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Analyst Insight: Commodities relief but El Niño risk for Consumer Staples companies

27 July 2015 | Analyst Insight

Agricultural raw materials and packaging inputs are key cost components for Consumer Staples companies. Prices are currently well off 2010/11 peaks and look set to provide relief in an otherwise challenging operating environment.

In this short seven-page presentation (click on image below), Liberum Consumer Staples Analyst Robert Waldschmidt highlights some key commodities trends and the El Niño risk. This work is an extract from Robert's July 3, 2015 research note entitled Consumer Staples: winners, loser of input cost gyrations. Media and professional investors who would like to know more can contact Robert on +44 (0) 20 3100 2085 or via email.

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Consumer Staples PDF

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