Don't look now, but there might be life in the UK-listed consumer stocks space. Despite all the doom and gloom we see in the British national press about the state of the economy, and the much-heralded end of the traditional high street retailer, there are still some well-managed, consumer-facing companies out there worth a second look.
In this article we have run our analysis through the entire UK-listed consumer sector, and these are the leading companies with shares available to buy - in our view. We have focused on their financial health and growth characteristics, plus looked at whether they represent good value for money for the investor at the moment.
1. On The Beach [LON:OTB]
We flagged up On The Beach in our original piece on UK stocks for 2025, back in February. Online travel agency On The Beach still represents one of the best quality bets in the travel sector right now. The shares have remained a little rangebound in Q1, trading around 208-260 pence relatively consistently. The market seems to be waiting for more good news from the company. The latest numbers all look pretty healthy, with growth in cash, group revenue AND profits. Group total transaction value topped £1.2 billion, which represents 15% growth year-on-year.
2. Imperial Brands [LON:IMB]
Again, one of the best quality UK stocks overall in Q2 and also topping our consumer list, is Imperial Brands. This comes as no surprise, and with fund managers looking for defensive stocks during the Trump tariffs turmoil, Imperial Brands could fit the bill for many. This is reflected in Imperial Brands' share price performance, up 29% over the last six months. Better still for investors, the shares added 9.12% in the last 30 days, despite all the fuss in Washington and on Wall Street. Imperial Brands has over 30 factories globally and therefore looks less exposed to trade wars.
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