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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

 

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