Main menu
Edison Group
  • Home
  • Equities

    Equities

    View All Equities

    Equities by Sector

    Good Life Plus

    MCap

    GBP12m

    Last close

    GBP0.02

    ▲ 0.40 (22.86%)

    KEFI Gold and Copper

    MCap

    GBP39m

    Last close

    GBP0.01

    ▲ 0.11 (20.00%)

    OSE Immunotherapeutics

    MCap

    EUR132m

    Last close

    EUR6.14

    ▲ 0.68 (12.45%)

  • Sectors

    Sectors

  • Investment Strategy

    Investment Strategy

    View All

    Latest

  • Thematics

    Thematics

    View All Thematics

    Latest

  • Audiovisual

    Audiovisual

    View All Audiovisual

    Latest

ConsumerWatch – Give me a reason to love you
Subscribe

Consumer

ConsumerWatch – Give me a reason to love you

Russell Pointon

Written by

Russell Pointon

Director of Content, Consumer and Media

The consumer sectors entered the year with almost universal optimism about the outlook for profits for the individual companies, albeit there was a general feeling that the recovery would be gradual and weighted to the second half of the year.

There are signs of life in some of the macroeconomic indicators and a number of sectors have enjoyed good upgrades in Q124. However, the ongoing overall negative trends in consensus profit estimates, with more companies and sectors seeing further downgrades to forecasts than upgrades in the period, due to a combination of lower revenue growth and profitability in the main, have given investors few reasons to get behind the predicted recovery for the consumer companies. A change in momentum would be extremely welcome for the many companies that continue to look very attractively valued.

CONTINUE READING
Please enable JavaScript in your browser to complete this form.

To access the complete report, please register below. By registering, you'll also unlock:

Tailored stock updates: Choose from 400+ stocks, filter by sector, and set your preferred frequency.
Premium website features: For an even more enhanced experience.
Personalised recommendations: Benefit from investment insights tailored to your reads and saved content.

Name
Email
Investor type

We will only use your personal information to provide the services and products that you have signed up for. You will receive a confirmation email after subscribing and can tailor your preferences or unsubscribe at any time by using the links provided. Edison Group's Privacy Policy and Terms & Conditions can be found here.

Consent

Latest

Investment Companies | thematic

Emerging markets – Worthy of consideration

Investment Companies | thematic

Dynam Capital at the 2024 Vietnam ESG Conference

TMT | thematic

MediaWatch – Glimpses of positivity

Investment Companies | thematic

UK stock market – Scope for further upside in UK large-cap stocks

Investment Companies | thematic

Listed private equity – Performing a balancing act

Investment Companies

UK stock market – Scope for further upside in UK large-cap stocks

Continue Reading

Subscribe to Edison

Get access to the very latest content matched to your personal investment style.

Sign up for free