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Supposedly the US economy is ready to tank and consumers aren’t spending at all. The keyword is “supposedly” though because certain Consumer Cyclical companies are posting strong top line numbers, regardless of the prevailing perception. There is no question that US consumers are agreeably weaker compared to pre-recession levels, but we don’t think they’re dead yet.

Relative to investors, if there was ever a time when they needed or wanted growth, now would be that time. For investors interested in growth companies with solid fundamental characteristics, this list provides a few names to review further.

Return on Assets (ROA) indicates the profitability of a company in relation to total assets. As well, ROA gives a picture of how well management is utilizing firm assets to generate earnings. This financial metric should generally be compared to the industry average and also compared against the companies ROA trend over time.

We screened specifically for Consumer Cyclical companies that had strong top line growth (1-Year Revenue Growth>20%). From this narrowed pool we screened for companies that also had sound fundamentals (ROA>15%).

The list is ranked from highest to lowest 1-Year Revenue Growth.

1. Lululemon Athletica, Inc. (NYSE: LULU)

Sector

Consumer Cyclical

Industry

Apparel Stores

Market Cap

$ 6,287M

Beta

2.43

Analyst Sentiment

12/22 -List Hold/Neutral (Neutral)

The company designs and sells athletic apparel. The firm’s 1-Year Revenue Growth is 57.14%. LULU’s Return on Assets is 24.40%. The short interest is 16.90% as of 07/29/2011. Given the short interest, this could be a short favorite or potentially a great short squeeze.

2. Imax Corporation (NYSE: IMAX)

Sector

Media – Diversified

Industry

Consumer Cyclical

Market Cap

$ 1,123M

Beta

2.10

Analyst Sentiment

12/18 -List Buy/Outperform (Bullish)

The company develops, leases, and sells digital and film based on motion picture technologies. The firm’s 1-Year Revenue Growth is 45.21%. IMAX’a Return on Assets is 28.87%. The short interest is 13.10% as of 07/29/2011. Given the short interest, this could be a short favorite or potentially a great short squeeze.

3. Tempur-Pedic International, Inc (NYSE: TPX)

Sector

Consumer Cyclical

Industry

Home Furnishings & Fixtures

Market Cap

$ 3,925M

Beta

1.77

Analyst Sentiment

8/13 -List Buy/ Outperform (Bullish)

The company manufactures and sells premium mattresses and pillows worldwide. The firm’s 1-Year Revenue Growth is 33.00%. TPX’s Return on Assets is 21.95%. The short interest is 7.40% as of 07/29/2011.

4. Priceline.com, Inc. (NASDAQ: PCLN)

Sector

Consumer Cyclical

Industry

Leisure

Market Cap

$ 25,040M

Beta

1.14

Analyst Sentiment

14/19 – List Buy/Outperform (Bullish)

The company is the operator of priceline.com, which is a popular travel booking website. The firm’s 1-Year Revenue Growth is 31.93%. PCLN’s Return on Assets is 18.15%. The short interest is 6.40% as of 07/29/2011.

5. Netflix, Inc. (NYSE: NFLX)

Sector

Consumer Cyclical

Industry

Specialty Retail

Market Cap

$ 12,819M

Beta

0.33

Analyst Sentiment

12/31 – List Buy/Outperform (Slightly Bullish)

The company offers a library of movies and TV shows via mail and the internet. The firm’s 1-Year Revenue Growth is 29.48%. NFLX’s Return on Assets is 16.38%. The short interest is 18.10% as of 07/29/2011. Given the short interest, this could be a short favorite or potentially a great short squeeze.

6. Dolby Laboratories, Inc. (NYSE: DLB)

Sector

Consumer Cyclical

Industry

Media - Diversified

Market Cap

$ 3,598M

Beta

0.81

Analyst Sentiment

9/14 – List Hold/ Neutral (Neutral)

The company develops and sells products and technologies related to the entertainment space. The firm’s 1-Year Revenue Growth is 28.24%. DLB’s Return on Assets is 16.56%. The short interest is 7.10% as of 07/29/2011.

7. Vera Bradley, Inc. (NASDAQ: VRA)

Sector

Consumer Cyclical

Industry

Footwear & Accessories

Market Cap

$ 1,254M

Beta

0.85

Analyst Sentiment

4/5 -List Buy/Outperform (Bullish)

The company designs and sells accessories for women. The firm’s 1-Year Revenue Growth is 26.69%. VRA’s Return on Assets is 22.42%. The short interest is 40.90% as of 07/29/2011. Given the short interest, this could be a short favorite or potentially a great short squeeze.

8. Gildan Activewear, Inc. (NYSE: GIL)

Sector

Consumer Cyclical

Industry

Apparel Manufacturing

Market Cap

$ 3,338M

Beta

1.44

Analyst Sentiment

10/18-List Buy/Outperform (Bullish)

The Company is a vertically-integrated manufacturer & marketer of branded basic apparel. The firm’s 1-Year Revenue Growth is 26.31%. GIL’s Return on Assets is 16.70%. The short interest is N/A.

9. Brookfield Asset Management Inc (NYSE: BAM)

Sector

Real Estate

Industry

Real Estate - General

Market Cap

$ 18,540M

Beta

1.45

Analyst Sentiment

9/10 – List Buy / Outperform (Bullish)

The company is an asset management firm that focuses on power, infrastructure, and property assets. The firm’s 1-Year Revenue Growth is 26.31%. BAM’s Return on Assets is 15.01%. The short interest is N/A as of 07/29/2011.

10. Chipotle Mexican Grill, Inc. (NYSE: CMG)

Sector

Consumer Cyclical

Industry

Restaurants

Market Cap

$ 9,959M

Beta

0.85

Analyst Sentiment

16/25 – List Hold / Neutral (Neutral)

The company is a fast-casual restaurant chain of fresh Mexican food. The firm’s 1-Year Revenue Growth is 20.91%. CMG’s Return on Assets is 15.96%. The short interest is 15.70% as of 07/29/2011. Given the short interest this could be a short favorite or potentially a great short squeeze.

We hope this list helps investors as they do their own due diligence on Consumer Cyclical stocks that are posting strong top line growth and solid fundamentals.

Source: 10 Overlooked Consumer Stocks With Impressive Top Line Growth