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Quarter-End Insights

Our Outlook for Consumer Stocks

Consumers show more signs of life, and most of the sector prices are in a full recovery.

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  • Retailers square-off against consumer packaged-goods firms.
  • Buyouts (rumored and actual) gain momentum as credit markets loosen.
  • Cyclical laggards--restaurants and grocers--begin to stabilize.

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Joel Bloomer does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.