Morningstar has published its latest Consumer Observer research report entitled “Investing in the Emerging Market Consumer—Why Companies with Moats are Poised for Outsized Returns,” exploring the growth potential of consumer staples companies with exposure to emerging markets.
Morningstar equity analysts found that companies with economic moats, or sustainable competitive advantages—more specifically, companies with brand portfolios across multiple pricing tiers and expansive distribution networks—are best positioned to monetize consumer demand in emerging markets.
Companies named as being poised to benefit from positive growth trends in emerging markets included:
China:
- Wuliangye Yibin Co., Ltd (SHE: 000858)
- Want Want China Holdings Ltd (HKG: 0151)
- Yum! Brands, Inc (NYSE: YUM)
India:
- India Tobacco Company or ITC Limited (NSE: ITC)
- The Coca-Cola Company (NYSE: KO)
- United Breweries Limited (NSE: UBL)
Latin America:
- Ambev SA (NYSE: ABEV)
- Compania Cervecerias Unidas S.A. (NYSE: CCU)
- Coca-Cola Femsa SAB (OTCMKTS: COCSF)
CEE:
- Carlsberg A/S (OTCMKTS: CABGY)
- Philip Morris International Inc (NYSE: PM)
- Imperial Tobacco Group PLC (OTCMKTS: ITYBY)
Africa:
- Yum! Brands, Inc (NYSE: YUM)
- Diageo plc (NYSE: DEO)
- Unilever N.V. (NYSE: UN) / Unilever N.V. (NYSE: UN)
To read the press release, Morningstar Publishes Research Report about Consumers in Emerging Markets; Identifies Consumer Staples Companies Poised to Benefit, go to the website of Morningstar plus there is a Forbes article entitled Best Consumer Stocks For Emerging Market Investors listing some of the emerging market stock picks. The Investing in the Emerging Market Consumer—Why Companies with Moats are Poised for Outsized Returns report itself can be downloaded for free after registering with Morningstar.
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