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13 Best Bear Market Stocks to Buy Right Now
BRFBRF(US:BRFS) Insider Monkey·2025-09-27 19:55

Core Viewpoint - The article discusses the best bear market stocks to buy, emphasizing the importance of defensive stocks that outperform the market during economic downturns [1][2]. Defensive Stocks - Defensive stocks are characterized by their ability to provide protection against economic unpredictability, often coming from sectors like utilities, healthcare, and consumer staples [1]. - Michael Wilson from Morgan Stanley advocates for a shift towards conservative stocks amid economic downturns and tariff concerns, suggesting that quality and defensive equities will continue to outperform [2]. Methodology - The selection process involved using a stock analysis screener to identify consumer defensive stocks with a price target upside of less than 15%, resulting in a ranked list of 13 stocks based on hedge fund holdings as of Q2 2025 [5][6]. Company Highlights - Beyond Meat, Inc. (NASDAQ:BYND): Reported a 19.6% year-over-year decline in Q2 revenue to $75 million and a net loss of $29.2 million. The company plans to cut 6% of its workforce and focus on margin expansion and streamlined distribution [8]. It introduced a new plant-based product, Beyond Ground, and aims to innovate with lentil sausages and chickpea hot dogs [9]. - BRF S.A. (NYSE:BRFS): Merged with Marfrig Global Foods, creating MBRF Global Foods Company S.A. The merger aims to generate BRL 805 million ($141 million) in annual synergies. Despite challenges, BRF reported 3% revenue growth in Q2 2025 to BRL 15.4 billion, with significant growth in its pet food and plant-based segments [11][12]. The company is positioned for stronger global growth post-merger [13]. - The Beauty Health Company (NASDAQ:SKIN): Reported Q2 2025 revenue of $78.2 million and EPS of $0.03, exceeding expectations. The company focuses on provider engagement and innovation, launching initiatives to enhance product development and brand loyalty [15][16]. It plans to expand its consumable product lines and has clarified asset rights to reduce risk for creditors [17].