Consumer Equity Research is dedicated to the global consumer sector. We currently specialize in three major consumer staples sub-sectors and one discretionary sub-sector:
- Food Manufacturing
- Food Retail
- Household & Personal Care
- Recreation
Our particular strengths lie in beauty, CDP (confectionery, dairy, and proteins), global grocers, electronic games and direct sales. Our coverage universe will quickly expand in the next twelve months.
We maintain full financial models for over 50 companies with a combined c.$800bn in market capitalization with a median daily average trading volume of over $37m. Our coverage universe is weighted toward stocks with valuations between $1bn and $5bn.
We will offer a global view at all times while being aware of regional differences and sensitivities. We will not be afraid to write reports that cross artificial sector boundaries to shed light on under-researched aspects of the consumer space.
