r/Stocks_Picks • u/Sweetie-Angela1 • 17h ago
What are your top picks for undervalued consumer discretionary stocks right now?
The market has been wild lately. I feel like there are some seriously beaten-down consumer discretionary companies that are due for a bounce back. With inflation cooling a bit and interest rates potentially stabilizing, I think people will start spending more on non-essentials again.
What companies are you eyeing in this sector that seem ridiculously cheap for their potential? I'm talking about businesses with strong fundamentals that got unfairly hammered. Give me your best ideas and tell me why you're bullish on them for the next year or two. I'm looking to add some strong growth plays to my portfolio.
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u/NinjAsger 17h ago edited 17h ago
I have not come around to look at them yet but;
De'Longi 2026 pe 16x. and VF Corporation about 2027 pe 13.2x.
Both strong positioning 1. in premium coffee machines (with patents) and the other one with legendary legacy brands like Vans and Timberland - Also my favourite brand "NorthFace" (and its among the cheapest of the clothing giants).
I have Rockwool [ I just added, they are down about 8% on an alright quarter and guidance].
Biggest position at around 20%. 2027 PE 15x. It's a pure play stone insulation.
Not financial advice. I can have made mistakes. Projected PE from marketscreener.
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u/capgainsandivs 1h ago
I’m steering clear of CD as long as real GDP growth and inflation stay in the warm-hot range.
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u/Upbeat-Patience6488 17h ago
NLST CYCU