We see little in the results to warrant a material change to our $48 fair value estimate for this no-moat company.
We think the company has the wherewithal to withstand impending pressures.
Here are two stocks that catch our eye.
Consumers are slowly starting to travel and eat at restaurants again.
Tobacco and alcohol look attractive.
We are maintaining our fair value estimate for this no-moat firm.
We don't expect to alter our fair value estimate or long-term outlook for the wide-moat firm, but we think investors should await a more attractive risk/return opportunity.
This no-moat firm is winning with consumers amid COVID-19, but we don’t think this growth will prove sustainable.
Constellation and Hostess both look promising.
Eighty percent of the sector is undervalued, trading at 4 or 5 stars.
Tobacco and beverage subsectors look particularly attractive.
The stock is trading well below what we think it's worth.
But the market continues to punish this wide-moat company, providing an attractive entry point for investors.
We are maintaining our $106 FVE.
We believe investors should await a more favorable entry point before buying shares of this wide-moat firm.
As the faltering firm works toward a turnaround, patient investors should consider its undervalued shares.
Online booking of experiences should continue to increase.
Tobacco and alcohol firms are trading below our fair value estimates.
We suggest investors employ patience with the no-moat name.
Wide-moat Procter & Gamble chalked up another quarter of strong sales and profit gains.
Wide-moat Kellogg looks attractive for investors today.
Shifting consumer health trends are having a big impact on the sector.
We still believe shares of the no-moat firm offer a significant margin of safety.
We view shares of the wide-moat firm as attractive.
We like what we're seeing from the wide-moat firm but think it's overvalued.
Both Campbell Soup and Kellogg boast wide moats and appealing yields.
Will the wide-moat firm's new approach to staying on-trend work?
Tobacco stocks present an underappreciated opportunity.
Brexit uncertainty, trade tension, and political unrest have pressured consumer cyclical stocks.
Wide-moat firms Kellogg and Campbell Soup each appear attractive, trading at more than 20% discounts to our valuation.
We're lowering our fair value estimate for the no-moat firm in light of profit headwinds.
Despite the dividend cut, profit contraction, and SEC investigation, we think shares are undervalued.
Shares are trading around a 15% premium to our valuation for the wide-moat firm.
The narrow-moat firm's results show that it is withstanding intense competitive and macro headwinds well, and our long-term outlook remains.
Organic sales jumped 4% in the quarter, and the wide-moat firm remains fairly valued.
Share prices are up, and we suggest investors await a more attractive entry point.
Efforts to hone its focus are starting to yield top-line gains.
The wide-moat firm's leading brands and entrenched relationships should ensure it boasts economic profits for the next 20 years.
The narrow-moat firm raised its revenue and profitability outlook for the fourth quarter.
With 9% of our consumer defensive coverage universe in 5-star territory, investors have a chance to feast on firms with strong competitive advantages.
Given the importance of a physical presence, companies that marry it with digital efforts are set to win market share.
Procter & Gamble's strategic agenda has begun to deliver, but shares are no longer a bargain.
Erin Lash analyzes which of the two firms is the best option for income investors.
The wide-moat firm's agreement with Daniel Loeb and Third Point brings the months-long proxy battle to an end.
These investments should ensure the firm is able to weather competitive pressures.
The firm's efforts to reignite its sales and profit trajectory are gaining traction.
Cost pressures remain, but we still think the narrow-moat firm benefits from its scale advantages and low-cost position.
Wide-moat General Mills and Kellogg are both undervalued and offer mid-single-digit dividend growth.
This wide-moat company trades well below our valuation and has a decent dividend yield.
Shares are up 8% on the upbeat earnings report, but we still view them as undervalued and think investors should take a closer look.