Consumer foodstuffs are famous for their stability during market fluctuations, as the demand for basic commodities is still fixed. With speculation about the definitions around the Trump administration and the lifting of potential prices, consumer -focused shares, including traditional foods and other names driven by the consumer, may appear increasingly attractive.
As of February 4, 2025, the administration put a striped tariff on Chinese goods, but it was now affected by a tariff on products from Canada and Mexico. Although this reduces the impact of definitions on the strength of consumer purchase in the United States, it remains to see whether other definitions will enter the end, as well as whether the administration may increase the definitions over time. However, the market has been enough, as it decreased sharply in trading immediately after the planned implementation of the definitions before stability.
Below, we study three companies that may be stable alternatives for more volatile investments. Investors who enjoy the risks may prefer a defensive strategy with the continuation of 2025, especially if they feel more market disposal of the store.
The stability of the supply chain enhances the attraction of the defensive cyclone
Congrara Brands Inc. Nyse: cag It is the company behind a set of packed foods, with brands including Duncan Hines, Hunt’s, Chef Boyarde and Birds Eye. Conagra has attracted the stock of profit distributions, with an impressive return of 5.57 %, although the payment rate of more than 137 % may cause some concern about the sustainability of this payment rate to move forward.
Conagra brands today
Conagra brands
- 52 weeks
- 24.85 dollars
▼
$ 33.24
- Profit
- 5.58 %
- P/E ratio.
- 24.61
- The target price
- 30.33 dollars
CAG shares stumbled about 12 % in the year leading to February 4, 2025, as sales were disappointed. However, there are reasons for the expectation of a transformation in 2025: the company’s share is expanded in the market as it continues to focus on the frozen food sector, and improve charging sizes. The sales and size of the net membership returned to the gains in At the end of the quarterAlthough each of these scales increased by less than 1 % on an annual basis.
The P/E front ratio from Conagra is much lower than the historical average, indicating that now it may be a suitable time for purchase while stocks may be less than their value. Also, it is important for investors looking for defensive play, the company had time to ensure the solution of supply chain problems from recent years.
A balanced perspective on the growth capabilities of WK Kelogg
WK Kelogg Co. Nyse: klg It is part of the heritage of Kelogg’s business that focuses on grain products in North America. In 2023, Kelogg divided its operations across two companies; In addition to WK Kellogg, Keelnova New York: K She took responsibility for snacks and commodities in international markets.
Wk kelogg today
- 52 weeks
- 12.32 dollars
▼
24.63 dollars
- Profit
- 3.84 %
- P/E ratio.
- 21.35
- The target price
- $ 17.88
With uncertainty in height, WK Kelogg may be somewhat isolated by Kellanova due to its limited geographical concentration. However, WK Kelogg has faced mixed feelings from Wall Street analysts in recent months – TD Cowen has recently reduced stock classification from selling them and reduced their target price, but Barclays moved in the other direction, for example.
There are concerns about the broader grain market, including the possibility of disrupting the supply chain due to climate change and other factors. However, in the last quarter, five basic brands of WK Kellogg-which represented about 70 % of its sales-share or maintaining the market amid improved company in the store and targeted promotions, which helped the latter to compensate for increasing prices due to inflation in Recent years.
Various Tilray operations can help in uncertainty in the weather market
Tilray Inc. Nasdak: tlry It is the hashish, beverage, food and well -being company based in the United States, but it maintains an international presence. In the face of a possible Canadian customs tariff, hemp works in Tilray will be affected – perhaps less than competitors in hashish space with operations exclusively in Canada. However, Tilray has re -placing itself in recent years as a leading craftsman in the United States as well.
Tilry today
As of 04:00 pm
- 52 weeks
- 0.97 dollars
▼
$ 2.97
- The target price
- $ 2.70
If the management tariff is offered to Mexican products, Modelo Especial is likely under the updated tariff instructions. On the condition Modelo has become the best -selling American beer In the last quarters, this scenario may open opportunities for us, including Tilray.
Tilray is definitely facing the opposite winds-progress has been made in legalizing wide cannabis in the United States, for example-and the company’s shares are trading near the lowest level in 52 weeks. However, its various operations may put it to take advantage of the tariffs, depending on how the situation evolves.
Before you think about the Conagra brands, you will want to hear it.
Marketbeat follows the best research analyst at Wall Street, the best performance in Wall Street and the stocks they recommend to their customers on a daily basis. Marketbeat has selected the five shares that the top analysts quietly whispered to their customers to buy now before wiping the broader market … and was not the Congrara Brands in the list.
While Conagra Brands currently has a “Hold” classification among analysts, analysts from the top rankings believe that these five shares buy better.
Show the five stocks here
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