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Quarter-End Insights

Our Outlook for Consumer Defensive Stocks

The usual suspects of cost inflation and soft consumer spending have yet to move out of the spotlight, but rather than sitting still, consumer product firms are pursuing different tactics to drive value.

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  • Commodity cost pressures rear their ugly head--again--but volume and profits at moaty consumer defensive firms should hold up.
  • The pace of M&A activity in emerging markets has yet to slow, but the appetite of consumer product firms for deals in mature markets is also picking up steam.
  • Investors attempt to drive change and wring additional value at consumer defensive firms.

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