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Consumer — Historical Charts and Data

Every Consumer chart, valuation metric, drawdown record, and constituent breakdown from History of Market. 16 panels, refreshed daily.

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§ I

Consumer Sectors Explained GICS 25 · GICS 30 — Consumer Discretionary and Consumer Staples: What the Two Sectors Actually Contain What Consumer Discretionary and Consumer Staples mean under GICS, the industry groups inside each, and the borderline companies. Consumer Discretionary ETF (XLY) History XLY · 1998 to present — Consumer Discretionary Select Sector (XLY): Trajectory Since December 1998 XLY price trajectory and drawdowns since its December 1998 listing. Consumer Staples ETF (XLP) History XLP · 1998 to present — Consumer Staples Select Sector (XLP): Trajectory Since December 1998 XLP price trajectory and drawdowns since its December 1998 listing. XLY/XLP Risk-Appetite Ratio XLY ÷ XLP · Daily — The XLY/XLP Ratio: Discretionary Over Staples as a Risk-Appetite Gauge Discretionary divided by staples as a daily gauge of consumer risk appetite, with recessions shaded.

§ II

Consumer Discretionary Annual Returns XLY · Annual Return — Consumer Discretionary Calendar-Year Returns vs. the S&P 500 Calendar-year returns of XLY and its excess over the S&P 500. Consumer Staples Annual Returns XLP · Annual Return — Consumer Staples Calendar-Year Returns vs. the S&P 500 Calendar-year returns of XLP and its excess over the S&P 500. Consumer Discretionary Return Distribution XLY · Return Distribution — Distribution of Consumer Discretionary Annual Total Returns Histogram of XLY calendar-year total returns. Consumer Staples Return Distribution XLP · Return Distribution — Distribution of Consumer Staples Annual Total Returns Histogram of XLP calendar-year total returns.

§ III

Twelve Consumer Compounders 12 companies · Since 1998-12-22 — Twelve Consumer Companies Indexed to 100 on the Day the Sector ETFs Listed Twelve large consumer companies rebased to 100 on 1998-12-22 with dividends reinvested, plus CAGR and maximum drawdown. Retail Bankruptcies and Survivors Retail · Bankruptcies and Survivors — The Retail Extinctions: Five Former S&P 500 Members That Went Bankrupt, Five That Grew Five former S&P 500 retailers that filed for bankruptcy against five that survived and grew.

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Consumer Discretionary Intrayear Drawdowns XLY · Intrayear DD vs Full Year — Consumer Discretionary Maximum Intra-Year Drawdown vs. Full-Year Return Maximum intrayear drawdowns versus calendar-year returns for XLY. Consumer Staples Intrayear Drawdowns XLP · Intrayear DD vs Full Year — Consumer Staples Maximum Intra-Year Drawdown vs. Full-Year Return Maximum intrayear drawdowns versus calendar-year returns for XLP.

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2023 Consumer GICS Reclassification GICS · 2023-03-17 Reshuffle — March 2023 GICS Reclassification: Target, Dollar General and Dollar Tree Move to Staples Target, Dollar General and Dollar Tree moved from Consumer Discretionary to Consumer Staples on 2023-03-17. XLY and XLP Top Holdings XLY · XLP · Top Holdings — XLY and XLP Top Holdings Side by Side: Two Very Different Concentrations Largest positions of the two consumer sector ETFs compared on one axis.

§ VI

Consumer Discretionary Forward P/E S5COND · Consensus Forward PE — Consumer Discretionary Forward P/E Multiple (S5COND) Weekly consensus forward P/E for the S&P 500 Consumer Discretionary Index. Consumer Staples Forward P/E S5CONS · Consensus Forward PE — Consumer Staples Forward P/E Multiple (S5CONS) Weekly consensus forward P/E for the S&P 500 Consumer Staples Index.