Basket cover image
15 handpicked stocks

Pricing Power In An Inflationary Era

Recent data shows that while headline inflation is steady, core inflation is rising, partly due to new tariffs. This creates an investment opportunity in companies with strong pricing power that can protect their profits by passing on higher costs to consumers.

stock
stock
stock
stock
stock
stock
stock
stock
stock
stock

+5

Author avatar

Han Tan | Market Analyst

Updated 2 days ago | Published at août 13

Top Picks from This Group

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

PSMT

Pricesmart Inc

PSMT

Current price

$112.37

CMPR

Cimpress N.V.

CMPR

Current price

$60.16

POWL

Powell Industries Inc

POWL

Current price

$255.50

About This Group of Stocks

1

Our Expert Thinking

With core inflation rising to 3.1% whilst headline inflation holds steady, we're seeing a unique market environment where tariffs are driving up costs. This creates opportunities for companies with strong pricing power - businesses that can protect their margins by passing increased costs onto customers rather than absorbing them.

2

What You Need to Know

These stocks represent companies across consumer staples, logistics, and specialised manufacturing sectors. They share common traits: strong brand loyalty, essential product offerings, or critical supply chain positions. This defensive positioning may help them maintain profitability when other businesses face margin pressure.

3

Why These Stocks

Each company was handpicked by professional analysts for their ability to navigate inflationary pressures. These firms have demonstrated pricing power through strong brands, essential services, or market-leading positions that allow them to maintain margins even when input costs rise.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+28.45%

Group Performance Snapshot

28.45%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 28.45% over the next year.

14 of 15

Stocks Rated Buy by Analysts

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

2.5%

Group Growth

This group averaged a 2.5% return last month.

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

🛡️

Inflation-Proof Profits

These companies have the rare ability to maintain their margins even when costs rise. Whilst others struggle with tariff pressures, these businesses can pass costs directly to customers.

📈

Defensive Growth Opportunity

In an environment where many companies face margin compression, businesses with pricing power stand out. This creates a tactical advantage for investors seeking protection from inflationary headwinds.

Market-Leading Positions

From essential utilities to trusted consumer brands, these companies hold positions that customers can't easily replace. This gives them the confidence to raise prices when needed.

Why Invest with Nemo Money?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Opportunities

AI's App Store Showdown

AI's App Store Showdown

Elon Musk's threat of an antitrust lawsuit against Apple highlights the growing tension between AI developers and the powerful app store gatekeepers. This situation could create opportunities for other technology companies that offer alternative platforms or help developers navigate the competitive app landscape.

View stocks
Navigating The Fed's Inflation Dilemma

Navigating The Fed's Inflation Dilemma

A recent spike in inflation, driven by import tariffs, has put the Federal Reserve in a difficult position. This theme focuses on companies that could benefit from this economic tension, whether through competitive pricing or a potential interest rate cut.

View stocks
Grounded Giant: Rivals Poised To Gain From Air Canada Strike

Grounded Giant: Rivals Poised To Gain From Air Canada Strike

A potential strike at Air Canada threatens to ground the nation's largest airline, creating significant travel disruption. This presents a tactical opportunity for rival airlines to capture market share and benefit from the surge in demand from displaced travelers.

View stocks
View All Stock Groups

Frequently Asked Questions

Everything you need to know about the product and billing.