Retail and consumer stocks have been hit hard lately, due in large part to the rise of e-commerce and Amazon (AMZN) - Get Amazon.com, Inc. Report seemingly swallowing up everything in its sight. But if investors look close enough, there are bargains out there, ones that may have outsized returns.
Credit Suisse has put together a list of 140 "top ideas" covered by their analysts, using several parameters to weed out weaker companies and pick only the best ideas. Market caps, growth and valued companies, as well as a variety of different sectors were chosen.
As part of the investment process, each analyst ranked up to three stocks on a six and twelve month time horizon, only picking "high conviction ideas." Since not every analyst had three stocks that could make the list, they were allowed to pick fewer than three names.
TheStreet looked at some of the recommendations from analysts and broke it down even further, looking at seven of the best retail and consumer stocks from Credit Suisse's U.S. Focus List.