This carefully selected group of stocks represents established outdoor and drinkware brands poised for growth. Our professional analysts have identified these companies as potential beneficiaries of shifting consumer preferences toward trusted, premium products following Walmart's major safety recall.
Published on July 11
The Walmart recall isn't just a news story, it's changing how people shop. As consumers seek safer alternatives to private-label products, these established brands are perfectly positioned to capture that shift in spending.
Water bottles with serious safety issues have pushed consumers toward premium alternatives like YETI and Hydro Flask. These trusted brands could see substantial sales growth as safety-conscious shoppers upgrade their gear.
Outdoor specialty retailers like Sportsman's Warehouse and Academy Sports are becoming go-to destinations for consumers avoiding big-box stores. These companies offer curated selections of trusted brands customers now prefer.
Walmart's recall of 850,000 Ozark Trail water bottles due to serious injuries has created a "flight to quality" opportunity. Consumers are likely to shift spending toward established, trusted outdoor and drinkware brands, even at higher price points. This collection captures companies positioned to gain market share from this consumer shift.
This group includes premium manufacturers of outdoor equipment, drinkware, and apparel, along with specialty retailers that carry these trusted brands. These companies have built reputations for quality and safety over years of reliable performance. The Ozark Trail recall serves as a catalyst that could accelerate sales for these alternatives.
These companies were specifically selected as direct beneficiaries of the market shift away from private-label outdoor goods. The collection includes market-leading manufacturers of premium alternatives and key specialty retailers positioned to capture increased consumer spending on higher-quality, trusted outdoor products.
Summary and investor key points for the 'Beyond The Ozarks: Trusted Outdoor Brands' basket based on provided market capitalisation breakdown.
YETI: $2.84B
HELE: $445.84M
NWL: $2.04B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Here are a few of the assets in this group. Create an account to unlock the full list.
YETI HOLDINGS INC
YETI
Current Price
$43.94
As a leading premium brand in drinkware and coolers, YETI is a direct high-end alternative for consumers seeking products with a reputation for qualit...
As a leading premium brand in drinkware and coolers, YETI is a direct high-end alternative for consumers seeking products with a reputation for quality and durability.
HELEN OF TROY CORP
HELE
Current Price
$28.65
Helen of Troy owns Hydro Flask, one of the most popular and trusted brands in the reusable water bottle market, making it a primary beneficiary of a f...
Helen of Troy owns Hydro Flask, one of the most popular and trusted brands in the reusable water bottle market, making it a primary beneficiary of a flight to quality.
NEWELL BRANDS INC
NWL
Current Price
$6.22
Newell Brands owns several competing drinkware brands like Contigo and Bubba, offering consumers trusted and widely available alternatives to the reca...
Newell Brands owns several competing drinkware brands like Contigo and Bubba, offering consumers trusted and widely available alternatives to the recalled product.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+53.57%
On average, analysts expect assets in this group to grow 53.57% over the next year.
9 of 15 assets in this group are rated Buy by professional analysts.
