From an uptick in
corporate IT spendingto a rise in
merger activity, pockets of the economy are definitely
showing signs of life. But the U.S. personal savings rate
remains elevated, and actual job
growthis a distant dream. Consumer-dependent
industries could struggle for some time yet yet,
notwithstanding some excellent performances from
McDonald's (NYSE: MCD),
Amazon.com (Nasdaq: AMZN), and other
value-focused companies.
A recent
U.S. News & World Reportarticle highlighted less
obvious 10 consumer-goods names that have grown revenue and
gained market share since the recession started in December
2007. However the broad economy may move, the odds favor
these companies' continued outperformance -- good news for
management and investors alike.
In the table below, I've listed six of those companies.
Interestingly, whether they're widely recognized or
relatively unknown, their modest size makes yet another
argument for
sticking with small- and mid-cap stocksto boost your
returns.
Company
Market Cap
Product Categories
2007 Sales Growth
2008 Sales Growth
TTM Sales Growth
Green Mountain Coffee
Roasters (Nasdaq: GMCR)
$3.2 B
Specialty coffee & brewing systems
51.6%
46.4%
56.1%
Hansen Natural (Nasdaq: HANS)
$3.4 B
Nonalcoholic specialty beverages
49.3%
14.3%
9.7%
TreeHouse Foods
$1.1 B
Packaged foods & sauces
23.3%
29.6%
9.5%
Jarden (NYSE: JAH)
$2.4 B
Home, recreation & outdoor
21.2%
15.5%
(2.8%)
Hasbro
$3.9 B Continued... |