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Basiskonsumgüter & Verbrauchsgüter

Basiskonsumgüter & Verbrauchsgüter

Name: Financial Insights Based on S&P Global Market Intelligence
Creator: Simply Wall St Pty Ltd
License: https://www.spglobal.com/content/dam/spglobal/corporate/en/documents/secure/MI-FastTrack-Terms-and-Conditions-July-2023.pdf

Simply Wall St User

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Watching

Company	Price & Valuation	My FV & Narrative	Valuation	Growth	Analyst Target
HRL Hormel Foods US$23.1313.5% undervalued intrinsic discount 10.4%7D -4.4%3M AN US$26.75author fair value 11 Mayauthor updated this narrative Recent Upgrades And Industry Shifts Will Support Longer Term Recovery
SHOP Shopify US$112.9437.1% undervalued intrinsic discount 5.9%7D -16.2%3M AN US$179.49author fair value 20 Janauthor updated this narrative SHOP: Expansion And AI Integration Will Drive Continued Market Share Gains
CPB Campbell's US$20.998.5% undervalued intrinsic discount 2.4%7D -16.2%3M AN US$22.94author fair value 25 Mayauthor updated this narrative Consumer Preferences And Operational Efficiency Will Build Future Resilience
KDP Keurig Dr Pepper US$30.558.1% undervalued intrinsic discount 1.5%7D 8.9%3M AN US$33.25author fair value 01 Junauthor updated this narrative KDP: Execution Following JDE Peet’s Acquisition Will Drive Potential Upside
UBER Uber Technologies US$71.6931.7% undervalued intrinsic discount 1.4%7D -5.0%3M AN US$105.01author fair value 13 Mayauthor updated this narrative UBER: Expanding Driverless Rides Will Accelerate Market Leadership Over Rivals
ABNB Airbnb US$133.598.3% undervalued intrinsic discount 1.1%7D -1.7%3M AN US$145.71author fair value 22 Aprauthor updated this narrative Remote Work And Global Expansion Will Unlock New Markets In Brazil And Japan
TJX TJX Companies US$157.9011.1% undervalued intrinsic discount 0.6%7D -1.9%3M AN US$177.63author fair value 01 Junauthor updated this narrative Raised Guidance And Solid Performance Will Drive Further Market Share Gains
MNST Monster Beverage US$89.044.3% overvalued intrinsic discount -0.2%7D 16.1%3M AN US$85.38author fair value 03 Mayauthor updated this narrative Analysts Lift Monster Beverage Price Targets Amid Strong Results and Competitive Sector Outlook
ROST Ross Stores US$232.621.2% overvalued intrinsic discount -0.4%7D 8.3%3M AN US$229.81author fair value 26 Aprauthor updated this narrative Retail Expansion And Tariff Relief Will Drive Opportunity For Fiscal 2025
BABA Alibaba Group Holding US$127.2113.8% undervalued intrinsic discount -0.4%7D -2.4%3M MA US$147.49author fair value 21 Febauthor updated this narrative Analysis of BABA's recent developments
WMT Walmart US$116.8915.3% undervalued intrinsic discount -1.4%7D -5.2%3M AN US$137.93author fair value 01 Junauthor updated this narrative Omni-Channel Expansion and AI Advances Will Drive Continued Market Leadership
EBAY eBay US$108.823.7% overvalued intrinsic discount -1.4%7D 17.0%3M SI US$104.94author fair value 20 Mayauthor updated this narrative GME and EBay both Valued I. Their Past Instead of Futute
HD Home Depot US$312.9715.5% undervalued intrinsic discount -1.5%7D -13.5%3M AN US$370.21author fair value 02 Junauthor updated this narrative Advanced Supply Chain And Digital Tools Will Transform Remodeling
MMM 3M US$151.6513.4% undervalued intrinsic discount -2.3%7D -2.9%3M AN US$175.03author fair value 03 Mayauthor updated this narrative Analysts Divided on 3M as Fair Value Rises Amid New Initiatives and Persistent Risks
YUM Yum! Brands US$148.4413.8% undervalued intrinsic discount -2.4%7D -6.4%3M AN US$172.25author fair value 26 Aprauthor updated this narrative YUM: Upcoming Earnings and Segment Performance Will Define Near-Term Trajectory
MAR Marriott International US$376.751.8% overvalued intrinsic discount -2.4%7D 13.1%3M AN US$370author fair value 13 Janauthor updated this narrative Pipeline Momentum And Expanding International Footprint Will Reshape This Hospitality Leader’s Future
MO Altria Group US$70.3019.2% overvalued intrinsic discount -2.5%7D 5.0%3M AN US$59author fair value 01 Junauthor updated this narrative Illicit E-Vapor Surge Will Jeopardize Smoke-Free Prospects
MKC McCormick US$46.2924.9% undervalued intrinsic discount -2.6%7D -29.1%3M AN US$61.62author fair value 21 Mayauthor updated this narrative MKC: Holiday Quarter Will Drive Near-Term Momentum Amid Margin Recovery
MCD McDonald's US$273.2917.2% undervalued intrinsic discount -2.7%7D -16.5%3M AN US$330author fair value 20 Mayauthor updated this narrative Future Performance Will Rely On Value Positioning And Digital Expansion
TGT Target US$124.8021.3% undervalued intrinsic discount -2.8%7D 3.7%3M AN US$158.51author fair value 23 Mayauthor updated this narrative AI And Suburban Migration Will Power Retail Digital Evolution
CCL Carnival US$27.1727.9% undervalued intrinsic discount -2.9%7D 0.04%3M AN US$37.7author fair value 17 Marauthor updated this narrative CCL: Record Bookings And Improved Guidance Will Drive Upside Into 2026
PM Philip Morris International US$175.948.9% undervalued intrinsic discount -3.4%7D 3.7%3M AN US$193.14author fair value 01 Junauthor updated this narrative PM: Share Pullback Will Present Attractive Buying Opportunity Following Guidance Update
URBN Urban Outfitters US$72.5712.7% undervalued intrinsic discount -3.4%7D 10.6%3M AN US$83.17author fair value 22 Mayauthor updated this narrative E-commerce Integration And Youthful Spending Will Secure A Bright Future
KO Coca-Cola US$78.768.1% undervalued intrinsic discount -3.5%7D 2.2%3M AN US$85.71author fair value 17 Mayauthor updated this narrative Analysts Adjust Price Targets as Coca-Cola Shows Resilience and Faces International Uncertainty
PEP PepsiCo US$142.5416.7% undervalued intrinsic discount -3.5%7D -11.3%3M AN US$171.05author fair value 24 Mayauthor updated this narrative International Expansion And Health Trends Will Reshape Global Markets
MAT Mattel US$14.3447.2% undervalued intrinsic discount -3.8%7D -10.5%3M AN US$27.17author fair value 14 Aprauthor updated this narrative Global Middle Class And Digital Play Will Redefine Toy Experiences
WH Wyndham Hotels & Resorts US$80.1120.0% undervalued intrinsic discount -4.3%7D 0.7%3M AN US$100.18author fair value 21 Mayauthor updated this narrative WH: Share Buybacks Will Drive Future Momentum Amid Franchise Expansion
GIS General Mills US$32.1720.7% undervalued intrinsic discount -4.4%7D -26.2%3M AN US$40.58author fair value 11 Mayauthor updated this narrative Reinvestment And Yoplait Closure Will Delay Margin Recovery
RL Ralph Lauren US$359.4313.0% undervalued intrinsic discount -4.5%7D 1.7%3M AN US$413.33author fair value 10 Mayauthor updated this narrative RL: Future Performance Will Depend On Sustained Demand Momentum And Brand Elevation
UL Unilever US$55.3119.3% undervalued intrinsic discount -4.6%7D -17.9%3M US$68.58author fair value 19 Junauthor updated this narrative Analysts are bullish with a Price Target of $69.13 based on 1.9% annual revenue growth forecasts.
NKE NIKE US$43.8141.6% undervalued intrinsic discount -4.7%7D -24.5%3M AN US$74.97author fair value 30 Marauthor updated this narrative NKE: Upcoming Product Refresh and Channel Cleanup Will Drive Performance Recovery
PG Procter & Gamble US$140.1914.4% undervalued intrinsic discount -4.9%7D -9.0%3M AN US$163.77author fair value 01 Junauthor updated this narrative PG: Share Buyback And Product Rollout Will Drive Long-Term Upside
CHD Church & Dwight US$92.899.1% undervalued intrinsic discount -5.2%7D -7.0%3M AN US$102.16author fair value 15 Mayauthor updated this narrative Analysts Adjust Targets for Church and Dwight Amid Sector Headwinds and Updated 2025 Guidance
KR Kroger US$61.2316.6% undervalued intrinsic discount -5.3%7D -14.4%3M AN US$73.41author fair value 02 Marauthor updated this narrative E-Commerce Expansion And Health Focus Will Strengthen Future
KMB Kimberly-Clark US$94.7617.5% undervalued intrinsic discount -5.4%7D -9.7%3M AN US$114.86author fair value 25 Aprauthor updated this narrative KMB: Future Margin Improvements Will Drive Upside Amid Market Uncertainty
VFC V.F US$16.4118.7% undervalued intrinsic discount -5.7%7D -10.1%3M AN US$20.19author fair value 29 Mayauthor updated this narrative Analysts Weigh V.F. Corporation Outlook Amid Price Target Increase and Ongoing Brand Challenges
BUD Anheuser-Busch InBev US$79.0412.7% undervalued intrinsic discount -5.9%7D 7.2%3M US$90.57author fair value 19 Junauthor updated this narrative Analysts are bullish with a Price Target of $90.57 based on 6.6% annual revenue growth forecasts.
SBUX Starbucks US$95.894.1% undervalued intrinsic discount -6.1%7D -2.8%3M AN US$99.94author fair value 19 Marauthor updated this narrative Analysts Lower Starbucks Price Target Amid Mixed Outlook and Operational Challenges
ANF Abercrombie & Fitch US$76.4231.3% undervalued intrinsic discount -6.1%7D -13.6%3M AN US$111.3author fair value 03 Junauthor updated this narrative Analysts Weigh In on Abercrombie and Fitch as Valuation Holds Steady Amid New Partnerships
LUV Southwest Airlines US$40.8710.5% undervalued intrinsic discount -6.4%7D -6.9%3M AN US$45.64author fair value 02 Junauthor updated this narrative Industry Shifts And Margin Recovery Will Support Performance Through 2026 And Beyond
KHC Kraft Heinz US$22.7635.0% undervalued intrinsic discount -6.6%7D -6.1%3M WO US$35author fair value 12 Mayauthor updated this narrative Kraft Heinz (KHC): Less Drama, More Ketchup
NFLX Netflix US$81.5228.8% undervalued intrinsic discount -6.7%7D -17.8%3M AN US$114.56author fair value 23 Mayauthor updated this narrative Global Ad Tech Rollout Will Spark Future Prosperity
CL Colgate-Palmolive US$84.8712.2% undervalued intrinsic discount -7.0%7D -8.4%3M AN US$96.68author fair value 09 Aprauthor updated this narrative CL: Future Cost Optimization Will Drive Competitive Advantage Amid Category Headwinds
AMZN Amazon.com US$250.0220.1% undervalued intrinsic discount -8.0%7D 14.2%3M AN US$312.79author fair value 03 Junauthor updated this narrative AMZN: Acceleration In Cloud And AI Will Drive Margin Expansion Ahead
CLX Clorox US$88.5323.3% undervalued intrinsic discount -8.8%7D -22.1%3M AN US$115.47author fair value 29 Aprauthor updated this narrative Analysts Lower Clorox Price Target Amid Service Disruptions and Muted Profit Outlook

Watching

Company	Price & Valuation	My FV & Narrative	Valuation	Growth	Analyst Target
HRL Hormel Foods 10.4%7D -4.4%3M	US$23.13 13.5% undervalued intrinsic discount	AN US$26.75author fair value 11 Mayauthor updated this narrative Recent Upgrades And Industry Shifts Will Support Longer Term Recovery	PE 27.3x	E 11.1%	US$26.50
SHOP Shopify 5.9%7D -16.2%3M	US$112.94 37.1% undervalued intrinsic discount	AN US$179.49author fair value 20 Janauthor updated this narrative SHOP: Expansion And AI Integration Will Drive Continued Market Share Gains	PE 110.3x	E 28.2%	US$150.11
CPB Campbell's 2.4%7D -16.2%3M	US$20.99 8.5% undervalued intrinsic discount	AN US$22.94author fair value 25 Mayauthor updated this narrative Consumer Preferences And Operational Efficiency Will Build Future Resilience	PE 11.4x	E 10.7%	US$22.28
KDP Keurig Dr Pepper 1.5%7D 8.9%3M	US$30.55 8.1% undervalued intrinsic discount	AN US$33.25author fair value 01 Junauthor updated this narrative KDP: Execution Following JDE Peet’s Acquisition Will Drive Potential Upside	PE 22.7x	E 15.1%	US$33.25
UBER Uber Technologies 1.4%7D -5.0%3M	US$71.69 31.7% undervalued intrinsic discount	AN US$105.01author fair value 13 Mayauthor updated this narrative UBER: Expanding Driverless Rides Will Accelerate Market Leadership Over Rivals	PE 17.1x	E 13.1%	US$104.43
ABNB Airbnb 1.1%7D -1.7%3M	US$133.59 8.3% undervalued intrinsic discount	AN US$145.71author fair value 22 Aprauthor updated this narrative Remote Work And Global Expansion Will Unlock New Markets In Brazil And Japan	PE 31.5x	E 16.2%	US$156.51
TJX TJX Companies 0.6%7D -1.9%3M	US$157.90 11.1% undervalued intrinsic discount	AN US$177.63author fair value 01 Junauthor updated this narrative Raised Guidance And Solid Performance Will Drive Further Market Share Gains	PE 30.1x	E 6.2%	US$177.63
MNST Monster Beverage -0.2%7D 16.1%3M	US$89.04 4.3% overvalued intrinsic discount	AN US$85.38author fair value 03 Mayauthor updated this narrative Analysts Lift Monster Beverage Price Targets Amid Strong Results and Competitive Sector Outlook	PE 42.9x	E 10.3%	US$89.46
ROST Ross Stores -0.4%7D 8.3%3M	US$232.62 1.2% overvalued intrinsic discount	AN US$229.81author fair value 26 Aprauthor updated this narrative Retail Expansion And Tariff Relief Will Drive Opportunity For Fiscal 2025	PE 32.2x	E 7.6%	US$256.18
BABA Alibaba Group Holding -0.4%7D -2.4%3M	US$127.21 13.8% undervalued intrinsic discount	MA US$147.49author fair value 21 Febauthor updated this narrative Analysis of BABA's recent developments	PE 18.6x	E 16.3%	US$192.26
WMT Walmart -1.4%7D -5.2%3M	US$116.89 15.3% undervalued intrinsic discount	AN US$137.93author fair value 01 Junauthor updated this narrative Omni-Channel Expansion and AI Advances Will Drive Continued Market Leadership	PE 40.9x	E 8.3%	US$137.93
EBAY eBay -1.4%7D 17.0%3M	US$108.82 3.7% overvalued intrinsic discount	SI US$104.94author fair value 20 Mayauthor updated this narrative GME and EBay both Valued I. Their Past Instead of Futute	PE 24.1x	E 7.2%	US$108.13
HD Home Depot -1.5%7D -13.5%3M	US$312.97 15.5% undervalued intrinsic discount	AN US$370.21author fair value 02 Junauthor updated this narrative Advanced Supply Chain And Digital Tools Will Transform Remodeling	PE 22.3x	E 7.1%	US$370.21
MMM 3M -2.3%7D -2.9%3M	US$151.65 13.4% undervalued intrinsic discount	AN US$175.03author fair value 03 Mayauthor updated this narrative Analysts Divided on 3M as Fair Value Rises Amid New Initiatives and Persistent Risks	PE 28.4x	E 12.6%	US$172.20
YUM Yum! Brands -2.4%7D -6.4%3M	US$148.44 13.8% undervalued intrinsic discount	AN US$172.25author fair value 26 Aprauthor updated this narrative YUM: Upcoming Earnings and Segment Performance Will Define Near-Term Trajectory	PE 23.5x	E 7.6%	US$174.23
MAR Marriott International -2.4%7D 13.1%3M	US$376.75 1.8% overvalued intrinsic discount	AN US$370author fair value 13 Janauthor updated this narrative Pipeline Momentum And Expanding International Footprint Will Reshape This Hospitality Leader’s Future	PE 38.4x	E 11.3%	US$377.67
MO Altria Group -2.5%7D 5.0%3M	US$70.30 19.2% overvalued intrinsic discount	AN US$59author fair value 01 Junauthor updated this narrative Illicit E-Vapor Surge Will Jeopardize Smoke-Free Prospects	PE 14.6x	E 4.1%	US$70.36
MKC McCormick -2.6%7D -29.1%3M	US$46.29 24.9% undervalued intrinsic discount	AN US$61.62author fair value 21 Mayauthor updated this narrative MKC: Holiday Quarter Will Drive Near-Term Momentum Amid Margin Recovery	PE 7.6x	E -20.6%	US$61.46
MCD McDonald's -2.7%7D -16.5%3M	US$273.29 17.2% undervalued intrinsic discount	AN US$330author fair value 20 Mayauthor updated this narrative Future Performance Will Rely On Value Positioning And Digital Expansion	PE 22.4x	E 6.7%	US$331.29
TGT Target -2.8%7D 3.7%3M	US$124.80 21.3% undervalued intrinsic discount	AN US$158.51author fair value 23 Mayauthor updated this narrative AI And Suburban Migration Will Power Retail Digital Evolution	PE 16.4x	E 5.8%	US$131.66
CCL Carnival -2.9%7D 0.04%3M	US$27.17 27.9% undervalued intrinsic discount	AN US$37.7author fair value 17 Marauthor updated this narrative CCL: Record Bookings And Improved Guidance Will Drive Upside Into 2026	PE 12.1x	E 8.9%	US$34.59
PM Philip Morris International -3.4%7D 3.7%3M	US$175.94 8.9% undervalued intrinsic discount	AN US$193.14author fair value 01 Junauthor updated this narrative PM: Share Pullback Will Present Attractive Buying Opportunity Following Guidance Update	PE 24.8x	E 9.2%	US$193.86
URBN Urban Outfitters -3.4%7D 10.6%3M	US$72.57 12.7% undervalued intrinsic discount	AN US$83.17author fair value 22 Mayauthor updated this narrative E-commerce Integration And Youthful Spending Will Secure A Bright Future	PE 13.2x	E 6.5%	US$83.17
KO Coca-Cola -3.5%7D 2.2%3M	US$78.76 8.1% undervalued intrinsic discount	AN US$85.71author fair value 17 Mayauthor updated this narrative Analysts Adjust Price Targets as Coca-Cola Shows Resilience and Faces International Uncertainty	PE 24.7x	E 4.4%	US$86.06
PEP PepsiCo -3.5%7D -11.3%3M	US$142.54 16.7% undervalued intrinsic discount	AN US$171.05author fair value 24 Mayauthor updated this narrative International Expansion And Health Trends Will Reshape Global Markets	PE 22.3x	E 8.4%	US$171.05
MAT Mattel -3.8%7D -10.5%3M	US$14.34 47.2% undervalued intrinsic discount	AN US$27.17author fair value 14 Aprauthor updated this narrative Global Middle Class And Digital Play Will Redefine Toy Experiences	PE 8.4x	E 0.8%	US$18.71
WH Wyndham Hotels & Resorts -4.3%7D 0.7%3M	US$80.11 20.0% undervalued intrinsic discount	AN US$100.18author fair value 21 Mayauthor updated this narrative WH: Share Buybacks Will Drive Future Momentum Amid Franchise Expansion	PE 31.1x	E 17.5%	US$100.18
GIS General Mills -4.4%7D -26.2%3M	US$32.17 20.7% undervalued intrinsic discount	AN US$40.58author fair value 11 Mayauthor updated this narrative Reinvestment And Yoplait Closure Will Delay Margin Recovery	PE 7.8x	E -7.0%	US$37.83
RL Ralph Lauren -4.5%7D 1.7%3M	US$359.43 13.0% undervalued intrinsic discount	AN US$413.33author fair value 10 Mayauthor updated this narrative RL: Future Performance Will Depend On Sustained Demand Momentum And Brand Elevation	PE 22.7x	E 6.4%	US$427.00
UL Unilever -4.6%7D -17.9%3M	US$55.31 19.3% undervalued intrinsic discount	US$68.58author fair value 19 Junauthor updated this narrative Analysts are bullish with a Price Target of $69.13 based on 1.9% annual revenue growth forecasts.	PE 18.2x	E 7.8%	US$68.58
NKE NIKE -4.7%7D -24.5%3M	US$43.81 41.6% undervalued intrinsic discount	AN US$74.97author fair value 30 Marauthor updated this narrative NKE: Upcoming Product Refresh and Channel Cleanup Will Drive Performance Recovery	PE 28.8x	E 17.4%	US$60.49
PG Procter & Gamble -4.9%7D -9.0%3M	US$140.19 14.4% undervalued intrinsic discount	AN US$163.77author fair value 01 Junauthor updated this narrative PG: Share Buyback And Product Rollout Will Drive Long-Term Upside	PE 20x	E 3.9%	US$163.77
CHD Church & Dwight -5.2%7D -7.0%3M	US$92.89 9.1% undervalued intrinsic discount	AN US$102.16author fair value 15 Mayauthor updated this narrative Analysts Adjust Targets for Church and Dwight Amid Sector Headwinds and Updated 2025 Guidance	PE 30x	E 7.5%	US$102.26
KR Kroger -5.3%7D -14.4%3M	US$61.23 16.6% undervalued intrinsic discount	AN US$73.41author fair value 02 Marauthor updated this narrative E-Commerce Expansion And Health Focus Will Strengthen Future	PE 37.2x	E 15.9%	US$75.45
KMB Kimberly-Clark -5.4%7D -9.7%3M	US$94.76 17.5% undervalued intrinsic discount	AN US$114.86author fair value 25 Aprauthor updated this narrative KMB: Future Margin Improvements Will Drive Upside Amid Market Uncertainty	PE 18.3x	E 12.1%	US$114.27
VFC V.F -5.7%7D -10.1%3M	US$16.41 18.7% undervalued intrinsic discount	AN US$20.19author fair value 29 Mayauthor updated this narrative Analysts Weigh V.F. Corporation Outlook Amid Price Target Increase and Ongoing Brand Challenges	PE 25.2x	E 23.9%	US$20.21
BUD Anheuser-Busch InBev -5.9%7D 7.2%3M	US$79.04 12.7% undervalued intrinsic discount	US$90.57author fair value 19 Junauthor updated this narrative Analysts are bullish with a Price Target of $90.57 based on 6.6% annual revenue growth forecasts.	PE 21.4x	E 9.4%	US$90.57
SBUX Starbucks -6.1%7D -2.8%3M	US$95.89 4.1% undervalued intrinsic discount	AN US$99.94author fair value 19 Marauthor updated this narrative Analysts Lower Starbucks Price Target Amid Mixed Outlook and Operational Challenges	PE 73.1x	E 26.2%	US$106.25
ANF Abercrombie & Fitch -6.1%7D -13.6%3M	US$76.42 31.3% undervalued intrinsic discount	AN US$111.3author fair value 03 Junauthor updated this narrative Analysts Weigh In on Abercrombie and Fitch as Valuation Holds Steady Amid New Partnerships	PE 6.9x	E 0.9%	US$111.30
LUV Southwest Airlines -6.4%7D -6.9%3M	US$40.87 10.5% undervalued intrinsic discount	AN US$45.64author fair value 02 Junauthor updated this narrative Industry Shifts And Margin Recovery Will Support Performance Through 2026 And Beyond	PE 24.5x	E 22.5%	US$45.64
KHC Kraft Heinz -6.6%7D -6.1%3M	US$22.76 35.0% undervalued intrinsic discount	WO US$35author fair value 12 Mayauthor updated this narrative Kraft Heinz (KHC): Less Drama, More Ketchup	PS 1.1x	E 56.5%	US$23.58
NFLX Netflix -6.7%7D -17.8%3M	US$81.52 28.8% undervalued intrinsic discount	AN US$114.56author fair value 23 Mayauthor updated this narrative Global Ad Tech Rollout Will Spark Future Prosperity	PE 25.7x	E 12.0%	US$114.56
CL Colgate-Palmolive -7.0%7D -8.4%3M	US$84.87 12.2% undervalued intrinsic discount	AN US$96.68author fair value 09 Aprauthor updated this narrative CL: Future Cost Optimization Will Drive Competitive Advantage Amid Category Headwinds	PE 32.5x	E 12.4%	US$95.84
AMZN Amazon.com -8.0%7D 14.2%3M	US$250.02 20.1% undervalued intrinsic discount	AN US$312.79author fair value 03 Junauthor updated this narrative AMZN: Acceleration In Cloud And AI Will Drive Margin Expansion Ahead	PE 29.6x	E 16.4%	US$312.79
CLX Clorox -8.8%7D -22.1%3M	US$88.53 23.3% undervalued intrinsic discount	AN US$115.47author fair value 29 Aprauthor updated this narrative Analysts Lower Clorox Price Target Amid Service Disruptions and Muted Profit Outlook	PE 14.2x	E 7.8%	US$105.29

Basiskonsumgüter & Verbrauchsgüter

Watching

Recent Upgrades And Industry Shifts Will Support Longer Term Recovery

SHOP: Expansion And AI Integration Will Drive Continued Market Share Gains

Consumer Preferences And Operational Efficiency Will Build Future Resilience

KDP: Execution Following JDE Peet’s Acquisition Will Drive Potential Upside

UBER: Expanding Driverless Rides Will Accelerate Market Leadership Over Rivals

Remote Work And Global Expansion Will Unlock New Markets In Brazil And Japan

Raised Guidance And Solid Performance Will Drive Further Market Share Gains

Analysts Lift Monster Beverage Price Targets Amid Strong Results and Competitive Sector Outlook

Retail Expansion And Tariff Relief Will Drive Opportunity For Fiscal 2025

Analysis of BABA's recent developments

Omni-Channel Expansion and AI Advances Will Drive Continued Market Leadership

GME and EBay both Valued I. Their Past Instead of Futute

Advanced Supply Chain And Digital Tools Will Transform Remodeling

Analysts Divided on 3M as Fair Value Rises Amid New Initiatives and Persistent Risks

YUM: Upcoming Earnings and Segment Performance Will Define Near-Term Trajectory

Pipeline Momentum And Expanding International Footprint Will Reshape This Hospitality Leader’s Future

Illicit E-Vapor Surge Will Jeopardize Smoke-Free Prospects

MKC: Holiday Quarter Will Drive Near-Term Momentum Amid Margin Recovery

Future Performance Will Rely On Value Positioning And Digital Expansion

AI And Suburban Migration Will Power Retail Digital Evolution

CCL: Record Bookings And Improved Guidance Will Drive Upside Into 2026

PM: Share Pullback Will Present Attractive Buying Opportunity Following Guidance Update

E-commerce Integration And Youthful Spending Will Secure A Bright Future

Analysts Adjust Price Targets as Coca-Cola Shows Resilience and Faces International Uncertainty

International Expansion And Health Trends Will Reshape Global Markets

Global Middle Class And Digital Play Will Redefine Toy Experiences

WH: Share Buybacks Will Drive Future Momentum Amid Franchise Expansion

Reinvestment And Yoplait Closure Will Delay Margin Recovery

RL: Future Performance Will Depend On Sustained Demand Momentum And Brand Elevation

Analysts are bullish with a Price Target of $69.13 based on 1.9% annual revenue growth forecasts.

NKE: Upcoming Product Refresh and Channel Cleanup Will Drive Performance Recovery

PG: Share Buyback And Product Rollout Will Drive Long-Term Upside

Analysts Adjust Targets for Church and Dwight Amid Sector Headwinds and Updated 2025 Guidance

E-Commerce Expansion And Health Focus Will Strengthen Future

KMB: Future Margin Improvements Will Drive Upside Amid Market Uncertainty

Analysts Weigh V.F. Corporation Outlook Amid Price Target Increase and Ongoing Brand Challenges

Analysts are bullish with a Price Target of $90.57 based on 6.6% annual revenue growth forecasts.

Analysts Lower Starbucks Price Target Amid Mixed Outlook and Operational Challenges

Analysts Weigh In on Abercrombie and Fitch as Valuation Holds Steady Amid New Partnerships

Industry Shifts And Margin Recovery Will Support Performance Through 2026 And Beyond

Kraft Heinz (KHC): Less Drama, More Ketchup

Global Ad Tech Rollout Will Spark Future Prosperity

CL: Future Cost Optimization Will Drive Competitive Advantage Amid Category Headwinds

AMZN: Acceleration In Cloud And AI Will Drive Margin Expansion Ahead

Analysts Lower Clorox Price Target Amid Service Disruptions and Muted Profit Outlook

Watching

Recent Upgrades And Industry Shifts Will Support Longer Term Recovery

SHOP: Expansion And AI Integration Will Drive Continued Market Share Gains

Consumer Preferences And Operational Efficiency Will Build Future Resilience

KDP: Execution Following JDE Peet’s Acquisition Will Drive Potential Upside

UBER: Expanding Driverless Rides Will Accelerate Market Leadership Over Rivals

Remote Work And Global Expansion Will Unlock New Markets In Brazil And Japan

Raised Guidance And Solid Performance Will Drive Further Market Share Gains

Analysts Lift Monster Beverage Price Targets Amid Strong Results and Competitive Sector Outlook

Retail Expansion And Tariff Relief Will Drive Opportunity For Fiscal 2025

Analysis of BABA's recent developments

Omni-Channel Expansion and AI Advances Will Drive Continued Market Leadership

GME and EBay both Valued I. Their Past Instead of Futute

Advanced Supply Chain And Digital Tools Will Transform Remodeling

Analysts Divided on 3M as Fair Value Rises Amid New Initiatives and Persistent Risks

YUM: Upcoming Earnings and Segment Performance Will Define Near-Term Trajectory

Pipeline Momentum And Expanding International Footprint Will Reshape This Hospitality Leader’s Future

Illicit E-Vapor Surge Will Jeopardize Smoke-Free Prospects

MKC: Holiday Quarter Will Drive Near-Term Momentum Amid Margin Recovery

Future Performance Will Rely On Value Positioning And Digital Expansion

AI And Suburban Migration Will Power Retail Digital Evolution

CCL: Record Bookings And Improved Guidance Will Drive Upside Into 2026

PM: Share Pullback Will Present Attractive Buying Opportunity Following Guidance Update

E-commerce Integration And Youthful Spending Will Secure A Bright Future

Analysts Adjust Price Targets as Coca-Cola Shows Resilience and Faces International Uncertainty

International Expansion And Health Trends Will Reshape Global Markets

Global Middle Class And Digital Play Will Redefine Toy Experiences

WH: Share Buybacks Will Drive Future Momentum Amid Franchise Expansion

Reinvestment And Yoplait Closure Will Delay Margin Recovery

RL: Future Performance Will Depend On Sustained Demand Momentum And Brand Elevation

Analysts are bullish with a Price Target of $69.13 based on 1.9% annual revenue growth forecasts.

NKE: Upcoming Product Refresh and Channel Cleanup Will Drive Performance Recovery

PG: Share Buyback And Product Rollout Will Drive Long-Term Upside