"Buy nicotine, energy drinks, and candy stocks"! Goldman Sachs calls: Get ready for a frenzy in U.S. consumer stocks
Wallstreetcn·
- Goldman Sachs analyst Bonnie Herzog urges investors to buy stocks in nicotine, energy drinks, candy, and beauty sectors as consumer fundamentals improve in 2026.
- She predicts a more constructive U.S. consumption environment driven by rising real income, job growth, tax cuts, and easing inflation linked to tariffs, especially benefiting the middle-income group.
- Herzog emphasizes a positive stock-picking environment despite ongoing pressure on essential consumer goods and forecasts 2026 as the "year of beer stocks," boosted by major events like the FIFA World Cup.