News

The following are the top rated Consumer Discretionary stocks according to Validea's Price/Sales Investor model based on the published strategy of Kenneth Fisher. This value strategy rewards stocks with low P/S ratios, long-term profit growth, strong free cash flow and consistent profit margins.

PULTEGROUP, INC. (PHM) is a large-cap value stock in the Construction Services industry. The rating according to our strategy based on Kenneth Fisher is 90% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: PulteGroup, Inc. is a homebuilder in the United States. The Company's segments include Homebuilding and Financial Services. The Homebuilding operations are engaged in the acquisition and development of land primarily for residential purposes within the United States and the construction of housing on such land. The Financial Services segment consist principally of mortgage banking, title, and insurance agency operations, through Pulte Mortgage LLC (Pulte Mortgage) and other subsidiaries. Pulte Mortgage arranges financing through the origination of mortgage loans primarily for the benefit of its homebuyers. Its Homebuilding operations are aggregated into six segments: Northeast, Southeast, Florida, Midwest, Texas and West. The Company, through its brands, such as Centex, Pulte Homes, Del Webb, DiVosta Homes, John Wieland Homes and Neighborhoods, and American West offers variety of home designs with varying levels of options and amenities to its customer groups.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

Detailed Analysis of PULTEGROUP, INC.

ABERCROMBIE & FITCH CO (ANF) is a mid-cap growth stock in the Retail (Apparel) industry. The rating according to our strategy based on Kenneth Fisher is 80% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Abercrombie & Fitch Co. is an omnichannel specialty retailer of apparel and accessories. The Company offers an assortment of apparel, personal care products and accessories for men, women and kids, which are sold primarily through its digital channels and Company-owned stores, as well as through various third-party arrangements. The Company's two brand-based operating segments are Hollister, which includes the Company's Hollister, Gilly Hicks and Social Tourist brands, and Abercrombie, which includes the Company's Abercrombie & Fitch and Abercrombie kids brands. The Company operates primarily in North America, Europe, the Middle East and Asia. The Company operates approximately 770 stores under these brands across North America, Europe, Asia and the Middle East, as well as the e-commerce sites www.abercrombie.com, www.abercrombiekids.com, www.hollisterco.com, www.gillyhicks.com and www.socialtourist.com.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

Detailed Analysis of ABERCROMBIE & FITCH CO

BJ'S RESTAURANTS INC (BJRI) is a small-cap growth stock in the Restaurants industry. The rating according to our strategy based on Kenneth Fisher is 80% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: BJ's Restaurants, Inc. is a casual dining restaurant. The Company's restaurants feature a menu with approximately 100 menu items designed to offer various items, including slow roasted entrees, such as prime rib, EnLIGHTened Entrees, such as Cherry Chipotle Glazed Salmon, original signature deep-dish pizza, the Pizookie dessert and BJs craft beers. Its craft beer is produced at five in-house brewing facilities and by independent third-party brewers using its recipes. The Company is a national restaurant chain, which owns and operates approximately 200 casual dining restaurants located in 30 states, including Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia and Washington.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

Detailed Analysis of BJ'S RESTAURANTS INC

CHEWY INC (CHWY) is a mid-cap growth stock in the Retail (Specialty) industry. The rating according to our strategy based on Kenneth Fisher is 80% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Chewy, Inc. is a pure-play e-commerce company geared towards pet products and services for dogs, cats, fish, birds, small pets, horses, and reptiles. The Company's brands include A Pet Hub, Bark and Slumber, B&G Martin, Babyliss Pro Pet, C&F, Nutro, ORIJEN, NexGard, Frisco and others. It offers quality pet food, treats and supplies, and pet healthcare products. The Company's product offerings include Food products such as dry food, wet food, veterinary diets and food toppings; Treat products, such as treat products, such as soft and chewy treats, biscuits, cookies and crunchy treats, dental treats, jerky treats, bones, bully sticks and natural chews; Vitamin and supplements, such as Hip & Joint, Digestive Health & Probiotics, Multivitamins, Heart & Liver and others, and Healthcare products such as Dental Care, First Aid & Recovery, Ear Care, Eye Care, Milk Replacers, DNA Tests and others. It serves its customers through its retail Website, www.chewy.com, and its mobile applications.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

Detailed Analysis of CHEWY INC

REVOLVE GROUP INC (RVLV) is a small-cap growth stock in the Retail (Apparel) industry. The rating according to our strategy based on Kenneth Fisher is 80% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Revolve Group, Inc. is a fashion retailer for Millennial and Generation Z consumers. The Company's segments include REVOLVE and FWRD. The REVOLVE segment offers an assortment of premium apparel, footwear, accessories and beauty products from emerging, established and owned brands. The FWRD segment offers a curated assortment of iconic designer and emerging luxury brands. The Company offers a curated assortment of over 100,000 apparel and footwear styles, as well as accessories, beauty and home products. Its brands include Lovers and Friends, GRLFRND, NBD, Camila Coelho and House of Harlow 1960. It works with suppliers and manufacturers in China, the United States, India and other countries. Customers can engage with the Company in approximately 12 languages and pay in over 50 currencies using one of 20 payment methods, including third-party alternatives that allow its customers to make installment payments. The Company also offers a loyalty program for its customers.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

Detailed Analysis of REVOLVE GROUP INC

About Kenneth Fisher: The son of Philip Fisher, who is considered the "Father of Growth Investing", Kenneth Fisher is a money manager, bestselling author, and longtime Forbes columnist. The younger Fisher wowed Wall Street in the mid-1980s when his book Super Stocks first popularized the idea of using the price/sales ratio (PSR) as a means of identifying attractive stocks. According to his alma mater, Humboldt State University, Fisher is also one of the world's foremost experts on 19th century logging. Appropriately, Fisher's firm, Fisher Investments, is located in a lush forest preserve in Woodside, California, where the contrarian-minded Fisher says he and his employees can get away from Wall Street groupthink.

About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.