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Quarter-End Insights

Our Outlook for Consumer Cyclical Stocks

As macro headwinds mount, we would look for a larger valuation discount among consumer cyclical names.

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  • Near-term outlook dims slightly as macroeconomic concerns surrounding the U.S. credit downgrade, and sovereign debt issues in Europe outweigh positive sales trends.
  • E-commerce remains a powerful channel for brick-and-mortar retailers, and it's not too late to join the party.
  • We're not bullish, but some companies can still pull revenue and cost levers to drive growth in 2012.

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