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.
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.
Tobacco stocks present an underappreciated opportunity.
Brexit uncertainty, trade tension, and political unrest have pressured consumer cyclical stocks.
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.
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 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.
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.
This wide-moat company trades well below our valuation and has a decent dividend yield.
Four of the wide-moat firm's five segments boasted sales gains in the mid- to high-single-digit range in the first quarter.
Although growth has continued to languish, investors should keep competitively advantaged names in the consumer defensive space on their shopping lists.
The stock has languished, but we still like this wide-moat company.
We estimate the acquired mix will contribute just a low-single-digit percentage to sales, and as such, it doesn't stand to alter our fair value estimate.
The wide-moat firm's efforts to leverage its scale and reach on its home turf to further entrench relationships with its retail partners are bearing fruit.
We view Kraft Heinz as fairly valued but don't expect to alter our fair value estimate.
Investors would be wise to stock up while shares trade at a 15%-20% discount to our valuation.
The wide-moat firm's enviable portfolio of beverage and food brands support its edge.
Lackluster fundamentals and competitive pressures persist, but fail to warrant the recent retreat in shares.
The firm looks undervalued today, and we think investors should stock up.