Core Insights - Ken Fisher's investment firm, Fisher Investments, manages over $362 billion in assets and focuses on resilient consumer stocks for long-term growth [1] - The consumer staples sector has underperformed the broader market due to high interest rates and inflation, with the S&P 500 Consumer Staples Index returning approximately 2.6% this year compared to over 12.5% for the S&P 500 Index [2] - The consumer discretionary sector has shown more volatility but outperformed the S&P 500 Index over the past year with a return of around 17.0% [2] - Recent mixed market sentiments are influenced by strong corporate earnings and rising U.S.-China trade tensions, with gold prices rising past $4,200 per ounce [3] Consumer Staples Sector - Companies in the consumer staples sector are known for resilience, consistent cash flows, and pricing power, but have faced challenges due to inflation and high interest rates [2] - The sector has underperformed over the last 1, 3, and 5 years, leading to cautious outlooks from analysts [2] Consumer Discretionary Sector - The consumer discretionary sector has shown better long-term performance despite recent underperformance year-to-date, indicating potential for recovery [2] - The sector's volatility may present opportunities for high-quality consumer stocks as trade uncertainties ease [3] Ken Fisher's Stock Picks - The list of Ken Fisher's top 10 consumer stock picks is based on strong brand equity, pricing power, and consistent demand resilience [7] - The performance of these stocks from the end of Q2 2025 to October 15 has been tracked to provide insights into their potential upside [8] Individual Stock Analysis - **Target Corporation (NYSE:TGT)**: - Upside potential of 11.67% with a share price return of -12.46% from July 1 to October 15 [10] - Operational challenges have affected brand image and consumer engagement, necessitating significant investment to address these issues [11][12] - **Colgate-Palmolive Company (NYSE:CL)**: - Upside potential of 16.89% with a share price return of -15.66% [14] - Analysts have reduced price targets due to short-term pressures, but the company's diversified portfolio supports long-term growth [15][16] - **Starbucks Corporation (NASDAQ:SBUX)**: - Upside potential of 16.91% with a share price return of -12.71% [17] - The company has approved a dividend increase and is undergoing a restructuring plan to enhance operational efficiency despite recent cost pressures [18][19]

Colgate-Palmolive Company (NYSE:CL) is included among the 15 Dividend Stocks that Have Raised Payouts for 20+ Years. JPMorgan Cuts Colgate-Palmolive (CL) Price Target to $88, Keeps Overweight Rating Ahead of Q3 Results Colgate-Palmolive Company (NYSE:CL) is down by nearly 14%, which has made analysts worried about its outlook. On October 10, JPMorgan h⁠as⁠ lower‌ed its pr⁠ice tar‌get for Colgate-Palmolive Company (NYSE:CL) from $95‌ to $88 while keeping an Overweight rating on the stoc‍k a​head of th‍e ...

Core Viewpoint - Grocery Outlet Holding Corp. (GO) is currently viewed as a more attractive investment option compared to Colgate-Palmolive (CL) based on valuation metrics and earnings estimate revisions [3][7]. Valuation Metrics - GO has a forward P/E ratio of 19.75, while CL has a forward P/E of 21.36, indicating that GO is relatively cheaper [5]. - The PEG ratio for GO is 2.72, compared to CL's PEG ratio of 4.60, suggesting that GO offers better value when considering expected earnings growth [5]. - GO's P/B ratio stands at 1.28, significantly lower than CL's P/B of 60.23, further highlighting GO's undervaluation [6]. Earnings Estimate Revisions - GO has experienced stronger estimate revision activity, which is a positive indicator for its earnings outlook [3][7]. - The Zacks Rank for GO is 2 (Buy), while CL holds a Zacks Rank of 4 (Sell), reflecting a more favorable sentiment towards GO [3]. Value Grades - GO has been assigned a Value grade of B, whereas CL has a Value grade of D, indicating that GO is perceived as a better value investment [6].

This story was originally published on Marketing Dive. To receive daily news and insights, subscribe to our free daily Marketing Dive newsletter. It’s been nearly three years since the launch of OpenAI’s ChatGPT upended the worlds of advertising, media and myriad facets of the global economy. The door to an artificial intelligence-powered future has been unlocked, and savvy marketers are already walking through it at various stages of campaign creation, deployment and measurement. For Colgate-Palmolive pe ...

When a storied blue-chip stock like Colgate-Palmolive (CL) suddenly plunges to a new 52-week low, alarm bells ring, but some also see an opportunity. CL stock reached a low of $76.68 on Oct. 13, having shed much of the premium it once commanded. With its hallmark brand strength, decades of dividend consistency, and resilient cash flows, is this capitulation a warning sign for Colgae-Palmolive? Or is it a chance for investors to “buy the dip” in a high-quality income name at a discounted entry point? More ...

Colgate-Palmolive Company (NYSE:CL) shed 1.2% in Monday afternoon trading as it extended its long downward share price trek. The household products stock is now down more than 30% since peaking at $108.77 on September 4, 2024. Despite the lack of momentum, Wall ...

Key TakeawaysFederal Reserve Governor Christopher Waller signaled that while the Fed needs to cut rates, it will do so cautiously and in quarter-point steps, citing a weak labor market but no evidence of a wage-price spiral.Mexico's industrial production experienced a notable decline in August, with both monthly and annual figures missing analyst expectations, indicating a potential slowdown in the manufacturing sector.JPMorgan placed consumer giant Colgate-Palmolive (CL) on a negative catalyst watch, while ...

Core Viewpoint - Colgate-Palmolive Company (NYSE:CL) is highlighted as a top stock recommendation amid concerns over the AI bubble, with expectations for earnings recovery into the next year [1][2]. Group 1: Company Performance - The company has a history of 60 consecutive years of dividend increases, currently yielding 2.6% [2]. - Colgate-Palmolive is recognized for its strong positions in oral care, home products, and pet nutrition, and has a track record of generating significant free cash flows [3]. Group 2: Market Position and Strategy - The management team is focused on cost management and efficiency improvements, which are expected to support organic sales growth of 3% to 5% [2]. - Recent share price pressure is attributed to macroeconomic concerns rather than fundamental business issues, providing a compelling valuation opportunity for investors [3]. Group 3: Investment Sentiment - While Colgate-Palmolive is viewed as a solid investment, some analysts believe that certain AI stocks may offer higher potential returns with lower risk [3].

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. 10 Oversold Stocks You Should Know About »In trading on Monday, shares of Colgate-Palmolive entered into oversold terri ...

It's not easy to find hidden gem stocks in the market these days, but here are two overlooked dividend stocks worthy of consideration."If you don't find a way to make money while you sleep, you will work until you die." -- Warren BuffettThere are different ways to make money while you sleep, but this famed investor and soon-to-be-retired CEO of Berkshire Hathaway is likely talking about investing in dividend stocks. These stocks generally represent stable and mature companies that have a consistent excess c ...