The Consumer Discretionary Sector encompasses those industries that tend to be the most sensitive to economic cycles. Its manufacturing segment includes automotive, household durable goods, textiles & apparel and leisure equipment. The services segment includes hotels, restaurants and other leisure facilities, media production and services, and consumer retailing and services.
|Last % Change||Market Cap||Market Weight||Weighting Recommendations|
|S&P Capital IQ||Ned Davis Research (PDF)|
Sector Commentary from Standard & Poor's
S&P Capital IQ recommends overweighting the S&P 500 Consumer Discretionary
sector. Year to date through April 3, 2014, the S&P 500 Consumer Discretionary
Index, which represented 12.1% of the S&P 500 Index, was down 1.7% in price,
compared with a 2.2% gain for the S&P 500. In 2013, this sector index rose
41.0%, versus a price advance of 29.6% for the 500. There are 32 sub-industry indices in this sector. Movies & Entertainment is the largest, representing
14.3% of the sector's market value, while Education Services is the smallest, accounting for 0.2% of the sector.
|Sector Performance Against Benchmarks|
|Sector or Benchmark||1 Day||5 Days||1 Month||3 Month||YTD||1 Year||3 Year||5 Year|
|S&P 500 ® Index||0.17%||0.88%||0.65%||2.74%||1.64%||18.99%||40.47%||120.51%|
|P/E (Last Year GAAP Actual)||21.23|
|P/E (This Year's Estimate)||18.12|
|EPS Growth (TTM vs. Prior TTM)||65.38%|
|Revenue Growth (TTM vs. Prior TTM)||14.09%|
|Return on Equity (TTM)||8.67%|
|Return on Investment (TTM)||10.64%|
|Total Debt/Equity (TTM)||122.69|
|How are performance, market cap, market weight, and fundamentals calculated?|
U.S. Sectors & Industries Performance is represented by the S&P 500 GICS® (Global Industry Classification Standard) indices. Last % change is the nominal change in the price of the index from the previous trading day's close expressed as a percentage as of the index value at the time noted in the Date & Time field. All dates and times are reported in ET.
Chart Performance enables you to chart and change performance timeframe of daily percent change for the indices as well as the ability to add a user-entered symbol. Chart Performance figures may vary slightly from 1 Year % Change due to different timeframes used in chart calculations.
GICS is an industry classification system developed by Standard & Poor's in collaboration with Morgan Stanley Capital International (MSCI). S&P uses GICS to determine the market segment to which a company is assigned. A company is assigned to a single GICS industry according to the definition of its principal business activity as determined by Standard & Poor's and MSCI. Revenues are a significant factor in defining principal business activity; however, earnings analysis and market perception are also important criteria for classification. There are currently 10 sectors and 68 industries. Three of the 68 industries do not have companies represented in the S&P 500 Index; therefore, performance is not available for Marine, Transportation and Infrastructure, and Water Utilities.
Standard & Poor's 500 (S&P 500) Index is an unmanaged market-weighted index of 500 of the nation's largest stocks from a broad variety of industries. The S&P 500 represents about 80% of the total market value of all stocks on the New York Stock Exchange. Market-weighted means that component stocks are weighted according to the total value of their outstanding shares.
Indexes are unmanaged, statistical composites and their returns do not include payment of any sales charges or fees an investor would pay to purchase the securities they represent. Such costs would lower performance. It is not possible to invest directly in an index.
Chart Performance enables you to chart and change performance timeframe of daily percent change for the indices as well as the ability to add a user-entered symbol.
Market Cap is the sum of the market value of each company assigned to the applicable GICS sector or industry. Market value or capitalization is calculated by multiplying the number of common shares outstanding by the market price per share at the end of each trading day.
Market Weight is updated weekly from S&P Capital IQ and represents the sum of the market cap of the companies in the applicable S&P 500 GIC sector index as a percentage of the total S&P 500 Index market capitalization.
Fundamental data is the cap weighted average (or industry standard method) of the most current value available at the end of each trading day for each company assigned to the applicable GICS sector or industry.
These reports provide deep analysis of industry dynamics, and the environment facing participating companies.
News, commentary, market data and research reports are from third-party sources unaffiliated with Fidelity, unless otherwise noted, and are provided for informational purposes only. Fidelity does not endorse or adopt third party content. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from their use.
Past performance is no guarantee of future results.