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Quarter-End Insights

Our Outlook for Consumer Defensive Stocks

We are finding more undervalued names in this moaty sector.

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  • While heightened competitive pressures persist in the household and personal-care space, we think  Clorox's (CLX) solid brands in niche markets now warrant a wide economic moat.
  • Divergent tales emerge in the nonalcoholic beverage space, as  Coca-Cola (KO) leverages its vast scale and premium brand positioning, while negative headlines persist for  Monster (MNST).
  • Square-footage pipeline could constrain U.K. grocers' ability to sustain excess returns on invested capital.

 

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Erin Lash has a position in the following securities mentioned above: PM. Find out about Morningstar’s editorial policies.