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Quarter-End Insights

Our Outlook for Consumer Cyclical Stocks

Channel diversification, infrastructure investments, and share buybacks should allow consumer cyclicals to see low-double-digit earnings-per-share growth in 2013.

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  • The consumer cyclical industry appears fairly valued, but we still see selected opportunities for gains in 2013.
  • E-commerce continues to both augment and disrupt the traditional retail business model.
  • Management teams are still routing free cash toward share repurchases and dividends to boost total returns.


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