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2021-04-20

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Consumer Staples Had a Rough Year. 3 Potential Winners<blockquote>消费必需品经历了艰难的一年。3个潜在赢家</blockquote>

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Yet some might offer higher earnings gro","content":"Consumer staples stocks have had a rough go of it recently. Yet some might offer higher earnings growth than investors realize.<blockquote>必需消费品股票最近表现不佳。然而，有些公司的盈利增长可能比投资者意识到的要高。</blockquote>Consumer staples have generally lagged behind the broader market over the past year. Their discretionary counterparts, meanwhile, have gotten a boost from stimulus checks, along with an improving economy and jobs market.<blockquote>过去一年，必需消费品普遍落后于大盘。与此同时，随着经济和就业市场的改善，他们的自由支配同行也从刺激检查中得到了提振。</blockquote>More recently, the group has come under pressure as investors question how Covid-19 pandemic winners—like those that make cleaning products—can keep the momentum going in 2021 and beyond. Add to that higher commodity costs, climbing transportation burdens, and rising interest rates that make high dividend-paying stocks less attractive to some investors, and it’s been a tricky time for the industry.<blockquote>最近，由于投资者质疑Covid-19大流行的赢家（例如清洁产品制造商）如何在2021年及以后保持这一势头，该集团面临压力。再加上大宗商品成本上升、运输负担攀升以及利率上升，使得高股息股票对一些投资者的吸引力下降，这对该行业来说是一个棘手的时期。</blockquote>However, that doesn’t mean that there aren’t good prospects. Barron’s screened for consumer staples companies whose market cap is valued at more than $5 billion with double-digit expected year-over-year earnings per share (EPS) growth over the next year. Then we excluded stocks trading at more than 20 times forward earnings.<blockquote>然而，这并不意味着没有好的前景。《巴伦周刊》筛选了市值超过50亿美元、预计明年每股收益(EPS)同比增长两位数的消费必需品公司。然后我们排除了预期市盈率超过20倍的股票。</blockquote>That left us with three names.<blockquote>这给我们留下了三个名字。</blockquote>First up: Pilgrim’s Pride (PPC), a poultry and pork producer. Its stock is the cheapest on the list, changing hands at 12.4 times forward earnings, and it also has the highest expected year-over-year EPS growth, at 81.9%. The shares are up just over 23% year-to-date and have gained 24% over the past 12 months.<blockquote>首先：Pilgrim’s Pride（PPC），一家家禽和猪肉生产商。其股票是榜单上最便宜的，预期市盈率为12.4倍，预期每股收益同比增长率也最高，为81.9%。该股今年迄今上涨了23%多一点，过去12个月上涨了24%。</blockquote>Protein producers as a whole had a tough 2020 because of the pandemic, price fixing and other reasons. However, some analysts expect they’ll have a better 2021, due in part to an increase in chicken prices.<blockquote>由于疫情、价格操纵和其他原因，蛋白质生产商作为一个整体度过了艰难的2020年。然而，一些分析师预计2021年会更好，部分原因是鸡肉价格上涨。</blockquote>Packaged food maker Conagra Brands (CAG), whose brands include Slim Jim and Birds Eye, is next. The company’s stock trades at 14.4 times forward earnings and it has expected year-over-year EPS growth of 15.6%. The shares have edged up 3.4% year-to-date, after rising 11.6% in the past year.<blockquote>包装食品制造商康尼格拉品牌(CAG)是下一个，其品牌包括Slim Jim和Birds Eye。该公司股票的预期市盈率为14.4倍，预计每股收益同比增长15.6%。该股继去年上涨11.6%后，今年迄今已小幅上涨3.4%。</blockquote>Analysts have worried that Conagra will have trouble sustaining its momentum postpandemic, despite recent strong sales and insiders scooping up the company’s stock. The company itself shared inflation concerns earlier this month, too.<blockquote>分析师担心，尽管康尼格拉最近销售强劲且内部人士纷纷买入该公司股票，但该公司在大流行后将难以维持其势头。该公司本身本月早些时候也表达了对通胀的担忧。</blockquote>Tobacco giant Philip Morris International (PM) rounds out the list. It trades at 15 times forward earnings, while analysts expect year-over-year EPS growth of 15.2%. Tobacco stocks didn’t have a great 2020, but Philip Morris’ shares are up 11.7% year-to-date and have risen 18.6% in the past 12 months.<blockquote>烟草巨头菲利普莫里斯国际公司(PM)位居榜首。其预期市盈率为15倍，而分析师预计每股收益同比增长15.2%。烟草股2020年表现不佳，但菲利普莫里斯的股价今年迄今上涨了11.7%，过去12个月上涨了18.6%。</blockquote>The company is an analyst favorite, given its strong position in “reduced-risk products,” which are supposed to be less harmful than traditional combustible cigarettes. The stock rose after its most recent earnings report, delivered in February, and some bulls are optimistic about its first-quarter results, which are due out April 20.<blockquote>该公司是分析师的最爱，因为它在“低风险产品”领域的强势地位，这些产品的危害应该比传统的可燃香烟更小。该股在2月份发布最新收益报告后上涨，一些多头对其将于4月20日发布的第一季度业绩持乐观态度。</blockquote>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Consumer Staples Had a Rough Year. 3 Potential Winners<blockquote>消费必需品经历了艰难的一年。3个潜在赢家</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nConsumer Staples Had a Rough Year. 3 Potential Winners<blockquote>消费必需品经历了艰难的一年。3个潜在赢家</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarron's2021-04-20 10:56\n\n</h4>\n</header>\n<article>\nConsumer staples stocks have had a rough go of it recently. Yet some might offer higher earnings growth than investors realize.<blockquote>必需消费品股票最近表现不佳。然而，有些公司的盈利增长可能比投资者意识到的要高。</blockquote>Consumer staples have generally lagged behind the broader market over the past year. Their discretionary counterparts, meanwhile, have gotten a boost from stimulus checks, along with an improving economy and jobs market.<blockquote>过去一年，必需消费品普遍落后于大盘。与此同时，随着经济和就业市场的改善，他们的自由支配同行也从刺激检查中得到了提振。</blockquote>More recently, the group has come under pressure as investors question how Covid-19 pandemic winners—like those that make cleaning products—can keep the momentum going in 2021 and beyond. Add to that higher commodity costs, climbing transportation burdens, and rising interest rates that make high dividend-paying stocks less attractive to some investors, and it’s been a tricky time for the industry.<blockquote>最近，由于投资者质疑Covid-19大流行的赢家（例如清洁产品制造商）如何在2021年及以后保持这一势头，该集团面临压力。再加上大宗商品成本上升、运输负担攀升以及利率上升，使得高股息股票对一些投资者的吸引力下降，这对该行业来说是一个棘手的时期。</blockquote>However, that doesn’t mean that there aren’t good prospects. Barron’s screened for consumer staples companies whose market cap is valued at more than $5 billion with double-digit expected year-over-year earnings per share (EPS) growth over the next year. Then we excluded stocks trading at more than 20 times forward earnings.<blockquote>然而，这并不意味着没有好的前景。《巴伦周刊》筛选了市值超过50亿美元、预计明年每股收益(EPS)同比增长两位数的消费必需品公司。然后我们排除了预期市盈率超过20倍的股票。</blockquote>That left us with three names.<blockquote>这给我们留下了三个名字。</blockquote>First up: Pilgrim’s Pride (PPC), a poultry and pork producer. Its stock is the cheapest on the list, changing hands at 12.4 times forward earnings, and it also has the highest expected year-over-year EPS growth, at 81.9%. The shares are up just over 23% year-to-date and have gained 24% over the past 12 months.<blockquote>首先：Pilgrim’s Pride（PPC），一家家禽和猪肉生产商。其股票是榜单上最便宜的，预期市盈率为12.4倍，预期每股收益同比增长率也最高，为81.9%。该股今年迄今上涨了23%多一点，过去12个月上涨了24%。</blockquote>Protein producers as a whole had a tough 2020 because of the pandemic, price fixing and other reasons. However, some analysts expect they’ll have a better 2021, due in part to an increase in chicken prices.<blockquote>由于疫情、价格操纵和其他原因，蛋白质生产商作为一个整体度过了艰难的2020年。然而，一些分析师预计2021年会更好，部分原因是鸡肉价格上涨。</blockquote>Packaged food maker Conagra Brands (CAG), whose brands include Slim Jim and Birds Eye, is next. The company’s stock trades at 14.4 times forward earnings and it has expected year-over-year EPS growth of 15.6%. The shares have edged up 3.4% year-to-date, after rising 11.6% in the past year.<blockquote>包装食品制造商康尼格拉品牌(CAG)是下一个，其品牌包括Slim Jim和Birds Eye。该公司股票的预期市盈率为14.4倍，预计每股收益同比增长15.6%。该股继去年上涨11.6%后，今年迄今已小幅上涨3.4%。</blockquote>Analysts have worried that Conagra will have trouble sustaining its momentum postpandemic, despite recent strong sales and insiders scooping up the company’s stock. The company itself shared inflation concerns earlier this month, too.<blockquote>分析师担心，尽管康尼格拉最近销售强劲且内部人士纷纷买入该公司股票，但该公司在大流行后将难以维持其势头。该公司本身本月早些时候也表达了对通胀的担忧。</blockquote>Tobacco giant Philip Morris International (PM) rounds out the list. It trades at 15 times forward earnings, while analysts expect year-over-year EPS growth of 15.2%. Tobacco stocks didn’t have a great 2020, but Philip Morris’ shares are up 11.7% year-to-date and have risen 18.6% in the past 12 months.<blockquote>烟草巨头菲利普莫里斯国际公司(PM)位居榜首。其预期市盈率为15倍，而分析师预计每股收益同比增长15.2%。烟草股2020年表现不佳，但菲利普莫里斯的股价今年迄今上涨了11.7%，过去12个月上涨了18.6%。</blockquote>The company is an analyst favorite, given its strong position in “reduced-risk products,” which are supposed to be less harmful than traditional combustible cigarettes. The stock rose after its most recent earnings report, delivered in February, and some bulls are optimistic about its first-quarter results, which are due out April 20.<blockquote>该公司是分析师的最爱，因为它在“低风险产品”领域的强势地位，这些产品的危害应该比传统的可燃香烟更小。该股在2月份发布最新收益报告后上涨，一些多头对其将于4月20日发布的第一季度业绩持乐观态度。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/consumer-staples-stocks-had-a-rough-year-we-found-3-potential-winners-51618759239?mod=hp_LEAD_1\">Barron's</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PPC":"Pilgrim’s Pride Corporation","CAG":"康尼格拉","PM":"菲利普莫里斯"},"source_url":"https://www.barrons.com/articles/consumer-staples-stocks-had-a-rough-year-we-found-3-potential-winners-51618759239?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196205484","content_text":"Consumer staples stocks have had a rough go of it recently. Yet some might offer higher earnings growth than investors realize.Consumer staples have generally lagged behind the broader market over the past year. Their discretionary counterparts, meanwhile, have gotten a boost from stimulus checks, along with an improving economy and jobs market.More recently, the group has come under pressure as investors question how Covid-19 pandemic winners—like those that make cleaning products—can keep the momentum going in 2021 and beyond. Add to that higher commodity costs, climbing transportation burdens, and rising interest rates that make high dividend-paying stocks less attractive to some investors, and it’s been a tricky time for the industry.However, that doesn’t mean that there aren’t good prospects. Barron’s screened for consumer staples companies whose market cap is valued at more than $5 billion with double-digit expected year-over-year earnings per share (EPS) growth over the next year. Then we excluded stocks trading at more than 20 times forward earnings.That left us with three names.First up: Pilgrim’s Pride (PPC), a poultry and pork producer. Its stock is the cheapest on the list, changing hands at 12.4 times forward earnings, and it also has the highest expected year-over-year EPS growth, at 81.9%. The shares are up just over 23% year-to-date and have gained 24% over the past 12 months.Protein producers as a whole had a tough 2020 because of the pandemic, price fixing and other reasons. However, some analysts expect they’ll have a better 2021, due in part to an increase in chicken prices.Packaged food maker Conagra Brands (CAG), whose brands include Slim Jim and Birds Eye, is next. The company’s stock trades at 14.4 times forward earnings and it has expected year-over-year EPS growth of 15.6%. The shares have edged up 3.4% year-to-date, after rising 11.6% in the past year.Analysts have worried that Conagra will have trouble sustaining its momentum postpandemic, despite recent strong sales and insiders scooping up the company’s stock. The company itself shared inflation concerns earlier this month, too.Tobacco giant Philip Morris International (PM) rounds out the list. It trades at 15 times forward earnings, while analysts expect year-over-year EPS growth of 15.2%. Tobacco stocks didn’t have a great 2020, but Philip Morris’ shares are up 11.7% year-to-date and have risen 18.6% in the past 12 months.The company is an analyst favorite, given its strong position in “reduced-risk products,” which are supposed to be less harmful than traditional combustible cigarettes. The stock rose after its most recent earnings report, delivered in February, and some bulls are optimistic about its first-quarter results, which are due out April 20.","news_type":1,"symbols_score_info":{"PM":0.9,"CAG":0.9,"PPC":0.9}},"isVote":1,"tweetType":1,"viewCount":237,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/373778065"}