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Quarter-End Insights

Our Outlook for Consumer Cyclical Stocks

Macroeconomic uncertainty and increased price competition paint a troubling fourth-quarter picture for consumer cyclical names.

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  • Increased visibility behind Federal Reserve policy could support consumer cyclical stocks over the near term, but disconnect still exists between the global macroeconomic picture and valuations.
  • Expect price competition to remain a key theme during the 2013 holiday season and beyond.
  • Apparel retailers are set for a dire finish to the year as traffic and conversion continue to disappoint


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