Top mid-cap consumer stocks to watch on Wall Street

By - Team Kalkine Media

Summary

  • Dillard (NYSE: DDS) has a P/E ratio of 16.44; its stock rose 195.45% year-to-date.
  • Exponent Inc. (NASDAQ: EXPO) has a P/E ratio of 58.29; the stock was trading at US$95.58 at 11:27 am ET.
  • Albertsons Companies (NYSE: ACI) has a P/E ratio of 15.45 and a dividend yield of 1.98%.

Consumer stocks are companies that provide consumer products and services, which include staples and non-essential or discretionary. Thus, consumer stocks can be categorized into consumer durables, consumer non-durables, and consumer services.

Here we explore six consumer stocks that have a P/E ratio of more than 10.

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Albertsons Companies, Inc. (NYSE: ACI) is a retailer of food and drug. ACI provides grocery items, general merchandise, pharmacy, health, beauty products, fuel, and other items & services.

Albertsons has a market capitalization of US$ 9.5 billion and a P/E ratio of 15.45. Its forward P/E is 10.07, and its current dividend yield is 1.98%, with an annualized dividend of US$ 0.40. 

It operated 2,277 stores across 34 states and 400 fuel stations as of February 27, 2021. For the fiscal year ended on February 27, 2021, its revenue was US$ 69.69 billion, and net income was US$ 850 million, reflecting a 12% and 82% increase sequentially, YOY. Its diluted earnings per share diluted were US$ 1.47 compared to US$ 0.80 at the previous fiscal year-end.

The stock price rose 15.47% YTD, and trading at US$ 20.385, up 0.72% at 10:41 am ET as of July 26, 2021. 

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Dillard's, Inc. (NYSE: DDS) is a retailer of cosmetics, fashion apparel, etc. Its merchandise includes Gianni Bini, Antonio Melani, Roundtree & Yorke, and many others. 

Its P/E ratio is 16.44, and its current dividend yield is 0.33%, with an annualized dividend of US$ 0.60. Dillard’s market capitalization is US$ 3.95 billion. 

Its total revenue for the quarter ended May 1, 2021, was US$ 1.36 billion, and net income was US$ 158 million compared to the revenue of US$ 822 million and a net loss of US$ 162 million in the same quarter previous year. Dillard’s earnings per share diluted was US$ 7.25 against net loss per share diluted of US$ 6.94 in the May quarter of 2020. 

The stock rose 195.45% YTD and trading at US$ 187.38, up 2.81% at 11:07 am ET as of July 26, 2021.

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Exponent, Inc. (NASDAQ: EXPO) is an engineering and scientific consulting company that provides solutions to problems on a project basis. Its two segments are engineering & scientific consultation and environmental & health consultation.

It has a market cap of US$4.98 billion and a P/E ratio of 58.29. EXPO’s current dividend yield is 0.84%, and its annualized dividend is US$ 0.80.

Its revenue for the quarter ended April 2, 2021, was US$ 116.48 million, and net income was US$ 30.8 million, reflecting a 10% and 17% increase in revenue and net income, respectively, YOY. The net income per share diluted was US$ 0.58 against US$ 0.49 in the April quarter of 2020.

The company will release its second-quarter results on July 29, 2021. EXPO stock is trading at US$ 95.58, up 0.46% at 11:27 am ET as of July 26, 2021. It gave a 6.26% return YTD.

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Jack In The Box Inc. (NASDAQ: JACK) operated and franchised some 2,228 quick-service restaurants as of April 11, 2021. The menu includes tacos, burgers, fries, specialty sandwiches, salads, and ice cream shakes with customization.

Its P/E ratio is 16.14, and forward P/E for one year is 16.13. JACK has a market capitalization of US$ 2.46 billion, and the current dividend yield is 1.61%, with an annualized dividend of US$ 1.76.

For the quarter ended April 11, 2021, the company booked revenue of US$ 257 million and net income of US$ 35.9 million compared to revenue of US$ 216 million and net income of US$ 11.5 million for the same quarter of 2020. Its earnings per share diluted was US$ 1.58 against US$ 0.50 in the April quarter previous year.

JACK Inc. will release its third-quarter fiscal 2021 earnings on August 4. 

Its stock rose 19.38% YTD and trading at US$ 110.29, up 0.68% at 11:42 am ET as of July 26, 2021.

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Regal Beloit Corporation (NYSE: RBC) manufactures various electrical devices such as motors and control systems. Its operating segments are Commercial Systems, Industrial Systems, Power Transmission Solutions and Climate Solutions.  

Its market cap is US$5.5 billion, the P/E ratio is 26.19, and the dividend yield is 0.99%. It pays an annual dividend of US$1.32.

In the April quarter, its net sales were up 11% to US$814 million YoY. RBC’s net income was US$ 65.6 million, 43% up YOY. Its earnings per share diluted were US$ 1.60 compared to US$ 1.12 in the same quarter the previous year. 

RBC will release the Q2 earnings report on July 29. Its stock rose 8.57% YTD. It was trading at US$133.51, up 0.48%, at 1:13 pm ET on July 26, 2021.

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Thor Industries, Inc. (NYSE: THO) manufactures recreational vehicles (RVs) through its subsidiaries. Its market share in the US and Canada was approximately 40% and 48%, respectively. Its European market share for motor caravans and campervans was approximately 23.2% and approximately 16.2% for caravans for the March quarter, 2021.

THOR has a P/E ratio of 11.58 and a dividend yield of 1.43%, with an annualized dividend of US$ 1.64. Its market cap is US$6.3 billion, and a forward P/E for one year is 10.98.

For the quarter ended April 30, 2021, its net sales were US$ 3.46 billion, an 106% increase YoY and net income attributable to the company was US$183 million, reflecting a whopping 662% growth YOY. Its earnings per common share diluted were US$ 3.29 compared to US$ 0.43 in the same quarter of 2020. 

The stock gained 22.70% YTD and is trading at US$ 114.02, down 0.58% at 1:41 pm ET as of July 26, 2021.  

Please note: The above constitutes a preliminary view and any interest in stocks/cryptocurrencies should be evaluated further from an investment point of view.

The reference data in this article has been partly sourced from Refinitiv.


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