Personal Goods sector monthly seasonality analysis

The 2013 edition of the Almanac looks at the historic monthly performance of the FTSE 350 sectors. Here we look at the Personal Goods sector.

The following chart plots the average out-performance of the FTSE 350 Personal Goods sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the sector has out-performed the FTSE 100 Index by 4.4 percentage points in July.

Observations:

  1. The strongest months have been April and July – the sector has under-performed the market only four times in July since 1999.
  2. The sector has no consistently weak months; although the sector has under-performed the market by an average of 0.2 percentage points in December, the sector has actually out-performed the market that month in nine of the past 14 years.

The four stocks in the FTSE 350 Personal Goods sector [NMX3760] are-

Burberry Group [BRBY] SuperGroup [SGP]
PZ Cussons [PZC] Ted Baker [TED]
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General retailers start their weakest month of the year

The 2013 edition of the Almanac looks at the historic monthly performance of the FTSE 350 sectors. Here we look at the general retailers sector.

The following chart plots the average out-performance of the FTSE 350 general retailers sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the general retailers sector has out-performed the FTSE Index by 1.7 percentage points in February.

Observations:

  1. The strongest month of the year for the sector is February, and the weakest is December.
  2. After two strong months early in the year (February and March) the relative performance of the sector steadily declines for the rest of the year.

The 20 stocks in the FTSE 350 General Retailers sector [NMX5370] are-

Brown (N) Group  [BWNG] Kingfisher  [KGF]
Carpetright  [CPR] Marks & Spencer  [MKS]
Debenhams  [DEB] Moneysupermarket  [MONY]
Dignity [DTY] Next  [NXT]
Dixons Retail  [DXNS] Ocado  [OCDO]
Dunelm  [DNLM] Paypoint  [PAY]
Halfords  [HFD] Sports Direct  [SPD]
Home Retail  [HOME] SuperGroup  [SGP]
Inchcape  [INCH] TUI Travel  [TT.]
JD Sports  [JD.] WH Smith  [SMWH]
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