New York, NY, (TopGun Press)
Below are the Consumer names rated highest by investors for Investment Quality and Ownership Conviction for the year ahead at YE 4Q 2024 on the BWI Shareholder Confidence Index, along with the largest increases in both (YE 4Q vs YE 3Q), based on our daily chats with global investors.
Consumer Discretionary
Highest Investment Quality: LVMH Moet Hennessy Louis Vuitton SE
Largest Increase in Investment Quality: Under Armour Inc +24.6%
Highest Ownership Conviction: LVMH Moet Hennessy Louis Vuitton SE
Largest Increase in Ownership Conviction: Adidas AG +6.0%
Consumer Staples
Highest Investment Quality: L’Oreal SA
Largest Increase in Investment Quality: Altria Group Inc +6.3%
Highest Ownership Conviction: The Procter & Gamble Company
Largest Increase in Ownership Conviction: Imperial Brands PLC +6.0%
Discretionary Retailing
Highest Investment Quality: Costco Wholesale Corporation
Largest Increase in Investment Quality: Hennes & Mauritz AB +3.3%
Highest Ownership Conviction: Inditex SA
Largest Increase in Ownership Conviction: Aritzia Inc +2.5%
Food, Beverage & Distribution
Highest Investment Quality: Campari
Largest Increase in Investment Quality: SYSCO Corporation +4.7%
Highest Ownership Conviction: Mondelez International
Largest Increase in Ownership Conviction: Lassonde Industries +3.2%
Hospitality
Highest Investment Quality: Chipotle Mexican Grill
Largest Increase in Investment Quality: Chipotle Mexican Grill +4.2%
Highest Ownership Conviction: Restaurant Brands International
Largest Increase in Ownership Conviction: Starbucks Corp. +3.4%
Staples Retailing
Highest Investment Quality: Alimentation Couche-Tard Inc
Largest Increase in Investment Quality: Wal-Mart Stores Inc. +9.6%
Highest Ownership Conviction: Wal-Mart Stores Inc.
Largest Increase in Ownership Conviction: Carrefour SA +6.0%
If you would like to subscribe to the BWI Shareholder Confidence Intel including full reports on individual companies with verbatim please see contacts below.
About Brendan Wood International:
Brendan Wood International (BWI), formed in 1970, is a private advisory group which originates performance investigation programs in the capital markets. Relying on its real time intelligence, BWI advises public companies, institutional and activist investors, investment banks and broker dealers on strategy, performance and recruitment of TopGun talent. Big cap companies looking for comprehensive investor confidence data on their organizations are likely to discover that Brendan Wood partners consult with their investors non stop year round. There are 2000+ live consultations with investment professionals overseeing +/- $60 trillion invested in the +/- 1400 big cap companies on the BWI Index. Investors depend on BWI to quantify the demand side of the investment industry, including the name by name research sales and trading professionals who influence investor demand. The firm’s partners have formally presented at 1000+ C level strategy meetings and corporate off-sites in fifty cities. Brendan Wood founded the exclusive TopGun Club, a performance based institution.
Disclaimer:
We wish to emphasize that all reports, evaluations and assessments contained herein, represent Brendan Wood International’s subjective judgment and opinions, based on our years of experience and on information obtained by us in the course of our research. Much of the factual information contained in the reports has been obtained by us from third parties on whose responses we have relied in good faith, independent verification by Brendan Wood International being, under the circumstances, impossible. While we believe that you will find our reports to be an invaluable tool in formulating your own strategies and judgments, the foregoing should be borne in mind. This report is not meant as investment advice and should not be interpreted as advising on the value of a company’s securities, the advisability of investing in, purchasing or selling any company’s securities or any other conclusion relating to investment/divestiture of a company’s securities. Finally, this report is not intended as an offer or solicitation for the purchase or sale of any company’s securities.
Contacts:
Amanda Knott
Managing Director
Brendan Wood International
+1 416 924 8110
aknott@brendanwood.com
Jordan Sacks
Field Director
Brendan Wood International
+1 416 924 8110
jsacks@brendanwood.com
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