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Quarter-End Insights

Our Outlook for Consumer Defensive Stocks

Are consumer staples stocks reaching an inflection point?

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  • Tipping the scales at multiyear highs, we think consumer staples stocks are far from a bargain at current levels.
  • Innovation is all the buzz, but will it be enough to drive volumes?
  • Although we've become generally more optimistic about global consumer spending trends, we believe the market is extrapolating unrealistic longer-term volume growth assumptions.


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