15 handpicked stocks

Value Retail Stocks (Budget-Conscious Consumer Play)

With consumer sentiment falling, particularly among budget-conscious households, spending habits are shifting towards value-focused retailers. This theme identifies companies poised to attract customers who are looking to stretch their dollars on essential goods.

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Author avatar

Han Tan | Market Analyst

Published on September 14

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

WMT

Walmart Inc.

WMT

Current price

$103.49

COST

Costco Wholesale

COST

Current price

$967.90

TJX

TJX Companies, Inc., The

TJX

Current price

$139.48

12 Month Growth Potential

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:

$1,000.00

+6.26%

About This Group of Stocks

1

Our Expert Thinking

With consumer sentiment falling to a four-month low, households are becoming more cautious about spending. This shift creates opportunities for retailers that offer essential goods at competitive prices, as budget-conscious shoppers prioritise value over premium options.

2

What You Need to Know

This group focuses on discount retailers, off-price stores, and warehouse clubs that thrive when consumers tighten their belts. These companies are positioned to gain market share as households look to stretch their budgets on essential purchases.

3

Why These Stocks

Each company was selected for its ability to attract value-seeking customers during economic uncertainty. These retailers have proven business models that benefit from changing consumer behaviour when inflation and economic concerns drive spending shifts.

Group Performance Snapshot

6.26%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 6.26% over the next year.

11 of 15

Stocks Rated Buy by Analysts

11 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

💰

Value Shopping Surge

As consumer sentiment drops, shoppers are flocking to discount retailers and warehouse clubs. These companies could see significant foot traffic increases as households prioritise stretching their budgets.

📈

Market Share Winners

When economic uncertainty hits, value-focused retailers often gain market share from premium competitors. This shift could drive strong performance for companies that cater to budget-conscious consumers.

🎯

Recession-Resilient Business Models

These retailers have proven track records of thriving during economic downturns. Their focus on essential goods at competitive prices makes them attractive defensive plays in uncertain times.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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