Consumer Sector - Picking winners post-COVID-19 - Thought piece
  • 2020-07-02T00:00:00
  • Sector Reports
Our sector outlook and key considerations for stock selection. We like companies that offer the following characteristics: (1) businesses that will benefit from trends that have been accelerated by COVID-19; (2) robust pricing power, cost competitiveness or scale advantages that will help to protect margins and/or grow market share; (3) strong balance sheets and cash generation to provide a cushion if the economy turns worse than expected; and (4) attractive valuations.