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Retail picks tied to lower gas prices

Jan. 06, 2015 4:16 PM ETThe Kroger Co. (KR) StockDIS, CMCSA, KO, PEP, PLAY, KR, TAP, FUN, CASY, PTRY, SAM, SIX, BREW, DPS-OLD, BUD, ANCUF, MNST, CST, MUSA, PRMWBy: Clark Schultz, SA News Editor4 Comments
  • GasBuddy.com projects gas prices will average $2.64 per gallon in 2015.
  • Most economists see a boost in U.S. retail spending from the gas savings with the exception of regions highly dependent upon the energy industry.
  • While some Q4 reports from restaurant chains and retailers may show a marginal lift in sales due to the drop in gas prices, insiders think quantifying the impact will be more art than science.
  • The following sub-sectors have been tapped by analysts as potential under-the-radar beneficiaries of the gas price effect.
  • C-stores:KR, CASY, PTRY, OTCPK:ANCUF, CST, MUSA.
  • Theme parks: SIX, FUN, DIS, CMCSA, PLAY.
  • Beverages: KO, PEP, COT, DPS-OLD, BUD, SAM, BREW, TAP, MNST.

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