Deutsche Bank's Industry Insights Report
The channel migration industry is facing high unemployment and cautious consumers, and industry spending has been aggressive to drive volume growth at the expense of category growth and profits, Deutsche Bank reports.
Mass and super-centers are losing market share in the US and consumers are being driven to deal-driven drug stores and dollar channels, pressuring the organic growth and fueling profit destructive trade spending.
Deutsche Bank is launching a series of periodic reports that will address the emerging trends in the consumer space. This installment includes:
Top picks
Coca-Cola Company (NYSE: KO),$57.42 Buy
Energizer (NYSE: ENR),$67.89 Buy
Newell Rubbermaid (NYSE: NWL),$16.89 Buy
Del Monte Foods (NYSE: DLM),$12.62 Buy
Reynolds American (NYSE: RAI),$58.90 Buy
Companies featured
Altria Group (NYSE: MO),$23.68 Buy
Clorox (NYSE: CLX),$66.94 Buy
Coca-Cola Company (NYSE: KO),$57.42 Buy
Energizer (NYSE: ENR),$67.89 Buy
General Mills (NYSE: GIS),$36.62 Buy
Heinz (NYSE: HNZ),$47.32 Buy
Kellogg (NYSE: K),$51.00 Buy
Newell Rubbermaid (NYSE: NWL),$16.89 Buy
PepsiCo (NYSE: PEP),$66.50 Buy
Procter & Gamble (NYSE: PG),$61.11 Hold
Reynolds American (NYSE: RAI),$58.90 Buy
Sara Lee (NYSE: SLE),$14.13 Buy
See Some of the Top Moving Indexes Here.
