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Quarter-End Insights

Our Outlook for Consumer Defensive Stocks

In the battle between consumer product firms and retailers, has the competitive edge shifted?

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  • Consolidation in the retail space has been a disruptive force, but consumer product firms still wield a meaningful amount of influence over retailers.
  • However, consumer product firms must up their game or risk losing out to private-label offerings.
  • Amazon is a potential source of disturbance in the struggle between CPG firms and retailers.

Erin Lash has a position in the following securities mentioned above: AMZN, PM. Find out about Morningstar’s editorial policies.