Skip to Content
Quarter-End Insights

Our Outlook for Consumer Cyclical Stocks

While the U.S. economy still faces headwinds, we're projecting growth in 2011.

Mentioned: , , , , , , , , ,

<< Return to Main Market Outlook Page

  • While pockets of softness still exist, we expect another year of mid-single-digit growth among consumer cyclical firms in 2011 as the U.S. economy continues its slow recovery.
     
  • Commodity headwinds remain a concern, but some manufacturers/retailers have several levers to mitigate the impact.
     
  • With plenty of cash on the sidelines, merger-and-acquisition activity among consumer cyclical names will likely continue

To view this article, become a Morningstar Basic member.

Register for Free

Peter Wahlstrom has a position in the following securities mentioned above: AAPL. Find out about Morningstar’s editorial policies.