Goldman Sees Holiday Sales Creating Volatility in Retail Stocks

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Goldman Sees Holiday Sales Creating Volatility in Retail Stocks

Bloomberg2022-11-19

Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman ...

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wamaisi
·2022-11-20
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NPC69
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atsc
·2022-11-19
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MrTig3r
·2022-11-19
power
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- wayjay1159:
  [Like]
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- Thonyaunn:
  Power
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Bspn
·2022-11-19
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Thonyaunn
·2022-11-19
Great
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ccwee
·2022-11-19
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n86887
·2022-11-19
Cool
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FrankieTok
·2022-11-19
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Mkoh
·2022-11-19
Wmt looks strong
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Yan1114
·2022-11-19
Thanks for the news
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PSYBen
·2022-11-19
👍
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TheRainmaker
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Bull1973
·2022-11-19
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AlanChong
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sunshine138
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  Pls like back my post
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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sees Holiday Sales Creating Volatility in Retail Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TGT","symbol_name":"塔吉特","start_time":0,"source_url":"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks","article_id":"1140309956","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1140309956","pubTimestamp":1668815799,"sourceInfo":{"source_id":"lsy1584095487587","name":"Bloomberg"},"weMediaInfo":null,"summary":"Thanksgiving holiday sales season is here, and history says that means increased volatility for cons","collect":0,"end_time":0,"defaultTopTitle":"bloomberg.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"translate_title":"高盛认为假日销售造成零售股票波动","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TGT":0.9,"WMT":0.9},"content_text":"Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&P, averaged a 1.3% variation.What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9961137893,"gmtCreate":1668873658212,"gmtModify":1676538123577,"author":{"id":"3582347507040686","authorId":"3582347507040686","name":"wamaisi","avatar":"https://static.tigerbbs.com/12044d0b601dad7b28873d6f06ec5c50","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3582347507040686","idStr":"3582347507040686"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961137893","repostId":1140309956,"repostType":4,"repost":{"id":"1140309956","pubTimestamp":1668815799,"share":"https://ttm.financial/m/news/1140309956?lang=&edition=fundamental","pubTime":"2022-11-19 07:56","market":"us","language":"en","title":"Goldman Sees Holiday Sales Creating Volatility in Retail Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1140309956","media":"Bloomberg","summary":"Thanksgiving holiday sales season is here, and history says that means increased volatility for cons","content":"<html><head></head><body><p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.</p><p>From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&amp;P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&amp;P, averaged a 1.3% variation.</p><p>What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.</p><p>“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.</p><p><img src=\"https://static.tigerbbs.com/60c75d0553ecaea39b6920a57e7c7df2\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&amp;P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.</p><p>For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.</p><p>Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.</p><p>“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.</p><p>Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.</p><p>The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sees Holiday Sales Creating Volatility in Retail Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sees Holiday Sales Creating Volatility in Retail Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140309956","content_text":"Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&P, averaged a 1.3% variation.What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":104876942,"gmtCreate":1668878473365,"gmtModify":1668878482966,"authorId":3580988274582448,"author":{"id":3580988274582448,"idStr":"3580988274582448","authorId":3580988274582448,"name":"BullishKing","avatar":"https://community-static.tradeup.com/news/8e57a03283c997f83948f8c331be008d","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9961137893,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"EN"},{"id":9961131638,"gmtCreate":1668871547724,"gmtModify":1676538123372,"author":{"id":"3584779133668268","authorId":"3584779133668268","name":"NPC69","avatar":"https://static.tigerbbs.com/47e7ac55312ae8dd1c9e7cb92adad089","vip":1,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3584779133668268","idStr":"3584779133668268"},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961131638","repostId":1140309956,"repostType":4,"repost":{"id":"1140309956","pubTimestamp":1668815799,"share":"https://ttm.financial/m/news/1140309956?lang=&edition=fundamental","pubTime":"2022-11-19 07:56","market":"us","language":"en","title":"Goldman Sees Holiday Sales Creating Volatility in Retail Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1140309956","media":"Bloomberg","summary":"Thanksgiving holiday sales season is here, and history says that means increased volatility for cons","content":"<html><head></head><body><p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.</p><p>From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&amp;P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&amp;P, averaged a 1.3% variation.</p><p>What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.</p><p>“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.</p><p><img src=\"https://static.tigerbbs.com/60c75d0553ecaea39b6920a57e7c7df2\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&amp;P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.</p><p>For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.</p><p>Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.</p><p>“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.</p><p>Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.</p><p>The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sees Holiday Sales Creating Volatility in Retail Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sees Holiday Sales Creating Volatility in Retail Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140309956","content_text":"Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&P, averaged a 1.3% variation.What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":104887469,"gmtCreate":1668954714857,"gmtModify":1668954727916,"authorId":3584779133668268,"author":{"id":3584779133668268,"idStr":"3584779133668268","authorId":3584779133668268,"name":"NPC69","avatar":"https://static.tigerbbs.com/47e7ac55312ae8dd1c9e7cb92adad089","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9961131638,"type":1,"supId":0,"prevId":0,"content":"<u>K</u>","text":"<u>K</u>","html":"<u>K</u>"}],"langContent":"EN"},{"id":9961351590,"gmtCreate":1668850634211,"gmtModify":1676538121718,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3584079457608282","idStr":"3584079457608282"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961351590","repostId":1140309956,"repostType":4,"repost":{"id":"1140309956","pubTimestamp":1668815799,"share":"https://ttm.financial/m/news/1140309956?lang=&edition=fundamental","pubTime":"2022-11-19 07:56","market":"us","language":"en","title":"Goldman Sees Holiday Sales Creating Volatility in Retail Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1140309956","media":"Bloomberg","summary":"Thanksgiving holiday sales season is here, and history says that means increased volatility for cons","content":"<html><head></head><body><p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.</p><p>From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&amp;P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&amp;P, averaged a 1.3% variation.</p><p>What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.</p><p>“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.</p><p><img src=\"https://static.tigerbbs.com/60c75d0553ecaea39b6920a57e7c7df2\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&amp;P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.</p><p>For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.</p><p>Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.</p><p>“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.</p><p>Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.</p><p>The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sees Holiday Sales Creating Volatility in Retail Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sees Holiday Sales Creating Volatility in Retail Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140309956","content_text":"Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&P, averaged a 1.3% variation.What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9961322688,"gmtCreate":1668845395145,"gmtModify":1676538121438,"author":{"id":"3562791266647459","authorId":"3562791266647459","name":"atsc","avatar":"https://static.tigerbbs.com/9ec47b1c36e59ba1ef8caac8ab619319","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3562791266647459","idStr":"3562791266647459"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961322688","repostId":1140309956,"repostType":4,"repost":{"id":"1140309956","pubTimestamp":1668815799,"share":"https://ttm.financial/m/news/1140309956?lang=&edition=fundamental","pubTime":"2022-11-19 07:56","market":"us","language":"en","title":"Goldman Sees Holiday Sales Creating Volatility in Retail Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1140309956","media":"Bloomberg","summary":"Thanksgiving holiday sales season is here, and history says that means increased volatility for cons","content":"<html><head></head><body><p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.</p><p>From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&amp;P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&amp;P, averaged a 1.3% variation.</p><p>What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.</p><p>“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.</p><p><img src=\"https://static.tigerbbs.com/60c75d0553ecaea39b6920a57e7c7df2\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&amp;P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.</p><p>For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.</p><p>Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.</p><p>“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.</p><p>Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.</p><p>The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sees Holiday Sales Creating Volatility in Retail Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sees Holiday Sales Creating Volatility in Retail Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140309956","content_text":"Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&P, averaged a 1.3% variation.What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9961366786,"gmtCreate":1668841492745,"gmtModify":1676538121089,"author":{"id":"3584333947690568","authorId":"3584333947690568","name":"MrTig3r","avatar":"https://static.tigerbbs.com/b99cfe4b0a492018c40761a39a193aa8","vip":1,"crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3584333947690568","idStr":"3584333947690568"},"htmlText":"power","listText":"power","text":"power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9961366786","repostId":1140309956,"repostType":4,"repost":{"id":"1140309956","pubTimestamp":1668815799,"share":"https://ttm.financial/m/news/1140309956?lang=&edition=fundamental","pubTime":"2022-11-19 07:56","market":"us","language":"en","title":"Goldman Sees Holiday Sales Creating Volatility in Retail Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1140309956","media":"Bloomberg","summary":"Thanksgiving holiday sales season is here, and history says that means increased volatility for cons","content":"<html><head></head><body><p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.</p><p>From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&amp;P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&amp;P, averaged a 1.3% variation.</p><p>What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.</p><p>“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.</p><p><img src=\"https://static.tigerbbs.com/60c75d0553ecaea39b6920a57e7c7df2\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&amp;P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.</p><p>For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.</p><p>Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.</p><p>“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.</p><p>Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.</p><p>The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sees Holiday Sales Creating Volatility in Retail Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sees Holiday Sales Creating Volatility in Retail Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140309956","content_text":"Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&P, averaged a 1.3% variation.What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":104879630,"gmtCreate":1668906854451,"gmtModify":1668906868305,"authorId":4097387260130260,"author":{"id":4097387260130260,"idStr":"4097387260130260","authorId":4097387260130260,"name":"Kiki19","avatar":"https://static.itradeup.com/news/1330ce44324f235bf8d1fd1b32e7b559","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9961366786,"type":1,"supId":0,"prevId":0,"content":"<span class=\"s1\">K</span>","text":"<span class=\"s1\">K</span>","html":"<span class=\"s1\">K</span>"},{"id":104876640,"gmtCreate":1668873210559,"gmtModify":1668873223544,"authorId":3572263643085453,"author":{"id":3572263643085453,"idStr":"3572263643085453","authorId":3572263643085453,"name":"wayjay1159","avatar":"https://static.tigerbbs.com/90243eb7b291745521549277f548f887","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9961366786,"type":1,"supId":0,"prevId":0,"content":"[Like]","text":"[Like]","html":"[Like]"},{"id":104875557,"gmtCreate":1668864533211,"gmtModify":1668864546802,"authorId":4103407269830970,"author":{"id":4103407269830970,"idStr":"4103407269830970","authorId":4103407269830970,"name":"Thonyaunn","avatar":"https://community-static.tradeup.com/news/069466be67d8bad0b4a7debc617c0bb6","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9961366786,"type":1,"supId":0,"prevId":0,"content":"<span class=\"s1\">Power</span>","text":"<span class=\"s1\">Power</span>","html":"<span class=\"s1\">Power</span>"}],"langContent":"EN"},{"id":9961361986,"gmtCreate":1668840713945,"gmtModify":1676538121014,"author":{"id":"3582502134655895","authorId":"3582502134655895","name":"Bspn","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3582502134655895","idStr":"3582502134655895"},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961361986","repostId":1140309956,"repostType":4,"repost":{"id":"1140309956","pubTimestamp":1668815799,"share":"https://ttm.financial/m/news/1140309956?lang=&edition=fundamental","pubTime":"2022-11-19 07:56","market":"us","language":"en","title":"Goldman Sees Holiday Sales Creating Volatility in Retail Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1140309956","media":"Bloomberg","summary":"Thanksgiving holiday sales season is here, and history says that means increased volatility for cons","content":"<html><head></head><body><p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.</p><p>From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&amp;P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&amp;P, averaged a 1.3% variation.</p><p>What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.</p><p>“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.</p><p><img src=\"https://static.tigerbbs.com/60c75d0553ecaea39b6920a57e7c7df2\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&amp;P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.</p><p>For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.</p><p>Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.</p><p>“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.</p><p>Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.</p><p>The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sees Holiday Sales Creating Volatility in Retail Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sees Holiday Sales Creating Volatility in Retail Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140309956","content_text":"Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&P, averaged a 1.3% variation.What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9961391358,"gmtCreate":1668829782074,"gmtModify":1676538119556,"author":{"id":"4103407269830970","authorId":"4103407269830970","name":"Thonyaunn","avatar":"https://community-static.tradeup.com/news/069466be67d8bad0b4a7debc617c0bb6","vip":1,"crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4103407269830970","idStr":"4103407269830970"},"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":12,"repostSize":0,"link":"https://ttm.financial/post/9961391358","repostId":1140309956,"repostType":4,"repost":{"id":"1140309956","pubTimestamp":1668815799,"share":"https://ttm.financial/m/news/1140309956?lang=&edition=fundamental","pubTime":"2022-11-19 07:56","market":"us","language":"en","title":"Goldman Sees Holiday Sales Creating Volatility in Retail Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1140309956","media":"Bloomberg","summary":"Thanksgiving holiday sales season is here, and history says that means increased volatility for cons","content":"<html><head></head><body><p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.</p><p>From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&amp;P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&amp;P, averaged a 1.3% variation.</p><p>What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.</p><p>“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.</p><p><img src=\"https://static.tigerbbs.com/60c75d0553ecaea39b6920a57e7c7df2\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&amp;P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.</p><p>For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.</p><p>Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.</p><p>“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.</p><p>Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.</p><p>The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sees Holiday Sales Creating Volatility in Retail Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sees Holiday Sales Creating Volatility in Retail Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140309956","content_text":"Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&P, averaged a 1.3% variation.What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":104875562,"gmtCreate":1668864608521,"gmtModify":1668864621563,"authorId":4103407269830970,"author":{"id":4103407269830970,"idStr":"4103407269830970","authorId":4103407269830970,"name":"Thonyaunn","avatar":"https://community-static.tradeup.com/news/069466be67d8bad0b4a7debc617c0bb6","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9961391358,"type":1,"supId":104875130,"prevId":0,"content":"<span 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class=\"s1\">Yes</span>"},{"id":104875157,"gmtCreate":1668860083377,"gmtModify":1668860096216,"authorId":4127954790020922,"author":{"id":4127954790020922,"idStr":"4127954790020922","authorId":4127954790020922,"name":"MeowKitty","avatar":"https://community-static.tradeup.com/news/5801ac0c36a39786f5114e0b7bde5a4d","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 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class=\"s1\">Power</span>"},{"id":104875153,"gmtCreate":1668860052931,"gmtModify":1668860065772,"authorId":4127954790020922,"author":{"id":4127954790020922,"idStr":"4127954790020922","authorId":4127954790020922,"name":"MeowKitty","avatar":"https://community-static.tradeup.com/news/5801ac0c36a39786f5114e0b7bde5a4d","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.17","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9961391358,"type":1,"supId":104873240,"prevId":0,"content":"<span class=\"s1\">Yes, indeed</span>","text":"<span class=\"s1\">Yes, indeed</span>","html":"<span class=\"s1\">Yes, 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season is here, and history says that means increased volatility for cons","content":"<html><head></head><body><p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.</p><p>From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&amp;P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&amp;P, averaged a 1.3% variation.</p><p>What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.</p><p>“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.</p><p><img src=\"https://static.tigerbbs.com/60c75d0553ecaea39b6920a57e7c7df2\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&amp;P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.</p><p>For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.</p><p>Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.</p><p>“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.</p><p>Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.</p><p>The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sees Holiday Sales Creating Volatility in Retail Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sees Holiday Sales Creating Volatility in Retail Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140309956","content_text":"Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&P, averaged a 1.3% variation.What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":104874230,"gmtCreate":1668850643785,"gmtModify":1668850656833,"authorId":3584079457608282,"author":{"id":3584079457608282,"idStr":"3584079457608282","authorId":3584079457608282,"name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of 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holiday sales season is here, and history says that means increased volatility for cons","content":"<html><head></head><body><p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.</p><p>From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&amp;P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&amp;P, averaged a 1.3% variation.</p><p>What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.</p><p>“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.</p><p><img src=\"https://static.tigerbbs.com/60c75d0553ecaea39b6920a57e7c7df2\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&amp;P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.</p><p>For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.</p><p>Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.</p><p>“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.</p><p>Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.</p><p>The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sees Holiday Sales Creating Volatility in Retail Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sees Holiday Sales Creating Volatility in Retail Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140309956","content_text":"Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&P, averaged a 1.3% variation.What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9961921342,"gmtCreate":1668822234686,"gmtModify":1676538117983,"author":{"id":"3574939514199057","authorId":"3574939514199057","name":"FrankieTok","avatar":"https://static.tigerbbs.com/0b65f73d55f0d11210ac82b597a07550","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3574939514199057","idStr":"3574939514199057"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961921342","repostId":1140309956,"repostType":4,"repost":{"id":"1140309956","pubTimestamp":1668815799,"share":"https://ttm.financial/m/news/1140309956?lang=&edition=fundamental","pubTime":"2022-11-19 07:56","market":"us","language":"en","title":"Goldman Sees Holiday Sales Creating Volatility in Retail Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1140309956","media":"Bloomberg","summary":"Thanksgiving holiday sales season is here, and history says that means increased volatility for cons","content":"<html><head></head><body><p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.</p><p>From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&amp;P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&amp;P, averaged a 1.3% variation.</p><p>What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.</p><p>“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.</p><p><img src=\"https://static.tigerbbs.com/60c75d0553ecaea39b6920a57e7c7df2\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&amp;P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.</p><p>For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.</p><p>Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.</p><p>“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.</p><p>Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.</p><p>The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sees Holiday Sales Creating Volatility in Retail Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sees Holiday Sales Creating Volatility in Retail Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140309956","content_text":"Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&P, averaged a 1.3% variation.What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9961929681,"gmtCreate":1668822078744,"gmtModify":1676538117919,"author":{"id":"3548734971517314","authorId":"3548734971517314","name":"Mkoh","avatar":"https://static.tigerbbs.com/c6226aeb6486c19c00455145eb533f98","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3548734971517314","idStr":"3548734971517314"},"htmlText":"Wmt looks strong","listText":"Wmt looks strong","text":"Wmt looks strong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961929681","repostId":1140309956,"repostType":4,"repost":{"id":"1140309956","pubTimestamp":1668815799,"share":"https://ttm.financial/m/news/1140309956?lang=&edition=fundamental","pubTime":"2022-11-19 07:56","market":"us","language":"en","title":"Goldman Sees Holiday Sales Creating Volatility in Retail Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1140309956","media":"Bloomberg","summary":"Thanksgiving holiday sales season is here, and history says that means increased volatility for cons","content":"<html><head></head><body><p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.</p><p>From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&amp;P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&amp;P, averaged a 1.3% variation.</p><p>What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.</p><p>“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.</p><p><img src=\"https://static.tigerbbs.com/60c75d0553ecaea39b6920a57e7c7df2\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&amp;P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.</p><p>For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.</p><p>Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.</p><p>“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.</p><p>Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.</p><p>The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sees Holiday Sales Creating Volatility in Retail Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sees Holiday Sales Creating Volatility in Retail Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140309956","content_text":"Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&P, averaged a 1.3% variation.What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9961920580,"gmtCreate":1668821924740,"gmtModify":1676538117898,"author":{"id":"3578034200467238","authorId":"3578034200467238","name":"Yan1114","avatar":"https://community-static.tradeup.com/news/05e8a133d274aea6c04db0b5ba54544d","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3578034200467238","idStr":"3578034200467238"},"htmlText":"Thanks for the news","listText":"Thanks for the news","text":"Thanks for the news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961920580","repostId":1140309956,"repostType":4,"repost":{"id":"1140309956","pubTimestamp":1668815799,"share":"https://ttm.financial/m/news/1140309956?lang=&edition=fundamental","pubTime":"2022-11-19 07:56","market":"us","language":"en","title":"Goldman Sees Holiday Sales Creating Volatility in Retail Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1140309956","media":"Bloomberg","summary":"Thanksgiving holiday sales season is here, and history says that means increased volatility for cons","content":"<html><head></head><body><p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.</p><p>From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&amp;P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&amp;P, averaged a 1.3% variation.</p><p>What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.</p><p>“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.</p><p><img src=\"https://static.tigerbbs.com/60c75d0553ecaea39b6920a57e7c7df2\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&amp;P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.</p><p>For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.</p><p>Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.</p><p>“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.</p><p>Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.</p><p>The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sees Holiday Sales Creating Volatility in Retail Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sees Holiday Sales Creating Volatility in Retail Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140309956","content_text":"Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&P, averaged a 1.3% variation.What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9961920279,"gmtCreate":1668821919892,"gmtModify":1676538117897,"author":{"id":"4093907034004550","authorId":"4093907034004550","name":"PSYBen","avatar":"https://static.tigerbbs.com/03111156f4390a84846fe5d8b464737d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4093907034004550","idStr":"4093907034004550"},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961920279","repostId":1140309956,"repostType":4,"repost":{"id":"1140309956","pubTimestamp":1668815799,"share":"https://ttm.financial/m/news/1140309956?lang=&edition=fundamental","pubTime":"2022-11-19 07:56","market":"us","language":"en","title":"Goldman Sees Holiday Sales Creating Volatility in Retail Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1140309956","media":"Bloomberg","summary":"Thanksgiving holiday sales season is here, and history says that means increased volatility for cons","content":"<html><head></head><body><p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.</p><p>From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&amp;P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&amp;P, averaged a 1.3% variation.</p><p>What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.</p><p>“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.</p><p><img src=\"https://static.tigerbbs.com/60c75d0553ecaea39b6920a57e7c7df2\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&amp;P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.</p><p>For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.</p><p>Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.</p><p>“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.</p><p>Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.</p><p>The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sees Holiday Sales Creating Volatility in Retail Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sees Holiday Sales Creating Volatility in Retail Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140309956","content_text":"Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&P, averaged a 1.3% variation.What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9961920078,"gmtCreate":1668821815094,"gmtModify":1676538117882,"author":{"id":"3562288345465729","authorId":"3562288345465729","name":"TheRainmaker","avatar":"https://static.tigerbbs.com/a2446b188392bb216f8e13ba56e44832","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3562288345465729","idStr":"3562288345465729"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961920078","repostId":1140309956,"repostType":4,"repost":{"id":"1140309956","pubTimestamp":1668815799,"share":"https://ttm.financial/m/news/1140309956?lang=&edition=fundamental","pubTime":"2022-11-19 07:56","market":"us","language":"en","title":"Goldman Sees Holiday Sales Creating Volatility in Retail Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1140309956","media":"Bloomberg","summary":"Thanksgiving holiday sales season is here, and history says that means increased volatility for cons","content":"<html><head></head><body><p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.</p><p>From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&amp;P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&amp;P, averaged a 1.3% variation.</p><p>What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.</p><p>“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.</p><p><img src=\"https://static.tigerbbs.com/60c75d0553ecaea39b6920a57e7c7df2\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&amp;P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.</p><p>For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.</p><p>Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.</p><p>“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.</p><p>Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.</p><p>The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sees Holiday Sales Creating Volatility in Retail Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sees Holiday Sales Creating Volatility in Retail Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140309956","content_text":"Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&P, averaged a 1.3% variation.What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":104868386,"gmtCreate":1668822839791,"gmtModify":1668822853012,"authorId":3581746780935690,"author":{"id":3581746780935690,"idStr":"3581746780935690","authorId":3581746780935690,"name":"qstocks","avatar":"https://static.tigerbbs.com/cd471dd6c55721dad90e1c808f35bdd8","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.13","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9961920078,"type":1,"supId":0,"prevId":0,"content":"<span class=\"s1\">k</span>","text":"<span class=\"s1\">k</span>","html":"<span class=\"s1\">k</span>"},{"id":104868094,"gmtCreate":1668821822573,"gmtModify":1668821836145,"authorId":3562288345465729,"author":{"id":3562288345465729,"idStr":"3562288345465729","authorId":3562288345465729,"name":"TheRainmaker","avatar":"https://static.tigerbbs.com/a2446b188392bb216f8e13ba56e44832","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9961920078,"type":1,"supId":0,"prevId":0,"content":"<span class=\"s1\">Ok</span>","text":"<span class=\"s1\">Ok</span>","html":"<span class=\"s1\">Ok</span>"}],"langContent":"EN"},{"id":9961966082,"gmtCreate":1668821235446,"gmtModify":1676538117744,"author":{"id":"3584680402793671","authorId":"3584680402793671","name":"Bull1973","avatar":"https://static.tigerbbs.com/866d29bf88ff7363d121a5ccc6028aae","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3584680402793671","idStr":"3584680402793671"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961966082","repostId":1140309956,"repostType":4,"repost":{"id":"1140309956","pubTimestamp":1668815799,"share":"https://ttm.financial/m/news/1140309956?lang=&edition=fundamental","pubTime":"2022-11-19 07:56","market":"us","language":"en","title":"Goldman Sees Holiday Sales Creating Volatility in Retail Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1140309956","media":"Bloomberg","summary":"Thanksgiving holiday sales season is here, and history says that means increased volatility for cons","content":"<html><head></head><body><p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.</p><p>From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&amp;P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&amp;P, averaged a 1.3% variation.</p><p>What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.</p><p>“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.</p><p><img src=\"https://static.tigerbbs.com/60c75d0553ecaea39b6920a57e7c7df2\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&amp;P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.</p><p>For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.</p><p>Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.</p><p>“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.</p><p>Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.</p><p>The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sees Holiday Sales Creating Volatility in Retail Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sees Holiday Sales Creating Volatility in Retail Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140309956","content_text":"Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&P, averaged a 1.3% variation.What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9961981305,"gmtCreate":1668819713307,"gmtModify":1676538117399,"author":{"id":"4125148185432112","authorId":"4125148185432112","name":"AlanChong","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4125148185432112","idStr":"4125148185432112"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961981305","repostId":1140309956,"repostType":4,"repost":{"id":"1140309956","pubTimestamp":1668815799,"share":"https://ttm.financial/m/news/1140309956?lang=&edition=fundamental","pubTime":"2022-11-19 07:56","market":"us","language":"en","title":"Goldman Sees Holiday Sales Creating Volatility in Retail Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1140309956","media":"Bloomberg","summary":"Thanksgiving holiday sales season is here, and history says that means increased volatility for cons","content":"<html><head></head><body><p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.</p><p>From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&amp;P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&amp;P, averaged a 1.3% variation.</p><p>What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.</p><p>“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.</p><p><img src=\"https://static.tigerbbs.com/60c75d0553ecaea39b6920a57e7c7df2\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&amp;P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.</p><p>For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.</p><p>Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.</p><p>“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.</p><p>Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.</p><p>The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sees Holiday Sales Creating Volatility in Retail Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sees Holiday Sales Creating Volatility in Retail Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140309956","content_text":"Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&P, averaged a 1.3% variation.What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9961917209,"gmtCreate":1668819156801,"gmtModify":1676538117259,"author":{"id":"4088902048392220","authorId":"4088902048392220","name":"V.lye","avatar":"https://static.tigerbbs.com/7233306780623a2802ebfc0893c0cc52","vip":1,"crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"4088902048392220","idStr":"4088902048392220"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961917209","repostId":1140309956,"repostType":4,"repost":{"id":"1140309956","pubTimestamp":1668815799,"share":"https://ttm.financial/m/news/1140309956?lang=&edition=fundamental","pubTime":"2022-11-19 07:56","market":"us","language":"en","title":"Goldman Sees Holiday Sales Creating Volatility in Retail Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1140309956","media":"Bloomberg","summary":"Thanksgiving holiday sales season is here, and history says that means increased volatility for cons","content":"<html><head></head><body><p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.</p><p>From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&amp;P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&amp;P, averaged a 1.3% variation.</p><p>What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.</p><p>“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.</p><p><img src=\"https://static.tigerbbs.com/60c75d0553ecaea39b6920a57e7c7df2\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&amp;P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.</p><p>For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.</p><p>Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.</p><p>“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.</p><p>Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.</p><p>The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sees Holiday Sales Creating Volatility in Retail Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sees Holiday Sales Creating Volatility in Retail Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140309956","content_text":"Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&P, averaged a 1.3% variation.What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":104867815,"gmtCreate":1668821242106,"gmtModify":1668821255178,"authorId":3584680402793671,"author":{"id":3584680402793671,"idStr":"3584680402793671","authorId":3584680402793671,"name":"Bull1973","avatar":"https://static.tigerbbs.com/866d29bf88ff7363d121a5ccc6028aae","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9961917209,"type":1,"supId":0,"prevId":0,"content":"<span class=\"s1\">Ok</span>","text":"<span class=\"s1\">Ok</span>","html":"<span class=\"s1\">Ok</span>"}],"langContent":"EN"},{"id":9961932221,"gmtCreate":1668817396364,"gmtModify":1676538116883,"author":{"id":"3586655655659820","authorId":"3586655655659820","name":"sunshine138","avatar":"https://static.tigerbbs.com/23149c63a63bfeec1572cc27e1322750","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3586655655659820","idStr":"3586655655659820"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961932221","repostId":1140309956,"repostType":4,"repost":{"id":"1140309956","pubTimestamp":1668815799,"share":"https://ttm.financial/m/news/1140309956?lang=&edition=fundamental","pubTime":"2022-11-19 07:56","market":"us","language":"en","title":"Goldman Sees Holiday Sales Creating Volatility in Retail Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1140309956","media":"Bloomberg","summary":"Thanksgiving holiday sales season is here, and history says that means increased volatility for cons","content":"<html><head></head><body><p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.</p><p>From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&amp;P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&amp;P, averaged a 1.3% variation.</p><p>What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.</p><p>“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.</p><p><img src=\"https://static.tigerbbs.com/60c75d0553ecaea39b6920a57e7c7df2\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&amp;P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.</p><p>For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.</p><p>Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.</p><p>“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.</p><p>Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.</p><p>The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sees Holiday Sales Creating Volatility in Retail Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sees Holiday Sales Creating Volatility in Retail Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140309956","content_text":"Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&P, averaged a 1.3% variation.What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":104870408,"gmtCreate":1668827730004,"gmtModify":1668827743675,"authorId":3579095725705542,"author":{"id":3579095725705542,"idStr":"3579095725705542","authorId":3579095725705542,"name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9961932221,"type":1,"supId":0,"prevId":0,"content":"<span class=\"s1\">Pls like back my post<span class=\"Apple-converted-space\"> </span></span>","text":"<span class=\"s1\">Pls like back my post<span class=\"Apple-converted-space\"> </span></span>","html":"<span class=\"s1\">Pls like back my post<span class=\"Apple-converted-space\"> </span></span>"},{"id":104866818,"gmtCreate":1668817402256,"gmtModify":1668817412122,"authorId":3586655655659820,"author":{"id":3586655655659820,"idStr":"3586655655659820","authorId":3586655655659820,"name":"sunshine138","avatar":"https://static.tigerbbs.com/23149c63a63bfeec1572cc27e1322750","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9961932221,"type":1,"supId":0,"prevId":0,"content":"<u>Ok</u>","text":"<u>Ok</u>","html":"<u>Ok</u>"}],"langContent":"EN"},{"id":9961933551,"gmtCreate":1668816919874,"gmtModify":1676538116776,"author":{"id":"4089116574465250","authorId":"4089116574465250","name":"MrHuattt","avatar":"https://community-static.tradeup.com/news/e67f8f8c2b0192fadc4cd499a84e6c8b","vip":1,"crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"4089116574465250","idStr":"4089116574465250"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961933551","repostId":1140309956,"repostType":4,"repost":{"id":"1140309956","pubTimestamp":1668815799,"share":"https://ttm.financial/m/news/1140309956?lang=&edition=fundamental","pubTime":"2022-11-19 07:56","market":"us","language":"en","title":"Goldman Sees Holiday Sales Creating Volatility in Retail Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1140309956","media":"Bloomberg","summary":"Thanksgiving holiday sales season is here, and history says that means increased volatility for cons","content":"<html><head></head><body><p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.</p><p>From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&amp;P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&amp;P, averaged a 1.3% variation.</p><p>What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.</p><p>“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.</p><p><img src=\"https://static.tigerbbs.com/60c75d0553ecaea39b6920a57e7c7df2\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&amp;P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.</p><p>For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.</p><p>Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.</p><p>“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.</p><p>Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.</p><p>The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sees Holiday Sales Creating Volatility in Retail Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sees Holiday Sales Creating Volatility in Retail Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","WMT":"沃尔玛"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-18/goldman-sees-holiday-sales-creating-volatility-in-retail-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140309956","content_text":"Thanksgiving holiday sales season is here, and history says that means increased volatility for consumer stocks next week.From 2011 to 2021, basket of 34 large-cap consumer shares tracked by Goldman Sachs -- including Walmart Inc., Home Depot and Amazon.com Inc. -- saw average swings of nearly 3% in either direction between the day before Thanksgiving and the day after Cyber Monday. By contrast, the $374 billion SPDR S&P 500 Trust (ticker SPY), the world’s largest exchange-traded fund which tracks the S&P, averaged a 1.3% variation.What’s more, Goldman expects even higher-than-normal holiday-season volatility in consumer stocks this year do to the wide variations in investor expectations.“We believe option prices on select consumer-focused stocks are attractive ahead of the holiday shopping season around Thanksgiving, Black Friday and Cyber Monday,” Goldman strategists led by Vishal Vivek wrote in a note to clients.The average stock in Goldman’s consumer basket derived 29% of its revenue in the fourth quarter from 2011 to 2019, compared with 26% for the average stock in the broader S&P 500 Index. Sales were even higher for consumer companies over the past two years -- rising to 31% in the final three months of the year -- since the pandemic drove massive shifts in American’s spending habits, according to the bank.For instance, retailers like Burlington Stores Inc., Ross Stores Inc. and luxury fashion company Tapestry Inc. saw a sharp jump in revenues in the final quarter of 2020, while airline stocks like United Airlines Holdings Inc and Delta Air Lines Inc. benefited from a return to travel-related spending in 2021.Heading into this year’s holiday shopping season, Goldman sees the potential for heightened volatility in these names, “driven by an uncertain macro environment and reversals from the prior two years of pandemic-induced spending,” Vivek wrote.“Following a decline in implied volatility in these stocks over the past month, we believe long option strategies on these names are attractive in the near-term,” he added.Separately, Goldman surveyed 1,000 US consumers about their plans for holiday shopping. Overall, results point to a choppier season, with 46% of consumers planning on spending less.The bank, however, sees the potential for outperformance in select corners of the consumer market, including companies that offer steep discounts since survey respondents indicated a “willingness to trade down to lower price/quality products” as consumers hunt for cheaper prices in the face of decades-high inflation.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":104867188,"gmtCreate":1668818961743,"gmtModify":1668818974605,"authorId":3578957745184735,"author":{"id":3578957745184735,"idStr":"3578957745184735","authorId":3578957745184735,"name":"Ryanlmh","avatar":"https://static.tigerbbs.com/324c4246e253d95bc0bd401464a399c1","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.12","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9961933551,"type":1,"supId":0,"prevId":0,"content":"<span class=\"s1\">K</span>","text":"<span class=\"s1\">K</span>","html":"<span class=\"s1\">K</span>"},{"id":104866743,"gmtCreate":1668816925227,"gmtModify":1668816938296,"authorId":4089116574465250,"author":{"id":4089116574465250,"idStr":"4089116574465250","authorId":4089116574465250,"name":"MrHuattt","avatar":"https://community-static.tradeup.com/news/e67f8f8c2b0192fadc4cd499a84e6c8b","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9961933551,"type":1,"supId":0,"prevId":0,"content":"<u>Sure</u>","text":"<u>Sure</u>","html":"<u>Sure</u>"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":330,"commentSize":19,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}