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Quarter-End Insights

Consumer Cyclical: Firms That Blur the Lines of Digital and Physical Are Set to Excel

Given the importance of a physical presence, companies that marry it with digital efforts are set to win market share.

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The Morningstar Global Consumer Cyclical Index has slipped 10% year to date (Exhibit 1), roughly in line with the broader global equity market, as strength in consumer spending and confidence was modestly offset by increasing volatility due to the global political climate.

Exhibit 1: Cyclical stocks have modestly outperformed the broad market

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