Which Consumer Stock Has the Most Upside?

From a food giant who just acquired one of the oldest and most popular chocolate makers in the world to a diversified global consumer conglomerate, we ask 'TheStreet' which consumer goods stock has the most upside.
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NEW YORK (TheStreet) -- From a food giant who just acquired one of the oldest and most popular chocolate makers in the world to a diversified global consumer conglomerate, the consumer goods sector is a widely mixed bag of stocks.

Ahead of a spate of upcoming earnings calls in the sector,

we profiled five consumer goods companies with upside

.

In advance of

J.M. Smucker's

(SJM) - Get Report

first-quarter earnings release, RBC Capital analyst Edward Aaron says he believes the stock still has more upside.

"Going into the

fourth quarter, investors feared that a more intense promotional environment in coffee and difficult margin comparisons could lead to disappointment," Aaron said in an investor note. Instead, the company surprised investors with consensus topping fourth quarter earnings per share and fiscal-year guidance. Will it surprise again on its next quarterly call?

J.M. Smucker's Stock Rating Report (SJM) Rating and Financial Analysis

One area of curiosity for

Kraft

(KFT)

investors during the company's second-quarter earnings release will be that of its ongoing integration with British chocolate maker Cadbury.

So far, the conjoining appears to be progressing well. RBC Capital analyst Edward Aaron for one, is encouraged by the synergy schedule provided by management.

Kraft Stock Rating Report (KFT) Rating and Financial Analysis

Ahead of

P&G's

(PG) - Get Report

fourth quarter announcement, Morningstar analyst Lauren DeSanto says in her equity report that she's been expecting a rebound in the company's sales growth for 2010 to a mid-single digit growth rate.

DeSanto has also been expecting an improvement of gross margins from the previous year due to P&G's increased savings initiatives and temporary relief from commodity and foreign exchange headwinds.

P&G Stock Rating Report (PG) Rating and Financial Analysis

While Morningstar analyst Erin Swanson continues to be impressed with the strength of

Church & Dwight's

(CHD) - Get Report

individual brands in their respective categories, low leverage and management strength, she's concerned about the fact that the company competes with much bigger and versatile players such as P&G.

Church & Dwight Stock Rating Report (CHD) Rating and Financial Analysis

And while

Clorox

(CLX) - Get Report

has the number one brand position in roughly 90% of its categories, Swanson says it also faces challenges. "The firm has a concentrated customer base, as 40% of sales are derived from five retailers, and it faces stiff competition from branded and private-label manufacturers," Swanson summed up in a report.

Clorox Stock Rating Report (CLX) Rating and Financial Analysis

In light of all this, which consumer stock do you think has the most upside? Take the poll below, to see the consensus of

TheStreet

.

-- Reported by Andrea Tse in New York

RELATED STORIES:

>>5 Consumer Stocks With Big-Time Upside

>>Beverage, Food, Household Winners & Losers

>>Kellogg Cuts Full-Year Guidance

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