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CONSUMER DEFENSIVE News & Analysis

Spending is shifting back to services; here's US stocks to play it - Part 2
Stocks
Spending is shifting back to services; here's US stocks to play it - Part 2
Uber, Starbucks and brewing giant Anheuser-Busch (of Budweiser fame) should all benefit as consumers swap back to services.
Dave Sekera, CFA | 21 July 2022
Spending is shifting back to services; here's US equities to play it - Part 1
Stocks
Spending is shifting back to services; here's US equities to play it - Part 1
Beaten-down industries, such as airlines, hotels, cruise lines and gaming should benefit from a return to normal spending patterns. 
Dave Sekera, CFA | 20 July 2022
All sectors are undervalued: Morningstar quarterly equity market outlook – part one
Markets
All sectors are undervalued: Morningstar quarterly equity market outlook – part one
Australian equities remain attractive thanks to limited exposure to the rising inflation and rates gripping markets.
Nicola Chand | 28 June 2022
Financial planners discuss their inflation hedges
Stocks
Financial planners discuss their inflation hedges
Inflation fighting assets include commodities, defensive retailers and those companies able to pass along rising prices.
Nicki Bourlioufas | 24 May 2022
Why are Coles, Woolworths and JB Hi-Fi tanking? Morningstar explains
Video
Why are Coles, Woolworths and JB Hi-Fi tanking? Morningstar explains
Local investors were spooked after US retail giants Target and Walmart plummeted overnight as rising prices hit margins and inventory.
Johannes Faul, CFA | 19 May 2022
Coles forced to boost spending amid shift to online groceries
Stocks
Coles forced to boost spending amid shift to online groceries
It’s got the balance sheet to do it, but it lags behind larger rival Woolworths.  
Lex Hall | 22 June 2021
A2 Milk attractive despite near-term woes
Stocks
A2 Milk attractive despite near-term woes
Morningstar has downgraded its valuation for the infant formula maker as it grapples with weak growth.
Lex Hall | 17 May 2021
6 stocks that let you sleep at night
Stocks
6 stocks that let you sleep at night
These wide-moat, low-uncertainty names are reliable, writes Susan Dziubinski.
Susan Dziubinski | 10 May 2021
Morningstar runs the numbers
Markets
Morningstar runs the numbers
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 16 April.
Lewis Jackson | 19 April 2021
Morningstar runs the numbers
Markets
Morningstar runs the numbers
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 9 April.
Lex Hall | 12 April 2021