- Concerns over variants of COVID-19 are growing, with an eye towards the "Delta" variant.
- Wall Street is now taking a closer look at various consumer staples firms, including retailers, as some localities in the US are reimposing mask mandates and other restrictions.
- In this article, we cover five retailers that are recession-resistant and provide an overview of our enterprise cash flow valuation analysis for each company.
- All five of the names are not attractive from a valuation perspective, and we think investors may be wise to be patient in these names as fundamentals catch up to the market's embedded expectations.
- They could be underperformers in the periods ahead.
For further details see:
5 Overpriced Dividend-Paying Retailers That May Underperform