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Quarter-End Insights

Our Outlook for Consumer Cyclical Stocks

Slower consumer growth in 2012 is not fully reflected in valuations, and we remain selective and focused on structural winners.

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  • Few outright bargains exist in the consumer cyclical sector, and near-term risk might remain to the downside.
  • A fierce fight for consumers' holiday spend supports our long-term views for the retail space.
  • E-commerce continues to disrupt the traditional electronics retail business model. 

 

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