Thanksgiving stock picks
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3 Thanksgiving-themed stock picks from Morgan Stanley
Yahoo Finance· 2025-11-27 18:35
Group 1: Investment Opportunities - Bellring Brands (BRBR) has seen a significant decline of 59% since early January due to competitive pressures, but is now considered undervalued with protein shake sales growth in the mid-teens year-over-year and a new partnership with a major mass retailer starting in December [2][4] - Smithfield Foods (SFD), a pork producer, has experienced an 8% increase in stock this year, benefiting from decreasing hog prices which are expected to enhance margins, alongside a sustained demand for protein as beef prices remain high [5][6] - Hasbro (HAS), a game and toy manufacturer, has risen 46% in 2025, capitalizing on the holiday season and successfully transforming into a gaming and IP-driven company, with notable revenue growth in its trading card game, Magic: The Gathering, which has seen a 40% increase this year [6][7] Group 2: Market Trends - The protein market is experiencing robust growth, with consumers increasingly favoring protein-rich products, benefiting companies like Bellring Brands and Smithfield Foods [4][6] - The toy and gaming sector is also thriving, with Hasbro's strategic shift towards gaming and intellectual property expected to yield long-term growth and profitability [7]