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Quarter-End Insights

Our Outlook for Consumer Cyclical Stocks

While the U.S. economy still faces headwinds, we're projecting growth in 2011.

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  • While pockets of softness still exist, we expect another year of mid-single-digit growth among consumer cyclical firms in 2011 as the U.S. economy continues its slow recovery.
  • Commodity headwinds remain a concern, but some manufacturers/retailers have several levers to mitigate the impact.
  • With plenty of cash on the sidelines, merger-and-acquisition activity among consumer cyclical names will likely continue

Peter Wahlstrom has a position in the following securities mentioned above: AAPL. Find out about Morningstar’s editorial policies.