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U.S consumer confidence fell to a 1-1/2 year-low in January as a partial shutdown of the government and financial markets turmoil left households nervous, according to a Conference Board survey. Shawn Kravetz, Esplanade Capital LLC’s chief investment officer, said while the “consumer remains generally robust, most people have had something in their life in the past few months that has given them pause.”. “For the wealthy it was watching the stock market go down 15 percent in the fourth quarter,” Kravetz said custom photo cufflinks. “For government workers, it was weeks of no cash flow and uncertainty. For many it was the uncertainty of the shutdown and what the secondary effects might be to them directly, to their jobs or businesses, or the economy at large .. everyone was touched directly or indirectly. That didn’t pop the bubble but certainly let a little air out.”..
Like other investors, Kravetz is largely avoiding consumer stocks because of their valuations. The consumer discretionary index trades at roughly 19.8 times forward earnings estimates compared with 17.3 for consumer staples and a 15.8 multiple for the broader S&P, according to Refinitiv data. “You’re paying more for less growth,” said Burns McKinney, a portfolio manager at Allianz Global Investors in Dallas custom photo cufflinks. His firm holds stocks in consumer companies including Target Corp and General Motors but is underweight the broader discretionary and staples sectors..
Companies that have yet to report their earnings include Coca-Cola Co, PepsiCo Inc, Newell Brands Inc, and Walmart Inc, which fit into the staples category, while discretionary companies that have yet to report include retailers such as Home Depot Inc, Macy’s Inc, Gap Inc and Target. “The big retailers like Walmart are fairly valued with solid expectations but also with some risks,” Kravetz said. “The brands like Coca-Cola and Pepsi are mostly near their highs as safety in storms but with enough risks to keep us away. The stores like Macy’s and Gap are challenged.” custom photo cufflinks.
(GRAPHIC: Consumer sector valuations ahead of S&P 500 – tmsnrt.rs/2BqPNGj). Jharonne Martis, director of consumer research at Refinitiv, said retail growth is still healthy, but because growth was “significantly stronger” earlier in 2018, “some of the stocks could be punished” when retailers report earnings. “We’re already seeing that consumer confidence has lowered and analysts have been lowering expectations for 2019,” said Martis. So far, 71 percent of consumer discretionary firms have beat Wall Street’s fourth-quarter earnings expectations, with more than half of the results already released custom photo cufflinks. About 64 percent of staples companies have beat estimates, with reports out from two-thirds of the sector, according to data from Refinitiv..
A major challenge to first-quarter numbers for consumer companies was the 35-day partial U.S. government shutdown, when hundreds of thousands of federal workers went without paychecks. Because of the shutdown, government data releases were delayed. The U.S. Commerce Department’s Census Bureau announced earlier this week that it would release December’s retail sales report on Feb. 14. In a recent Reuters poll a majority of economists saw the shutdown having a significant impact on first quarter gross domestic product growth, with the median expectation for a 0.3 percentage point trim custom photo cufflinks.