This Wednesday, March 17, 2021 at 11:00 am, Integrity Research Associates will host the next in its series of live ResearchInsights webinars featuring three highly regarded independent consumer sector analysts to discuss the 2021 Outlook for Consumer Stocks and which names are likely to be winners and losers in the coming year.
This Week’s 2021 Consumer Sector Outlook
Despite the economic difficulties posed by the COVID-19 pandemic, many consumer discretionary and consumer staples companies fared well in 2020 as consumers focused their spending on “stuff versus experiences”. However, the big question many investors are asking is whether the post COVID rebound in the economy will provide a continued tailwind to the consumer sector?
On Wednesday, March 17th, 2021 at 11:00 am, Integrity Research Associates will moderate a panel of three highly regarded consumer sector analysts who provide specialized research for institutional investors to discuss the 2021 Outlook for Consumer Stocks. A few of the topics this panel of analysts will address include:
- When will the consumer sector get back to “normal” pre-COVID levels?
- Which consumer stocks that did well during the COVID pandemic are most likely to experience a correction as the economy improves?
- Which parts of the consumer sector are undervalued and are most likely to rebound in 2021?
- What are some key trends that are likely to have large impacts on the consumer sector in 2021 and beyond and who is likely to benefit most from these trends?
- Where are there still opportunities to book significant gains in 2021 in the consumer sector?
- What is the biggest surprise that consumer sector investors are likely to experience once the recovery from COVID-19 is under way?
Click here to register for this week’s live panel discussion. The three analysts on this week’s panel include:
Jonathan Feeney, Director of Research, Consumer Edge Research
Jon serves as Director of Research of Consumer Edge while covering the Food & HPC sectors. With 20 years of as a senior food & beverage analyst, Jonathan has actively covered numerous companies as Head of Consumer Research for Janney Capital Markets, Credit Suisse, Wells Fargo, and most recently as founder & Principal of Athlos Research. He’s been named to WSJ’s Best on the Street, cited for outstanding stock picking by StarMine, and ranked among the best analysts by Greenwich & II surveys.
Joe Feldman, SMD, Assistant Director of Research, Telsey Advisory Group
Joe Feldman is a Senior Managing Director, Assistant Director of Research, and Founding Member of TAG. His research coverage focuses on the discount, grocery, internet, and hardlines retail sectors. Joe has over 20 years of experience covering the retail industry. Prior to joining TAG, he worked as a global retail analyst for Wexford Capital. He also worked at SG Cowen as a senior equity analyst following hardline retailers, and at Bear Stearns as an associate analyst in equity research.
Chuck Grom, CFA, CPA, Consumer & Retail Analyst, Gordon Haskett Research Advisors
Chuck Grom heads Gordon Haskett’s Retail Research Team. Chuck has over 20 years of sell-side research experience covering retailers, and has historically been ranked #1 or #2 in Institutional Investor and Greenwich surveys at previous firms including JP Morgan, Deutsche Bank, and Sterne Agee. Chuck leverages Gordon Haskett’s unique sets of alternative data, to bring differentiated insights to companies in Broadline, Grocery, Dollar, Hardline, Off-price apparel and digital retail sectors.
This week’s 2021 Outlook for Consumer Stocks panel is the sixth in a series of “investment ideas” events organized by Integrity Research Associates covering various sectors, themes, and topics that asset manager clients have asked about. Click here to register for this week’s live panel discussion.
April’s upcoming ResearchInsights panel will address the insights and trade ideas of three highly experienced independent analysts on their views on how the Emerging Markets will perform over the coming twelve months.