자들이 단기 국채로 이동하고 있다는 것은 경기 둔화에 대한 우려를 나타내는 신호이다. 블룸버그는 연방준비제도이사회가 성장 둔화에 대응하기 위해 빠르면 5월부터 금리 인하를 시작할 수 있다고 <a href="https://www.bloomberg.com/news/articles/2025-03-09/the-bond-market-s-trump-trade-is-looking-like-a-recession-trade?srnd=homepage-americas&amp;sref=TBDibEcD" target="_blank" rel="noopener">보도했다</a>.
단기 채권 수익률이 장기 수익률을 초과하는 역수익률 곡선은 지난주 3개월 만기 국채 수익률과 10년 만기 국채 수익률의 차이가 역전되면서 2월에 경고 신호를 보냈다. 역사적으로 이것은 경기침체가 임박했음을 나타내는 강력한 지표였다. 로이터에 따르면, 이 곡선은 2020년 경기침체가 시작되기 직전인 2019년에 역전되었다.
한편, CNN 공포·탐욕 지수가 &#8216;극심한 공포&#8217; 영역으로 <a href="https://edition.cnn.com/2025/03/10/investing/us-stocks-drop-after-trump-says-he-wont-rule-out-a-recession/index.html" target="_blank" rel="noopener">하락</a>하고, Cboe 변동성 지수(VIX)가 25 이상으로 <a href="https://www.msn.com/en-us/money/markets/vix-surge-above-25-implies-above-average-but-far-from-perilous-recession-risk/ar-AA1ACR21?ocid=finance-verthp-feeds" target="_blank" rel="noopener">급등</a>하는 등 투자자들의 불안감이 고조되고 있다.
버크셔 해서웨이가 장기 보유 포지션을 줄이면서 <a href="https://www.benzinga.com/markets/equities/25/03/44212672/jamie-dimon-cashed-out-234-million-in-jpmorgan-stock-warren-buffett-stockpiled-334-billion-in-cash-weeks-later-markets-crashed-coincidence" target="_blank" rel="noopener">기록적인 현금 보유량</a>을 확보하고 있는 가운데 워런 버핏조차도 신중한 모습을 보이고 있다.
<h3>항상 대비하자</h3>
마지막 순간에 대응하는 것보다 미리 포트폴리오를 준비해 두면 경기침체기에 발생할 수 있는 잠재적 손실을 줄일 수 있다. 변동성이 낮은 주식 ETF, 유틸리티, 그리고 필수소비재 펀드를 포함하면 보다 탄력적인 기반을 마련할 수 있을 것이다.
사진: Shutterstock
다른 트레이더들보다 30분 일찍 시장 움직임에 대한 독점 뉴스를 받아보세요.
Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

세계적인 무역 긴장이 고조되면서 투자자들은 <a href="https://www.benzinga.com/topic/trade-war" target="_blank" rel="noopener">포트폴리오를 보호하기 위한 방법</a>을 모색하고, 시장 변동성이 커지고 있다. 미국은 멕시코, 캐나다, 중국을 포함한 주요 무역 파트너에 관세를 부과하여 경제 불확실성을 야기했다.
그 결과, 다양한 자산클래스에 대한 다각화된 노출을 유지하면서 변동성을 헤지하는 수단으로 <a href="https://www.benzinga.com/etfs" target="_blank" rel="noopener">ETF가 부상했다</a>.
<ul>
<li>SPDR Gold Shares (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>): 금은 오랫동안 시장 혼란기에 선호되는 자산이었다. GLD ETF 는 불확실성이 높아질수록 상승하는 금에 직접 노출되어 경제 불안정에 대한 강력한 헤지 수단으로 활용된다. 펀드 가격은 지난 1년 동안 42.88% 상승했다.</li>
<li>Invesco S&amp;P 500 Low Volatility ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPLV#NYSE">SPLV</a>): 변동성을 줄이면서 주식에 노출되기를 원하는 투자자를 위해 SPLV ETF는 역사적으로 가격 변동이 낮은 종목을 선별하여 안정적인 성과를 목표로 한다. 펀드의 1년 수익률은 13.72%이었다.</li>
<li>Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>): 필수소비재는 일상 필수품에 대한 수요가 계속 유지되므로 불확실한 경제 상황에서도 탄력성을 유지한다. 프록터앤드갬블(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>)와 코카콜라(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>) 등 주요 기업을 포함하는 VDC ETF는 경기 침체에 대비한 방어 전략을 제공한다.</li>
</ul>
<h3 class="wp-block-heading">무역 전쟁으로 인한 시장 혼란</h3>
최근 미국이 주요 무역 파트너인 멕시코, 캐나다, 중국에 관세를 부과하면서 시장에 상당한 불확실성을 불어넣었다. 캐나다와 멕시코산 수입품에 25%의 관세가 부과되고, 중국산 제품에 10%의 관세가 부과되면서 처음에는 증시가 부정적으로 반응했습. 멕시코와 캐나다에 대한 관세가 일시적으로 유예되면서 시장이 잠시 회복세를 보였지만, 트럼프가 언젠가는 이 정책을 강행할 것이라는 전망이 지배적이다.
로이터 통신은 2월 9일 트럼프가 무역 정책 개편의 또 다른 단계로 미국으로 수입되는 모든 철강 및 알루미늄에 <a href="https://www.benzinga.com/government/regulations/25/02/43592144/us-steel-aluminum-stocks-rally-as-trump-revives-25-tariff-plan" target="_blank" rel="noopener">25%의 관세를 부과</a>할 것이라고 밝혔으며, 이 관세는 기존 금속 관세에 추가될 것이라고 보도했다.
중국의 강력한 <a href="//www.benzinga.com/news/global/25/02/43600852/china-sets-sights-on-us-tech-companies-as-trade-tensions-rise"" target="_blank" rel="noopener">보복 관세</a>와 캐나다와 멕시코의 미국산 제품에 대한 제재 계획으로 인해 상황이 더욱 악화되고 있다.
또한 연준이 최근 회의에서 금리를 동결하면서 투자자들이 금리인하에 대한 기대치를 낮추면서 시장은 불확실성이 커졌다.
CME <a href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html" target="_blank" rel="noopener">FedWatch</a> 도구에 따르면 연준이 3월 FOMC 회의에서 금리를 4.25~4.5%로 동결할 확률은 91.5%인 반면, 4%~4.25%로 인하할 확률은 8.1%이다.
무역 갈등으로 인해 시장 변동성이 커질 수 있지만, 투자자의 자산을 안전하게 지키는 데 초점을 맞춘 ETF에 자금을 배분하면 위험을 완화할 수 있다. 금, 국채, 방어주 등 이러한 펀드는 글로벌 무역 정책이 진화함에 따라 위험을 분산하고 관리할 수 있는 더 많은 기회를 제공할 것이다.
이미지 출처: Shutterstock
다른 트레이더들보다 30분 일찍 시장 움직임에 대한 독점 뉴스를 받아보세요.
Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

2024년은 이정표를 세운 한 해였다. 현재의 강세장은 거의 <a href="https://www.benzinga.com/24/12/42430296/carson-researchs-50-year-study-suggests-that-the-26-months-old-bull-market-is-far-from-over">26개월이 지났지만</a> 흔들림 없는 상승세를 보이고 있다. 이는 2022년 10월 중순의 저점 대비 70% 이상 상승한 수치다. 한 해를 마무리하며 &#8216;산타 랠리&#8217;의 가능성을 염두에 두고 2024년의 중요한 시점을 정리해 보려고 한다.
<h3>미국 주요 벤치마크의 기록 경신</h3>
S&amp;P 500 지수는 올해 57번 사상 최고치를 경신했으며, 2024년 12월 6일에 마지막 최고치를 기록했다. 또한, 카슨 리서치의 수석 시장 전략가인 라이언 디트릭은 메모에서 "2024년은 역대 최고의 선거 연도 수익률로 기록될 것"이라고 말했다.
"50년 전으로 거슬러 올라가면 적어도 이만큼 오래 지속된 강세장은 5번 있었고, 그중 가장 짧게 지속된 강세장은 총 5년이었다. 유람선처럼 한 번 움직이기 시작하면 멈추기가 매우 어려울 수 있다.&#8221;
12월 23일 종가 기준으로 S&amp;P 500 지수는 연초 대비 25.96% 상승한 반면, SPDR S&amp;P 500 ETF Trust(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)는 같은 기간 25.82% 상승했다.
반면 다우존스 산업평균 지수는 올해 1,000포인트 돌파 기록을 8번이나 세웠다. 37,000선에서 출발해 12월 초에 45,000선을 돌파했다. 지수가 44,000포인트에서 45,000포인트까지 도달하는 데 단 7거래일밖에 걸리지 않았으며, 이는 역대 두 번째로 빠른 1,000포인트 돌파 기록이다. 그 후 지수는 1974년 이후 사상 최초로 최장 10일 연속 하락세를 기록하기도 했다.
12월 23일 종가 기준으로 다우존스 지수는 연초 대비 13.77% 상승한 반면, 같은 기간 SPDR 다우존스 산업평균 ETF Trust(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>)는 13.74% 상승했다.
다우 지수와 달리 &#8216;매그니피센트 7&#8217; 종목이 모두 포함된 나스닥 100 지수는 12월 23일 종가 기준으로 연초 대비 29.98% 상승했다. 이 지수를 추종하는 ETF인 Fidelity NASDAQ Composite Index ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ONEQ#NASDAQ">ONEQ</a>)는 같은 기간 동안 33.85% 상승했다. 반면, Invesco QQQ Trust, Series 1(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)은 2024년 동안 29.88% 상승했다.
소형주 지수인 러셀 2000 지수는 1년 동안 11.16% 상승했고, 12월 23일 종가 기준으로 같은 기간 iShares Russell 2000 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>)는 10.97% 상승했다.
<img loading="lazy" decoding="async" class="alignnone size-medium" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24021350/CHARt-1-INDICES-1024x576.png?optimize=medium&amp;dpr=2&amp;auto=webp&amp;width=2048" width="1024" height="576" />
<h3>세계를 압도하는 미국 시장</h3>
선진국 지수 중 S&amp;P 500 지수는 연초 대비 25.96% 상승하며 다른 모든 선진국 지수를 능가하는 최고의 지수로 남아 있다.
디트릭은 1897년 이후 새 대통령의 임기 <a href="https://x.com/RyanDetrick/status/1871317802306707882">첫해</a>에는 일반적으로 강세를 보였지만, 재임 첫해의 수익률은 전반적으로 좋지 않았다고 말했다.
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
Returns during year one of a second term haven&#39;t been very good overall, but way better lately. 
Down 5 in a row, but now up 4 in a row. &#x1f914; <a href="https://t.co/aUrCbf22Gw">pic.twitter.com/aUrCbf22Gw</a>
&mdash; Ryan Detrick, CMT (@RyanDetrick) <a href="https://twitter.com/RyanDetrick/status/1871320275129967103?ref_src=twsrc%5Etfw">December 23, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
<table class="block core-block table" style="height: 249px;" width="715">
<tbody>
<tr>
<td>선진국 시장</td>
<td>지수</td>
<td>2024년 성과 (2024년 12월 23일 종가 기준)</td>
</tr>
<tr>
<td>미국</td>
<td>S&amp;P 500</td>
<td>25.96%</td>
</tr>
<tr>
<td>독일</td>
<td>DAX</td>
<td>18.36%</td>
</tr>
<tr>
<td>일본</td>
<td>Nikkei 225</td>
<td>17.27%</td>
</tr>
<tr>
<td>홍콩</td>
<td>Hang Seng</td>
<td>19.71%</td>
</tr>
<tr>
<td>스페인</td>
<td>IBEX 35</td>
<td>12.31%</td>
</tr>
<tr>
<td>영국</td>
<td>FTSE 100</td>
<td>4.94%</td>
</tr>
<tr>
<td>스위스</td>
<td>Swiss Market</td>
<td>2.85%</td>
</tr>
<tr>
<td>프랑스</td>
<td>CAC 40</td>
<td>-3.43%</td>
</tr>
</tbody>
</table>
<h3>2024년 통신, 임의소비재 및 기술 섹터가 상승세 주도</h3>
미국 시장의 주요 섹터를 추종하는 상장지수펀드를 추적한 결과 통신 서비스가 올해 최고의 섹터로 부상했고, 임의소비재와 기술 섹터가 그 뒤를 이었다. 정보 기술 섹터는 S&amp;P 500에서 31.3%로 가장 높은 비중을 차지하고 있으며, 금융이 13.9%로 그 뒤를 잇고 있다.
블랙록은 2025년에도 기술 기업의 실적이 양호할 것으로 전망했다. "AI 테마와 수익 성장세가 확대됨에 따라 비중확대를 유지한다. AI 수혜주에 대한 밸류에이션은 기술 기업의 실적에 의해 뒷받침된다."
<table class="block core-block table" style="height: 403px;" width="832">
<tbody>
<tr>
<td>경기순환 섹터</td>
<td>ETF</td>
<td>2024년 성과 (12월 23일 종가 기준)</td>
</tr>
<tr>
<td>커뮤니케이션 서비스</td>
<td>Communication Services Select SPDR ETF (<a class="items-end ticker-link-wrapper inline-flex" style="font-family: inherit; font-size: inherit; font-weight: inherit;" href="https://www.benzinga.com/quote/xlc" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for XLC">XLC)</a>
<div class="ticker-wrapper">
<div class="sc-icgYrN hngKKh ticker-box-wrapper"></div>
</div>
</td>
<td>35.97%</td>
</tr>
<tr>
<td>임의소비재</td>
<td>Vanguard Consumer Discretionary ETF (<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/vcr" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for VCR">VCR</a>)</td>
<td>27.21%</td>
</tr>
<tr>
<td>기술</td>
<td>Technology Select Sector SPDR ETF (<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/xlk" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for XLK">XLK</a>)</td>
<td>27.01%</td>
</tr>
<tr>
<td>금융</td>
<td>Invesco S&amp;P 500 Equal Weight Financial ETF (<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/rspf" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for RSPF">RSPF</a>)</td>
<td>23.48%</td>
</tr>
<tr>
<td>산업재</td>
<td>Vanguard Industrials ETF (<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/vis" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for VIS">VIS</a>)</td>
<td>17.80%</td>
</tr>
<tr>
<td>부동산</td>
<td>Real Estate Select Sector SPDR (<a href="https://www.benzinga.com/quote/xlre" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for XLRE">XLRE</a>)</td>
<td>0.27%</td>
</tr>
<tr>
<td>소재</td>
<td>Materials Select Sector SPDR Fund (<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/xlb" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for XLB">XLB</a>)</td>
<td>-0.37%</td>
</tr>
</tbody>
</table>
<img loading="lazy" decoding="async" class="alignnone size-medium" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24021831/Chart-2.1-cyclical-sectors-1024x576.png?optimize=medium&amp;dpr=2&amp;auto=webp&amp;width=2048" width="1024" height="576" />
경기방어 섹터 중에서는 유틸리티 섹터가 승자로 부상한 반면 에너지가 저조한 성과를 보였다. S&amp;P 500 지수에서 필수소비재, 에너지, 유틸리티는 각각 5.7%, 3.4%, 2.5%의 비중을 차지한다.
모건스탠리에 따르면 에너지 섹터는 엇갈린 미래에 직면해 있다. 트럼프의 규제 완화는 전통적인 에너지에 도움이 될 수 있지만, 잠재적 공급 과잉과 특히 중국의 글로벌 수요 약세로 인해 석유에 대한 전망은 불확실하다.
반면 천연가스는 유럽의 강력한 수요와 전기화 및 AI 기반 데이터 센터에 대한 국내 사용 증가로 인해 성장할 수 있다. 트럼프가 바이든의 2022년 인플레이션 감축법 세액공제를 철회할 경우 청정 에너지 부문은 어려움에 직면할 수 있다. 그러나 공화당 주에 대한 혜택으로 인해 전면적인 폐지는 어려울 것으로 보인다.
<table class="block core-block table" style="height: 139px;" width="752">
<tbody>
<tr>
<td>경기방어 섹터</td>
<td>ETF</td>
<td>2024년 성과 (2024년 12월 23일 종가 기준)</td>
</tr>
<tr>
<td>유틸리티</td>
<td>Vanguard Utilities ETF (<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/vpu" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for VPU">VPU</a>)</td>
<td>18.23%</td>
</tr>
<tr>
<td>필수소비재</td>
<td>Vanguard Consumer Staples ETF (<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/vdc" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for VDC">VDC</a>)</td>
<td>10.04%</td>
</tr>
<tr>
<td>헬스케어</td>
<td>Vanguard Health Care ETF (<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/vht" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for VHT">VHT</a>)</td>
<td>0.63%</td>
</tr>
<tr>
<td>에너지</td>
<td>The Energy Select Sector SPDR ETF (<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/xle" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for XLE">XLE</a>)</td>
<td>-0.96%</td>
</tr>
</tbody>
</table>
<img loading="lazy" decoding="async" class="alignnone size-medium" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24022041/Chart-2.2-defensive-sectors-1024x576.png?optimize=medium&amp;dpr=2&amp;auto=webp&amp;width=2048" width="1024" height="576" />
<h3>2024년 S&amp;P 500 최대 상승 기업</h3>
12월 23일 종가 기준으로 올해 S&amp;P 500 지수에서 386.67% 상승한 팔란티어는 올해 최고 수익률을 기록했다. 팔란티어의 뒤를 이어 비스트라와 엔비디아가 같은 기간 동안 각각 269.82%와 189.95%의 상승률을 기록했다.
<table class="block core-block table" style="height: 310px;" width="563">
<tbody>
<tr>
<td>S&amp;P 500 주식</td>
<td>2024년 성과 (2024년 12월 23일 종가 기준)</td>
</tr>
<tr>
<td>팔란티어 테크놀로지스 (<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/pltr" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for PLTR">PLTR</a>)</td>
<td>386.67%</td>
</tr>
<tr>
<td>비스트라 (<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/vst" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for VST">VST</a>)</td>
<td>269.82%</td>
</tr>
<tr>
<td>엔비디아 (<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/nvda" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for NVDA">NVDA</a>)</td>
<td>189.95%</td>
</tr>
<tr>
<td>GE 버노바 (<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/gev" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for GEV">GEV</a>)</td>
<td>162.80%</td>
</tr>
<tr>
<td>액손 엔터프라이즈 (<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/axon" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for AXON">AXON</a>)</td>
<td>148.04%</td>
</tr>
<tr>
<td>유나이티드항공 (<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/ual" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for UAL">UAL</a>)</td>
<td>144.30%</td>
</tr>
<tr>
<td>브로드컴 (<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/avgo" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for AVGO">AVGO</a>)</td>
<td>114.07%</td>
</tr>
<tr>
<td>텍사스 퍼시픽 랜드 (<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/tpl" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for TPL">TPL</a>)</td>
<td>113.03%</td>
</tr>
<tr>
<td>타르가 리소시스 (<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/trgp" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for TRGP">TRGP</a>)</td>
<td>106.40%</td>
</tr>
<tr>
<td>하우멧 에어로스페이스 (<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/hwm" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for HWM">HWM</a>)</td>
<td>105.73%</td>
</tr>
</tbody>
</table>
<img loading="lazy" decoding="async" class="alignnone size-medium" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24022228/Chart-3-top-performers-of-SPY-1024x576.png?optimize=medium&amp;dpr=2&amp;auto=webp&amp;width=2048" width="1024" height="576" />
<h3>2024년 미국 달러, 6% 이상 급등</h3>
달러 지수는 52주 100.1570~108.5410 범위에서 연초 대비 6.72% 상승했다. 달러가 이러한 상승세를 유지할 수 있다면 2015년 이후 두 번째로 좋은 한 해가 될 것이다.
쿠날 소다니 신한은행 글로벌 트레이딩 센터 부사장은 "트럼프의 정책 기대감과 연준의 금리 사이클에 대한 매파적 발언으로 인한 불확실성 때문에 달러 수요가 증가하고 있다"고 말했다.
프랭클린 템플턴은 "연준의 양적완화 사이클이 달러화의 지배적인 요인이 될 것이고, 금리 측면에서 연준과 주기적으로 비교하는 두 가지 주요 국가는 신흥시장과 일본&#8221;이라고 했다.
12월 23일 종가 기준 WisdomTree Bloomberg U.S. Dollar Bullish Fund(<a href="https://www.benzinga.com/quote/usdu">USDU</a>)는 연초 대비 13.24% 상승한 반면, Invesco DB USD Index Bullish Fund ETF(<a href="https://www.benzinga.com/quote/uup">UUP</a>)는 같은 기간 7.21% 상승했다.
<img loading="lazy" decoding="async" class="alignnone size-medium" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/24022447/Chart-4-Dollar-ETFs-1024x576.png?optimize=medium&amp;dpr=2&amp;auto=webp&amp;width=2048" width="1024" height="576" />
사진: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.
<div class="flex items-center gap-3 mt-1"></div>

2024년 S&P 500 지수는 57회 사상 최고치 경신, 나스닥 급등의 30%는 '매그 7' 그룹이 주도

JP 모건의 애널리스트인 크리스토퍼 호버스(Christopher Horvers)는 월마트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>)의 <a href="https://www.benzinga.com/24/11/42060801/walmart-tops-q3-estimates-ecommerce-growth-shines-with-27-lifts-full-year-forecast" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">화요일 발표된 2025 회계연도 3분기 실적</a>에 대해 강한 긍정적인 의견을 표현했다.
월마트는 매출이 1,696억 달러로 예상치를 초과했으며, 조정 주당순이익(EPS)이 0.58달러, 전 세계 전자상거래 매출이 27% 증가했다고 보고했다.
이 회사는 2025 회계연도 조정 EPS 가이던스를 2.42~2.47달러로 상향 조정하고, 매출 성장률을 4.8%~5.1%로 상향 조정하였으며, <a href="https://www.benzinga.com/calendars/guidance" target="_blank" rel="noreferrer noopener">강력한 미국 성과</a>를 인용했다.
이 애널리스트는 이전 분기와 유사하게 월마트가 일관된 초과 실적에도 불구하고 신중한 예측을 유지한다고 언급했다.
또한, 강력한 미국 및 해외 총 마진 추세가 구조적 수익성 개선을 이끌어내어 <a href="https://www.benzinga.com/quote/WMT/analyst-ratings" target="_blank" rel="noreferrer noopener">비중 확대 등급을 뒷받침</a>한다고 덧붙였다.
호버스는 지속적인 시장 점유율 증가와 상향 조정이 외환(환율) 역풍과 제한된 SG&amp;A 레버리지에도 불구하고 강세 논리를 강화한다고 말했다.
이 애널리스트는 회계연도 가이던스가 4분기 순매출 성장률이 3.4%~4.5% (시장 예상 3.7% 대비), 운영 이익 성장률이 5.7%~8.5% (시장 예상 8.7% 대비), EPS가 0.57~0.62달러 (시장 예상 0.66달러 대비)을 제시한다고 썼다.
투자자들은 Vanguard Consumer Staples ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>)와 Fidelity MSCI 소비재 지수 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FSTA#NYSE">FSTA</a>)를 통해 이 주식에 투자할 수 있다.
가격 변동: 월마트의 주식은 화요일 3.00% 상승한 86.60달러로 마감했다.
이미지 출처: Shutterstock
다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/news/global/24/11/42064198/putin-revises-nuclear-doctrine-for-broader-strikes-after-us-backed-ukrainian-attack-markets-drop-bonds-gain" target="_blank" rel="noreferrer noopener">푸틴, 미국 지원 우크라이나 공격 후 핵 독트린을 광범위한 타격으로 수정: 시장 하락, 채권 상승</a></li>
</ul>
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

월마트의 3분기 실적은 미래 성장을 촉진하는 구조적 이익을 증명: 분석가

텔시 어드바이저리 그룹(Tesley Advisory Group)의 분석가들에 따르면 타깃 코퍼레이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>)과 로스 스토어스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROST#NYSE">ROST</a>)는 거시적인 불확실성에도 불구하고 소비자들이 계속 지출함에 따라 2분기에 <a href="https://www.benzinga.com/markets/equities/24/08/40393307/why-is-target-corporation-stock-gaining-today" target="_blank" rel="noopener" data-google-interstitial="false">더 나은 매출을 기록</a>할 것이라고 한다.
분석가인 조셉 펠드먼(Joseph Feldman)은 타깃의 2분기 매출이 수요일 시장 개장 전 매출을 발표할 때 전년 동기 대비 2% 증가한 253억 달러에 이를 것으로 예상한다. 그의 예측은 팩트셋(FactSet)의 매출 컨센서스인 252억 달러를 초과한다.
펠드먼은 일반적인 쇼핑객들의 특성을 논평하면서 타깃에 대해&#8221;대체로 우리는 소비자들이 계속해서 가치를 추구하고 필수품에 집중하는 동시에 임의 품목에 선택적으로 지출하고 혁신과 새로움에 반응하면서 탄력성을 보이고 있다고 믿고 있다&#8221;고 말했다.
타깃(Target)은 새로운 매장에서 프라이빗 브랜드를 제공하는 동시에 가격을 인하함으로써 가치 제공에 계속 집중하고 있다고 그가 말했다.
그는 타깃의 주식에 대해 아웃퍼폼(Outperform) 등급과 190달러 목표 가격을 유지했다.
다음 읽기: <a href="https://www.benzinga.com/economics/macro-economic-events/24/08/40393687/retail-sales-soar-in-july-weekly-jobless-claims-undercut-expectations-traders-lea">7월 소매 판매 급증, 주간 실업수당 청구 건수 기대치 하락: 거래자들은 9월 25bp 인하 방향으로 기울어짐</a>
애널리스트 다나 텔시(Dana Tesley)는 로스 스토어스(Ross Stores)의 2분기 매출이 전년 대비 6.9% 증가한 52억 8천만 달러로 목요일 시장 마감 후 결과를 발표할 것으로 예상한다. 그녀의 기대치는 매출 컨센서스인 52억 4천만 달러를 초과한다.
그녀는 메모에서 &#8220;우리는 로스가 지난 5분기 동안 일련의 강력한 결과를 통해 계속해서 격려를 받고 있다. 로스는 일부 핵심 소비자들에 대한 엄청난 압박에도 불구하고 거시적 과제를 상대적으로 잘 헤쳐나가고 있다&#8221;라고 말했다.
&#8220;우리는 제품 믹스를 개선하고 비즈니스 전반의 효율성을 높이려는 경영진의 노력에 고무되었다.&#8221;
그녀는 마켓 퍼폼(Market Perform) 등급과 160달러의 목표 주가를 유지한다.
주가 움직임: 타깃은 1.67% 상승해 금요일 144.03달러에 마감했으며, 이 주식을 추적하는 상장지수펀드(ETF)도 상승했다.
<ul>
<li>VanEck Retail ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RTH#NASDAQ">RTH</a>)의 주가는 0.61% 상승했다.</li>
<li>Consumer Staples Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>)의 주가는 0.27% 올랐다.</li>
<li>Simplify Next Intangible Value Index ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/NXTV#BATS">NXTV</a>)의 주가는 0.15% 올랐다.</li>
<li>Federated Hermes U.S. Strategic Dividend ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDV#NYSE">FDV</a>)의 주가는 0.41% 올랐다.</li>
<li>Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>)의 주가는 0.32% 올랐다.</li>
</ul>
금요일 로스 스토어스의 주가는 0.27% 하락한 147.40달러에 마감했으며, 그 주식을 따르는 ETF는 엇갈린 결과를 보였다.
<ul>
<li>VictoryShares THB Mid Cap ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDCP#NASDAQ">MDCP</a>)의 주가는 0.52% 상승했다.</li>
<li>BlackRock Future U.S. Themes ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BTHM#NYSE">BTHM</a>)의 주가는 0.03% 하락했다.</li>
<li>IShares U.S. Consumer Focused ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IEDI#BATS">IEDI</a>)의 주가는 0.24% 상승했다.</li>
<li>LG QRAFT AI-Powered U.S. Large Cap Core ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LQAI#NYSE">LQAI</a>)의 주가는 변동하지 않았다.</li>
<li>Invesco S&amp;P 500 Equal Weight Consumer Discretionary ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSPD#NYSE">RSPD</a>)의 주가는 0.29% 상승했다.</li>
</ul>
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

타깃, 로스는 소비자의 탄력성을 유지하면서 더 높은 매출을 올릴 것으로 예상: 분석가들

월마트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>)의 주가는 회사가 강력한 2025년 2분기 실적을 발표하고 <a href="https://www.benzinga.com/pressreleases/24/08/b40390393/walmart-reports-strong-revenue-growth-of-4-8-with-operating-income-growing-faster-at-8-5-adjusted-" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">연간 지침을 높인</a> 후 목요일에 상승했다.
이 거대 소매업체는 조정 주당 순이익(EPS)을 0.67달러(+9.8% Y/Y)로 보고했는데, 이는 컨센서스인 0.64달러를 앞섰고, 매출이 1,693억 4천만 달러로 <a href="https://www.benzinga.com//node/40391777" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">컨센서스</a>인 1,685억 7천만 달러를 넘어섰다.
월마트는 3분기 조정 EPS가 컨센서스 0.55달러에 비해 0.51~0.52달러이고 순매출은 CC에서 3.25%~4.25% 증가할 것으로 예상한다.
JP모건의 분석가인 크리스토퍼 호버스(Christopher Horvers)는 월마트에 대해 <a href="https://www.benzinga.com/quote/wmt/analyst-ratings" target="_blank" rel="noopener" data-google-interstitial="false">비중확대</a><a href="https://www.benzinga.com/quote/wmt/analyst-ratings">(Overweight)</a> 등급을 부여했다. 이는 소비자 시장에 대한 우려와 2분기 말 경기 둔화에 대한 우려, 그리고 미국과 국제 시장 모두에서 스트리트 기대치를 뛰어넘는 강력한 총마진을 감안하여 이 분석가는 오늘 주가가 긍정적인 반응을 보일 것으로 예상했다.
이는 경영진이 언급된 3분기 타이밍 전환을 적절하게 해결한다고 가정한다고 이 분석가가 썼다. 호버스는 4분기 묵시적 추정치에 대한 업그레이드가 없다는 것은 알려진 역풍으로 인한 하반기 소비자 추세와 불확실성에 대한 주의를 반영한 ​​것이라고 덧붙였다.
이 분석가는 3분기 지침이 국제 부문의 축제 행사 시기와 계획된 비용을 설명한다고 말한다. 여기에는 3분기와 4분기 사이에 자주 이동하는 FK의 빅 빌링 데이(Big Billion Days) 이벤트의 영향이 포함된다(2023년 참조).
투자자들은 Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>)와 SPDR Select Sector Fund – Consumer Staples (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>)를 통해 이러한 주식을 매수할 수 있다.
주가 움직임: 목요일 월마트 주식은 6.58% 상승한 73.18달러에 마감했다.
면책 조항 :이 콘텐츠는 AI 도구의 도움을 받아 일부 제작되었으며 Benzinga 편집자들에 의해 검토 및 게시되었습니다.
Photo via Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

Comments

Vanguard Consumer Staples ETF

뉴스

에 대한 최신 뉴스 Vanguard Consumer Staples ETF (ARCA:VDC)

화요일, 3월 11, 2025

화요일, 2월 11, 2025

목요일, 12월 26, 2024

화요일, 11월 19, 2024

월요일, 8월 19, 2024

금요일, 8월 16, 2024

뉴스

파트너 / 기고자

벤징가 글로벌