Industry: Consumer Life/Home


Piercing View produces Investment Theme reports, in addition to the traditional Industry Reports.  We group companies into themes that are better suited to be viewed and assessed together. Refer to our Industry POV paper for further details.

Current Theme: Consumer Life/Home

The Theme Report provides a comprehensive view of the IoE scores for companies within an industry or theme.

Companies that are selected to a theme are categorized by score into leaders, at par, and laggards, then are ranked against their peers in the industry. It offers observations about industry leaders performance across the VIEW pillars: Value, Innovation, Engagement and Wave (Momentum).  It provides an aggregated perspective on IoE technology and themes relevant to that industry.  The information is provided for the current period with the perspective of historical performance, noting improvements or loss of momentum.

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Consumer Life & Home Theme

Period:  Q2  2016

Includes companies across the following industries/sub industries:

Consumer Discretionary, Electronics, Household Appliances, Leisure Products, Footwear, Home Furnishings, Homebuilding, Housewares & Specialties, Apparel, Accessories & Luxury Goods, Consumer Staples, Household Products, Security & Alarm Services, Home entertainment software

Companies included in this bundle:

TYC Tyco International plc (Ireland)
EA Electronic Arts Inc.
TTWO Take-Two Interactive Software, Inc.
LXK Lexmark International Inc
UA Under Armour Inc
BCO Brink’s Company
SKX Skechers USA Inc
SHOO Steven Madden, Ltd.
WWW Wolverine World Wide, Inc.
DECK Deckers Outdoor Corp
CROX Crocs, Inc.
ELY Callaway Golf Co
RGR Sturm, Ruger & Company
NKE Nike Inc
PII Polaris Industries Inc.
ACAT Arctic Cat Inc
HAS Hasbro, Inc.
MAT Mattel, Inc.
BC Brunswick Corporation
GE General Electric Company  (only consumer)
WHR Whirlpool Corporation
HELE Helen of Troy Limited
IRBT iRobot Corporation
GRMN Garmin Ltd.
HAR Harman International]
UEIC Universal Electronics Inc
 KRW Samsung
 HON Honeywell
 DHI Horton D.R. Inc
 LEN Lennar Corp
 PHM Pulte Group Inc
 KBH KB Home
TOL Toll Brothers Inc