For reference purposes, below are two charts depicting quarterly Operating Margins and quarterly Sales Per Share for the Consumer Discretionary Sector of the S&P500, as depicted. Each chart begins in the third (September) quarter of 2010 and extends through the first quarter of 2013. The first quarter of 2013 data is estimated, as shown.
The underlying data is from Standard & Poor’s earnings estimates for the S&P500, from the update of June 13, 2013:
Companies in the S&P500 Consumer Discretionary Sector include:
| Abercrombie & Fitch Company A |
| Amazon.com Inc |
| Apollo Group Inc |
| AutoNation Inc |
| AutoZone Inc |
| Bed Bath & Beyond Inc |
| Best Buy Co Inc |
| Block H & R Inc |
| Borgwarner Inc |
| Cablevision Systems Co A |
| Carmax Inc |
| Carnival Corp |
| CBS Corp B |
| Chipotle Mexican Grill Inc. |
| Coach Inc |
| Comcast Corp |
| Darden Restaurants Inc |
| Delphi Automotive PLC |
| DIRECTV |
| Discovery Communications Inc |
| Dollar General Corp |
| Dollar Tree Inc |
| Expedia |
| Family Dollar Stores Inc |
| Ford Motor Co |
| Fossil Inc |
| GameStop Corp A |
| Gannett Co Inc |
| Gap Inc |
| Garmin Ltd |
| Genuine Parts Co |
| Goodyear Tire & Rubber Co |
| Harley-Davidson Inc |
| Harman Intl Industries Inc |
| Hasbro Inc |
| Home Depot Inc |
| Horton D.R. Inc |
| Interpublic Group Cos |
| Intl Game Technology |
| Johnson Controls Inc |
| Kohl’s Corp |
| L Brands Inc |
| Leggett & Platt |
| Lennar Corp |
| Lowe’s Cos Inc |
| Macy’s Inc |
| Marriott Intl A |
| Mattel Inc |
| McDonald’s Corp |
| NetFlix Inc |
| Newell Rubbermaid Inc |
| News Corporation |
| NIKE Inc B |
| Nordstrom Inc |
| O’Reilly Automotive |
| Omnicom Group |
| Penney J.C. Inc |
| PETsMART Inc |
| Priceline.com Inc |
| Pulte Group Inc |
| PVH Corp |
| Ralph Lauren Corp |
| Ross Stores Inc |
| Scripps Networks Interactive |
| Staples Inc |
| Starbucks Corp |
| Starwood Hotel & Resort World |
| Target Corp |
| Tiffany & Co |
| Time Warner Cable Inc |
| Time Warner Inc |
| TJX Cos Inc |
| TripAdvisor Inc. |
| Urban Outfitters |
| VF Corp |
| Viacom Inc B |
| Walt Disney Co |
| Washington Post Co B |
| Whirlpool Corp |
| Wyndham Worldwide Corp |
| Wynn Resorts Ltd |
| Yum! Brands Inc |
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StratX, LLC offers the above commentary for informational purposes only, and does not necessarily agree with the views expressed by outside parties.
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StratX, LLC (stratxllc.com) is a management consulting firm and strategic advisory that focuses on the analysis of current and future business conditions, and offers corporations and businesses advice, strategies, and actionable methods on how to increase revenue and profitability.