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Quarter-End Insights

Our Outlook for Consumer Defensive Stocks

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

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  • Margins are likely to remain constrained as commodity cost pressures persist.
  • A pronounced uptick in spending among developed-market consumers is likely several quarters off, but emerging markets provide an opportunity for growth.
  • Spin-offs could also become acquisition targets in 2012.


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