Seeking Alpha
Value, growth, long-term horizon, medium-term horizon
Profile| Send Message|
( followers)  

Do you consider a stock's sales trends when comparing names? For ideas on how to start your own sales analysis, we ran a screen.

We began by screening the consumer goods sector for stocks that have outperformed the market over the last quarter, with quarterly performance above 10%.

We then screened for strong sales trends by comparing their growth in revenue to growth in inventory over the last year. We screened for stocks with positive sales trends, with faster growth in revenue than inventory over the last year. Since inventory represents the portion of goods not yet sold, faster growth in revenue than inventory is considered an encouraging sign.

To screen for strengthening liquidity, we also only focused on those companies with inventory decreasing as a percent of current assets.

(click to enlarge)

Tool provided by Kapitall.

Do you think these stocks have strong sales trends? Use this list as a starting point for your own analysis.

List sorted by increase in revenue over the last year.

1. LeapFrog Enterprises Inc. (NYSE:LF): Provides technology-based learning platforms worldwide. Market cap at $695.43M, most recent closing price at $10.18. Performance over the last quarter at 41.19%. Revenue grew by 81.48% during the most recent quarter ($72.01M vs. $39.68M y/y). Inventory grew by -28.9% during the same time period ($38.87M vs. $54.67M y/y). Inventory, as a percentage of current assets, decreased from 29.95% to 15.94% during the most recent quarter (comparing 3 months ending 2012-03-31 to 3 months ending 2011-03-31).

2. The Hain Celestial Group, Inc. (NASDAQ:HAIN): Manufactures, markets, distributes, and sells natural and organic food, and personal care products in the United States and internationally. Market cap at $2.48B, most recent closing price at $54.50. Performance over the last quarter at 33.33%. Revenue grew by 31.54% during the most recent quarter ($379.36M vs. $288.39M y/y). Inventory grew by 7.66% during the same time period ($179.75M vs. $166.96M y/y). Inventory, as a percentage of current assets, decreased from 46.13% to 37.61% during the most recent quarter (comparing 3 months ending 2012-03-31 to 3 months ending 2011-03-31).

3. Movado Group, Inc. (NYSE:MOV): Designs, sources, markets, and distributes fine watches and jewelry. Market cap at $696.1M, most recent closing price at $27.32.Performance over the last quarter at 28.06%. Revenue grew by 21.2% during the most recent quarter ($122.41M vs. $101M y/y). Inventory grew by -9.87% during the same time period ($163.68M vs. $181.61M y/y). Inventory, as a percentage of current assets, decreased from 48.44% to 37.83% during the most recent quarter (comparing 3 months ending 2012-01-31 to 3 months ending 2011-01-31).

4. American Woodmark Corp. (NASDAQ:AMWD): Engages in the manufacture and distribution of kitchen cabinets and vanities for the remodeling and new home construction markets in the United States. Market cap at $243.17M, most recent closing price at $16.42. Performance over the last quarter at 14.26%. Revenue grew by 7.66% during the most recent quarter ($119.98M vs. $111.44M y/y). Inventory grew by -5.79% during the same time period ($22.14M vs. $23.5M y/y). Inventory, as a percentage of current assets, decreased from 20.49% to 19.11% during the most recent quarter (comparing 3 months ending 2012-01-31 to 3 months ending 2011-01-31).

5. Flexsteel Industries Inc. (NASDAQ:FLXS): Manufactures, imports, and markets residential and commercial upholstered and wooden furniture products in the United States. Market cap at $136.75M, most recent closing price at $19.74. Performance over the last quarter at 20.20%. Revenue grew by 7.58% during the most recent quarter ($91.63M vs. $85.17M y/y). Inventory grew by 0.99% during the same time period ($75.48M vs. $74.74M y/y). Inventory, as a percentage of current assets, decreased from 58.45% to 56.17% during the most recent quarter (comparing 3 months ending 2012-03-31 to 3 months ending 2011-03-31).

6. Church & Dwight Co. Inc. (NYSE:CHD): Develops, manufactures, and markets a range of household, personal care, and specialty products under various brand names in the United States and internationally. Market cap at $7.4B, most recent closing price at $53.12. Performance over the last quarter at 11.64%. Revenue grew by 7.52% during the most recent quarter ($690.6M vs. $642.3M y/y). Inventory grew by -0.23% during the same time period ($212.6M vs. $213.1M y/y). Inventory, as a percentage of current assets, decreased from 32.13% to 28.% during the most recent quarter (comparing 3 months ending 2012-03-31 to 3 months ending 2011-04-01).

7. Kimberly-Clark Corporation (NYSE:KMB): Engages in the manufacture and marketing of health care products worldwide. Market cap at $31.11B, most recent closing price at $78.98. Performance over the last quarter at 11.09%. Revenue grew by 4.22% during the most recent quarter ($5,241M vs. $5,029M y/y). Inventory grew by -1.92% during the same time period ($2,354M vs. $2,400M y/y). Inventory, as a percentage of current assets, decreased from 38.1% to 37.26% during the most recent quarter (comparing 3 months ending 2012-03-31 to 3 months ending 2011-03-31).

8. Libbey Inc. (NYSEMKT:LBY): Engages in the design, manufacture, marketing, and supply of tableware products primarily in North America, Latin America, Asia, and Europe. Market cap at $296.92M, most recent closing price at $14.21. Performance over the last quarter at 11.57%. Revenue grew by 3.92% during the most recent quarter ($188.54M vs. $181.43M y/y). Inventory grew by -3.6% during the same time period ($159.13M vs. $165.08M y/y). Inventory, as a percentage of current assets, decreased from 58.41% to 55.21% during the most recent quarter (comparing 3 months ending 2012-03-31 to 3 months ending 2011-03-31).

9. Jarden Corp. (NYSE:JAH): Distributes consumer products worldwide. Market cap at $3.24B, most recent closing price at $39.84. Performance over the last quarter at 14.15%. Revenue grew by 0.81% during the most recent quarter ($1,495.4M vs. $1,483.4M y/y). Inventory grew by -5.66% during the same time period ($1,409.6M vs. $1,494.1M y/y). Inventory, as a percentage of current assets, decreased from 44.29% to 41.53% during the most recent quarter (comparing 3 months ending 2012-03-31 to 3 months ending 2011-03-31).

*Accounting data sourced from Google Finance, all other data sourced from Finviz.

Source: 9 Outperforming Consumer Goods Stocks With Strong Inventory Trends