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2021-04-20
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Consumer Staples Had a Rough Year. 3 Potential Winners
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Yet some might offer higher earnings gro","content":"<p>Consumer staples stocks have had a rough go of it recently. Yet some might offer higher earnings growth than investors realize.</p><p>Consumer staples have generally lagged behind the broader market over the past year. Their discretionary counterparts, meanwhile, have gotten a boost from stimulus checks, along with an improving economy and jobs market.</p><p>More recently, the group has come under pressure as investors question how Covid-19 pandemic winners—like those that make cleaning products—can keep the momentum going in 2021 and beyond. Add to that higher commodity costs, climbing transportation burdens, and rising interest rates that make high dividend-paying stocks less attractive to some investors, and it’s been a tricky time for the industry.</p><p>However, that doesn’t mean that there aren’t good prospects. Barron’s screened for consumer staples companies whose market cap is valued at more than $5 billion with double-digit expected year-over-year earnings per share (EPS) growth over the next year. Then we excluded stocks trading at more than 20 times forward earnings.</p><p>That left us with three names.</p><p>First up: Pilgrim’s Pride (PPC), a poultry and pork producer. Its stock is the cheapest on the list, changing hands at 12.4 times forward earnings, and it also has the highest expected year-over-year EPS growth, at 81.9%. The shares are up just over 23% year-to-date and have gained 24% over the past 12 months.</p><p>Protein producers as a whole had a tough 2020 because of the pandemic, price fixing and other reasons. However, some analysts expect they’ll have a better 2021, due in part to an increase in chicken prices.</p><p>Packaged food maker Conagra Brands (CAG), whose brands include Slim Jim and Birds Eye, is next. The company’s stock trades at 14.4 times forward earnings and it has expected year-over-year EPS growth of 15.6%. The shares have edged up 3.4% year-to-date, after rising 11.6% in the past year.</p><p>Analysts have worried that Conagra will have trouble sustaining its momentum postpandemic, despite recent strong sales and insiders scooping up the company’s stock. The company itself shared inflation concerns earlier this month, too.</p><p>Tobacco giant Philip Morris International (PM) rounds out the list. It trades at 15 times forward earnings, while analysts expect year-over-year EPS growth of 15.2%. Tobacco stocks didn’t have a great 2020, but Philip Morris’ shares are up 11.7% year-to-date and have risen 18.6% in the past 12 months.</p><p>The company is an analyst favorite, given its strong position in “reduced-risk products,” which are supposed to be less harmful than traditional combustible cigarettes. The stock rose after its most recent earnings report, delivered in February, and some bulls are optimistic about its first-quarter results, which are due out April 20.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Consumer Staples Had a Rough Year. 3 Potential Winners</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nConsumer Staples Had a Rough Year. 3 Potential Winners\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 10:56 GMT+8 <a href=https://www.barrons.com/articles/consumer-staples-stocks-had-a-rough-year-we-found-3-potential-winners-51618759239?mod=hp_LEAD_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Consumer staples stocks have had a rough go of it recently. Yet some might offer higher earnings growth than investors realize.Consumer staples have generally lagged behind the broader market over the...</p>\n\n<a href=\"https://www.barrons.com/articles/consumer-staples-stocks-had-a-rough-year-we-found-3-potential-winners-51618759239?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/consumer-staples-stocks-had-a-rough-year-we-found-3-potential-winners-51618759239?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196205484","content_text":"Consumer staples stocks have had a rough go of it recently. Yet some might offer higher earnings growth than investors realize.Consumer staples have generally lagged behind the broader market over the past year. Their discretionary counterparts, meanwhile, have gotten a boost from stimulus checks, along with an improving economy and jobs market.More recently, the group has come under pressure as investors question how Covid-19 pandemic winners—like those that make cleaning products—can keep the momentum going in 2021 and beyond. Add to that higher commodity costs, climbing transportation burdens, and rising interest rates that make high dividend-paying stocks less attractive to some investors, and it’s been a tricky time for the industry.However, that doesn’t mean that there aren’t good prospects. Barron’s screened for consumer staples companies whose market cap is valued at more than $5 billion with double-digit expected year-over-year earnings per share (EPS) growth over the next year. Then we excluded stocks trading at more than 20 times forward earnings.That left us with three names.First up: Pilgrim’s Pride (PPC), a poultry and pork producer. Its stock is the cheapest on the list, changing hands at 12.4 times forward earnings, and it also has the highest expected year-over-year EPS growth, at 81.9%. The shares are up just over 23% year-to-date and have gained 24% over the past 12 months.Protein producers as a whole had a tough 2020 because of the pandemic, price fixing and other reasons. However, some analysts expect they’ll have a better 2021, due in part to an increase in chicken prices.Packaged food maker Conagra Brands (CAG), whose brands include Slim Jim and Birds Eye, is next. The company’s stock trades at 14.4 times forward earnings and it has expected year-over-year EPS growth of 15.6%. The shares have edged up 3.4% year-to-date, after rising 11.6% in the past year.Analysts have worried that Conagra will have trouble sustaining its momentum postpandemic, despite recent strong sales and insiders scooping up the company’s stock. The company itself shared inflation concerns earlier this month, too.Tobacco giant Philip Morris International (PM) rounds out the list. It trades at 15 times forward earnings, while analysts expect year-over-year EPS growth of 15.2%. Tobacco stocks didn’t have a great 2020, but Philip Morris’ shares are up 11.7% year-to-date and have risen 18.6% in the past 12 months.The company is an analyst favorite, given its strong position in “reduced-risk products,” which are supposed to be less harmful than traditional combustible cigarettes. The stock rose after its most recent earnings report, delivered in February, and some bulls are optimistic about its first-quarter results, which are due out April 20.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/373778065"}
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