Consumer Staples_ 2025 Themes and Stock Ideas
Counterpoint Research·2025-01-15 07:04
January 10, 2025 05:47 AM GMT Consumer Staples | Europe 2025 Themes and Stock Ideas Despite a year of sector underperformance, a still elevated rate environment is likely to limit sector appeal for now, making idiosyncratic calls key. We outline our main themes and stock changes for the year. Key Takeaways Exhibit 1: What's new? 2 rating changes and 2 new Top Picks Rating Change Top Price Target Change Old New Pick Old New Reckitt Equal-weight Overweight New Top Pick £46.00 £55.00 Diageo Underweight Underwe ...