consumer products stocks posts
FeedPosted Mar 17th 2010 1:00PM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Newsletters, Stocks to Buy
"Deer Consumer Products (
DEER) is a Chinese manufacturer of blenders and juicers and other small electronic countertop appliances for the likes of Target, Walmart, Black and Decker, Toastmaster, West Bend and a host of others, plus its own brands and an increasing number of domestic Chinese brands," notes
Tom Bishop.
The small cap expert and editor of
BI Research observes, "Don't be fooled by this mundane business just because almost all Americans already have a blender or juicer in the cupboard. In China and other emerging nations, few do.
Continue reading Blenders and Juicers Boost Deer Consumer Products (DEER)
Posted Jan 19th 2010 12:00PM by Tom Johansmeyer (RSS feed)
Filed under: Competitive Strategy, Wal-Mart (WMT), Amazon.com (AMZN), Procter and Gamble (PG)
Retailers don't like competition. As it is, they get enough of it from each other in the pursuit of razor-thin margins. It's standard practice to squeeze manufacturers for lower prices and more concessions as part of this battle.
For years, it's also been the norm for retailers to push back on manufacturers' direct-to-consumer models, as it gives consumers one less reason to enter the store, results in smaller basket sizes and greater pressure on wallet share. When a consumer product giant decides to bypass the retailers, eyebrows rise across the consumer business industry, with manufacturers thinking about new revenue possibilities while retailers worry that other product companies will follow.
Continue reading P&G Tinkers with Direct-to-Consumer Model
Posted Jan 4th 2009 5:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Sara Lee Corp (SLE), Stocks to Buy, Best Stocks for 2009
This post is part of a special annual report -- Top Stock Picks '09 -- in which TheStockAdvisors.com asked 75 leading newsletter advisors to select their favorite investment for the new year.
"To paraphrase its marketing slogan: 'Nobody shouldn't like Sara Lee (NYSE: SLE),'" says Steve Ralston, consumer products sector expert at Zacks Investment Research.
"From the sales of staple products, consumer non-durable companies generate solid cash flow, with which management can enhance shareholder value through share repurchases and dividend increases.
"Recently restructured consumer non-durable companies are especially attractive, particularly if they are well-managed, trade at a single-digit P/E, and yield more than 4%.
"My favorite stock for 2009 is Sara Lee. Sara Lee announced a 5-year restructuring plan (the Transformation Plan) 3-1/2 years ago. The company has been right-sized, having divested unprofitable and low margin businesses.
Continue reading Top Stock Picks '09: Sara Lee (SLE)
Posted Nov 18th 2008 2:45PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy
"Church & Dwight Co. (NYSE: CHD) continues to do well what it has done since 1846: sell baking soda," notes Tracey Ryniec, who has chosen the stock as the latest Zacks Elite Stock of the Day.
The advisor explains, "In these turbulent financial times, investors have been turning to companies with a long track record of selling essential name-brand products and Church & Dwight is one of those companies.
"Church & Dwight is a consumer products company which produces, among other things, ARM & HAMMER baking soda, dental care toothpaste and Super Scoop Clumping Cat Litter.
"It has also been on an expansion tear in this decade. In 2001, the company acquired USA Detergents, Inc. and the laundry brands XTRA and Nice'N Fluffy.
"The expansion continued later that year when CHD acquired Carter-Wallace, Inc, which had brands such as Arrid Antiperspirant, Trojan Condoms, Nair Depilatories and First Response Home Pregnancy and Ovulation Test Kits.
Continue reading Church & Dwight (CHD): Essential brands for turbulent times