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Quarter-End Insights

Our Outlook for Consumer Cyclical Stocks

As macro headwinds mount, we would look for a larger valuation discount among consumer cyclical names.

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  • Near-term outlook dims slightly as macroeconomic concerns surrounding the U.S. credit downgrade, and sovereign debt issues in Europe outweigh positive sales trends.
  • E-commerce remains a powerful channel for brick-and-mortar retailers, and it's not too late to join the party.
  • We're not bullish, but some companies can still pull revenue and cost levers to drive growth in 2012.

Peter Wahlstrom does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.