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Quarter-End Insights

Our Outlook for Consumer Defensive Stocks

Headwinds surrounding raw material inflation and regulatory oversight fail to stem strategic actions, as consumer defensive firms look to enhance the value proposition for shareholders.

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  • While continued commodity cost pressures are unlikely to derail the profitability of consumer product firms, a buying opportunity could emerge.
  • The looming fiscal cliff prompts a flurry of strategic actions from consumer defensive firms throughout the quarter.
  • Increased energy drink oversight probably won't prompt significant change, similar to the recent push for modifications to tobacco packaging abroad.


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