Trading consumers are known for their stability during the volatility of the market, since the demand for the main goods remains consistent. With speculation around the tariffs of the Trump administration and potential prices, promotions focused on the consumer, including traditional main products and other names managed by consumers, may look more attractive.
As of February 4, 2025, the administration levied planned tariffs for Chinese goods, but at the moment holds tariffs for products from Canada and Mexico. Despite the fact that this limited the impact of tariffs on the consumers in the United States, it is still unknown whether other tariffs will ultimately enter the game, as well as the question of whether the administration can increase tariffs over time. In any case, the market was quite scared, sharply falling in trade immediately after the planned implementation of tariffs before stabilization.
Below we explore three companies that can be stable alternatives to more variable investments. Investors prone to risk can prefer a protective strategy, since 2025 continues, especially if they feel that they are in market reserves.
Stability of the supply chain strengthens the defensive attractiveness of Conagra
Conagra Brands Inc. NYSE: CAG It is a company standing behind many packed products with brands such as DUNCAN Hines, Hunt’s, chief of Boyardee and Birds Eye. Conagra attracted investors as a dividend campaign with an impressive yield of 5.57%, although its payment coefficient of more than 137% may cause some concern about the stability of this payment rate in the future.
Conagra Brands today
Conagra Brands
- 52-week range
- $ 24.85
▼
$ 33.24
- Dividend yield
- 5.58%
- P/e ratio.
- 24.61
- Value is valuable
- $ 30.33
CAG shares thought about 12% per year, leading by February 4, 2025, when the sales were disappointed. Nevertheless, there is reason to expect a coup in 2025: the share of the company’s market is expanding because it continues to focus on the Frozen Foods segment, and delivery volumes are improved. Organic net sales and volume returned to profit in the last quarter, although each of these indicators increased by less than 1% compared to last year.
The coefficient P/E Conagra, which is 10.2, is significantly lower than its historical average, which indicates that now there may be a good time to buy, while shares can be underestimated. In addition to what is important for investors looking for a defensive game, the company had enough time to ensure a solution to problems with the supply chain in recent years.
A balanced view of the growth potential WK Kellogg
WK Kellogg Co. NYSE: KLG It is part of the KELLOGA business legacy, which is focused on grain products in North America. In 2023, Kellogg divided its activities into two companies; In addition to WK Kellogg, Kellanova NYSE: K. I took responsibility for snacks and goods in international markets.
WK Kellogg Today
- 52-week range
- $ 12.32
▼
$ 24.63
- Dividend yield
- 3.84%
- P/e ratio.
- 21.35
- Value is valuable
- $ 17.88
With the growth of tariffs, WK Kellogg can be somewhat best isolated than Kellanova from his limited geographical direction. Nevertheless, WK Kellogg has encountered mixed moods from Wall analysts in recent months – TD Cowen recently reduced the shares from Hold to sale and reduced its target price, but Barclays moved in a different direction, for example.
There are concerns about the wider grain market, including the potential for failures of the supply chain from the climate change and other factors. However, in the latter quarter there are five of the six main brands of WK Kellogg, which accounted for about 70% of its sales, or supported the market share against the background of the improved execution of the company in the store and targeted advertising shares, the last of which helped to compensate for the increase in price in recent years .
A variety of Tilray operations can help the weather market market.
Tilray Inc. NASDAQ: TLRY This is a cannabis, drinks, a food and health company with a headquarters in the United States, but retains an international presence. In the face of potential Canadian tariffs, the Business of Cannabis Tilray will undoubtedly be affected, although, perhaps, to a lesser extent than competitors in the Cannabis space, with operations exclusively in Canada. Nevertheless, Tilray in recent years has been as a leading company for craft beer in the United States.
Tilrey today
- 52-week range
- $ 0.97
▼
$ 2.97
- Value is valuable
- $ 2.70
If the administration tariffs for Mexican products continue, Modelo Especial, most likely falls under the updated guidelines of tariffs. Given that Modelo has become the best -selling American beer in recent quarters, this script can open opportunities for us, brewers, including Tilray.
Of course, Tilray is faced with supporting breeze-for example, the rumor regarding the wide legalization of cannabis in the United States and the company’s shares are traded close to a 52-week minimum. Nevertheless, its various operations can position it to use the tariffs, depending on how the situation develops.
Before considering Conagra brands, you will want to hear it.
Marketbeat monitors the highest and most effective analysts with the most effective Wall Street analysts and promotions that they recommend to their customers daily. Marketbeat has identified five shares that leading analysts quietly whisper to their clients to buy now before the wider market wins … and Conagra Brands was not on the list.
While Conagra Brands currently has a rating of “keep” among analysts, analysts with the highest rating believe that these five promotions are better buying.
View five shares here
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