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Quarter-End Insights

Our Outlook for Consumer Cyclical Stocks

The U.S. economy is in decent shape, but we are being even more selective given recent outperformance.

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  • The U.S. economy is in decent shape, but we are even more selective given recent outperformance.
  • Even more firms embracing the multichannel retail model.
  • With fewer projects to invest in, some firms continue to route cash toward repurchases and dividends.

 

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