Guess the Stock E63 | Time to reconsider consumer stocks?
This event is to help mooers learn more about the differences among companies and industries.
The U.S. economy appears to be stronger than expected, but investors are still shunning the consumer goods sector. With the current decline in stock prices and the rapid rise in Treasury yields, the attractiveness of stocks related to necessities is reducing. Year to date, the$S&P 500 Index (.SPX.US)$is up 14%, while the$SPDR S&P Retail ETF (XRT.US)$is down 0.4%, making it the largest spread since 2017. On an individual basis, more than 20 stocks in the S&P 500 components of the Daily Goods and General Consumer Goods sectors touchednew 52-week lowsin October.
As a result of the recent declines, some companies have achieved more attractive valuations. Is there any buying opportunity? Let's dive into the companies that could lead or be impacted by this trend without further ado!
Rewards
1) 4,000 points:All mooers whoanswer the following questions correctlywill be considered the winner of the challenge. Winners will split the prize of 4,000 points fairly. (e.g., If 100 mooers win, each mooer will get 40 points.)
2) Cash Coupons:3 users who give the best-quality comments will getUSD 2 / SGD 2.8 cash coupons.(You can share investment ideas, trading experiences, and/or your analysis of companies.)
Question:
1)What companies do Company A, Company B, and Company C refer to, respectively?
2)What are Companies A, B, and C ranking in terms of Market Capitalization?
Reference answer form: A>B>C or A<B<C or C<A≈B (within 10% deviation)
3)Do you see any investment opportunities among the companies?
Company A
Total net sales worldwide from 2011 to 2022 (in million U.S. dollars), Source: Statista
◼️ The company was founded in1806and is headquartered inNew York.
◼️ The company operates through two segments,Oral, Personal and Home Care;andPet Nutrition.
Company B
Net sales worldwide from 2015 to 2023, by segment(in million U.S. dollars), Source: Statista
◼️ The company was incorporated in1919and is headquartered inChicago, Illinois.
◼️ The company operates throughGrocery & Snacks, Refrigerated & Frozen, International,andFoodservice segments.
Company C
Merchandise sales in the US from 2009 to 2022, by product category(in $million), Source: Statista
◼️ The company was founded in1939and is based inGoodlettsville, Tennessee.
◼️ It offersconsumable products, including paper and cleaning products, packaged food and perishables;seasonal productscomprising holiday items, toys, small electronics, stationery, and accessories; andhome productsthat include kitchen supplies, small appliances, and bed and bath soft goods.
How to Participate:
Add thestock tickers(e.g., $Tesla(TSLA.US)$), plus theMarket Cap comparisonandany comments on the above industry/companiesto your answers. Further investment ideas are also welcome.
*Plagiarized answers will not be rewarded.
*Event Period:20 October – 27 October.Rewards will be issued within a month.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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12moon
:
1. Company A $Colgate-Palmolive(CL.US)$ Company B $Conagra Brands(CAG.US)$ Company C $Dollar General(DG.US)$
2. A>C>B 3. Although these 3 are well established companies and may worth investing for some people. Personally, I prefer Procter & Gamble and Johnson & Johnson, a matter of choice.
3. $Colgate-Palmolive (CL.US)$ Notable Dividend: dividend (2.58%) is higher than the bottom 25% of dividend payers in the US market (1.65%). High Dividend: CL's dividend (2.58%) is low compared to the top 25% of dividend payers in the US market (5.09%).
As a consumer-defensive stock, it is relatively a good reopening play for investors. I would monitor this stock more and DYODD as usual before any investment.
3) Bonus warm tips: $Colgate-Palmolive (CL.US)$ earnings report is expected to be released on October 27 & it appears to be a compelling earnings-beat candidate!
$Conagra Brands (CAG.US)$ reported mixed first quarter results last week. While demand for single-serve items softened, the company saw rising demand for multi-serve frozen foods. Lets see if they can successfully reinvent themselves
$Dollar General (DG.US)$ just brought back its former CEO Todd Vasos. The company is seeing declining margins and weak comparable-store sales. Furthermore there are also concerns about competitive pressure from Familly Dollar
As usual all the above are NOT financial advises, plz DYOR/DD
mighty bull
:
1. Company A $Colgate-Palmolive(CL.US)$ Company B $Conagra Brands(CAG.US)$ Company C $Dollar General(DG.US)$ 2. A>C>B 3. Year 2024 if US recession, these consumer. defensive stock will fly high
Lcc888 : 1. Company A $Colgate-Palmolive (CL.US)$
Company B $Conagra Brands (CAG.US)$
Company C $Dollar General (DG.US)$
2. A>C>B
3. These 3 are well established and it’s worth investing some shares in them. Their sales has been increasing over the years!
Pls like my post Txs.
ccl2 : A $Colgate-Palmolive (CL.US)$
B $Conagra Brands (CAG.US)$
C $Dollar General (DG.US)$
A($60B)>C($25B)>B($12B)
3 well known companies in US, worth investing
schipperde : A. $CL.US$
B. $CAG.US$
C. $DG.US$
A>C>B
it's a good time to buy these recession proof stocks
Lrx88 : A $Colgate-Palmolive (CL.US)$
B $Conagra Brands (CAG.US)$
C $Dollar General (DG.US)$
A>C>B
Can invest some $ in these 3 companies with yearly increasing sales.
aitreni : A $Colgate-Palmolive(CL.US)$
B $Conagra Brands(CAG.US)$
C $Dollar General(DG.US)$
A>C>B
They have pull back recently and it is a good time to buy some.
12moon : 1. Company A $Colgate-Palmolive(CL.US)$
Company B $Conagra Brands(CAG.US)$
Company C $Dollar General(DG.US)$
2. A>C>B
3. Although these 3 are well established companies and may worth investing for some people. Personally, I prefer Procter & Gamble and Johnson & Johnson, a matter of choice.
sociable Dingo_8604 : 1. A: $Colgate-Palmolive (CL.US)$
B: $Conagra Brands (CAG.US)$
C: $Dollar General (DG.US)$
2. A> C> B
3. $Colgate-Palmolive (CL.US)$ Notable Dividend: dividend (2.58%) is higher than the bottom 25% of dividend payers in the US market (1.65%). High Dividend: CL's dividend (2.58%) is low compared to the top 25% of dividend payers in the US market (5.09%).
As a consumer-defensive stock, it is relatively a good reopening play for investors. I would monitor this stock more and DYODD as usual before any investment.
mr_cashcow : 1) A. $Colgate-Palmolive (CL.US)$ Mkt cap: 60.572B
B. $Conagra Brands (CAG.US)$ Mkt cap: 12.9B
C. $Dollar General (DG.US)$ Mkt cap: 25.288B
Mkt cap sauce: Yahoo finance
2) Mtk cap: A>C>B
3) Bonus warm tips: $Colgate-Palmolive (CL.US)$ earnings report is expected to be released on October 27 & it appears to be a compelling earnings-beat candidate!
$Conagra Brands (CAG.US)$ reported mixed first quarter results last week. While demand for single-serve items softened, the company saw rising demand for multi-serve frozen foods. Lets see if they can successfully reinvent themselves
$Dollar General (DG.US)$ just brought back its former CEO Todd Vasos. The company is seeing declining margins and weak comparable-store sales. Furthermore there are also concerns about competitive pressure from Familly Dollar
As usual all the above are NOT financial advises, plz DYOR/DD
ice coconut : A $Colgate-Palmolive(CL.US)$
B $Conagra Brands(CAG.US)$
C $Dollar General(DG.US)$
A>C>B
Have been eyeing consumer and defensive stocks due to recent volatility and uncertain political and markets.
mighty bull : 1. Company A $Colgate-Palmolive(CL.US)$
Company B $Conagra Brands(CAG.US)$
Company C $Dollar General(DG.US)$
2. A>C>B
3. Year 2024 if US recession, these consumer.
defensive stock will fly high
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