Here are 20 stocks to help you play a coming big 'restocking' of consumer goods
A supply-and-demand imbalance in the U.S. economy points to a group of stocks that should benefit from the “restock cycle,” according to analysts at investment bank Jefferies.
But in an Oct. 19 report, a group of equity analysts at Jefferies wrote that the economic recovery in the U.S. has been marked by “incredibly strong retail and housing sales,” and that “restocking efforts by retailers and homebuilders” could cause a sharp rise in demand that can benefit 37 companies and their shares.
The Jefferies analysts pointed out that in the pre-pandemic environment, manufacturers in many industries were trying to keep inventories lean to maximize efficiency. Looking ahead, Jefferies chief economist Aneta Markowska says companies may move from just-in-time inventory management to a “just in case” style, which means greater demand as inventory is built.
Here are the 20 companies listed in the report, all rated “buy” from the Jefferies team, that have the largest market capitalizations. Scroll the table to see all the data.We’re in the middle of third-quarter earnings season, and 12 of those companies had most recently reported quarters ending June 30 or earlier, based on data available from FactSet as of the close on Oct. 16.
South Africa Latest News, South Africa Headlines
Similar News:You can also read news stories similar to this one that we have collected from other news sources.
20 Fun Pilates Videos That Take 20 Minutes or LessWhether you're new to Pilates or were a regular at your local studio, there's a class for everyone on this list.
Read more »
Legal expert proposes 20 more SCOTUS judges to reform systemSupreme Court packing allegations against the Democrats are debunked, as one legal expert proposes adding 20 justices to the Supreme Courts in an effort to reform the courts and appointment system. Amy Coney Barrett’s Senate confirmation hearings are also discussed by Tiffany Cross and her panel.
Read more »
Kimora Lee Simmons Talks Baby Phat Beauty, Running a 20-Year-Old Empire, and Kamala Harris'KamalaHarris represents a fearless fight for justice for what's right. A certain kind of beauty. We want to push that agenda forward.' OfficialKimora on Baby Phat Beauty, working with staceyabrams, and running a 20-year-old empire.
Read more »
Fighting back against pandemic, AMC offering theater rentals for $99 for up to 20 peopleAMC Theaters is looking to lure moviegoers back to their seats by offering a special deal for an entire auditorium all to themselves.
Read more »
20 Celebrity Trump SupportersThe “Cheers” actress is voting for Trump because 'he’s NOT a politician' -- see more stars who support him NOW! (via toofab)
Read more »
20 Stars Who Pledged to Flee the Country If Trump Was Elected: Where Are They Now?
Read more »