Our Outlook for Consumer Cyclical Stocks

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

Dec 29, 2010

Mentioned: Lululemon Athletica Inc (LULU) , OpenTable Inc (OPEN) , Amazon.com Inc (AMZN) , VF Corp (VFC) , L Brands Inc (LB) , Netflix Inc (NFLX) , J. Crew Group, Inc. (JCG) , Chico's FAS Inc (CHS) , Lowe's Companies Inc (LOW) , Advance Auto Parts Inc (AAP)

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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

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

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