Tuesday, June 10, 2014

Top 10 Consumer Stocks To Own Right Now

Remember the days when you had to drive from store to store to compare prices, or just go to the retailer that typically had the lowest prices and hope that you were getting the best deal? Those days are over. Now it�� as easy as using a smart phone with a price-comparison app, such as RedLaser or ShopSavvy, to scan the barcode of an item and see if another retailer is offering it at a lower price. Then you can simply ask a clerk if the store where you��e shopping will match the other retailer�� price.

SEE ALSO: Stores With Generous Return Policies

Okay, so maybe it�� really not so easy. Plenty of stores have price-matching policies, but sometimes consumers have to jump through a lot of hoops to get retailers to match their competitors��prices. Policies vary from store to store, making it difficult to know what to expect from one to another. And most are fraught with exclusions. So is it worth it to even attempt price matching?

Top 10 Consumer Stocks To Own Right Now: Campbell Soup Co (CPB)

Campbell Soup Company (Campbell), incorporated on November 23, 1922, together with its subsidiaries, is a manufacturer and marketer of branded convenience food products. The Company operates in five segments: U.S. Simple Meals; Global Baking and Snacking; International Simple Meals and Beverages; U.S. Beverages; and North America Foodservice. In June 2012, the Company purchased 1300 Admiral Wilson Boulevard in Camden. On August 6, 2012, the Company completed the acquisition of BF Bolthouse Holdco LLC (Bolthouse Farms). In September 2012, Vilmorin & Cie SA acquired the tomato and pepper breeding and sales business of the Company. In June 2013, Campbell Soup Co completed the acquisition of Plum Organics. In August 2013, Campbell Soup Company completed the acquisition of Kelsen Group A/S.

In the United States, Canada and Latin America, the Company�� products are resold to consumers in retail food chains, mass discounters, mass merchandisers, club stores, convenience stores, drug stores, dollar stores and other retail, commercial and non-commercial establishments. In Europe, the Company�� products are resold to consumers in retail food chains, mass discounters, mass merchandisers, club stores, convenience stores and other retail, commercial and non-commercial establishments. In the Asia Pacific region, the Company�� products are resold to consumers through retail food chains, convenience stores and other retail, commercial and non-commercial establishments.

U.S. Simple Meals

The U.S. Simple Meals segment aggregates the operating segments: U.S. Soup and U.S. Sauces. The U.S. Soup retail business includes the products, such as Campbell�� condensed and ready-to-serve soups, and Swanson broth and stocks. The U.S. Sauces retail business includes Pregopasta sauces, Pace Mexican sauces, Campbell�� canned gravies, pasta, and beans, and Swanson canned poultry.

Global Baking and Snacking

The Global Baking and Snacking segment include Pepperi! dge Farm cookies, crackers, bakery and frozen products in the United States retail. It also includes Arnott�� biscuits in Australia and Asia Pacific.

International Simple Meals and Beverages

The International Simple Meals and Beverages segment aggregates the simple meals and beverages operating segments outside of the United States, including Europe, the retail business in Canada, and the businesses in Asia Pacific, Latin America and China. The segment�� operations include Erasco and Heisse Tasse soups in Germany,Liebig and Royco soups in France, Devos Lemmens mayonnaise and cold sauces and Campbell�� and Royco soups in Belgium, and Bla Band soups and sauces in Sweden. In Canada, operations include Habitant and Campbell�� soups, Prego pasta sauces, Pace Mexican sauces, V8 juices and beverages and certain Pepperidge Farm products. In Asia Pacific, operations include Campbell�� soup and stock, Kimball sauces, V8 juices and beverages, Prego pasta sauce and Swanson broths.

U.S. Beverages

The U.S. Beverages segment represents the United States retail beverages business, including V8 juices and beverages, and Campbell�� tomato juice.

North America Foodservice

The North America Foodservice segment represents the distribution of products, such as soup, specialty entrees, beverage products, other prepared foods and Pepperidge Farm products through food service channels in the United States and Canada.

Advisors' Opinion:
  • [By Marc Bastow]

    After last week’s banner performance in which 17 companies increased dividends, this week’s action was a little slower, but packed a big punch. Among the companies rewarding shareholders were management consulting giant Accenture (ACN), defense contractor Lockheed (LMT), and prepared-foods icon Campbell’s (CPB).

  • [By Rick Aristotle Munarriz]

    Alamy SodaStream (SODA) isn't getting any smaller. The company behind the popular namesake beverage platform that turns tap water into sparkling soda posted another quarter of inspired growth last week. Revenue climbed 29 percent during the period, and SodaStream now sees sales climbing 30 percent for all of 2013. The stock opened lower on the news, but that was largely on bottom-line concerns. SodaStream has been investing in its TV commercials, adding additional production to its global facilities, and buying up its distributors in Italy and Canada to have more control of its operations. These are the kinds of moves that will trip up margins and earnings growth in the near term, but as far as consumers go, SodaStream has never been more popular. How Sweet It Fizz Home carbonation didn't seem like a viable business model until SodaStream emerged on the global scene with a refreshed platform. There have been home-based soda makers before, and SodaStream itself has been in business for more than 100 years. If you look online, it's not hard to find the company's cheesy "get busy with the fizzy" commercial that aired in England more than 30 years ago. However, it wasn't until SodaStream brought in Dan Birnbaum as CEO in 2007 that things really started to get busy with the fizzy. Birnbaum had been an executive at Nike (NKE), and at the footwear and apparel giant, branding is a major component of the overall strategy. So when he came on board, he didn't just move to make the soda maker more efficient, he also wanted to make it more stylish. To turn SodaStream's small appliance into something that wouldn't end up collecting dust in the attic like other novelty products (we're looking at you snow cone maker and Margaritaville margarita machine) it had to look good on the kitchen counter. Beyond that, it was a matter of beefing up global distribution by getting its products sold in major retailers. A soda maker couldn't succeed if it was a fringe product being

  • [By Johanna Bennett]

    And Campbell Soup (CPB), however, fell 1.3% to $38.87 after Goldman Sachs cut�the stock�to a Neutral from a Buy, saying it was wrong in its prior assumption that the soup maker was on a path back to sustainable peer group average performance.

Top 10 Consumer Stocks To Own Right Now: Oshkosh Truck Corporation(OSK)

Oshkosh Corporation designs, manufactures, and markets a range of specialty vehicles, and vehicle bodies worldwide. Its Defense segment manufactures severe-duty, heavy, and medium-payload tactical trucks for the Department of Defense, including hauling tanks, missile systems, ammunition, fuel, and troops and cargo for combat units. The company?s Access Equipment segment offers aerial work platforms and telehandlers used in a range of construction, agricultural, industrial, institutional, and general maintenance applications. This segment also manufactures towing and recovery equipment and related parts; and leases equipments for short-term to rental companies. The company?s Fire and Emergency segment provides custom and commercial fire apparatus, and emergency vehicles, including pumpers, aerial and ladder trucks, tankers, rescue vehicles, wildland rough terrain response vehicles, mobile command and control centers, bomb squad vehicles, hazardous materials control vehicl es, and other emergency response vehicles. This segment also offers snow removal vehicles in airports; custom ambulances for private and public transporters, and fire departments; mobile medical trailers for medical centers and service providers; mobile command and control centers and simulation units; and vehicles for broadcasters, TV stations, broadcast production, and radio stations. Oshkosh Corporation?s Commercial segment manufactures refuse collection vehicles for the waste services industry; front and rear discharge concrete mixers, and portable and stationary concrete batch plants for the concrete ready-mix industry; and field service vehicles and truck-mounted cranes for the construction, equipment dealer, building supply, utility, tire service, and mining industries. The company was formerly known as Oshkosh Truck Corporation and changed its name to Oshkosh Corporation in February 2008. Oshkosh Corporation was founded in 1917 and is based in Oshkosh, Wisconsin.

Advisors' Opinion:
  • [By Rich Smith]

    The Department of Defense announced 24 new defense contracts Monday, with a combined value of $1.66 billion. One of the larger contracts awarded went to Wisconsin-based Oshkosh (NYSE: OSK  ) .

Top 5 Services Stocks To Buy Right Now: Strattec Security Corporation(STRT)

Strattec Security Corporation engages in the design, development, manufacture, and marketing of automotive access control products. The company?s products include mechanical locks and keys, electronically enhanced locks and keys, steering column and instrument panel ignition lock housings, latches, power sliding door systems, power lift gate systems, power deck lid systems, door handles, and related products. It also provides full service and aftermarket support for its products. The company offers its products primarily for automotive manufacturers. It markets its products in the United States, Canada, Mexico, Europe, South America, Korea, and China. The company was founded in 1994 and is headquartered in Milwaukee, Wisconsin.

Advisors' Opinion:
  • [By Martin Vlcek]

    Strattec Security Corp. (STRT) is a growing small-cap company with more than 100 years in the automotive supply industry and strong sales growth since 2009. The success and growth of Strattec are still mostly influenced by the global automotive markets. As many analysts still predict ongoing industry growth, the company is poised to continue strongly benefiting from this automotive tailwind. However, the company's recent diversification efforts into new product lines, industries outside of automotive and countries outside of the U.S. have created multiple new growth drivers that will ensure Strattec's continued robust sales and EPS expansion. The company's growth has also become much more balanced and more resilient to a potential automotive industry shock or U.S. slowdown.

  • [By Monica Wolfe]

    Strattec Security (STRT)

    Last week Mario Gabelli increased his position in Strattec Security. The guru increased his position 4.82% by adding a total of 13,136 shares to his holdings. He bought these shares at an average price of $43.15, and since then the price per share has increased approximately 5%.

Top 10 Consumer Stocks To Own Right Now: Physicians Formula Holdings Inc.(FACE)

Physicians Formula Holdings, Inc. develops, markets, and sells cosmetic and skin care products for the mass market channel. Its cosmetic products include face powders, bronzers, concealers, blushes, foundations, eye shadows, eyeliners, mascaras, and brow makeup; and skin care products comprise cleansers, moisturizers, and treatments. Physicians Formula Holdings, Inc. sells its products to various retailers in the food retail, drug chain, mass volume, specialty retail, and wholesale channels in the United States, Canada, Australia, South Africa, Turkey, Mexico, El Salvador, and Panama. The company, formerly known as PFI Holdings Corp., was founded in 2003 and is based in Azusa, California.

Advisors' Opinion:
  • [By CRWE]

    Physicians Formula Holdings, Inc. (Nasdaq:FACE) reported that it has received an unsolicited, nonbinding proposal to acquire all its outstanding shares of common stock at a price of $4.90 per share, subject to several conditions, including the completion of due diligence and securing of financing commitments by the third party who submitted the proposal and the negotiation of a mutually acceptable definitive agreement

Top 10 Consumer Stocks To Own Right Now: McDonald's Corporation(MCD)

McDonald?s Corporation, together with its subsidiaries, operates as a worldwide foodservice retailer. It franchises and operates McDonald?s restaurants that offer various food items, soft drinks, coffee, and other beverages. As of December 31, 2009, the company operated 32,478 restaurants in 117 countries, of which 26,216 were operated by franchisees; and 6,262 were operated by the company. McDonald?s Corporation was founded in 1948 and is based in Oak Brook, Illinois.

Advisors' Opinion:
  • [By Jim Jubak]

    Energy stocks, well, I don�� see oil moving up a whole lot. It doesn�� look like it is going to be necessarily a bad time for energy stocks because oil is going to be dropping, but I don�� see a whole lot of energy in the sector. But the real problem, I think, is consumer stocks. These are kind of like the safe stocks that people go to when they want to be in the market but they��e a little worried about the market. You know the stocks I mean, McDonald�� (MCD), Coca-Cola (KO), Pepsi (PEP), the companies that have theoretically steadily growing earnings. The problem is we��e had a lot of bad news from those stocks in the fourth quarter and in, sort of, month-to-month figures from companies like McDonald�� for January and February that we��e not seeing much in the way of growth. Two problems there, one of which is sort of general, which is that we��e not seeing a whole lot of increases in growth, sort of acceleration in the growth rate in emerging markets. In fact, we have seen a deceleration, and that has had an effect on companies like McDonald��. The other is that we��e battling some individual, or sector trends, so that McDonald��, for example, is fighting against a lot more competition, in the sense that, for some percentage of the market, they are really not very exciting anymore as destination restaurants. For Coke and Pepsi, we��e dealing with the fact that cola drinks and sweetened fizzy drinks, in general, are sort of losing market share, again, losing some pizzazz. If you look at all of these sectors and say, ��kay, so what�� going to drive the market higher from here,��a lot of the sectors that were doing the job in January, and the first half of February, seem to have run out of gas, and that may leave us with very little, other than technology, and it�� hard to see technology being sufficient in and of itself to drive the market from here and that is what I �� look for in the week ahead, what�� our leaders

  • [By Demitrios Kalogeropoulos]

    With casual-dining rivals such as McDonald's (NYSE: MCD  ) and Dunkin' Brands (NASDAQ: DNKN  ) pushing deeper into its coffee space, Starbucks (NASDAQ: SBUX  ) is set to push back. The company will be rolling out an expanded food menu soon. Fool contributor Demitrios Kalogeropoulos discusses why this makes sense for Starbucks, and what kind of boost it could give to the company's sales.

Top 10 Consumer Stocks To Own Right Now: Suedzucker Mannheim Ochsenfurt AG (SZU)

Suedzucker Mannheim Ochsenfurt AG is a Germany-based company engaged in the processing of agricultural raw materials. The Company is organized, along with its subsidiaries, into four segments: the Sugar segment comprises sugar production and the agricultural division; the Special Products segment includes the activities of four divisions: BENEO, which produces and sells ingredients made from natural raw materials for food products and animal feed; the Freiberger Group is a producer of chilled and frozen pizzas, frozen pasta dishes and snacks; the PortionPack Europe group specializes in portion packs, and the starch division comprises starch companies in Hungary and Romania, bio-ethanol production in Austria and Hungary, as well as starch production facilities in Austria; the CropEnergies segment includes the bio-ethanol activities of the Company in Germany, Belgium and France, and the Fruit segment comprises the fruit juice preparations and fruit juice concentrates divisions. Advisors' Opinion:
  • [By Jonathan Morgan]

    Volkswagen AG (VOW), Europe�� biggest automaker, climbed 3.7 percent as data showed European car sales increased for the first time in 19 months in April. Suedzucker AG (SZU) dropped to an eight-month low as J&E Davy Holdings Ltd. downgraded the shares.

Top 10 Consumer Stocks To Own Right Now: Hooker Furniture Corporation(HOFT)

Hooker Furniture Corporation, together with its subsidiaries, designs, develops, imports, and markets residential wood, metal, and upholstered furniture products in North America. The company offers wood furniture products, including home entertainment, home office, accent, dining, bedroom, and bath furniture in the upper-medium price points sold under the Hooker Furniture brand, and sold at moderate price points under the Envision Lifestyle Collections by Hooker Furniture brand. It also provides youth bedroom furniture under the Opus Designs by Hooker brand; and motion and stationary leather furniture. In addition, the company offers various residential leather and fabric upholstered furniture under the Bradington-Young and Seven Seas upholstery brand; specializes in leather reclining and motion chairs, sofas, club chairs, and executive desk chairs; and offers upscale occasional chairs and other seating under the Sam Moore upholstery brand. It serves retailers of resident ial home furnishings, including independent furniture stores, specialty retailers, department stores, catalog and Internet merchants, interior designers, and national and regional retail chains. The company was founded in 1924 and is headquartered in Martinsville, Virginia.

Advisors' Opinion:
  • [By Dividends4Life]

    Memberships and Peers: LEG is a member of the S&P 500, a Dividend Aristocrat, a member of the Broad Dividend Achievers��Index and a Dividend Champion. The company's peer group includes: Hooker Furniture Corp. (HOFT) with a 2.4% yield, Flexsteel Industries Inc. (FLXS) with a 2.7% yield and Ethan Allen Interiors Inc. (ETH) with a 1.4% yield.

Top 10 Consumer Stocks To Own Right Now: Deckers Outdoor Corporation(DECK)

Deckers Outdoor Corporation engages in the design, manufacture, and marketing of footwear and accessories for outdoor activities and casual lifestyle use to men, women, and children. The company offers luxury footwear and accessories under the UGG brand name; high performance multi-sport shoes, rugged outdoor footwear, and sport sandals under the Teva brand name; casual and sustainable-lifestyle sneakers and accessories under the Simple brand name; casual footwear under the TSUBO brand name; and outdoor performance and lifestyle footwear under the Ahnu brand name. Its accessories include handbags and cold weather outerwear. The company sells its products primarily to specialty retailers, department stores, outdoor retailers, sporting goods retailers, shoe stores, and online retailers. Deckers Outdoor Corporation also sells its products directly to end-user consumers through its Web sites, call centers, retail concept stores, and retail outlet stores, as well as through ret ailers in the United States. In addition, the company distributes its products through independent distributors and retailers in Europe, Canada, Australia, Asia, and Latin America. It has a joint venture with Stella International Holdings Limited for the opening of retail stores and wholesale distribution for the UGG brand in China. Deckers Outdoor Corporation was founded in 1973 and is headquartered in Goleta, California.

Advisors' Opinion:
  • [By Lauren Pollock]

    Deckers Outdoor Corp.'s(DECK) third-quarter profit slid 23% as the footwear maker reported sharply higher overhead expenses, masking higher sales of brands like Ugg and Teva. But the company’s shares jumped, as results exceeded Deckers’ July targets and the company issued rosy outlook commentary for the year.

  • [By Bill Maurer]

    Deckers Outdoor (DECK):

    I covered Deckers in the above mentioned earnings season uncertainty article, mentioning that the UGG maker has been off to the races lately. Deckers jumped nicely on Wednesday, after a Piper Jaffray survey found that UGGs are still reasonating with upper income teens. However, while upping their price target and earnings estimates on the name, the firm maintained their Neutral rating on the stock. Also, their price target is $48, about $10 below where we are currently.

  • [By Jake L'Ecuyer]

    Deckers Outdoor (NASDAQ: DECK) was also down, dropping 6.71 percent to $63.67 after word of a negative report on the company from OTR global hit the street early today.

Top 10 Consumer Stocks To Own Right Now: lululemon athletica inc.(LULU)

Lululemon Athletica Inc., together with its subsidiaries engages in the design, manufacture, and distribution of athletic apparel and accessories for women, men, and female youth primarily in Canada, the United States, and Australia. Its apparel assortments include fitness pants, shorts, tops, and jackets for healthy lifestyle activities, such as yoga, running, and general fitness. The company?s fitness-related accessories comprise bags, socks, underwear, yoga mats, instructional yoga DVDs, and water bottles. It sells its products through its retail stores; independent franchises; and a network of wholesale accounts, such as yoga studios, health clubs, and fitness centers, as well as directly to consumers through e-commerce. As of May 1, 2011, the company had 142 corporate-owned and franchise stores under the lululemon athletica and ivivva athletica brand names. Lululemon Athletica Inc. was founded in 1998 and is based in Vancouver, Canada.

Advisors' Opinion:
  • [By Ben Levisohn]

    Shares of Nike have dropped 1.2% to $77.33 today at 3:19 p.m., even as Under Armour (UA) has risen 1.3% to $87.16 and Skechers U.S.A. (SKX) has gained 1.9% to $33.06. Even Lululemon Athletica (LULU), which has dropped 16% in December, has ticked up today–it’s gained 0.1% to $58.83.

Top 10 Consumer Stocks To Own Right Now: Compania Cervecerias Unidas S.A. (CCU)

Compa帽ia Cervecerias Unidas S.A., through its subsidiaries, produces, bottles, sells, and distributes beverages primarily in Chile, Argentina, and Uruguay. It offers super-premium, premium, medium-priced, and popular-priced brands of alcoholic and non-alcoholic beer under 12 proprietary brands and 4 licensed brands, such as Royal Guard; Royal Light; Heineken; Budweiser; Paulaner; Austral; Kunstmann; D'olbek; Cristal; Cristal Cero 0掳; Cristal Black Lager; Cristal Light; Escudo; Morenita; Lemon Stones; and Dorada brands. The company also produces and markets ultra-premium, reserve, varietal, and popular-priced wines under the brand families comprising Vi帽a San Pedro Tarapac谩, Vi帽a Santa Helena, Vi帽a Misiones de Rengo, Vi帽a Mar, Vi帽a Alta茂r, Bodega Tamar铆, Finca la Celia, and Vi帽a Leyda. In addition, it offers cider and spirits under the brand names of Real, La Victoria, Saenz Briones 1888, and El Abuelo; pisco, rum, and ready-to-drink cocktails under the Control C , Mistral, Campanario, Sierra Morena, Pisco Bauz谩 and Havana Club, Chivas Regal, and Absolut Vodka brand names; and home-made sweet snacks products under the Calaf, Natur, and Nutrabien brand names. Further, the company produces and sells tea; sports and energy drinks; carbonated beverages, including cola and non-cola, as well as non carbonated beverages; fruit juices; mineral water, sparkling and still water, purified water, and home and office delivery water products; and nectars. It serves small and medium sized retail outlets; retail establishments, such as restaurants, hotels, and bars for on-premise consumption; wholesalers; and supermarket chains. Compa帽ia Cervecerias Unidas S.A. also exports its products to Europe, Latin America, the United States, Canada, and others. The company was founded in 1850 and is based in Santiago, Chile. Compa帽ia Cervecerias Unidas S.A. is a subsidiary of Inversiones y Rentas S.A.

Advisors' Opinion:
  • [By fedezaldua]

    After a couple of capital increases and what looks like a weak strategy for its growth in different South American countries, Chile's beer king Compania Cervecerias Unidas (CCU) – most commonly knows as CCU - is selling at a steep discount to its peers. In other words, being down by 23% year to date, I think it might be the time to start thinking of buying CCU's shares.  

  • [By Patricio Kehoe] s largest brewer (with about 80% of the market�� share) and No. 2 in the Argentine market, behind Quilmes, which owns 75% of that market. With investment gurus Jim Simons (Trades, Portfolio) and Manning & Napier Advisors buying the company�� shares this past quarter, I believe this company�� business model is worth a deeper look.

    Running the Market

    As the only brewer in Chile with a nationwide distribution network, United Breweries benefits from significant economies of scale, in addition to its brand power. The company�� product portfolio not only features the Cristal beer brand, but also includes wine, spirits and company-owned non-alcoholic beverages. In addition to this, the firm benefits from licenses to sell PepsiCo Inc. (PEP) and Heineken beverages, while also importing Anheuser Busch Inbev SA (ADR) (BUD)�� Budweiser beer to Chile and Argentina. This strong market position has allowed the firm to generate excess returns on invested capital above 20%, making it an attractive investment.

    Furthermore, United Breweries��business model is focused on market expansion, and in 2013 the company raised 15% of its market capital (CLP 340 billion) in order to fun acquisitions in Paraguay and Argentina. This latter country has been particularly endorsing the firm�� growth, boosting 2006�� 16% market share to 23% in 2012. This raise is probably due to the CLP 27 billion that the brewer spent on capital expenditures in Argentina. Looking forward, the company is set on expanding its core businesses by targeting the non-alcoholic Argentine market, the Chilean snack and dairy industry, as well as expanding into nearby markets of Peru, Uruguay, Colombia or Ecuador. And although the risk of an overpayment for acquisitions remains, I believe the company�� cost advantage in serving the Southern region of Chile will allow for margins to stay intact.

    Valuation and Risks

    Nevertheless, United Breweries��market dominance in Chile t

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