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Bloomberg reported Thursday that its consumer comfort index had reached its highest level since 2001.
With other signs of strong economic growth in the US, this is a good time to highlight manufacturers and sellers of consumer products that have already experienced strong sales growth.
This is Bloomberg's latest report on the Consumer Comfort Index. The leading economic indicators in the United States point to a strong second half of 2018 and bond investors also believe that US economic expansion of nearly nine years will continue.
So, which consumer companies have the best sales growth? We will get there in a moment. First, here's an enlightening summary of how all 11 S & P 500
SPX, + 0,90%
Sectors have recorded results so far this year, followed by two lists of winners and losers:
| S & P 500 Sector | 2018 to 19 September | 2017 | 3 years | 5 years | 10 years |
| Consumer discretionary | 19.4% | 23% | 62% | 106% | 352% |
| data processing | 18.6% | 39% | 102% | 166% | 349% |
| Health care | 14.3% | 22% | 39% | 96% | 260% |
| industrial | 6.2% | 21% | 62% | 81% | 184% |
| Energy | 5.9% | -1% | 31% | 3% | 32% |
| finances | 3.8% | 22% | 65% | 89% | 89% |
| Utilities | 2.8% | 12% | 39% | 66% | 126% |
| Immovable | 2.5% | 11% | 28% | 54% | 97% |
| Materials | 0.9% | 24% | 53% | 54% | 99% |
| telecommunications | -1.7% | -1% | 27% | 31% | 112% |
| Consumer Staples | -2.7% | 13% | 25% | 51% | 155% |
| S & P 500 Index | 10.3% | 22% | 58% | 87% | 187% |
| Source: FactSet | |||||
These numbers are fascinating. The consumer discretionary sector – which includes Netflix
NFLX, -0.39%
and Amazon.com
AMZN, + 1.18%
among the biggest carriers of 2018 – leading all sectors, the consumer staples sector – with several venerable companies burdened by the loss of private label market share – is making headway.
Here are the 10 S & P 500 consumer stocks with the highest total returns in 2018, as well as the sales changes of the last quarters reported by companies:
| Company | Teleprinter | Industry | Total return – 2018 | Sales change | Evolution of revenue per share |
| Netflix Inc. |
NFLX, -0.39% |
Cable / satellite TV | 91% | 40% | 39% |
| Advance Auto Parts Inc. |
AAP + 0.02% |
Specialty stores | 70% | 3% | 3% |
| Chipotle Mexican Grill Inc. |
CMG, -1.99% |
restaurants | 70% | 8% | 12% |
| Amazon.com Inc. |
AMZN, + 1.18% |
Internet Retail | 65% | 39% | 37% |
| Kohl's Corp. |
KSS, -3.40% |
Big stores | 50% | 4% | 12% |
| TripAdvisor Inc. |
TRIP, -2.08% |
Other consumer services | 47% | 2% | 3% |
| Macy's Inc |
M -1.15% |
Big stores | 46% | -1% | 2% |
| TJX Cos. |
TJX, + 0.11% |
Trade in clothes / shoes | 45% | 12% | 14% |
| Discovery Inc. Class A |
DISCA, + 0.94% |
Cable / satellite TV | 43% | 63% | 32% |
| O & # 39; Reilly Automotive Inc. |
ORLY, + 0.26% |
Specialty stores | 43% | 7% | 19% |
| Source: FactSet | |||||
You can click on the icons for more information about each company, including news, price ratios, financial data and charts.
Sales per share also reflect dilution resulting from the issuance of new shares for any reason, including to fund acquisitions or stock-based compensation for executives. Earnings per share will be boosted by net share redemptions.
As you can see, the sharp rises in stock prices this year were not necessarily caused by higher sales. For Macy's
M -1.15%
For example, a 25% drop in shares in 2017 convinced enough investors that the stock was ready for recovery.
Here are the 10 S & P 500 consumption figures with the worst returns this year:
| Company | Teleprinter | Industry | Total return – 2018 | Sales change | Evolution of revenue per share |
| L Brands Inc. |
KG, + 0.51% |
Trade in clothes / shoes | -48% | 8% | 12% |
| Coty Inc. Class A |
COTY, + 2.13% |
Household / Personal Care | -35% | 3% | 2% |
| Mohawk Industries Inc. |
MHK, -0.48% |
Home Furnishings | -32% | 5% | 5% |
| Newell Brands Inc |
NWL, + 1.39% |
Industrial Conglomerates | -28% | -13% | -46% |
| Whirlpool Corp. |
WHR, + 0.16% |
Electronics / Appliances | -25% | -4% | 4% |
| Kraft Heinz Co. |
KHC, + 1.55% |
Food: diversified major | -25% | 1% | 0% |
| Goodyear Tire & Rubber Co. |
GT + 2.08% |
Automotive Aftermarket | -24% | 4% | 11% |
| General Mills Inc. |
GIS, + 0.49% |
Food: Main Diversified | -23% | 9% | 6% |
| Tyson Foods Inc. Class A |
TSN + 1.19% |
Food: Meat / Fish / Dairy | -23% | 2% | 3% |
| DISH Network Corp. Class A |
DISH, -0.52% |
Cable / satellite TV | -23% | -5% | -16% |
| Source: FactSet | |||||
Winners of consumer sales
Here are the 10 S & P 500 companies in the consumer discretionary and consumer staples sectors that recorded the largest sales increase for their most recently reported quarter:
| Company | Teleprinter | Industry | Sales change | Evolution of revenue per share | Total return – 2018 |
| Lennar Corp. Class A |
LEN -1.54% |
Construction of houses | 67% | 19% | -19% |
| Discovery Inc. Class A |
DISCA, + 0.94% |
Cable / satellite TV | 63% | 32% | 43% |
| Netflix Inc. |
NFLX, -0.39% |
Cable / satellite TV | 40% | 39% | 91% |
| Amazon.com Inc. |
AMZN, + 1.18% |
Internet Retail | 39% | 37% | 65% |
| Campbell Soup Co. |
CPB + 0.85% |
Food: diversified major | 33% | 35% | -15% |
| Tapestry Inc. |
TPR -0.34% |
Trade in clothes / shoes | 31% | 28% | 16% |
| News Corp. Class A |
NWSA, + 0.40% |
Publication: Newspapers | 29% | 29% | -22% |
| PulteGroup Inc. |
PHM, -1.46% |
Construction of houses | 27% | 34% | -19% |
| Michael Kors Holdings Ltd |
KORS, -0.62% |
Trade in clothes / shoes | 26% | 30% | 16% |
| LKQ Corp. |
LKQ, + 2.08% |
Automotive Aftermarket | 23% | 22% | -20% |
| Source: FactSet | |||||
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