Список проголосовавших за комментарий " Sector Summary: S&P Consumer Discretionary Index flat, outperforming the broader marketThe consumer discretionary group is outperforming the broader market in early trade, while the retail group is seeing notable strength. The Retail HOLDRS Trust (<strong><strong>RTH</strong></strong>) is +0.3% and the SPDR S&P Retail ETF (<strong><strong>XRT</strong></strong>) +1.2% are both in positive territory. In addition to better-than-feared earnings/comps from a handful of retailers, today's strength may also be partially attributed to comments from Treasury Secretary Mnuchin to the Senate Banking Republicans regarding his opposition to the border adjustment tax. <strong><br/> <br/> Notable earnings/guidance</strong>: <br/> <ul><li><strong><strong>Trading higher following earnings/guidance/SSS</strong></strong><strong>: </strong><strong>MNST</strong> +15.5%, <strong>ANF</strong> +14.5%, <strong>SUP</strong> +10.7%, <strong>RCII</strong> 4.2% (Rent-A-Center reports January key operating metrics — core U.S. same store sales declined 11.5%), <strong>BURL</strong> +3.8%, <strong>SRI</strong> +2.8%, <strong>LB</strong> 1.2% (L Brands reports February comps of -13% vs guidance of Feb comps to decline of mid-to-high-teens w/ Victoria's Secret -20% and BBW down MSD)</li><li><strong>Trading lower following earnings/guidance/SSS</strong>: <strong>SSI</strong> -12.1%, <strong>BKS</strong> -7.1%, <strong>TAST</strong> -5.4%, <strong>KR</strong> -3.9%, <strong>BUD</strong> -3.1%, <strong>FRED</strong> -0.6% (Fred's reports February comps of -4.0% vs 0.8% year ago and -4.8% last month)</li></ul><p><strong>Earnings/guidance secondary plays</strong>:</p><ul><li>Superior Ind (<strong><strong>SUP</strong> +11%</strong>) and Stoneridge (<strong><strong>SRI</strong> +2.4%</strong>) are <strong>leading auto part suppliers higher</strong>: <strong>AXL</strong> +1.8%, <strong>MPAA</strong> +1.4%, GT +0.9%, <strong>LEA</strong> +0.9%, <strong>ABG</strong> +0.6%, <strong>TEN</strong> +0.4%, <strong>GNTX</strong> +0.2%</li><li><strong>Teen/fashion retailers are higher</strong> with <strong>ANF</strong> leading the way (missed on top and bottom lines but expects comps improvement this year): <strong>ANF</strong> +14.5%, <strong>AEO</strong> +4.9%, <strong><strong>ZUMZ</strong></strong> +4.8% (reports earnings and comps next week), <strong>EXPR</strong> +4.3%, <strong>GES</strong> +4%, <strong>URBN</strong> +3.7%, <strong>TLYS</strong> +2.6%, <strong>FRAN</strong> +1.3%, <strong>LB</strong> +1.2%</li><li><strong>Consumer beverage/brewery related names are lower</strong> following Anheuser Busch Inbev (<strong>BUD</strong>) earnings: <strong>ABEV</strong> -4.2%, <strong>BREW</strong> -2%, <strong>TAP</strong> -0.8%, <strong>STZ</strong> -0.7%</li></ul><p><strong>In the news</strong>:</p><ul><li><strong>Leaders</strong>: <strong>BBY</strong> 5.3% (Best Buy recovering after after missing sales estimates yesterday morning; HHGregg to close three distribution facilities and 88 store locations in order to reallocate resources to align more closely with its strategic goals to improve liquidity and return to profitability), RLH 1.4% (Red Lion Hotels appoints Douglas L. Ludwig as its new CFO and Treasurer)</li><li><strong>Laggards</strong>: <strong>FIT</strong> -1.4% (Fitbit received another subpoena from the U.S. Attorney's Office in the Northern District of California), <strong>HGGG</strong> -3% (HHGregg to close three distribution facilities and 88 store locations in order to reallocate resources to align more closely with its strategic goals to improve liquidity and return to profitability)</li></ul><strong>Analyst related</strong>:<br/> <ul><li><strong>Downgrades</strong>: <strong>TRIP</strong> -0.3% (downgraded to Neutral from Overweight at Piper Jaffray)</li><li><strong>Misc</strong>: <strong>EA</strong> -0.4% and <strong>ATVI</strong> -0.4% (lower despite being initiated with Outperform ratings at William Blair)</li></ul><p><strong>Looking ahead</strong>:</p><ul><li><strong>On the earnings front</strong>: <strong>BIG</strong> reports tomorrow before the open and <strong>COST</strong> reports earnings and monthly sales today after the close. </li></ul>"