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Quarter-End Insights

Consumer Cyclical Opportunities Still Exist

Consumer cyclical names with moats are still well-positioned despite macro and inflation pressures.

Mentioned: , , , , , , , , ,

  • Mixed macroeconomic signals, but better-run firms should still be able to pull levers in order to meet full-year expectations.
  • Inflation is still a prominent headwind, but it's important to delineate secular and cyclical pressures.
  • The market won't reward consumer companies for sitting on cash stockpiles, so expect share repurchases, dividends, and acquisitions to accelerate.

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