Consumer Staples
Domestic and Global Group Models: Strong Differences On Consumer Staples
Consumer Staples are top-ranked in the domestic model but appear particularly Unattractive in the global model, which continues to be dominated by the Financials.
Nice Gains… But In The Wrong Groups
Sure looks like a bear market rally rather than start of new bull market. Many global indexes still down 20% or more from peak levels.
The Consumer Is Reviving… But Sell The Stocks
The game is now over for Discretionary, and this opinion is supported by the sector’s decline to the bottom of our GS Score ten-sector composite.
Thoughts On Asia Investing: Performance & Valuation of Consumer Stocks
A look at Asian valuations show China to be fairly valued (neither overvalued nor undervalued), but there are other attractive (cheap) ways to play consumer stocks in Asia.
Consumer Goods Stocks Versus Commodity Stocks: Identifying Long-Term Leadership
Are we asking the wrong question about Consumer Stocks versus Staples? This month’s “Of Special Interest” looks at the relationship between all Consumer groups (both Discretionary and Staples) compared to Commodity related groups.
Digging Into Consumer Groups
An analysis of underlying factors that may be hindering the consumer groups, both “discretionary” and “staples,” from making a showing in our Attractive rankings.
Perception for the Professional
March 2026 Issue
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March 2026 Issue
