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Brendan Wood International Investor Conviction Intel – Consumer Products – January 2024

January 23rd, 2024 by TopGun Press

New York, NY (TopGun Press)

As the year commences, the 2023 data has revealed relevant findings. Below are some of the most respected and ‘on the move’ Consumer Products stocks on the BWI Shareholder Confidence Index based on our daily chats with global investors.

Highest Investment Quality: Costco Wholesale Corporation, Home Depot, Campari Group, Dollarama
According to institutional investors, these companies are at the top of the Consumer Products Shareholder Confidence Index for Quality.

Quality ‘On The Move': Mattel (+30.2%), Tesco (+10.7%), Dollar Tree (+7.4%), Campbell Soup (+6.8%)
According to institutional investors, these companies had the biggest increase in Investment Quality YE 4Q 2023 vs YE 3Q 2023.

Highest Ownership Conviction: Dollarama, Alimentation Couche-Tard, LVMH Moet-Hennessy Louis Vuitton, Hermes
According to institutional investors, Ownership Conviction of these companies is strongest of the names on the Consumer Products Shareholder Confidence Index.

Ownership Conviction ‘On The Move': Inditex (+10.0%), Hermes (+9.9%), Clorox (+8.8%), LVMH Moet-Hennessy Louis Vuitton (+8.2%)
According to institutional investors, these companies had the biggest increase in Ownership Conviction YE 4Q 2023 vs YE 3Q 2023.

Looking to the year ahead, Staples Retailing stocks had the highest Ownership Penetration amongst the BWI 4Q Panel.

4Q 2023 CTO Consumer

 

If you would like to subscribe to the BWI Shareholder Confidence Intel including full reports on individual companies with verbatim please send an email to aknott@brendanwood.com or jnovak@brendanwood.com

Click here for the Previous Investor Conviction Intel for Consumer Products

Brendan Wood International (BWI) serves a dual clientele of world leading investors and their corporate investment targets as well as broker dealers who provide research, sales and trading services to the investment community. 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. Investors depend on BWI to quantify the demand side of the investment industry across 1400 names worldwide, including the name by name research sales and trading professionals who influence investor demand.

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. Brendan Wood Partners debrief large institutional investors worldwide on a daily basis. There are 2000+ live consultations with professionals overseeing +/- $55 trillion invested in the +/- 1400 big cap companies on the BWI Index. Relying on its real time performance intelligence, BWI advises public companies, institutional and activist investors, investment banks and broker dealers on strategy, performance and recruitment of TopGun talent. 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.

Related Links:
www.TopGunPress.com
www.brendanwood.com
@BrendanWoodIntl

Contacts:
Amanda Knott
Managing Director
Brendan Wood International
+1 416 924 8110
aknott@brendanwood.com

Jordan Novak
Managing Partner
Brendan Wood International
+1 416 924 8110
jnovak@brendanwood.com

 

 

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