JM Smucker Co

These high-quality consumer defensive stocks are trading below our fair value estimates.

Shares are somewhat attractive, with sentiment underestimating the narrow-moat firm's remaining (if diminished) clout in-aisle.

Premium exclusive: These undervalued wide- and narrow-moat stocks with stable and positive moat trends should be able to withstand the headwinds their industries face.

Smucker reports on Tuesday. Plus the ISM services index and jobs openings data.

While concerned that the Ainsworth purchase comes as Smucker struggles in the pet-nutrition sector, we applaud the firm’s openness to divesting its baking business.

M&A activity is heating up in sector. Here's where investors can find opportunity.

Jif, K-Cups, and pet food are the menu for a narrow moat.

The narrow-moat company faces a competitive onslaught in difficult categories, but it retains clout that constitutes a sustainable advantage.

We sifted through our consumer defensive coverage list for sturdy, competitively advantaged bargains.

The move to a warehouse system from direct-store delivery is prudent, but the stock price isn’t compelling.

ISM services, factory orders, and job openings highlight a quiet week.

It's poised to capitalize on trends favoring premium and natural pet foods, and it's undervalued.

We plan to upgrade the narrow-moat firm's uncertainty rating to medium.

The narrow-moat food maker's U.S. pet foods unit nicked results last quarter.

While emerging markets remain a key growth driver, we're noticing a growing dichotomy among consumer defensive firms with regard to pricing and profitability.

Input cost inflation is moderating, but many firms still have had trouble passing along price increases amid other headwinds.

Recent strong economic data may weaken some in spring, but don't panic.

We see continued margin pressures, emerging-market opportunities, spin-off acquisition targets, plus some pockets of value in the sector.

The consumer defensive category offers value and stability in a volatile market.

As inflation becomes more pronounced, look to consumer defensive stocks for opportunities.