Costco

Procter & Gamble

Walmart

Coca-Cola

Philip Morris

PepsiCo

Altria

Mondelez

Colgate-Palmolive

Target

Fidelity MSCI Consumer Staples ETF

FSTA tracks a market-cap-weighted index of US consumer staples companies across the entire market-cap spectrum.

This article provides a top-down analysis of the consumer staples sector, focusing on fundamental metrics. The consumer staples sector as a whole is close to its 11-year averages in valuation metrics. Household products and the beverage industry are undervalued relative to the baseline, while tobacco has the worst value and quality scores.

FSTA: Consumer Staples Dashboard For November

If you're interested in broad exposure to the Consumer Staples - Broad segment of the equity market, look no further than the Fidelity MSCI Consumer Staples Index ETF (FSTA), a passively managed exchange traded fund launched on 10/21/2013.

Should You Invest in the Fidelity MSCI Consumer Staples Index ETF (FSTA)?

FSTA's portfolio is defensive with a low expense ratio but has underperformed the S&P 500 due to slower revenue growth in consumer staples. The fund is concentrated in large-cap, economically resilient stocks, offering lower volatility and better downside protection during market turmoil. Despite its stability, FSTA's earnings growth is projected to lag behind the broader market, with valuations currently near historical highs.

FSTA: Valuation Still Expensive

Fidelity MSCI Consumer Staples Index ETF FSTA is probably on the radar for investors seeking momentum. The fund just hit a 52-week high and has moved up 27.43% from its 52-week low price of $40.28/share.

Consumer Staples ETF (FSTA) Hits New 52-Week High

Tema Obesity & Cardiometabolic ETF

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iShares U.S. Consumer Goods ETF

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Invesco Dynamic Pharmaceuticals ETF

Invesco Aerospace & Defense ETF

VanEck Vectors Pharmaceutical ETF

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Consumer Staples Select Sector SPDR Fund

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Health Care Select Sector SPDR Fund

When markets correct, it is a good time to revisit which equity market sectors are “defensive” themes. Certain products and services are nondiscretionary in nature that we cannot live without.

Disruptive Theme of the Week: Playing Defense

Brinker International

Global X Funds - Global X E-commerce ETF

Fidelity MSCI Consumer Discretionary ETF

First Trust Consumer Discretionary AlphaDEX Fund

First Trust Consumer Staples AlphaDEX Fund

Home Depot

Amplify Online Retail ETF

iShares Evolved U.S. Discretionary Spending ETF

First Trust S-Network E-Commerce ETF

iShares U.S. Consumer Services ETF

iShares Global Consumer Staples ETF

Proshares Online Retail ETF

Invesco DWA Consumer Cyclicals Momentum ETF

Invesco S&P SmallCap Consumer Staples ETF

 Invesco S&P SmallCap Consumer Discretionary ETF

Invesco DWA Consumer Staples Momentum ETF

Invesco S&P 500 Equal Weight Consumer Discretionary ETF

Invesco S&P 500 Equal Weight Consumer Staples ETF

VanEck Vectors Retail ETF

iShares Global Consumer Discretionary ETF

Starbucks

Vanguard Consumer Discretionary ETF

To date, 145 of the 199 companies in our Retail/Restaurant Index have reported their EPS results for Q2 2024, representing 73% of the index. The blended revenue growth estimate for the 199 companies in this index is 3.5% for Q2 2024. Home Depot reported better-than-expected Q2 earnings and revenue.

U.S. Retail Earnings Update - August 13, 2024

Monthly article series with industry metrics in consumer staples. The sector is close to its 11-year averages in valuation, but the household products industry is significantly undervalued. Fidelity MSCI Consumer Staples Index ETF is an equivalent to XLP for long-term investors.

FSTA: Consumer Staples Dashboard For June

WisdomTree US Quality Dividend Growth Fund

iShares Core S&P Total U.S. Stock Market ETF

Invesco Dividend Achievers ETF

iShares MSCI USA Quality Factor ETF

Invesco S&P 500 Pure Value ETF

SPDR Portfolio Total Stock Market ETF

SPDR Portfolio S&P 500 High Dividend ETF

Vanguard Telecommunication Services ETF

Per the legendary investor John Hussman -- famous for predicting the 2000 and 2008 crashes, the latest stock rally is ingrained in the extreme fear of missing out. This FOMO rally may fizzle if the consensus view starts changing and valuation gets too ripe.

FOMO Rally Gains Momentum? ETF Strategies to Play

Bunge Global SA

Conagra Brands

Medifast

Molson Coors Brewing

USANA Health Sciences

The tobacco and household products industries show the best value scores in the sector.

FSTA: Consumer Staples Sector Dashboard For March

Vizio Holding Corp

Walmart (WMT) spread strong optimism by reporting robust fourth-quarter fiscal 2024 results, providing a big boost to its annual dividend and unveiling the $2.3 billion takeover of smart TV maker Vizio (VZIO).

Walmart Soars on Earnings, Dividend & Vizio Deal: ETFs to Buy

Soft drink bellwether Coca-Cola Company (KO) reported earnings yesterday and PepsiCo (PEP) reported last week. Both giants came up with upbeat earnings.

Coke-Pepsi Earnings Put These ETFs in Focus

Fidelity® MSCI Consumer Staples Index ETF is a defensive sector fund that aims to match the performance of the MSCI USA IMI Consumer Staples Index. Consumer staples are essential goods and services that remain in demand regardless of the state of the economy, making them a defensive sector. The FSTA ETF has a concentrated sector composition in consumer staples and offers low-risk exposure to a broad array of companies within the sector.

FSTA: A Good Staple For An Equity Portfolio

Amplify AI Powered Equity ETF

ProShares Short Bitcoin Strategy ETF

SPDR Dow Jones Industrial Average ETF

Defiance Pure Electric Vehicle ETF

Roundhill Magnificent Seven ETF

Roundhill Meme ETF

ProShares Short Ether Strategy ETF

Invesco S&P 500 Enhanced Value ETF

SPDR S&P 500 ETF Trust

Charlie Munger's investment philosophy, which prioritizes quality, selective investing, and a long-term perspective, can influence ETF investors to be discerning in their choices and avoid excessive diversification.

A Tribute to Munger With His Philosophy-Enriched ETFs

First Trust Nasdaq Food & Beverage ETF 

Beverage maker Coca-Cola (KO) is scheduled to report third-quarter 2023 results on Oct 24 before market open.

Coca-Cola Earnings Preview: ETFs in Focus

PepsiCo (PEP) reported robust third-quarter 2023 results, wherein revenues and earnings surpassed the Zacks Consensus Estimate.

PepsiCo Earnings Beats Overall, Lifts View: ETFs to Benefit

Fidelity MSCI Consumer Staples ETF has performed relatively well in 2022 but is weakening in 2023. FSTA offers better downside protection than the broader market during economic downturns. FSTA has a weaker growth profile than the broader market and its valuation is still rich, posing downside risks.

FSTA Has A Rich Valuation And Its Risk/Reward Profile Is Not Attractive

Fidelity MSCI Consumer Staples Index ETF has performed poorly in 2023, down over -7%, due to higher rates and lack of a recession. The MSCI USA IMI Consumer Staples 25/50 Index provides the framework for FSTA's holdings, which are highly concentrated. Valuations for consumer staples are stretched, and growth levels are slowing, leading to a continued de-rating for FSTA.

FSTA: Consumer Staples Are Not A Safe Heaven Anymore

Amplify Travel Tech ETF

First Trust NASDAQ Global Auto Index Fund

Defiance Hotel Airline and Cruise ETF

Goldman Sachs Future Consumer Equity ETF

ALPS Global Travel Beneficiaries ETF

Tema Luxury ETF

Roundhill S&P Global Luxury Etf

Direxion Daily Travel & Vacation Bull 2X Shares

Consumer Discretionary Select Sector SPDR Fund

SPDR S&P Retail ETF

Some consumer discretionary stocks have performed better than others. Luxury, homebuilding, and travel have been a bright spots.

Outlook For Consumer Discretionary Stocks Amid Shifting Spending Patterns

Walmart (WMT) reported robust second-quarter fiscal 2024 results, wherein it surpassed both earnings and revenue estimates and raised its outlook for the full year.

ETFs to Bet on as Walmart Beats Q2 Earnings Estimates

Walmart has been hitting record highs ahead of its earnings release. It has a strong chance of beating estimates this quarter.

Walmart Likely to Beat Q2 Earnings Estimates: ETFs in Focus

Both Coca-Cola and PepsiCo have beaten top-and-bottom lines in the second quarter. Guidance also remains upbeat.

Coke, PepsiCo Earnings Should Drive Consumer Staples ETFs

First Trust Morningstar Dividend Leaders Index Fund

Cambria Cannabis ETF

Philip Morris beat both earnings and revenue estimates in the second quarter. Look into some ETFs to capitalize.

5 ETFs to Make the Most of Philip Morris's Q2 Earnings Beat

No consumer staples subsector shows an attractive combination of value and quality scores. The most overvalued one is personal care products. Fidelity® MSCI Consumer Staples Index ETF is an alternative to Consumer Staples Select Sector SPDR® Fund ETF.

FSTA: Consumer Staples Dashboard For July

Fidelity MSCI Health Care ETF

Exchange-traded funds provide investors with an easy way to diversify and minimize risk. The Fidelity MSCI Health Care Index ETF contains more than 430 of the top U.S. healthcare stocks.

Worried About the Markets? Buy and Hold These 2 Cheap ETFs.

Qraft AI-Enhanced US Large Cap Momentum ETF

Walmart surpassed both earnings and revenue estimates and raised its outlook for the full year.

Walmart Beats on Q1 Earnings, Lifts View: ETFs in Focus

News for Fidelity MSCI Consumer Staples ETF ETF (FSTA)