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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.

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Author avatar

Han Tan | Market Analyst

Updated today | Published at August 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

$113.11

CMPR

Cimpress N.V.

CMPR

Current price

$60.68

POWL

Powell Industries Inc

POWL

Current price

$256.80

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

+28.18%

Group Performance Snapshot

28.18%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 28.18% 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.

4.2% vs 4%

Group Growth vs Bank interest

This group averaged a 4.2% return last month, beating the typical 4% bank rate.

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.

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