Performance 2019 S&P 500 Sectors & Industries

Performance 2019 S&P 500 Sectors & Industries

Yardeni Research, Inc.

August 19, 2019

Dr. Edward Yardeni

516-972-7683 eyardeni@

Joe Abbott

732-497-5306 jabbott@

Mali Quintana

480-664-1333 aquintana@

Please visit our sites at blog.

thinking outside the box

Table Of Contents Table Of Contents

S&P 500 Sectors Performance

1

S&P 500 Consumer Discretionary

2-3

S&P 500 Consumer Staples & Energy

4

S&P 500 Financials & Health Care

5

S&P 500 Industrials & Transportation

6

S&P 500 Information Technology & Materials

7

S&P 500 Communication Services

8

S&P 500 Real Estate & Utilities

9

August 19, 2019 / Performance 2019 S&P 500 Sectors & Industries

Yardeni Research, Inc.



S&P 500 Sectors Performance

Figure 1.

55

S&P 500 SECTORS PERFORMANCE: 2019 50 (percent change ytd)

45 S&P 500 Sectors

S&P 500 Index (16.6)

40

Consumer Discretionary (18.6)

Consumer Staples (19.6)

35

Energy (0.9) Financials (12.3)

Health Care (5.5)

30

Information Technology (27.9)

Materials (12.8) Industrials (16.3)

Real Estate (25.3) Communication Services (20.1) Utilities (16.2)

25

20

15

10

5

0

-5

-10 Latest data thru: 08/19/19

-15 Jan

Feb

Mar

Apr

May

Source: Standard & Poor's.

Jun

Jul

2019

Aug

Sept

Oct

55

50

45

40

35

30

25

20

15

10

5

0

-5

-10

-15

Nov

Dec

Figure 2.

20

20

S&P 500 SECTORS PERFORMANCE: JULY 2019 MONTH-TO-DATE

(percent change from last trading day of June)

July 2019

S&P 500 Index (1.3)

Materials (-0.4)

15

Consumer Discretionary (0.9)

Real Estate (1.7)

15

Consumer Staples (2.3)

Communication

Energy (-1.9)

Services (3.0)

Financials (2.3)

Utilities (-0.4)

Health Care (-1.7)

Industrials (0.6)

Information

10

Technology (3.3)

10

5

5

0

0



-5

-5

1 2 3 4 5 8 9 10 11 12 15 16 17 18 19 22 23 24 25 26 29 30

Source: Standard & Poor's.

July 2019 M-T-D

Page 1 / August 19, 2019 / Performance 2019 S&P 500 Sectors & Industries

Yardeni Research, Inc.



S&P 500 Consumer Discretionary

Figure 3.

85

85

S&P 500 CONSUMER DISCRETIONARY RETAIL SECTOR & INDUSTRY PERFORMANCE: 2019

75 (percent change)

75

Retail

Consumer Discretionary

65

Retail Composite (17.6)

65

Apparel Retail (11.0)

55

Apparel Accessories & Luxury Goods (-4.0)

55

Casinos & Gaming (16.5)

45

Department Stores (-37.5) General Merchandise Stores (23.6)

45

Hypermarkets &

35

Super Centers (27.5) Specialty Stores (21.0)

35

25

25

15

15

5

5

-5

-5

-15

-15

-25

-25



Latest data thru: 08/19/19

-35

-35

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

2019

Source: Standard & Poor's.

Figure 4.

70

70

S&P 500 HOUSING & AUTO RELATED INDUSTRY PERFORMANCE: 2019

65 (percent change)

65

60

Housing & Autos

60

55

Homebuilding (31.7)

55

Household Appliances (26.6)

50

Home Improvement Retail (16.0)

50

45

Auto Parts & Equipment (22.6) Automobile Manufacturing (14.3)

45

40

Automotive Retail (17.3)

40

35

35

30

30

25

25

20

20

15

15

10

10

5

5

0

0

-5

-5

-10

-10

-15 Latest data thru: 08/19/19 -20

-15

-20

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

2019

Source: Standard & Poor's.

Page 2 / August 19, 2019 / Performance 2019 S&P 500 Sectors & Industries

Yardeni Research, Inc.



S&P 500 Consumer Discretionary

Figure 5.

50

50

S&P 500 CONSUMER DISCRETIONARY FUN-RELATED INDUSTRY PERFORMANCE: 2019

45 (percent change)

45

Consumer Discretionary

40 Fun Related

40

Casinos & Gaming (16.5)

35

Hotels, Resorts, & Cruise Lines (15.2)

35

Restaurants (34.0)

30

30

25

25

20

20

15

15

10

10

5

5

0

0

-5

-5

Latest data thru: 08/19/19



-10

-10

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

2019

Source: Standard & Poor's.

Figure 6.

45

45

S&P 500 CONSUMER DISCRETIONARY MISC. INDUSTRY PERFORMANCE: 2019

(percent change)

40

40

Consumer Discretionary

Misc.

35

Specialty Stores (21.0)

35

30

30

25

25

20

20

15

15

10

10

5

5

0

0



Latest data thru: 08/19/19

-5

-5

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

2019

Source: Standard & Poor's Corporation.

Page 3 / August 19, 2019 / Performance 2019 S&P 500 Sectors & Industries

Yardeni Research, Inc.



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